CPE Catalog & Events
ACPEN: Private Company Simplified GAAP Alternatives
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Webinar
2.00 Credits
Member Price: $89
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
ACPEN: S Corporations: How to Calculate Shareholder Basis
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Webinar
2.00 Credits
Member Price: $89
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Internal Control - Testing for Operating Effectiveness
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Webinar
2.00 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
Leadershift: Drive Results Through Ethical Performance Mgmnt
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
Tax Planning for Small Businesses - Tax Staff Essentials
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Webinar
4.00 Credits
Member Price: $139
The tax life of a business Selecting a business entity type Section 199A and the qualified business income deduction Accounting methods Compensation of owners and hiring family members Reasonable compensation Depreciation, including Section 179 and bonus depreciation Transactions with owners Buy-sell and noncompete agreements Retirement plan strategies for late-stage business owners Starter 401(k) plans and SIMPLE plan enhancements Provisions of H.R. 1, commonly referred to as OBBBA
CFO Series: Using AI Effectively
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Webinar
8.00 Credits
Is it ethical to use AI, or not? What is ethical AI? Why it matters for finance and business professionals? Understanding and managing AI hallucinations and misinformation. Addressing bias in AI tools—even when you didn't build them. Internal friction: navigating fear, resistance, and cultural challenges. Guidelines for responsible AI use in your organization. Accountability and transparency: who is responsible for AI outcomes? Real-world use cases and what we can learn from them? Creating sustainable, people-focused AI practices that build trust. What are autonomous general ledgers: what are they and how much can you depend upon them? Financial statement analysis using AI. AI use in Budgeting and Forecasting. Using AI for research and planning (tax and GAAP), e.g. AI-driven fraud detection tools: capabilities and limits. What to automate and what to leave alone? Evaluating vendor claims and setting reasonable expectations. What to automate, and what to leave alone. AI ramification on staffing and hiring. The impact of self-serve AI research on your relationship with your CPA firm. Common AI use cases in accounting and finance. Fraud, deepfakes, data abuse and related risks. Governance frameworks and oversight responsibilities. The EU AI Act and regulatory developments in the U.S. AI bias, discrimination, and transparency concerns. Internal control and documentation challenges. Questions finance leaders should ask before adopting AI. Aligning AI oversight with your audit and compliance functions. Common AI use cases in accounting and finance. Fraud, deepfakes, data abuse and related risks. Governance frameworks and oversight responsibilities. The EU AI Act and regulatory developments in the U.S. AI bias, discrimination, and transparency concerns. Internal control and documentation challenges. Questions finance leaders should ask before adopting AI. Aligning AI oversight with your audit and compliance functions.
ACPEN: Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
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Webinar
8.00 Credits
Member Price: $250
How to become a value-added business advisor to successfully grow the firm from within Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services Critical traits of a thinking auditor, tips for stretching yourself beyond the basics Tips for value pricing and other ways to improve a CPA firm's financial success Managing change and promoting creative thinking Choosing between varying levels of client service
Finance and Innovation: Reinvent Your Organization and Dept.
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:What is innovation?The different forms of innovation, e.g., sustaining and disruptive.The five discovery skills needed to be innovative?The value of why we need to find ways to say, “Yes!” How to change your processes, rules and departments to be more innovative? Lessons learned from innovative businesses with examples.How does innovation happen and how to make innovation stick?The need to improvise and embrace broad experiences.
Risk Wrangling: Surviving the Modern Business Rodeo
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Risk is the common thread in an evolving landscapeRisk assessmentResponding to assessed risksAuditing standardsOther insights from AICPA guidanceFraud considerationsThe role of analyticsFinancial reporting considerationsRisk mitigation
ACPEN: Ethical Considerations in Record Retention: Should I Keep or Should I Throw
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Webinar
1.00 Credits
Member Price: $39
Importance of a Record Retention Policy What records must CPA return to client Difference between Code of Conduct and IRS Circular 230 Importance of Record destruction when no longer required to retain records
ACPEN: Internal Control Frameworks for Single Audit
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Webinar
1.00 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
ACPEN: Supervised AI Agents as Public CPA Audit Team Members
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Webinar
1.00 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
ACPEN: Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Webinar
1.00 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
ACPEN: Performance Management - Hiring to Retiring
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Webinar
1.20 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
ACPEN: Internal Controls That May Have Prevented Fraud
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Webinar
2.00 Credits
Member Price: $89
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
ACPEN: Mergers and Acquisitions: Complete Guide to Relevant Issues
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Webinar
2.00 Credits
Member Price: $89
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
ACPEN: K2's Optimizing Your CAS and Advisory Tech Stack
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Webinar
2.00 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27
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Webinar
2.00 Credits
Member Price: $99
Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart Authorities & Disciplines in Fiduciary Accounting & Taxation Fiduciary Tax Rates and Brackets Introduction to Subchapter J 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates Use of a Tax Spreadsheet