CPE Catalog & Events
ACPEN: Tactical Finance Leadership – Building the Finance Team of Tomorrow
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Webinar
2.00 Credits
Member Price: $89
How the finance role has evolved—and where it is headed Technology, AI, and real-time financial information Knowledge obsolescence and the growing CPE gap Talent development, delegation, and employee engagement Integrating multi-generational workforces Emotional intelligence and communication skills for finance leaders Preventing bad decisions through structure and discipline Redefining what it means to be an effective CFO
ACPEN: Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
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Webinar
3.50 Credits
Member Price: $129
The Importance of Mental Wellness in Leadership Recognizing and Preventing Burnout Building and Sustaining Resilient Teams Leading by Example: Self-Care and Continuous Growth
ACPEN: The Art of Marketing for CPAs
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Webinar
4.00 Credits
Member Price: $149
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
ACPEN: K2’s AI – Better Prompts, Better Results
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Webinar
1.00 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
ACPEN: Addressing Common Documentation Deficiencies
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Webinar
2.00 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
ACPEN: AI-Enhanced Business Consulting for CPAs: Strategies and Tools
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Webinar
4.00 Credits
Member Price: $149
Business Consulting Types of Management Services Identification of clientneeds Managing Client Expectations Creating Value for Clients Techniques for Effective Consulting Application of AI Professional Standards Application
ACPEN: The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
ACPEN: The Controllers Role in Data Analytics and Big Data
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
ACPEN: Sarbanes-Oxley Overview
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Webinar
1.60 Credits
Member Price: $79
Sarbanes-Oxley Compliance
ACPEN: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance
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Webinar
2.00 Credits
Member Price: $89
The real purpose of budgeting in modern organizations Common budgeting problems and process breakdowns Linking budgets to income statements, balance sheets, and cash flows Output metrics and what really “causes work” Top-down, bottom-up, and hybrid budgeting approaches Flexible budgeting using volume-based and unit metrics Benchmarking to reduce politics and improve insight Using budgets to build value, not just limit spending
ACPEN: Can You Really Do That With AI?
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Webinar
1.00 Credits
Member Price: $39
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
ACPEN: The Risks of Artificial Intelligence - Part 1
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Webinar
1.60 Credits
Member Price: $79
Artificial Intelligence Technical Artificial Intelligence Ethical Risks of Artificial Intelligence
2027 Summer Tax Rewind
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Webinar
2.00 Credits
Member Price: $89
Recent tax developments IRS guidance and practice updates Practical tax planning considerations
Ethics Exam Digital - Professional Ethics: The AICPA's Comprehensive Course for Licensure
Available Until
TBD
0.00 Credits
Member Price: $225
Key Topics- AICPA Code of Professional Conduct and its Conceptual Framework- Ethics and independence rules from the AICPA and other regulators, including the U.S. government- Activities that discredit the profession- Ethics interpretations issued by PEEC- NOCLAR- AICPA Statements on Standards for Tax Services (SSTSs)- U.S. Treasury Department’s Circular No. 230- Internal Revenue Service (IRS) penalty provisions
Surgent's 2025 Tax Update
Available Until
TBD
3.00 Credits
Member Price: $59
Timely coverage of breaking tax legislation Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent New tip income deduction New overtime pay deduction New car loan interest deduction New temporary senior deduction Expanded SALT cap Trump Accounts Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus depreciation made permanent Increased §179 deduction Changes to §174 R&E expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Surgent's A Complete Guide to the Yellow Book
Available Until
TBD
8.00 Credits
Member Price: $199
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
Surgent's A Complete Guide to the Yellow Book
Available Until
TBD
8.00 Credits
Member Price: $159
Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS) Relationship of Yellow Book requirements to GAAS and single audit requirements Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements The Yellow Book requirements related to the performance of and reporting on a financial audit Identifying and reporting findings under the Yellow Book The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits
Surgent's A Complete Tax Guide to Exit Planning
Available Until
TBD
2.00 Credits
Member Price: $109
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's A Discussion: The Threat and Opportunity to Accounting Posed by Generative AI and Other Emerging Technologies
Available Until
TBD
1.00 Credits
Member Price: $69
Generative artificial intelligence (AI) Threats and opportunities posed by emerging technologies in accounting Audit and assurance in a technology-heavy environment