CPE Catalog & Events
Volume to Value: A New Era of Precision Hiring in Accounting
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability
ACPEN: Staff Retention Keep the Best People
-
Webinar
3.00 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
ACPEN: Stand Out - How to Create a Unique Employer Brand
-
Webinar
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Mining Your Firm Client Database for Revenue
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
ACPEN: The New AICPA Statements on Standards for Tax Services
-
Webinar
2.00 Credits
Member Price: $89
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
ACPEN: Drive Results with Metrics
-
Webinar
2.00 Credits
Member Price: $89
Performance Metrics Budgets
Business Tax Update: OBBA and Recent Developments
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
Using ChatGPT with Excel
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
Ethics: Critical Thinking, Case Studies and Fraud
-
Webinar
4.00 Credits
Member Price: $139
AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession
Surgent's Business Law for Small Business Owners
-
Webinar
4.00 Credits
Member Price: $159
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Surgent's Ethical Considerations for the CPA
-
Webinar
4.00 Credits
Member Price: $159
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
ACPEN: S Corporation Essentials: Review & Update
-
Webinar
4.00 Credits
Member Price: $149
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions
ACPEN: Dashboard and Report Design Principles Using Excel
-
Webinar
4.00 Credits
Member Price: $149
Principles of Visual Design for Dashboards and Reports Chart Design for Rapid Understanding Table Design for Efficiency Effective Use of Commentary Strategic Layout Techniques Trend Analysis Methods Developing Organizational Design Standards Excel Application Techniques Critical Review Skills Best Practices for Data Presentation
Common Deficiencies in SSARS Engagements
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Frequent problem areas in preparation, compilation, and review engagementsThe root causes of noncompliancePractical approaches firms can use to improve consistency, documentation, and overall engagement performance
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
-
Webinar
8.00 Credits
Member Price: $329
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
ACPEN: Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
-
Webinar
8.00 Credits
Member Price: $300
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes Comparison of partnerships, LLCs and LLPs Overview the formation of a partnership/LLC and the §704(c) pre-contribution gain or loss rules Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items How schedule K items get allocated to partners on schedule K-1s Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members Comparing the tax and §704(b) book capital account computations Discuss partner guaranteed payments and self-employment tax issues Schedule M-1 – reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – analysis of partners’ capital accounts Review the importance and basics of calculating a partner/member’s outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations, §754 election for optional basis adjustments and §743/§734 mandatory basis adjustments
A&A Update for Nonprofits and Single Audit - 2026
-
Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:• Current impacts of accounting and financial reporting on nonprofit entities • Recently released FASB standards that impact nonprofit financial reporting the most• Current issues and challenges involving Yellow Book financial statement audits• Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards • Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
-
Webinar
8.00 Credits
Member Price: $299
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
Technology Trends for CPAs and CFOs: 2026 Update
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsIoT (Internet of Things) and Big DataData analytics and KPI dashboards the new financial reporting modelGenerative AI and Agentic AI in 2026Blockchain technology and smart contractsCryptocurrency 15 market and technology updateCurrent state of the software applications technology
How Fraud Can Affect Smaller Organizations
-
Webinar
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses