CPE Catalog & Events
ACPEN: Employees Today and Tomorrow : Are Employees Assets?
-
Webinar
2.00 Credits
Member Price: $89
GAAP vs economic value of employees The changing landscape of work The need to change management tactics Different generations and demographics Understanding the differences What issues do they present? How do we improve our understanding? Employee engagement/assessment surveys and what they should tell us Successful tactics for today's workforce
ACPEN: Metrics Management – Linking Strategy to Performance
-
Webinar
2.00 Credits
Member Price: $89
Why strategy succeeds or fails based on measurement The relationship between mission, strategy, and metrics Financial versus non-financial performance measures Common measurement pitfalls and micromanagement risk Balanced Scorecard perspectives and strategy maps Linking critical success factors (CSFs) to KPIs Ownership and accountability for metrics Using metrics to drive organizational focus
Become a Data Analysis Expert
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Surgent's Taxation of Tips and Overtime Under OBBBA
-
Webinar
2.00 Credits
Member Price: $119
$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities
Are You Ready for Your Peer Review?
-
Webinar
3.00 Credits
Member Price: $109
Peer review process and timeline Quality control standards overview Enhancing Audit Quality initiatives Common issues identified in peer review and how to prevent them Best practices to prepare for your firm's peer review Peer review resources and tools
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
-
Webinar
4.00 Credits
Member Price: $159
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
ACPEN: K2’s Better Productivity Through Artificial Intelligence And Automation Tools
-
Webinar
4.00 Credits
Member Price: $149
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Gemini, Power Automate, and Zapier
Estate & Trust Primer - Tax Staff Essentials
-
Webinar
4.00 Credits
Member Price: $139
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Basic concepts of estate planning
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
Surgent's Fraud In Single Audits
-
Webinar
4.00 Credits
Member Price: $159
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
2026/27 Annual Update for Not-for-Profit Accountants & Audit
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.
ACPEN: Revenue Recognition Determine the Transaction Price Part 2
-
Webinar
1.00 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: HR Investigations – Episode 3 – Gathering-Analyzing-Reporting
-
Webinar
1.00 Credits
Member Price: $39
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
ACPEN: The Controllership Series - The Role of the Controller in ESG
-
Webinar
1.50 Credits
Member Price: $79
Accounting Finance SG Operations
ACPEN: Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
-
Webinar
1.80 Credits
Member Price: $79
Sarbanes-Oxley Accounting
ACPEN: The AB5s of Employees and Independent Contractors
-
Webinar
2.00 Credits
Member Price: $89
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
ACPEN: 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
-
Webinar
2.00 Credits
Member Price: $89
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
ACPEN: Accounting for Credit Losses – Getting to Know CECL
-
Webinar
2.00 Credits
Member Price: $89
Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions
ACPEN: Tactical Finance Leadership – Building the Finance Team of Tomorrow
-
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: The Seven High Quality Questions that Lead to Success & Solutions
-
Webinar
2.00 Credits
Member Price: $89
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models