CPE Catalog & Events
Surgent’s Weekly Expert Hour
-
Webinar
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
ACPEN: Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
-
Webinar
1.00 Credits
Member Price: $39
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention
ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses
-
Webinar
1.00 Credits
Member Price: $39
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns
ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
-
Webinar
1.00 Credits
Member Price: $39
Leadership Professional Development Time Management
ACPEN: Managing Generational and Cultural Variances
-
Webinar
1.60 Credits
Member Price: $79
Management Leadership Cultural Variances Generational Variances
ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressur
-
Webinar
2.00 Credits
Member Price: $99
Risk Management culture Governance processes Workforce management Corporate Financial management Regulatory changes
ACPEN: Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words
-
Webinar
2.00 Credits
Member Price: $89
Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations
ACPEN: Risk Wrangling: Surviving the Modern Business Rodeo
-
Webinar
2.00 Credits
Member Price: $89
Risk is the common thread in an evolving landscape Risk assessment Responding to assessed risks Auditing standards Other insights from AICPA guidance Fraud considerations The role of analytics Financial reporting considerations Risk mitigation
ACPEN: Self-Rental Real Estate: Integrating the Passive Activity Rules with the Flow-Through Entity Deduction Rules
-
Webinar
2.00 Credits
Member Price: $89
Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Self-rental property and ""former passive activities"" rules Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards
ACPEN: Tax Procedure
-
Webinar
2.00 Credits
Member Price: $89
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
ACPEN: Internal Audit in The Future
-
Webinar
2.00 Credits
Member Price: $99
Internal Audit IIA Standards Emerging Risks Technology
Compilation, Preparation and Review Basics and Peer Reviews
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
Exploring Internal Controls That Could Have Prevented Frauds
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
2026/27 Annual Update for Governments and Not-for-Profits
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board.The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities.Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB).
AI & Accounting in Construction
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI adoption in constructionPredictive analytics and risk managementAI-integrated Building Information Modeling (BIM)Real-time compliance and financial reportingTaxation challenges in AI-driven constructionAI in project scheduling, supply chains, and quality controlRegulatory frameworks and ethical AI use in audits
AICPA Town Hall Series (10/29/2026)
-
Webinar
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
ACPEN: Making Effective Decisions When You Can’t Get Everything You Want
-
Webinar
2.00 Credits
Member Price: $89
Decision-making fundamentals Cost-volume-profit refresher Optimization analysis Constraint mitigation strategies Coping with incomplete information Solver and other Excel capabilities Qualitative considerations
ACPEN: Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
-
Webinar
2.00 Credits
Member Price: $89
Risk Management Governance Risk Assessment
Mastering Partnership Basis: Inside and Outside Basis
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Surgent's Guide to Partner Capital Account Reporting
-
Webinar
2.00 Credits
Member Price: $99
How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations