CPE Catalog & Events
Executive Presence, Personal Brand: Structure Your Narrative
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
ACPEN: Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions
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Webinar
1.20 Credits
Member Price: $39
Understanding Burnout and Its Warning Signs Stress Reduction Techniques Building Resilience Boundary-Setting Energy Management Physical Wellness Strategies Personalized Action Plan Development
ACPEN: Treasury Circular 230 for EAs and Other Tax Preparers
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Webinar
2.20 Credits
Member Price: $89
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Retirement Planning: Next Stage for You or Your Client
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Surgent's Agentic AI Foundations for Finance and Accounting
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Webinar
2.00 Credits
Member Price: $119
Evolution from RPA to agentic AI (PRAL cycle: perceive, reason, act, and learn) Use cases in financial reporting and decision support Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx, Microsoft Copilot, and UiPath Global regulation: EU AI Act, U.S. Executive Order, AICPA Code of Conduct Ethical considerations and professional skepticism in autonomous systems
Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information
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Webinar
2.00 Credits
Member Price: $119
CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance
Surgent's Top Individual Tax Planning Strategies
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Webinar
2.00 Credits
Member Price: $99
Extension and enhancement of reduced rates and the standard deduction The temporary senior deduction Extension and enhancement of increased Child Tax Credit Extension and enhancement of increased estate and gift tax exemption amounts Contributions to ABLE accounts and benefitting from the Saver’s Credit Increased SALT deduction Deduction for car loan interest Using Trump Accounts Extension and enhancement of paid family and medical leave credit Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit Tax credit for contributions of individuals to scholarship granting organizations Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Individual charitable contributions Health savings account related tax changes
Fundamentals of Form 1040 -- Business
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year
The Bottom Line on the New Lease Accounting Requirements
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Webinar
4.00 Credits
Member Price: $139
Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions
Common Financial Statement Disclosures
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Forensic Accounting: When The Office Is A Crime Scene
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
ACPEN: The SECURE Act 2.0 – Planning Opportunities for Employers
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Webinar
1.00 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
ACPEN: Revenue Recognition Topic 606 - Identify the Contract Part 1
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition
ACPEN: Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time
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Webinar
1.00 Credits
Member Price: $39
Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy
ACPEN: Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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Webinar
2.00 Credits
Member Price: $89
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
ACPEN: K2's Taking A Fresh Look At Teams
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Webinar
2.00 Credits
Member Price: $89
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
ACPEN: Accounting for People: Workforce Trends, Costs, and Talent
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Webinar
2.00 Credits
Member Price: $89
Trends in the modern workforce: demographics, generational shifts, remote work, and engagement The true cost of talent: hiring, retention, and turnover People as assets versus people as liabilities The varied challenges in accounting for human capital Metrics that matter: KPIs for employee performance and value Integrating people costs into financial strategy Navigating compliance, risk, and benefits
ACPEN: Introduction to Governmental Accounting 103
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Webinar
2.00 Credits
Member Price: $89
Major and Non-major funds Basis of accounting variations Why geography matters in a financial statement report
ACPEN: Metrics Which Every CFO, Controller and CPA Advisor Should Know
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Webinar
2.00 Credits
Member Price: $89
Overview of financial metrics Ratios versus key performance indicators Purpose and use of metrics Balance sheet metrics Cash flow and liquidity metrics Profitability metrics Operational metrics Use of metrics in analysis
Surgent's Public Speaking and Presentation Skills
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Webinar
2.00 Credits
Member Price: $99
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation