CPE Catalog & Events
Surgent's Real Estate for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $119
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Taxation of the Cannabis Industry
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Industrial hemp vs. marijuana.Income definitions under I.R.C. §61.Tax code restrictions: §280E and §471.State-specific marijuana laws.Cash management in cannabis businesses.Federal court case analysis.
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Webinar
3.00 Credits
Member Price: $149
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
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Webinar
4.00 Credits
Member Price: $149
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
ACPEN: K2’s Mastering Advanced Excel Functions
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Webinar
4.00 Credits
Member Price: $149
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
ACPEN: Unleashing Creativity in the Workplace
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Webinar
1.00 Credits
Member Price: $39
The Power of Creativity in the Workplace The Three Types of Creativity: Imagination, Creativity, Innovation Benefits of Creativity: Purpose, Productivity, Performance Applications of Creativity: Individual, Team, Organizational Culture Creative Problem-Solving Techniques (Mind Mapping, Visual Thinking) Whole Brain Thinking: Integrating Left & Right Brain Functions Creating a Culture of Innovation Measuring and Implementing Creativity for Growth
ACPEN: Schedule C of Form 1040
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Webinar
2.00 Credits
Member Price: $89
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
Finding Errors in Excel Spreadsheets
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Surgent's Autonomous Agents in Audit and Assurance
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Webinar
2.00 Credits
Member Price: $119
Audit use cases: automated sampling, real-time analytics, evidence gathering Case studies: Big 4 agent-driven assurance platforms Agent reliability, explainability, and audit documentation PCAOB AS 1105, ISA 330, and agent-auditor integration Governance: SOC 1/SOC 2 controls for audit AI tools
Fraud Busters: Controls to Prevent & Detect Fraud
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
ACPEN: Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
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Webinar
1.00 Credits
Member Price: $39
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention
ACPEN: The SECURE Act 2.0 – Planning Opportunities for Individuals
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Webinar
1.20 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
ACPEN: Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words
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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: Leaders Eat Last. Why? The Characteristics of Great Leaders
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Webinar
2.00 Credits
Member Price: $89
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
ACPEN: Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value
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Webinar
2.00 Credits
Member Price: $89
How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work? Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget
ACPEN: K2’s Collaboration – Best Platforms And Practices
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Webinar
2.00 Credits
Member Price: $89
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
ACPEN: Estimates, Contingencies and Going Concern
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Webinar
2.00 Credits
Member Price: $89
Overview of accounting estimates and uncertainties Going concern accounting and auditing considerations SAS 132 requirements SAS 143 requirements Loss and gain contingencies Guarantees Credit losses Impact on financial reporting and auditing
ACPEN: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
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Webinar
2.00 Credits
Member Price: $89
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance) Exploring profitability differences between customers with similar revenue Creating and sustaining a customer value pyramid