CPE Catalog & Events
ACPEN: Comprehensive Estate Planning: Administration & Postmortem Strategies
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Online
8.00 Credits
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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Online
2.00 Credits
Medical Claims
ACPEN: Schedule C of Form 1040
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Online
2.00 Credits
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties
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Virtual
2.00 Credits
Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties
CFO Series: Acute Uncertainty Won't Go Away = More Failures?
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Virtual
2.00 Credits
The major topics that will be covered in this course include:How and why ambiguity is good, and how certainty can be harmfulHow the past blinds us to the real futureThe difference between risk and uncertaintyManaging measurable risk and unmeasurable riskWe need to ask what could happen, not what will happenWhy have our current planning approaches failed? What can we do to improve?The need to analyze decisions from multiple perspectives; why we must ‘think twice’?Probabilities are not necessarily predictive. How statistics can be misused and misunderstood, thus increasing riskNot everything can be anticipated, e.g., the success of GoogleWe must focus on our goalOur plans must be flexible!
BUNDLE: CFO Series - October 2026
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Virtual
8.00 Credits
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: Acute Uncertainty Won't Go Away = More Failures?CPE: 2Field of Study: Auditing and FinanceDiscussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBADate: Friday, October 2, 11:00 amDescription: "Man plans, God laughs." Perfection is fantasy, we must accept uncertainty. Most of our plans are useless and outdated within weeks after we think they are 'finished'. Welcome to today's world, e.g., the pandemic, great recession, supply chain issues, tax changes, tariffs and countless other changes that come from nowhere. What do we do? Do we stop planning? No! Instead we need to change what we do because the 'old' methods have failed countless times. We must change our way of thinking in a world where change is normal and a better way to plan. Some risks can be quantified, but most cannot. Some hazards are measurable, most are not. We will discuss multiple tactics to minimize (as best as practical) threats and gambles so we can feel better about our decisions. We can do a better at planning and dealing with uncertainties, but it is impossible to be perfect. Join us to learn how can we better deal with an ever-changing environment. There are methods to deal with ambiguity and doubt, we will review these approaches to help you plan. Week 2: CFO Series: Internal Controls That Matter: Smart PracticesCPE: 2Field of Study: AuditingDiscussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, October 9, 11:00 amDescription: Internal controls don't have to be complicated, but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter, and how to build systems that actually work without overwhelming your people or processes. We'll discuss how to design, implement, and monitor core controls across financial reporting, operations, and compliance, using real-world examples that scale to fit your organization. Whether you're starting from scratch or tightening what's already there, this seminar will help you put the right checks and balances in place to protect your resources, your people, and your reputation. Week 3: CFO Series: Identify the 'Good' Clients to Improve MarginsCPE: 2Field of Study: Business Management & OrganizationDiscussion Leader: Robert Mims, CPADate: Friday, October 16, 11:00 amDescription: Some customers are unprofitable from an economic or time perspective, but many organizations do not know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer's perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what is valuable from the customer's point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we haven't yet recognized. Understanding both external clients and internal stakeholders, including the evolving role of the finance department, is critical to long-term success. Week 4: CFO Series: Decision Making in Our Non-linear WorldCPE: 2Field of Study: Auditing and Finance Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBADate: Friday, October 23, 11:00 amDescription: We live in a non-linear world that is neither predictable nor stable. Sometimes we may feel that we may just as well 'throw the dice' since making decisions seem like playing an unpredictable game. What we need are better tactics and tools to improve our decision-making process. All decisions are about the future, and the future is uncertain. In this seminar we will examine the decision-making process itself to find better ways of managing an uncertain future. We will examine the fundamental concepts that we learned in management accounting and will challenge some of the conventional wisdom and correct some common misconceptions.
Money Laundering Awareness for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
ACPEN: The SECURE Act 2.0 – Planning Opportunities for Individuals
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Online
1.20 Credits
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: Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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Online
4.00 Credits
Leadership Management
Ethics, AI, and Music: What Every CPA Must Know
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Virtual
1.00 Credits
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
Mastering the Excel Lookup Functions
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Virtual
2.00 Credits
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
ACPEN: Cryptocurrency Transactions: Navigating Federal Tax Rules
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Online
1.00 Credits
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
Common Financial Statement Disclosures
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Virtual
2.00 Credits
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
Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication
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Virtual
1.00 Credits
Explore the tenets of exemplary leadership which are requirements for highly effective leaders who achieve results and are respected by team members, peers, and other leaders Review key practices that recognize and build on leadership strengths to create a team environment that is productive, profitable, strengthens team members’ morale, and fosters positive energy in the work climate Examine SMART goals to inspire teams to tackle tough challenges and help team members reach and exceed their potential Review conflict management techniques to minimize negative attitudes and foster win/win resolutions for team members
Surgent's Critical Issues Involving Taxation of Construction Contractors
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Virtual
4.00 Credits
The impact of recent legislation on the construction industry (including the OBBBA) How to qualify for the small contractor exemption and its advantages for the taxpayer Options available to small contractors regarding taxation of long-term contracts How the choice of entity impacts taxation of contractors How AMT impacts the construction industry IRC §460 and large contractors How uninstalled materials impact taxation of contractors Look-back rules Using the 10 percent method to allow certain contractors to defer recognizing taxable income Critical tax planning strategies for contractors
ACPEN: K2’s Excel Essentials For Staff Accountants
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Online
8.00 Credits
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
2026/27 Not-for-Profit GAAP Update
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Virtual
4.00 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Sample comprehensive engagement work programs for preparation, compilation, and review engagements
Common Deficiencies in SSARS Engagements
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Virtual
4.00 Credits
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
