CPE Catalog & Events
ACPEN: Data Science for Accountants – Business Analytics
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Online
2.00 Credits
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Excel for Accounting Professionals Session 1: Tables and Named References
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Virtual
2.00 Credits
Excel conventions Critical shortcuts Named references Tables
Tax Depreciation: Review and Update
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Virtual
4.00 Credits
Economic update Leadership and management changes because of recent developments, including AI Managing for productivity Hiring the best people for the organization New motivation techniques
ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
ACPEN: AI Risk Fundamentals: Understanding Emerging Tech Threats
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Online
1.00 Credits
AI Landscape Risks Core AI Technologies Security Vulnerabilities Privacy Concerns Assessment Frameworks
ACPEN: Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time
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Online
1.00 Credits
Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy
ACPEN: The Motives and Mystery of Ethics-Understanding the Why
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Online
2.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
ACPEN: The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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Online
2.00 Credits
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Virtual
0.00 Credits
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment
Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information
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Virtual
0.00 Credits
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 Ethics for Tax Professionals
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Virtual
0.00 Credits
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Virtual
2.00 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Virtual
2.00 Credits
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
Business Transformation: Critical Skills for CFOs and Controllers
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Virtual
4.00 Credits
ACPEN: Estate Planning Strategies: Advanced Techniques and Tools
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Online
8.00 Credits
Legislative and regulatory changes in estate and gift taxation Wealth transfer strategies under the new administration Charitable deduction planning and compliance requirements Advanced estate planning tools, including split-interest trusts Using closely held stock for charitable contributions Generation-skipping transfer tax planning Strategic use of life insurance in estate planning
Introduction to Yellow Book: 8-Credit Boot Camp
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Virtual
8.00 Credits
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
Professional Ethical Considerations for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies
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.
ACPEN: Unleashing Creativity in the Workplace
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Online
1.00 Credits
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
