CPE Catalog & Events
Introduction to Governmental Budgeting
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The basics of governmental budgeting.Common steps and timeline of the budget process.What, when and how we should be monitoring the budget throughout the year.How long-term budgets fit in with the annual budget process.
2026/27 Yellow Book Update
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
Surgent's Engaging and Managing Young Professionals
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Virtual
0.00 Credits
Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success
Surgent's Ethical Considerations for CPAs
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Virtual
0.00 Credits
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
Surgent's Strategies for Maximizing Social Security Benefits
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Virtual
2.00 Credits
Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits Understanding the new age of deemed filing How dual entitlement is calculated and how it affects benefit outcomes Key factors in deciding when to claim Social Security benefits Coordinating work and benefits, including the earnings test and its effect on income Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor Updates related to recent legislation, including the SSFA and the OBBBA
Surgent's Business Law for Small Business Owners
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Virtual
4.00 Credits
Contract principles Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Real property law
Surgent's Emotional Intelligence
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Virtual
4.00 Credits
Self-awareness Self-regulation & motivation Empathy Managing relationships
ACPEN: Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
The basic benefits of why The 5-15 report Curiosity and creativity
Technology Trends for CPAs and CFOs: 2026 Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsIoT (Internet of Things) and Big DataData analytics and KPI dashboards the new financial reporting modelGenerative AI and Agentic AI in 2026Blockchain technology and smart contractsCryptocurrency 15 market and technology updateCurrent state of the software applications technology
ACPEN: Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words
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Online
2.00 Credits
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: 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
2.00 Credits
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Virtual
2.00 Credits
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered
Surgent's Representing a Client in an IRS Audit
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Virtual
3.00 Credits
Impact of the Trump Administration on IRS funding Reduction in IRS staffing Potential reduction in IRS’s ability to process and audit tax returns Status of IRS Direct File program Auditing large corporations and partnerships Audits of high income and high net worth individuals Information document requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen for 2025: roadmap to IRS audit issues
ACPEN: Achieving Balance in Work and Life - Part 2
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Online
4.00 Credits
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
Advanced ChatGPT for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Self-Rental Real Estate: Passive Activity & Section 199A
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
ACPEN: Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
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Online
4.00 Credits
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Introduction to Ethics & Professional Skepticism
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements.
ACPEN: Big Picture Mega-Trends, Big Data, and World We Now Face
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Online
2.00 Credits
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
Leverage PowerBI.com to Create Data Analysis for Others
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
