CPE Catalog & Events
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
ACPEN: Fraud Evaluations: A Guide for The Compliance Professional
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Online
2.00 Credits
Psychology Dynamics COSO and Fraud Fraud Theories Opportunity Considerations Added Dimensions COSO Considerations Control Environment Principles Determining Internal Audit's Role Understand the Business Auditors and the IPPF When Management Objects & Potential Steps
CFO Series: How to Survive an Audit and Avoid Pitfalls!
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Types of audits: external, internal, compliance, regulatory, objectives of each audit type, and how they differAligning management’s role with auditor expectationsWhat to expect in the planning phaseFieldwork survival tips and communication best practicesDocumentation dos and don’tsResponding to findings and building effective action plansAvoiding common audit pitfalls
BUNDLE: CFO Series - August 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: How to Survive an Audit and Avoid Pitfalls!CPE: 2Field of Study: AuditingDiscussion Leader: Robert Berry, MBA, CPA, CIA, CISADate: Friday, August 7, 11:00 amDescription: If the word "audit" makes your team groan, you're not alone. Whether it's an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions. This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs, and what you can do to make the audit process smoother, less stressful, and more productive. You'll learn what to expect during each phase of the audit-planning, fieldwork, and reporting and walk away with practical strategies to improve your communication, documentation, and overall preparedness. Whether you're supporting an external audit, prepping for compliance testing, or working with internal auditors, this session will help your team respond with clarity, confidence, and professionalism. We will show you how to streamline the audit process so it is easier for you and for the auditors, which saves time and money. Week 2: CFO Series: Improving Profitability and Cut the Right CostsCPE: 2Field of Study: FinanceDiscussion Leader: Don Minges, MBADate: Friday, August 14, 11:00 amDescription: Cost cutting is easy, but cutting the right costs is NOT easy. Most cost-cutting exercises fail, either by cutting the wrong costs, cutting too much, cutting too little, ignoring interrelated impacts, taking shortcuts, or waiting too long. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives. Planning is essential. We will show you how to cut the right costs correctly and avoid career-killing blunders. Week 3: CFO Series: Cash Flow Statement: Enhancing the Ignored StatementCPE: 2Field of Study: AccountingDiscussion Leader: Robert Mims, CPADate: Friday, August 21, 11:00 amDescription: The cash flow statement is one of the most confusing financial reports, yet it has the potential to deliver the most essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision-makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most; how cash is generated and deployed. We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that. Week 4: CFO Series: Beyond Likes & Shares: Social Media at WorkCPE: 2Field of Study: Communications and MarketingDiscussion Leader: Jane Mims, PhDDate: Friday, August 28, 11:00 amDescription: In our social media world of scrolling, liking, sharing, and sometimes reporting, there is a dilemma that hits hard in the workplace. Should we use social media? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone isn't directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We will review what is and is not acceptable for a professional to do. Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens.
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
Volume to Value: A New Era of Precision Hiring in Accounting
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability
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
Exercise Your Ethics: Techniques to Improve Ethical Response
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.
ACPEN: Fiduciary Accounting for Estates and Trusts
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Online
4.00 Credits
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
ACPEN: The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
ACPEN: Prevention & Detection of Fraud in Small Businesses
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Online
5.00 Credits
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Getting started with ChatGPTTour of the ChatGPT app and how to use itVariety of hands-on case study examples for accounting, finance, and taxProtecting your data privacy in ChatGPTAdvanced ChatGPT features reviewSubscription plan options
Tax Implications of Retirement Plan Distributions
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
ACPEN: The Role of Internal Audit in Operational Audits
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Online
2.00 Credits
The important role of operational audits Best practices for designing and performing operational audits Identifying causes of operational issues and risk exposures Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization Delivering clear, transparent, and objective audit reports to convey critical information
Ethics: How to Give and Receive Criticism the Right Way
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Virtual
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Reviewing Individual Tax Returns
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Virtual
2.00 Credits
Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business startups and deductions Alimony Discharge of debt H.R. 1, commonly referred to as OBBBA
Surgent's Food, Beverage, and Entertainment Expensing
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Virtual
2.00 Credits
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Real Estate Taxation: Critical Considerations
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Virtual
4.00 Credits
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
ACPEN: Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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Online
1.00 Credits
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
ACPEN: IFRS Update
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Online
2.00 Credits
Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as: o Costs charged to PP&E in the "testing&" phase o Calculating onerous contract costs o Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o Classification of liabilities as current o Defining accounting estimates
