CPE Catalog & Events
Surgent's Implementing Subscription Pricing to Your Practice
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Virtual
0.00 Credits
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
ACPEN: Unlocking the Value: IRS Tax Credits for Businesses & Individuals
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Online
2.00 Credits
Overview of federal tax credits Refundable vs. nonrefundable credits Individual tax credits Business tax credits Eligibility requirements for tax credits Documentation and substantiation standards Recent legislation and IRS guidance affecting credits Planning considerations when evaluating tax credits Audit risks and compliance issues
Analyzing IFRS Financial Statements
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysisLoblaw Companies Case Study: Introduction to our example company and its financial performanceAdvanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metricsOperational Focus: Separating core business performance from financing activitiesApplied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratiosManagement Commentary: Overview of the corporate narrative as presented from IFRS lens.
ACPEN: The Risks of Artificial Intelligence - Part 1
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Online
1.60 Credits
Artificial Intelligence Technical Artificial Intelligence Ethical Risks of Artificial Intelligence
AI 101 for CPAs: Core Concepts and Practical Applications
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Virtual
2.00 Credits
The major topics that will be covered in this course include:ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini workWhat inherent risks are associated with this powerful technologyActionable steps you can take to mitigate the risksPractical examples of how AI can be applied in accounting, auditing, tax, and finance services
ACPEN: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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Online
2.00 Credits
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
ACPEN: Partnership Essentials: Tax Basis Capital Accounts
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Online
2.00 Credits
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
ACPEN: K2’s Excel Tips – Today’s Best Features
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Online
2.00 Credits
New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas
ACPEN: Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite
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Online
2.00 Credits
The importance and structure of the cash flow statement Understanding operating, investing, and financing activities Presenting the statement using the "Sources and Uses" approach How to tell the business story through cash flows and alternative reporting methods Identifying key drivers of cash and liquidity Bridging the gap between accrual accounting and understanding cash Communicating effectively with CEOs, boards, and non-financial stakeholders
ACPEN: Tactical Business Systems – Getting the Most from Information Systems and ERP
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Online
2.00 Credits
The CFO’s role in IT and systems governance Understanding what IT, ERP, and AI actually do—and don’t do Common system problems and why implementations fail Defining system needs before selecting software Documenting current processes and identifying gaps ERP selection, implementation steps, and risk management Cybersecurity, data security, and technology risk Post-implementation measurement and continuous improvement
S Corporations: Calculating Shareholder Basis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
The Current and Future Landscape of Audit Technology
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Explore the transformative impact of technology on the audit profession in this forward-looking courseGain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automationNavigate the evolving audit landscape with confidence and adaptability
Numbers to Narrative: Storytelling in Business Communication
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Role of narrative in professional communicationSituation–complication–resolution frameworkNarrative arcs in business contextsIntegrating data within a structured storyDefining tension and resolution logicallyMaintaining accuracy while improving clarityApplication of storytelling framework to a workplace scenario
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: 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
