CPE Catalog & Events
Selected Ethics Topics 2025 - 2026
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future.Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Surgent's Agentic AI Foundations for Finance and Accounting
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Virtual
0.00 Credits
Evolution from RPA to agentic AI (PRAL cycle: perceive, reason, act, and learn) Use cases in financial reporting and decision support Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx, Microsoft Copilot, and UiPath Global regulation: EU AI Act, U.S. Executive Order, AICPA Code of Conduct Ethical considerations and professional skepticism in autonomous systems
ACPEN: Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
The AI Revolution in 2026: What CPAs Should Know
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Virtual
2.00 Credits
The major topics that will be covered in this course include:State of AI technology in 2026: capabilities, limits, and vendor solutions landscapeEssential terminology: models, training data, prompts, agents, guardrails, and moreCPA use cases: accounting, tax, advisory, and moreRisk management and data governance: data privacy, bias, accuracy, documentationWhat’s next: near-term trends and how to evaluate new tools
CPA to CFO: Essential Competencies for Finance Leaders
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Virtual
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
ACPEN: Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Inventory accounting GAAP Methods for dealing with variances
Workforce Transformation and Talent Management in 2025
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Virtual
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
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
Using ChatGPT with Excel
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Virtual
3.00 Credits
Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate tested income, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Compare different outcomes and discuss the impact of Section 962 election Identify basic strategies for managing tax liabilities related to foreign corporations
How Recent Auditing Standards Improve Risk-Based Audits
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
ACPEN: IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Virtual
8.00 Credits
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)
ACPEN: State of AI
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Online
1.00 Credits
AI Hype vs Reality AI 2025 Advancements AI Governance Structure AI Strategy Planning AI Implementation Decisions
ACPEN: Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Online
1.00 Credits
Mental illness and depression Americans with Disabilities Act (ADA)
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
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
Surgent's Getting Ahead: The Art of Marketing for CPAs
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Virtual
0.00 Credits
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
ACPEN: How to Develop Your System of Quality Management Using the AICPA Practice Aids
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Online
3.00 Credits
Overview of Quality Management standards Scope of SQMS 1 Components of quality management Changes from prior standards AICPA practice aids Required documentation Risk assessment process Final documentation development
