CPE Catalog & Events
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know
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Virtual
0.00 Credits
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Surgent's Tax Practitioner Horror Stories
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Virtual
2.00 Credits
Tax practitioner “horror stories” that illustrate what tax practitioners should try to avoid at all costs Avoiding malpractice lawsuits brought against tax practitioners
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
ACPEN: Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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Online
4.00 Credits
Leadership Management
ACPEN: Corporate Ethics Cases: Discuss Real Life Conflicts
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Online
4.00 Credits
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
ACPEN: 2026 Tax Season Update with Steve Dilley
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Online
8.00 Credits
Update and integration of recent tax legislation impacting 2026 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2026 and 2027 tax rate schedules and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
2026/27 Not-for-Profit GAAP Update
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
ACPEN: K2’s Data Security And Privacy Issues And Solutions
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Online
2.00 Credits
Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim
CFO Series: Storytelling Your Financials for Impact
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Why storytelling always beats data-dumping in financial communicationAnatomy of a great financial story: structure, characters, and turning pointsThe role of context, trends, and insights in financial messagingHow Apple uses financial storytelling to engage stakeholdersVisual tools and techniques to support your narrativeCommunicating with non-financial audiences; clarity without oversimplification
ACPEN: Mastering Form 7217: A Guide to Partnership Property Distribution
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Online
1.00 Credits
Property distributions in liquidation of a partner’s interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 – new in 2024 The Section 754 election and its role in partnership property distributions
Corporate Storytelling in Financial Reporting
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
ACPEN: Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Online
1.20 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
ACPEN: A Strategic Approach to Understanding Compensation Structures
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Online
1.50 Credits
Compensation
Leveraging ChatGPT for Innovative Business Advisory Services
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Virtual
2.00 Credits
The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services
Power Skills: Professionalism and Client Interactions
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.
ACPEN: Business Valuation Fundamentals
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Online
1.00 Credits
Business Valuation Fundamentals The Objective - What type of report is needed? The Process Agreed Upon Procedures Calculation of Value Conclusion of Value Industry Sanity Checks – Would you pay or accept the value if it were your company?
ACPEN: The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
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
ACPEN: Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Not-for-Profit Accounting Accounting & Auditing Yellowbook
How to Audit Expenses & Payables
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
