CPE Catalog & Events
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Virtual
4.00 Credits
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
Estate & Trust Primer - Tax Staff Essentials
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Virtual
4.00 Credits
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Basic concepts of estate planning
Business Tax Update: OBBA and Recent Developments
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
Ethics: How to Run Your Business Well
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"
Surgent's Fraud In Single Audits
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Virtual
0.00 Credits
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
2026/27 Annual Update for Not-for-Profit Accountants & Audit
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.
ACPEN: HR Investigations – Episode 3 – Gathering-Analyzing-Reporting
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Online
1.00 Credits
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
ACPEN: Accounting for Credit Losses – Getting to Know CECL
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Online
2.00 Credits
Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions
ACPEN: The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.00 Credits
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Hot Topics Audit & Attest Update - 2026
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Surgent's Time Management for Professionals
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Virtual
2.00 Credits
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
ChatGPT Vision for Financial Analysis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
ACPEN: The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Accounting Finance
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
Ethical AI Practices for CPAs: Ensuring Responsible Use
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures
ACPEN: The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Accounting Finance Procurement Operations
ACPEN: Key Tax Issues Facing Business & Industry
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Online
4.00 Credits
Update and review of recent and key tax developments impacting business and industry "Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Travel and entertainment expense rules Independent contractor vs. employee
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
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
2026 Virginia-Approved Ethics for Accountants
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Virtual
2.00 Credits
