CPE Catalog & Events
The CPA's 2026 Guide to Cryptocurrency and Blockchain
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Blockchain technology primerCryptocurrency technology primerUpdate on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation and legislationSmart contracts - what they are and how they work
Surgent's Tax Update for Client Advisory Services
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Virtual
4.00 Credits
Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance
ACPEN: Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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Online
4.00 Credits
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Virtual
4.00 Credits
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
ACPEN: Transition from SSAE 16 to SSAE 18
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Online
1.00 Credits
SSAE 18 Intent Impact of Change Subservice Organization Modifications of SSAE 18 Monitoring Risk Assessment Complimentary Controls Evidence
Surgent’s Weekly Expert Hour
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Virtual
1.00 Credits
Each week’s topics will change based on the most critical issues affecting financial professionals
ACPEN: Effective Manager - Traits and Skills
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Online
2.00 Credits
Management Leadership
AI Liability and Malpractice Exposure
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Professional accountability for AI-generated workAI errors, hallucinations, and malpractice exposureEmerging cases, sanctions, and disciplinary actionsAI regulatory expectations in the US, Canada, and UKProfessional liability insurance and AI coverage gapsConfidentiality, privilege, privacy, and data exposureVerification, documentation, governance, and defensibility
Ethics: 10 Crucial Qualities of High Character CPAs
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Virtual
2.00 Credits
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Enterprise-Wide Risk Management in Accounting and Finance
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
AICPA Town Hall Series (11/12/2026)
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Virtual
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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Online
2.00 Credits
Medical Claims
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
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
Surgent's Review and Analysis of Crucial OBBBA Changes
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Virtual
2.00 Credits
Changes to the standard deduction Senior deduction Deduction for auto loan interest Estate tax changes and the portability option Tax consequences associated with investing in revised opportunity zones Full expensing of domestic R&E Individual and corporate charitable contributions Wagering losses Student loan discharges Taking advantage of scholarship granting organizations (SGOs) Dependent care assistance program Other crucial OBBBA provisions
ACPEN: Professional Skepticism for the Public Accountant
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Online
1.00 Credits
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
Start From Trust: An Evidence-Based Approach to AI Adoption
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Why one visible machine error collapses trust while identical human error does not, and what that asymmetry costs firms in both directionsWhere small and midsize firms actually stand on AI adoption, and why a firm that has not adopted broadly is not automatically behindCalibrated trust: the difference between misuse (overtrust), disuse (undertrust), and trust matched to what a tool actually does wellThe five-stop adoption spectrum: paralysis, accidental delay, informed caution, responsible piloting, and reckless adoptionThe AI Trust and Usage Quadrant: four firm postures and the next step each one impliesGoverned versus unstructured AI use, and why staff already bringing their own tools makes abstention a decision rather than an optionWhat the evidence says about human and AI combinations, and the two task questions that predict whether a tool will help or hurtReading vendor claims: the gap between a demo and production, and why fluent explanations increase acceptance of wrong answersFive trust questions to ask any AI vendor: permission, uncertainty, audit trail, explainability, and change controlThe NIST AI Risk Management Framework trustworthiness characteristics as a technical backboneThree vulnerabilities that current firm financial performance can conceal: client expectations, talent, and deferred learningCognitive offloading and skill retention: what firms lose by waiting, and the conditions under which offloading frees capacity insteadFive actions a firm can take this week, and four evidence-based rollout rules for a first pilot
ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses
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Online
1.00 Credits
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns
ACPEN: Managing Generational and Cultural Variances
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Online
1.60 Credits
Management Leadership Cultural Variances Generational Variances
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
