CPE Catalog & Events
ACPEN: Ethics: What a CPA in Public Practice Needs to Know
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Online
2.00 Credits
Ethics for Members in Public Practice: Why Bother? Navigating the AICPA Code of Professional Conduct The Eleven Rules for Members in Public Practice Case Analysis: Members in Public Practice Conclusion
ACPEN: Let's End Business Ethics
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Online
2.00 Credits
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Risk Assessment Under SAS No. 145
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Virtual
2.00 Credits
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
ACPEN: The Essential FASB Update with Renee Rampulla
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Online
4.00 Credits
Hot GAAP topics Income Tax Disclosures Crypto Assets Governmental Grants Interim Reporting Lease Standard Post Implementation Review
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
Exercise Your Ethics: Techniques to Improve Ethical Response
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.
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.
2026/27 Yellow Book Update
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
CONFERENCE: Insurance & Financial Institutions
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Virtual
16.00 Credits
The major topics that will be covered in this conference include:Evolving SectorsInsurance and Banking updatesAccounting updates
Insurance & Financial Institutions Conference (Day 1)
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Virtual
8.00 Credits
The major topics that will be covered in this course include: Evolving SectorsInsurance and Banking updatesAccounting updates
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: Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Generative AI Strategy for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation
Surgent's Guide to the AICPA Quality Management Standards
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Virtual
2.00 Credits
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
What's Going on at the GASB (2026/27)
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Recent pronouncements issued by the Governmental Accounting Standards Board (GASB)GASB Statement No. 103 (financial reporting model)GASB Statement No. 104 (disclosures for capital assets)cGASB Statement No. 105 (subsequent events)Active GASB exposure drafts and ongoing projects
Surgent's Representing a Client in an IRS Audit
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Virtual
3.00 Credits
Impact of the Trump Administration on IRS funding Reduction in IRS staffing Potential reduction in IRS’s ability to process and audit tax returns Status of IRS Direct File program Auditing large corporations and partnerships Audits of high income and high net worth individuals Information document requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen for 2025: roadmap to IRS audit issues
Conducting a Remote Audit
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Virtual
4.00 Credits
Benefits of remote auditing How to manage the team, the client, and the audit process remotely Engagement-wide procedures, from client acceptance through report issuance when remote auditing Narrow-topic considerations when remote auditing
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
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Virtual
8.00 Credits
Advantages and disadvantages of S corporations Electing S corporation status Termination of S corporation status S corporation tax on built-in gains S corporation pass-through to shareholders, basis, and losses S corporation distributions Taxable year of S corporations S corporation passive activity rules, fringe benefits, and other considerations
Spring Tax Update with Steve Dilley
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Virtual
8.00 Credits
The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Virtual
8.00 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
