CPE Catalog & Events
ACPEN: Listening to the Statement of Cash Flows
-
Online
2.00 Credits
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Getting started with GeminiTour of the Gemini app and how to use itVariety of hands-on case study examples for accounting, finance, and taxProtecting your data privacy in Google GeminiAdvanced Gemini features reviewIntegration with Google appsSubscription plan option
Shortcuts that Excel Users Love
-
Virtual
2.00 Credits
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Surgent's Governing Agentic AI: Cybersecurity, Data, and Risk
-
Virtual
0.00 Credits
Cyber risks: prompt injection, drift, model manipulation, data leakage Red-teaming and simulation exercises (CSA, IBM frameworks) Controls mapping: COSO, SOX, and NIST AI RMF Regulatory context: GDPR, CCPA, EU AI Act, SEC guidance Platform security discussion and comparisons
Business Tax Update: OBBA and Recent Developments
-
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
ACPEN: Analytical Procedures for Nonprofits
-
Online
2.00 Credits
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits The required elements of a substantive analytic procedures to address detection risk Tips and traps of applying an analytic approach to satisfy audit objectives Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users Common ratios and trends to assess liquidity, operating efficiency, leverage, and more
ACPEN: International Cross Border Transactions
-
Online
2.20 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
ACPEN: Schedule K-1: What is it & What Do I Do with It?
-
Online
2.00 Credits
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
Tax Implications of Retirement Plan Distributions
-
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
Ethics and Technology for CPAs
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
What's Behind the Data?
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
What's Going on at the GASB (2026/27)
-
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 Controller/CFO Update: Hot Topics Facing Today's Financial Professional
-
Virtual
4.00 Credits
Economic update Leadership and management changes because of recent developments, including AI Managing for productivity Hiring the best people for the organization New motivation techniques
Surgent's Ethics for the Industry Accountant
-
Virtual
0.00 Credits
Core values of being a CPA Critical thinking errors as they relate to ethical dilemmas Objectivity, professional skepticism, and subordination of judgment Professional code of ethics and conduct AICPA Ethics Codification Ethics enforcement process Impact of ethical and unethical conduct on the CPA profession Real disciplinary cases to illustrate critical points
Surgent's Tax Update for Client Advisory Services
-
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
Reviewing Partnership Tax Returns: What Are You Missing?
-
Virtual
4.00 Credits
Common errors made involving the following: Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Calculating recourse and nonrecourse liabilities Partner inside and outside basis Partner's capital account analysis Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b)
Applying the Uniform Guidance in Your Single Audits
-
Virtual
8.00 Credits
Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing, and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit
ACPEN: Compensation Fundamentals and Pay Transparency: Driving Fairness & Engagement
-
Online
1.00 Credits
Compensation
ACPEN: Audit Risk Assessment in Plain English
-
Online
2.00 Credits
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
