CPE Catalog & Events
Surgent's Ethical Considerations for CPAs
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Virtual
0.00 Credits
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
Surgent's Exploring Business Valuation Fundamentals
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Virtual
0.00 Credits
What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models
ACPEN: The Power of a Good Story!
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Online
4.00 Credits
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
ACPEN: The Essential SSARS Update with Renee Rampulla
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Online
4.00 Credits
Preparation Engagements Compilation Engagements Review Engagements Quality Management Components Common Accounting and Reporting Issues Frequent Peer Review Matters
ChatGPT and Advanced Financial Analysis for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
ACPEN: Upholding Independence While Holding Your Client's Hand
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Online
2.00 Credits
Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters
ACPEN: What's Going on at the GASB (2026/27)
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Online
2.00 Credits
GASB Statement No. 103 (financial reporting model improvements) GASB Statement No. 104 (capital asset disclosure enhancements) GASB Statement No. 105 (subsequent events) Recent GASB pronouncements and updates Active GASB exposure drafts and ongoing projects
Agentic AI for CPAs: Automate Workflows with Intelligence
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Agentic AI concepts and terminologyCase studies for using AI agents in accounting, finance, and tax servicesStep by step demonstration of creating and deploying an AI agentIntroduction to Microsoft Copilot Studio agent builderDeveloping your AI agent deployment strategy
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: Advanced Negotiations: Never Split the Difference
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Online
2.00 Credits
Negotiations Business Management
Auditing Digital Assets: Considerations for Valuation
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Virtual
1.00 Credits
Measuring digital assets using prices in active markets Measuring digital assets that are thinly traded Evaluating an entity's impairment analysis for indefinite-lived out-of-scope crypto intangible assets Recognition of realized gains and losses on sales of digital assets
Executive Presence, Personal Brand: Structure Your Narrative
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
ACPEN: New PCAOB Quality Control Standard Overview
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Online
2.00 Credits
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
ACPEN: The New AICPA Statements on Standards for Tax Services
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Online
2.00 Credits
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
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 Excel Budgeting Ideas
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Virtual
0.00 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Applying the Uniform Guidance in Your Single Audits
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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
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
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Virtual
8.00 Credits
Applicable provisions of the One Big Beautiful Bill Act (OBBBA) Single-member limited liability companies as an alternative to subsidiaries Cancellation of indebtedness rules and regulations How the IRS views members or partners for Social Security purposes Special problems when forming an LLC Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting bottom-dollar guarantees Distribution or a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions Death or retirement of a member or partner – understanding the alternatives Step-up in basis issues – how to make the computations and elections Property transactions between the LLC/LLP and its members or partners – what to do with built-in gain or loss property When are partnership losses deductible? Material participation rules for LLC members and limited partners and how they affect passive loss issues Continuation and termination of an LLC/partnership in the context of a merger or acquisition Sales of an LLC interest – holding period and hot asset issues Impact of the tax on investment income on the sale of an interest in a partnership or LLC Repeal of the technical termination of partnership provision Impact of Soroban Capital Partners LP, 161 TC No.12 NEW: The IRS removes recently finalized regulations identifying certain partnership basis shifting transactions as transactions of interest (see Chapter 2)
Individual 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:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
ACPEN: The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
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Online
1.00 Credits
Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do
