CPE + Events Catalog
Partnership Tax Updates (2025) (2 hours)
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Online
2.0 Credits
Member Price: $89
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The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.
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Surgent's Preparation and Compilation Engagements Under the SSARS (4 hours)
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Online
4.0 Credits
Member Price: $159
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Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.
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Power BI - Bringing It All Together for Data Analysis (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Power BI - Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. The course also focuses on optimizing performance for data models, utilizing advanced features of Power BI Services, and moving beyond basic data models to create advanced solutions tailored to real-world business needs. By the end of the course, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you're presenting to stakeholders, sharing insights across teams, or managing enterprise-level reporting, this course will equip you with the tools and strategies to succeed. Perfect for Power BI users looking to tie all the pieces together into a comprehensive, efficient workflow. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits (2 hours)
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Online
2.0 Credits
Member Price: $79
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Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits.
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The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $79
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In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations.
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Planning in an Uncertain World (2 hours)
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Online
2.0 Credits
Member Price: $79
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We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections.
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Shortcuts that Excel Users Love (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Depreciation and Capitalization Guide: Optimizing Business Assets (4 hours)
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Online
4.0 Credits
Member Price: $129
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This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including inflation increases and Section 179 and 168(k) deductions. Planning and potential pitfalls will also be presented. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Seeing Beyond the Numbers: Analysis for CFOs & Controllers (4 hours)
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Online
4.0 Credits
Member Price: $149
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Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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2025 Business Federal Tax Update - Navigating the Current Tax Landscape
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Online
8.0 Credits
Member Price: $225
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Get ready to elevate your tax game with the Business Tax Update, designed exclusively for tax practitioners looking to sharpen their skills in business income taxation. This course doesn't just scratch the surface – it thoroughly explores the complexities of the tax code, ensuring you're equipped to navigate the ever-evolving tax landscape with confidence. From recent legislative updates to complex tax considerations like COVID-19-related subsidies, this course covers it all. Gain practical strategies and insights that you can immediately apply to assist your clients in optimizing their business income tax planning. Don't miss this opportunity to stay ahead in business taxation and enhance your expertise in a rapidly changing regulatory environment. With a focus on real-world application and comprehensive exploration of essential topics, the Business Tax Update promises to be a game-changer for your tax practice. Whether you're dealing with partnership, corporation, or LLC taxation issues, this course provides precise guidance tailored to diverse business clients. Plus, you'll gain invaluable insights into recent legislative changes, including their implications on tax code sections like Section 199A. Stay at the forefront of business taxation and ensure you're delivering top-notch advice to your clients by enrolling in this essential course today. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Guide Strategy, Attract Investments with Financial Forecasts (2 hours)
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Online
2.0 Credits
Member Price: $89
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Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth. - Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management. - Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth. - Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth. Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications in real-world scenarios. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Contract Accounting, Lease Accounting, and their Impact on Construction Contractors (1.5 hours)
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Online
1.5 Credits
Member Price: $99
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Construction accounting is not just about revenue, but it is a lot about revenue. Leases too. Diving deep into the five-step approach for revenue recognition in the construction industry, this course has all of the rules and interpretations that you might need. Further, practical examples help to drive home the learning. Additionally, leases are critical for contractors. From equipment to warehouse space, leases appear prominently on many contractors' book. Review the current guidance and begin to understand the new guidance under ASC 842. Program features: Detailed discussion of the guidance under FASB ASC 606, Revenue from Contracts with Customers. Examples and exercises to understand the five-step recognition process. Detailed discussion of the guidance under FASB ASC 842, Leases. Reasons why leases are so important to contractors. A walkthrough of both current and future lease guidance.
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Supervision/Management Competencies: An Ethical Approach (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Excel Budgeting Ideas (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.
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AI Lessons Learned for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs (2 hours)
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Online
2.0 Credits
Member Price: $79
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The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research, and practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers, and change agents - leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools and insights to navigate the newer demands of financial managers with confidence and competence.
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What's Behind the Data? (2 hours)
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Online
2.0 Credits
Member Price: $89
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We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Mastering IRS Form 7217: Partnership Property Distributions (1 hour)
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Online
1.0 Credits
Member Price: $55
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The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner's interest, Section 751 and the Section 754 election. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Section 199A Rules and Forms Reporting (2 hours)
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Online
2.0 Credits
Member Price: $79
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This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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