Professional Development and Event Catalog
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Surgent's Annual Accounting and Auditing Update
Tuesday, Nov. 10 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report released in late 2025 for lease accounting under ASC 842 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2024 and into 2026 covering government grants, derivatives and financial instruments, practical expedients for credit losses under ASC 326, and expense disaggregation on the income statement. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, now effective as of December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on engagements. We will also discuss AICPA's proposed SAS, The Auditor's Responsibilities Relating to Fraud in an Audit of Financial Statements, intended to supersede AU-C section 240. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
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Surgent's Predicting Future Financial Issues Facing the Financial Executive
Tuesday, Nov. 10 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $279
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Our financial and economic series is designed to take key topics for financial executives and explore them in detail such that the CFO/controller/financial executive can take away useful and practical recommendations dealing with the topic at hand. The program explores the current economic trends and analyze their impact on you as the financial executive in areas professional skepticism, medical care costs, social security viability, the dollar as a world currency, the national infrastructure and the "fate of the states" as well as the AICPA's top 10 trends and technologies. Specific recommendations and insights will be offered to you to deal with the challenges.
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Ethical Performance Management
Tuesday, Nov. 10 9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into 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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Risk Assessment of IT Systems
Tuesday, Nov. 10 10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
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This course provides an overview of the risk assessment requirements under SAS 145, with a focus on the evaluation of Information Technology systems in the planning of an audit. SAS 145 introduced significant changes to risk assessment procedures, including an increased emphasis on understanding and evaluating IT environments. The course addresses key areas of concern related to IT systems and their impact on audit risk. Participants will gain practical insight into identifying risks within IT systems and understanding how those risks affect the audit process. As part of his presentation style, Jeff incorporates engaging elements designed to reinforce learning and maintain focus.
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Mental Illness and Depression: Understanding and Supporting Employees Under the ADA
Tuesday, Nov. 10 10:00am - 11:01am
Online
1.00 Credits
Member Price: $39
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This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.
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Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
Tuesday, Nov. 10 10:00am - 11:09am
Online
1.20 Credits
Member Price: $39
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This course is meant to complement the course that evaluates all aspects of the five steps to revenue recognition. The course "Understanding the new revenue recognition rules" examines the five-step model outlined in the standard that organizations must utilize when recognizing revenue. The new standard applies to all companies.
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How to Audit Accounting Estimates
Tuesday, Nov. 10 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. 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 Controllership Skills Update: Risk Management
Tuesday, Nov. 10 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to be "under control" through their policies, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience, as well as to help to start the less experienced individual. It offers ideas that can be used immediately, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning, business continuity, and ethics, as well as a sample group exercise to test your current risk management systems.
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Surgent's Incident Response and Case Studies in AI-powered Cybersecurity
Tuesday, Nov. 10 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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This course emphasizes the practical application of incident response frameworks through case studies of AI-related cyber incidents. It focuses on preparing financial professionals to effectively manage and learn from cybersecurity crises.
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Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
Tuesday, Nov. 10 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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Schedule 1-A is a new tax form designed to consolidate four key OBBBA deductions that can be taken for the first time in 2025. Ultimately these four deductions: the tip deduction, the overtime deduction, the deduction for interest paid on a new car loan, and the senior deduction, appear as a single entry on line 13b of Form 1040. These deductions are phased out at higher income levels, the calculation of which takes place on Schedule 1-A. Accounting and finance professionals who wish to understand the mechanics of the four deductions and how they are expressed on Schedule 1-A and consolidated on Form 1040 would benefit from taking this program.
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The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
Tuesday, Nov. 10 10:00am - 1:38pm
Online
4.00 Credits
Member Price: $149
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Many entities prepare their financial statements using non-GAAP frameworks, such as tax and cash basis. Participants who attend this course will learn the unique reporting and disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements.
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Auditing Financial Statements of ERISA Plans
Tuesday, Nov. 10 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $139
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Conducting a compliant audit Learn about proper audit procedures to test the line items of the statement of net assets available for benefits, including investments. You'll also cover the audit procedures to test the activity in the statement of changes in net assets available for benefits, including participant testing. Your new knowledge will help you conduct compliant audits of ERISA plan financial statements. Plan investments Gain an understanding of how to differentiate plan investment procedures based on the type of audit and risk assessment. To do this, you'll look at ways to identify the following: Types and classifications of common plan investments The audit procedures required for investment activity, contributions, and withdrawals at the participant level Other audit considerations You'll also explore other audit considerations, including: GAAP requirements for presentation and disclosure of employee benefit plan financial statements Procedures to determine the plan's tax status Related parties, parties in interest, and prohibited transactions Additional procedures related to Form 5500
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More Money: Strategic Ways to Improve Cash Flow
Tuesday, Nov. 10 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. 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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Estate Planning Strategies: Advanced Techniques and Tools
Tuesday, Nov. 10 10:00am - 5:39pm
Online
8.00 Credits
Member Price: $250
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As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation. With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts, and life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial and legacy goals. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
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How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
Tuesday, Nov. 10 10:00am - 5:40pm
Online
8.00 Credits
Member Price: $250
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Yellow Book and Single Audit reporting entities have complex and unique financial statement audit, compliance and reporting issues. Deficiencies in these types of audit engagements are common. This course will reduce the likelihood of noncompliance with relevant professional and regulatory auditing and reporting standards.
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Introduction to Yellow Book: 8-Credit Boot Camp
Tuesday, Nov. 10 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $239
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This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. 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 S Corporation Core Tax Issues From Formation Through Liquidation
Tuesday, Nov. 10 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $279
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As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced, client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.
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How CPAs Can Protect Their Names, Brands, Logos, and Taglines
Tuesday, Nov. 10 11:00am - 11:59am
Online
1.00 Credits
Member Price: $39
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Most businesses are identified in the marketplace by the different symbols, logos, words, etc., that they use. These devices, also known as trademarks, are also used by CPAs whether knowingly or unknowingly. This course seeks to inform CPAs on what trademarks are, and how they can use trademarks in identifying their practices in the marketplace. The course also seeks to illustrate the advantages of trademarks and why CPAs should be aware of them and their use.
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Beyond the Numbers: Success Strategies for Female CPAs
Tuesday, Nov. 10 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. 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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Individual Tax Update: OBBA and Recent Developments
Tuesday, Nov. 10 11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.