CPE Catalog & Events
ACPEN: Budget Mastery: Process, Problems, and Solutions
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TBD
2.0 Credits
Member Price: $89
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
ACPEN: Metrics Management – Selecting the Right KPIs
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TBD
2.0 Credits
Member Price: $89
What makes a KPI meaningful and actionable Balancing financial, customer, operational, and learning metrics Selecting metrics at the responsibility-center level Understanding who the "customer"of a report really is Avoiding metric overload and bad incentives Linking departmental metrics to enterprise strategy The role of non-financial metrics in driving results Real-world KPI examples across industries
ACPEN: Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
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TBD
4.0 Credits
Member Price: $149
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
ACPEN: Planning for Small Business Success
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TBD
4.0 Credits
Member Price: $149
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
ACPEN: Ethics, Education and AI; Can Thy Coexist?
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TBD
1.0 Credits
Member Price: $39
How has AI has instigated a ‘war’ in education? Has cheating increased? Are the students being ethical? Are the institutions being ethical? How money exaggerates the ethical dilemma? Which is more dangerous, using AI in education or not? What should be done with professionals, e.g., CPAs, who use AI for CPE?
ACPEN: Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: The Psychology of Fraud
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TBD
1.5 Credits
Member Price: $79
Fraud Fraud Triangle
ACPEN: Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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TBD
2.4 Credits
Member Price: $99
Employee Theft Prevention
ACPEN: World-Class Cost Accounting: A Practical Application Part 1
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TBD
2.0 Credits
Member Price: $149
Classifying the five cost types Direct materials - comprehensive coverage Direct labor - including all labor burden costs Tracing all the prime costs to products Budgeting and setting standard costs
ACPEN: Ethics – A Line in the Sand; Implications for Daily Business
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TBD
4.2 Credits
Member Price: $149
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
ACPEN: Emerging Risks and Resilience - How Accountants and Finance Professionals are Leading the Way - Part 1 Building Organizational Resilie
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TBD
1.4 Credits
Member Price: $39
Risks Accounting Finance Economy Information Technology Data Governance
ACPEN: K2’s Advanced Topics In Power BI
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TBD
2.0 Credits
Member Price: $89
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
ACPEN: Taking the Financial Executive's Leadership to the Next Level
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TBD
2.0 Credits
Member Price: $89
Professional/Technical to Business/Behavioral Leader Evolution From Agricultural to Conceptual Age Right Brain Orientation Artificial Intelligence (AI) Perspective to Consider Emotional Intelligence Framework Behavioral Self-Awareness and Self-Management Socially Intelligent Leader/Social Awareness Transformational Leadership
ACPEN: Progressive Management Accounting
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TBD
2.0 Credits
Member Price: $89
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
ACPEN: Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
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TBD
2.0 Credits
Member Price: $89
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
ACPEN: Metrics Management – Measuring Performance in the Real World
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TBD
2.0 Credits
Member Price: $89
Measuring performance using output and unit-based metrics Identifying what truly "causes work" Controllable versus non-controllable costs Assignments versus allocations of overhead Creating financial metrics tied to operations Benchmarking as a performance improvement tool Industry-specific metric examples (retail, manufacturing, healthcare, nonprofit) Using metrics to eliminate waste and inefficiency
ACPEN: Shorten Month-End - Closing Best Practices
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TBD
4.0 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit
ACPEN: K2’s Artificial Intelligence For Accounting And Financial Professionals
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TBD
4.0 Credits
Member Price: $149
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
ACPEN: Supervised AI Agents as Public CPA Audit Team Members
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TBD
1.0 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
ACPEN: Embracing Neurodiversity in the Workplace
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TBD
1.0 Credits
Member Price: $39
Neurodiversity