CPE Catalog & Events
ACPEN: The Controllers Role in Data Analytics and Big Data
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Financial Statements
ACPEN: Sarbanes-Oxley Overview
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TBD
1.6 Credits
Member Price: $79
Sarbanes-Oxley Compliance
ACPEN: Leaders Eat Last. Why? The Characteristics of Great Leaders
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TBD
2.0 Credits
Member Price: $89
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
ACPEN: Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value
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TBD
2.0 Credits
Member Price: $89
How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work? Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget
ACPEN: K2’s Collaboration – Best Platforms And Practices
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TBD
2.0 Credits
Member Price: $89
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
ACPEN: Estimates, Contingencies and Going Concern
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TBD
2.0 Credits
Member Price: $89
Overview of accounting estimates and uncertainties Going concern accounting and auditing considerations SAS 132 requirements SAS 143 requirements Loss and gain contingencies Guarantees Credit losses Impact on financial reporting and auditing
ACPEN: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
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TBD
2.0 Credits
Member Price: $89
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance) Exploring profitability differences between customers with similar revenue Creating and sustaining a customer value pyramid
ACPEN: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance
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TBD
2.0 Credits
Member Price: $89
The real purpose of budgeting in modern organizations Common budgeting problems and process breakdowns Linking budgets to income statements, balance sheets, and cash flows Output metrics and what really “causes work” Top-down, bottom-up, and hybrid budgeting approaches Flexible budgeting using volume-based and unit metrics Benchmarking to reduce politics and improve insight Using budgets to build value, not just limit spending
ChatGPT Vision for Financial Analysis
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
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TBD
2.0 Credits
Member Price: $119
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
ACPEN: Communication Miracles At Work and In Life - Part 2
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TBD
4.0 Credits
Member Price: $149
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
ACPEN: Fiduciary Accounting for Estates and Trusts
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TBD
4.0 Credits
Member Price: $149
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
ACPEN: Common Yellow Book & Single Audit Deficiencies
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TBD
4.0 Credits
Member Price: $149
Common peer review deficiencies in Yellow Book engagements Common peer review deficiencies in Single Audit engagements Yellow Book requirements (independence, CPE, reporting) Single Audit compliance requirements Internal controls over compliance Compliance testing and major program determination Root causes of audit deficiencies and prevention strategies
ACPEN: K2’s Securing Your Data: Practical Tools For Protecting Information
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TBD
4.0 Credits
Member Price: $149
Understanding today's cybersecurity risks Identifying significant cybersecurity risks Implementing specific steps to reduce risk
Master the Art of CPA Communication: Boost Your Influence!
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TBD
2.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication
Accounting & Attestation for ESG
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
ACPEN: Can You Really Do That With AI?
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TBD
1.0 Credits
Member Price: $39
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
ACPEN: The Risks of Artificial Intelligence - Part 1
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TBD
1.6 Credits
Member Price: $79
Artificial Intelligence Technical Artificial Intelligence Ethical Risks of Artificial Intelligence
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Round robin review of lesser known M365 appsReduce / eliminate internal email communications with Teams and SharePointCollaborate on spreadsheet and documents with your colleagues in real timeGet control of your appointment schedule with the Bookings appTap the full potential of OneNote as your primary repository for notes, correspondence and moreReplace email attachments with secure file sharing linksDocument business processes with the Stream appLeverage the power of AI in M365 with Copilot