CPE Catalog & Events
ACPEN: The Controller Function - Strategic and Annual Planning
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
-
TBD
2.0 Credits
Member Price: $89
Auditing & Accounting Yellowbook Budget Process
ACPEN: Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
-
TBD
2.0 Credits
Member Price: $89
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
ACPEN: The Three Million Dollar Ribbon
-
TBD
1.0 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
ACPEN: Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
-
TBD
2.0 Credits
Member Price: $89
Overview of Section 25F and legislative intent Eligibility requirements and qualifying contributions Credit calculation and limitations State-by-state conformity and eligibility considerations Interaction with other federal and state tax provisions Compliance, documentation, and reporting considerations Common pitfalls and audit risks
Shortcuts that Excel Users Love
-
TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
ACPEN: Ask Me No Questions and I Will Tell You No Lies
-
TBD
3.0 Credits
Member Price: $109
Types of Stress Indicators Verbal Cues Nonverbal Communication Behavioral Context Truth-Elicitation Techniques
Business Partnerships: Managing Supplier Relationships
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
ACPEN: The Controllership Series - The Future Role of the Controller Part 2
-
TBD
1.5 Credits
Member Price: $79
Accounting and Finance
ACPEN: Critical "Soft" Skills for CFOs and Controllers
-
TBD
4.0 Credits
Member Price: $149
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
ACPEN: Advanced Cost Accounting: Eliminate Calculation Distortions
-
TBD
2.0 Credits
Member Price: $89
Cost Accounting
ACPEN: The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
-
TBD
1.0 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
Financial Planning: Auto & Homeowners Insurance
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
ACPEN: Introduction to Not-for-Profit Accounting
-
TBD
2.0 Credits
Member Price: $89
Not-for-Profit Accounting Accounting & Auditing Yellowbook
ACPEN: Schedule K-1: What is it & What Do I Do with It?
-
TBD
2.0 Credits
Member Price: $89
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
ACPEN: Cost and Pricing Models: Boost Your Bottom Line
-
TBD
2.0 Credits
Member Price: $89
Cost Accounting Activity-based Costing
ACPEN: K2's Tech Update
-
TBD
2.0 Credits
Member Price: $89
AI's practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools-now standard in mid-sized firms While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements
Everyday Ethics at Work: Don't be the Next News Story!
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story
No Tax on Overtime: Payroll Compliance
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues
ACPEN: IT Controls & SOC Reporting in Financial Audits
-
TBD
3.5 Credits
Member Price: $109
SOC Reporting Information Technology General Controls (ITGC) Audit Reliance