CPE Catalog & Events
ACPEN: Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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TBD
1.0 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
ACPEN: The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
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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
ACPEN: Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
ACPEN: Independence Requirements for CAAS Engagements
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TBD
2.0 Credits
Member Price: $89
CAAS Auditing & Accounting Yellowbook Ethics
ACPEN: K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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TBD
2.0 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
ACPEN: Employees Today and Tomorrow: The ROI on Your People?
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TBD
2.0 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
ACPEN: Introduction to Not-for-Profit Accounting
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TBD
2.0 Credits
Member Price: $89
Not-for-Profit Accounting Accounting & Auditing Yellowbook
ACPEN: K2's Choosing Your CPA Firm Tech Stack
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TBD
2.0 Credits
Member Price: $89
Evaluating suite vs. best-in-breed software ecosystems Understanding and applying AI-driven tools for firm efficiency Measuring ROI and integration effectiveness across the tech stack
ACPEN: K2's Tech Update
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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
ACPEN: Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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TBD
2.0 Credits
Member Price: $89
Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity
ACPEN: Planning in an Uncertain World
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TBD
2.0 Credits
Member Price: $89
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
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TBD
4.0 Credits
Member Price: $149
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
ACPEN: Revenue Recognition - Determine the Transaction Price - Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Liquidity & Uncertainty Disclosures for Nonprofits
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TBD
2.0 Credits
Member Price: $89
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment
ACPEN: Introduction to Single Audit
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TBD
2.0 Credits
Member Price: $89
Uniform Guidance requirements for Single Audits Performance and reporting standards unique to Single Audits Internal controls over compliance Structure and use of the Compliance Supplement Federal program compliance requirements Reporting considerations in a Single Audit
ACPEN: Procurement Standards 2026: What You Need To Know
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TBD
1.0 Credits
Member Price: $89
Updated micro purchase and simplified acquisition thresholds as of October 2025 General procurement standards under 2 CFR S200.318 Informal and formal procurement methods under S200.320 Competition requirements under S200.319 Domestic preference requirements under S200.322 Contractor oversight and procurement documentation requirements
ACPEN: Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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TBD
4.0 Credits
Member Price: $149
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that
ACPEN: Introduction to Yellow Book
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TBD
2.0 Credits
Member Price: $89
AICPA Code of Professional Conduct Accounting & Auditing Yellowbook
ACPEN: K2's Building Future-Ready Businesses
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TBD
2.0 Credits
Member Price: $89
Technology Infrastructure Assessment Through Organizational Case Studies Practical Implementation Strategies for Hardware and Software Solutions Change Management Techniques for Remote and In-Office Teams
ACPEN: Advanced Negotiations: Never Split the Difference
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TBD
2.0 Credits
Member Price: $89
Negotiations Business Management