CPE Catalog & Events
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ACPEN: K2’s Next Generation Excel Reporting
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TBD
8.0 Credits
Member Price: $250
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
ACPEN: K2’s QuickBooks Online For Accountants
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TBD
8.0 Credits
Member Price: $250
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Spring Tax Update with Steve Dilley
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
The CPA's 2026 Guide to Cryptocurrency and Blockchain
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Blockchain technology primerCryptocurrency technology primerUpdate on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation and legislationSmart contracts - what they are and how they work
ACPEN: Consulting Services Secrets
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TBD
1.0 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
ACPEN: Business Valuation - Asset Approach
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TBD
1.0 Credits
Member Price: $39
Fundamentals of Business Valuation and Appraisal Standards The Asset Approach: Methods, Applications, and Analysis
ACPEN: The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Procurement Inventory
ACPEN: Getting the Most When Selling a Business: Little Details to Get Top Value
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TBD
2.0 Credits
Member Price: $89
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
ACPEN: State Tax Nexus: Frequently Awkward Questions
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TBD
2.0 Credits
Member Price: $89
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
ACPEN: Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax
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TBD
2.0 Credits
Member Price: $89
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How ""real estate business"" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the ""grouping"" election for passive activities and the flow-through deduction
ACPEN: Accounting for Software
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TBD
2.0 Credits
Member Price: $89
Master the accounting for software costs under U.S. GAAP Navigate capitalization, amortization, and impairment with confidence Understand the full lifecycle of internal-use software accounting Stay current on ASU 2025-06 and emerging guidance Apply accounting rules to SaaS, cloud computing, and website development costs
ACPEN: What's Going on at the FASB (2026/27)
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TBD
2.0 Credits
Member Price: $89
Recent and upcoming FASB standard-setting activity Accounting Standards Updates (ASUs) effective for December 31, 2026 year-ends Impact of ASUs on public, private, and not-for-profit entities ASUs with future effective dates Exposure drafts and proposed standards
Ethical Performance Management
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
ACPEN: Financial & Tax Accounting for S Corporations
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TBD
4.0 Credits
Member Price: $149
Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders
ABC Trust Planning and the Portable Exclusion 26-27
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TBD
8.0 Credits
Member Price: $329
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Federal Tax Update: Individual Form 1040 26-27
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TBD
8.0 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 26-27
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TBD
8.0 Credits
Member Price: $329
An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to
ACPEN: K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
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TBD
8.0 Credits
Member Price: $250
Common challenges associated with implementing appropriate internal controls in small business environment Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
AI & Accounting in Construction
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI adoption in constructionPredictive analytics and risk managementAI-integrated Building Information Modeling (BIM)Real-time compliance and financial reportingTaxation challenges in AI-driven constructionAI in project scheduling, supply chains, and quality controlRegulatory frameworks and ethical AI use in audits
Corporate Finance Technology Selection: Practical Frameworks
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)