CPE Catalog & Events
This will generate a PDF of the current filtered catalog
ACPEN: Big Picture Mega-Trends, Big Data, and World We Now Face
-
TBD
2.0 Credits
Member Price: $89
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
ACPEN: Execute Your Strategy: Turn Planning into Results or Destroy it and Start Over…Again
-
TBD
2.0 Credits
Member Price: $89
The strategy-execution gap: common reasons why most strategic plans fail Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan Building your strategy to include risk management Building an adaptive, finance-focused strategic approach What we should learn from the rise and fall of major companies How to align financial metrics with strategy
ACPEN: Independence Requirements for Auditors
-
TBD
2.0 Credits
Member Price: $89
AICPA Code of Professional Conduct independence requirements Core independence principles for CPAs in public practice Common independence risk areas PEEC ethics interpretations affecting independence Real-world application of independence guidance Practical compliance and implementation strategies Independence considerations in attest engagements
ACPEN: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance
-
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
Ethics: Giving Thanks - How to Master the Art of Gratitude
-
TBD
2.0 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Navigating IRS Collections: The Collection Process
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Surgent's Implementing Subscription Pricing to Your Practice
-
TBD
2.0 Credits
Member Price: $99
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
ACPEN: Fraud’s Greatest Hits!
-
TBD
3.0 Credits
Member Price: $109
Types of Fraud COSO Fraud Risk Management Guide Techniques for Detecting Fraud Discussion of Accounting Fraud Cases
ACPEN: Communication Miracles At Work and In Life - Part 2
-
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: K2’s Excel Charting And Visualizations
-
TBD
4.0 Credits
Member Price: $149
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
ACPEN: K2’s Top PDF Features You Should Know
-
TBD
4.0 Credits
Member Price: $149
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
ACPEN: Unlocking the Value: IRS Tax Credits for Businesses & Individuals
-
TBD
2.0 Credits
Member Price: $149
Overview of federal tax credits Refundable vs. nonrefundable credits Individual tax credits Business tax credits Eligibility requirements for tax credits Documentation and substantiation standards Recent legislation and IRS guidance affecting credits Planning considerations when evaluating tax credits Audit risks and compliance issues
Analyzing IFRS Financial Statements
-
TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysisLoblaw Companies Case Study: Introduction to our example company and its financial performanceAdvanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metricsOperational Focus: Separating core business performance from financing activitiesApplied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratiosManagement Commentary: Overview of the corporate narrative as presented from IFRS lens.
ACPEN: 360 Budgeting: A Holistic Approach to Process and Solutions
-
TBD
8.0 Credits
Member Price: $250
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) 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 Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Ethics Based Leadership for Women
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
ACPEN: Can You Really Do That With AI?
-
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
-
TBD
1.0 Credits
Member Price: $39
Accounting Finance
ACPEN: The Risks of Artificial Intelligence - Part 1
-
TBD
1.6 Credits
Member Price: $79
Artificial Intelligence Technical Artificial Intelligence Ethical Risks of Artificial Intelligence
AI 101 for CPAs: Core Concepts and Practical Applications
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini workWhat inherent risks are associated with this powerful technologyActionable steps you can take to mitigate the risksPractical examples of how AI can be applied in accounting, auditing, tax, and finance services
What You Can Learn From the Statement of Cash Flows
-
TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures