CPE Catalog & Events
ACPEN: 2026 AICPA Regulatory Ethics Update: VA-Approved
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TBD
2.0 Credits
Member Price: $89
Virginia ethics requirement (VBOA-approved course) AICPA Professional Ethics Executive Committee (PEEC) updates New interpretations and revised ethics guidance Ethics modernization initiatives and regulatory changes Standards affecting recruiting, CPE programs, and tax advisory services Impact of ethics developments on public and industry professionals Forward-looking PEEC projects and upcoming changes Strategies for compliance in an evolving ethical landscape
ACPEN: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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TBD
2.0 Credits
Member Price: $89
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
ACPEN: I want the TRUTH: Preparing to be an Expert Witness
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TBD
1.0 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
ACPEN: K2’s Excel Tips – Today’s Best Features
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TBD
2.0 Credits
Member Price: $89
New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas
ACPEN: Introverts Have Real Power, Why Quiet Leaders are So Successful
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TBD
2.0 Credits
Member Price: $89
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
ACPEN: Financial Acumen for Today's HR Leader
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TBD
2.0 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks
Surgent's Contract Law for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $99
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
ACPEN: How to Develop Your System of Quality Management Using the AICPA Practice Aids
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TBD
3.0 Credits
Member Price: $109
Overview of Quality Management standards Scope of SQMS 1 Components of quality management Changes from prior standards AICPA practice aids Required documentation Risk assessment process Final documentation development
ACPEN: Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
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TBD
4.0 Credits
Member Price: $149
Legal and fiduciary responsibilities of the executor or personal representative Overview of the estate administration process from appointment through final distribution Filing requirements for Form 1040, Form 1041, and Form 706 Income in respect of a decedent (IRD) and basis adjustments Estate asset identification, valuation, and management Creditor claims, debt settlement, and distribution procedures Obtaining an EIN for the estate and IRS notice procedures IRS audit risks related to estate administration Executor liability considerations and risk management Estate accounting records, documentation, and communication with beneficiaries
ACPEN: K2’s Implementing Internal Controls In QuickBooks Online Environments
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TBD
4.0 Credits
Member Price: $149
Critical risks in QBO environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
ACPEN: How to Make Difficult People Disappear...Without Breaking the Law
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TBD
1.0 Credits
Member Price: $39
Conflict Management Interpersonal Relationships Personality Styles
ACPEN: Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations
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TBD
1.0 Credits
Member Price: $39
Conflict Management Difficult Conversations Psychological Safety
ACPEN: Revenue Recognition Topic 606 - Identify the Contract Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition
ACPEN: Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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TBD
2.0 Credits
Member Price: $89
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?
ACPEN: K2's Taking A Fresh Look At Teams
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TBD
2.0 Credits
Member Price: $89
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
ACPEN: Metrics Which Every CFO, Controller and CPA Advisor Should Know
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TBD
2.0 Credits
Member Price: $89
Overview of financial metrics Ratios versus key performance indicators Purpose and use of metrics Balance sheet metrics Cash flow and liquidity metrics Profitability metrics Operational metrics Use of metrics in analysis
ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $149
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
ACPEN: K2’s Mastering Advanced Excel Functions
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TBD
4.0 Credits
Member Price: $149
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
ACPEN: Wired Differently - An Introduction to Neurodivergence
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TBD
1.0 Credits
Member Price: $39
Neurodivergence Diversity Inclusion
ACPEN: Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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TBD
2.0 Credits
Member Price: $89
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles