CPE Catalog & Events
ACPEN: Doing Debt Differently - Your Roadmap to Changes & Choices for Success
-
TBD
4.0 Credits
Member Price: $149
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
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
4.0 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
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
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
ACPEN: Nonprofit Tax Rules After OBBA: From Regulation to Reporting
-
TBD
2.0 Credits
Member Price: $89
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
ACPEN: There is NO Such Thing as ‘Business Ethics’ featuring John Levy and Don Minges
-
TBD
1.0 Credits
Member Price: $39
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
ACPEN: Ethics in Communicating & Reporting
-
TBD
1.0 Credits
Member Price: $39
Fundamentals of ethical communication 4 must-have communication skills How to improve your ethical communication skills Problems related to unethical behavior in reporting & communication
ACPEN: Revenue Recognition - Topic 606 Overview
-
TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
-
TBD
1.8 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
ACPEN: 2026 AICPA Regulatory Ethics Update: VA-Approved
-
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
-
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: K2’s Excel Tips – Today’s Best Features
-
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
-
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: Keys of SOC Reports - Following SSAE 18 Requirements
-
TBD
2.0 Credits
Member Price: $85
Move from SAS 70 and SSAE 16 to SSAE 18 Types of Service Organizations SOC 1 Engagements Control Objectives Reporting SOC 1 and SOC 2 Reporting SOC 3 Reports Preparing for SOC Engagement SOC Comparisons
ACPEN: The Controllership Series - Financial Statement Preparation
-
TBD
1.6 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
ACPEN: How to Develop Your System of Quality Management Using the AICPA Practice Aids
-
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