CPE Catalog & Events
ACPEN: K2’s Microsoft Copilot, Including Agentic AI
-
TBD
2.0 Credits
Member Price: $89
Incorporating Copilot with Excel, Word, PowerPoint, and Outlook Using Copilot to automate routine tasks and assignments Integrating Copilot with agentic AI Identifying key privacy and security features in Copilot Understanding and deploying agentic AI
Surgent's Artificial Intelligence for Accounting and Finance Professionals
-
TBD
2.0 Credits
Member Price: $99
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment
ACPEN: The Role of Internal Control in the Risk-Based Audit
-
TBD
4.0 Credits
Member Price: $149
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
ACPEN: Guide to Preparing Form 1041 for Estates and Trusts
-
TBD
4.0 Credits
Member Price: $149
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
ACPEN: Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
-
TBD
4.0 Credits
Member Price: $298
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
ACPEN: The Controllership Series: The Controller's Role in Artificial Intelligence
-
TBD
1.4 Credits
Member Price: $39
Accounting Finance
ACPEN: The Controllership Series - The Role of the Controller in ESG
-
TBD
1.5 Credits
Member Price: $79
Accounting Finance SG Operations
ACPEN: Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
-
TBD
1.8 Credits
Member Price: $79
Sarbanes-Oxley Accounting
ACPEN: The AB5s of Employees and Independent Contractors
-
TBD
2.0 Credits
Member Price: $89
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
ACPEN: Deep Dive into Quality Management
-
TBD
2.0 Credits
Member Price: $89
Quality management standards for CPA firms SQMS 1 and SQMS 2 requirements Engagement-level standards (SAS 146, SAS 145, SSARS 26, SSAE 23) Post-implementation evaluation of quality management systems Monitoring and remediation responsibilities Auditor responsibilities under SAS 146
ACPEN: Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing and Monitoring Your Sub-Awards
-
TBD
1.0 Credits
Member Price: $89
Subrecipient vs. contractor determinations under S200.331 Requirements for pass through entities under S200.332 Risk based monitoring methodologies Indirect cost rate negotiation and de minimis rate application The importance of sub-award agreements Using fixed amount award to solve an out-of-the-box matter
ACPEN: The Role of Internal Audit in Enterprise-Wide Risk Management
-
TBD
4.0 Credits
Member Price: $149
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
ACPEN: Retirement Planning Issues: Where We Stand Now
-
TBD
4.0 Credits
Member Price: $149
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
ACPEN: Prevention & Detection of Fraud in Small Businesses
-
TBD
5.0 Credits
Member Price: $149
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
ACPEN: The Controllership Series - Managerial Accounting Basics and Costs
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance
ACPEN: Topic 842: FASB's Lease Accounting Standard Update
-
TBD
2.0 Credits
Member Price: $89
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
ACPEN: Building Your Personal Net Worth: Invest in Your Future
-
TBD
1.0 Credits
Member Price: $89
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
ACPEN: K2’s Ten PDF Tips You Need To Know
-
TBD
1.0 Credits
Member Price: $39
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
ACPEN: ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
-
TBD
2.0 Credits
Member Price: $89
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
ACPEN: Budget Mastery: Process, Problems, and Solutions
-
TBD
2.0 Credits
Member Price: $89
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)