CPE Catalog & Events
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ACPEN: K2’s Taking Another Look At Power BI
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TBD
2.0 Credits
Member Price: $89
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
ACPEN: Five Amazing Business Books in 100 Minutes
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TBD
2.0 Credits
Member Price: $89
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
ACPEN: Ethical Practices and Responsibilities Under Circular 230
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TBD
2.0 Credits
Member Price: $89
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
Surgent's Review and Analysis of Crucial OBBBA Changes
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TBD
2.0 Credits
Member Price: $119
Changes to the standard deduction Senior deduction Deduction for auto loan interest Estate tax changes and the portability option Tax consequences associated with investing in revised opportunity zones Full expensing of domestic R&E Individual and corporate charitable contributions Wagering losses Student loan discharges Taking advantage of scholarship granting organizations (SGOs) Dependent care assistance program Other crucial OBBBA provisions
Will Your Ethics Be Burned by Burnout?
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
ACPEN: Professional Skepticism for the Public Accountant
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TBD
1.0 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses
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TBD
1.0 Credits
Member Price: $39
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns
ACPEN: Managing Generational and Cultural Variances
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TBD
1.6 Credits
Member Price: $79
Management Leadership Cultural Variances Generational Variances
ACPEN: Global Internal Audit Standards (GIAS) Domain V - Part 1
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TBD
1.0 Credits
Member Price: $89
Internal Audit Internal Controls Standards Institute of Internal Auditors
ACPEN: Self-Rental Real Estate: Integrating the Passive Activity Rules with the Flow-Through Entity Deduction Rules
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TBD
2.0 Credits
Member Price: $89
Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Self-rental property and ""former passive activities"" rules Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards
ACPEN: Internal Audit in The Future
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TBD
2.0 Credits
Member Price: $99
Internal Audit IIA Standards Emerging Risks Technology
ACPEN: No Tax on Overtime: Payroll Compliance
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TBD
2.0 Credits
Member Price: $89
Overview of FLSA overtime provisions Definition of a workweek and the 40-hour threshold Time-and-a-half requirements and exclusions from overtime pay Exempt vs. nonexempt employee classifications Components of the regular rate of pay Treatment of bonuses, commissions, and other compensation Step-by-step overtime calculation examples Common compliance pitfalls and audit risk Documentation and payroll system considerations Case studies involving misclassification and miscalculation
Exploring Internal Controls That Could Have Prevented Frauds
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
ACPEN: Emotional Intelligence for Professionals: Mastering the Human Side of Success
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TBD
1.0 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
ACPEN: Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
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TBD
2.0 Credits
Member Price: $89
PBM
ACPEN: Accounting Update in a Post COVID-19 World
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TBD
2.0 Credits
Member Price: $89
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
ACPEN: Staff Retention Keep the Best People
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TBD
3.0 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
Calculating the Retirement Need
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations