CPE Catalog & Events
ACPEN: White-Collar Crime: What Every CPA Should Know
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TBD
1.0 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
ACPEN: The AB5s of Employees and Independent Contractors
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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: Procurement Standards 2026: What You Need To Know
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TBD
1.0 Credits
Member Price: $89
Updated micro purchase and simplified acquisition thresholds as of October 2025 General procurement standards under 2 CFR S200.318 Informal and formal procurement methods under S200.320 Competition requirements under S200.319 Domestic preference requirements under S200.322 Contractor oversight and procurement documentation requirements
ACPEN: The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 1
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TBD
1.8 Credits
Member Price: $89
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
ACPEN: Preparing for & Conducting Discharge Meetings
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TBD
1.0 Credits
Member Price: $39
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
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: New Client Ethical Challenges: The CPAs Guide
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TBD
2.0 Credits
Member Price: $89
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
ACPEN: Effective Manager - Traits and Skills
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TBD
2.0 Credits
Member Price: $99
Management Leadership
ACPEN: The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
ACPEN: K2's Introducing Artificial Intelligence To Human Resources Pros
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TBD
1.2 Credits
Member Price: $39
How to get started with AI Today's major AI platforms How to use AI tools AI risks that we must manage
ACPEN: Employees Today and Tomorrow : Are Employees Assets?
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TBD
2.0 Credits
Member Price: $89
GAAP vs economic value of employees The changing landscape of work The need to change management tactics Different generations and demographics Understanding the differences What issues do they present? How do we improve our understanding? Employee engagement/assessment surveys and what they should tell us Successful tactics for today's workforce
ACPEN: Communicate Financial Concepts to Non-Accountants
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TBD
2.0 Credits
Member Price: $89
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
ACPEN: Metrics Management – Linking Strategy to Performance
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TBD
2.0 Credits
Member Price: $89
Why strategy succeeds or fails based on measurement The relationship between mission, strategy, and metrics Financial versus non-financial performance measures Common measurement pitfalls and micromanagement risk Balanced Scorecard perspectives and strategy maps Linking critical success factors (CSFs) to KPIs Ownership and accountability for metrics Using metrics to drive organizational focus
Surgent's Real Estate Taxation: Critical Considerations
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TBD
4.0 Credits
Member Price: $159
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
ACPEN: K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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TBD
4.0 Credits
Member Price: $149
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Gemini, Power Automate, and Zapier
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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TBD
8.0 Credits
Member Price: $299
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
ACPEN: World-Class Cost Accounting: A Practical Application - 8 Hour Version
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TBD
4.0 Credits
Member Price: $250
Classifying the five cost types Direct materials - comprehensive coverage Direct labor - including all labor burden costs Tracing all the prime costs to products Budgeting and setting standard costs Classifying manufacturing overhead costs into 5 cost types Selecting the bases for tracing overhead costs to products Period Manufacturing Inefficiencies cost of sales - categories and costing Segregating inventory for costing and analysis Accounting for variances - budgeting, analyzing, timing for recording
ACPEN: A Fox in the Henhouse/Courthouse
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
ACPEN: Written Information Security Plans
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TBD
1.0 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
ACPEN: Revenue Recognition Determine the Transaction Price Part 2
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TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting