CPE Catalog & Events
ACPEN: The Controllership Series - Financial Statement Preparation
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TBD
1.6 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
ACPEN: Achieving Balance in Work and Life - Part 2
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TBD
4.0 Credits
Member Price: $149
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
ACPEN: K2’s Data Analytics For Accountants And Auditors
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TBD
4.0 Credits
Member Price: $149
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
ACPEN: Federal Tax Update – Individuals (Form 1040)
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TBD
8.0 Credits
Member Price: $300
Discuss the most recent individual income tax legislation passed to date Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, §461(l) business loss limitations, §163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Look at any changes to the Form 1040 and other related schedules and forms
ACPEN: Internal Audit: Keys to Managing an Effective Function
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TBD
2.0 Credits
Member Price: $85
Role of today's internal audit leadership Building effective relationships with management and Audit Committee Keys to staffing and training internal audit The synergy of internal audit with other processes and close
ACPEN: The Risks of Artificial Intelligence - Part 2
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TBD
1.8 Credits
Member Price: $79
Society and cultural risks of AI Governance and control risks of AI Mitigation and Responsible AI
ACPEN: K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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TBD
2.0 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
ACPEN: Employees Today and Tomorrow: The ROI on Your People?
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TBD
2.0 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
ACPEN: Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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TBD
2.0 Credits
Member Price: $89
Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity
Surgent's Forms 7217 and 7203
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TBD
2.0 Credits
Member Price: $119
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis
ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
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TBD
4.0 Credits
Member Price: $149
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
ACPEN: When You Hear Hoofbeats, It May Be a Zebra
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
K2's Better Reporting With QuickBooks Online 26-27
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TBD
1.0 Credits
Member Price: $55
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
ACPEN: Revenue Recognition - Determine the Transaction Price - Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: The Controllership Series - The Controllers Role in Procurement Function
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Procurement
ACPEN: Sarbanes Oxley - Sourcing Emerging Risks- 20 years later - Part 1
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TBD
1.6 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
ACPEN: Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $89
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
ACPEN: Accounting for Construction Contractors
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TBD
2.0 Credits
Member Price: $89
Overview of FASB ASC 910 AICPA guidance for construction contractors Industry specific accounting considerations Revenue recognition methods Percentage of completion method Completed contract method Contract modifications Contract costs and allocation Complex accounting issues in construction
ACPEN: Introduction to Single Audit
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TBD
2.0 Credits
Member Price: $89
Uniform Guidance requirements for Single Audits Performance and reporting standards unique to Single Audits Internal controls over compliance Structure and use of the Compliance Supplement Federal program compliance requirements Reporting considerations in a Single Audit
ACPEN: Tactical Data Management – Turning Data into Actionable Information
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TBD
2.0 Credits
Member Price: $89
The difference between data and information Financial versus non-financial performance metrics Customer, internal process, and employee data Balanced Scorecard concepts and performance linkage Data risks, cybersecurity, and governance concerns Organizing data to answer the right business questions Using visuals and storytelling to communicate insights Empirical, fact-based decision-making