CPE Catalog & Events
ACPEN: Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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TBD
1.0 Credits
Member Price: $39
Communications Self-Awareness Leadership
ACPEN: Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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TBD
2.0 Credits
Member Price: $89
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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TBD
2.0 Credits
Member Price: $89
Medical Claims
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
ACPEN: Schedule C of Form 1040
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TBD
2.0 Credits
Member Price: $89
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
Staff Retention: Attract and Keep the Best People 26-27
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TBD
4.0 Credits
Member Price: $99
What a massive Gallup study says is the most important factor in employee retention Hear the logical reasons why professionals leave?
ACPEN: The Art of Marketing for CPAs
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TBD
4.0 Credits
Member Price: $149
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
ACPEN: K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
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TBD
8.0 Credits
Member Price: $250
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
ACPEN: HR Investigations – Episode 3 – Gathering-Analyzing-Reporting
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TBD
1.0 Credits
Member Price: $39
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
ACPEN: The SECURE Act 2.0 – Planning Opportunities for Individuals
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TBD
1.2 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
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: Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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TBD
4.0 Credits
Member Price: $149
Leadership Management
ACPEN: K2’s Excel Best Practices
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TBD
8.0 Credits
Member Price: $250
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
ACPEN: A Practical Guide to Trusts
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TBD
8.0 Credits
Member Price: $250
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
ACPEN: Cryptocurrency Transactions: Navigating Federal Tax Rules
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TBD
1.0 Credits
Member Price: $39
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
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: K2’s Taking Another Look At PDFs
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TBD
2.0 Credits
Member Price: $89
Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security