CPE Catalog & Events
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ACPEN: The Ethics of How We Treat People; Why it Matters?
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TBD
1.0 Credits
Member Price: $39
Is it ethical to mistreat others? What are the signs and consequences of mistreatment? Why does treating people ethically matter for finance and business professionals? The consequences of mistreating people? What is the return on treating people well?
ACPEN: Accommodation Requests - Substance Abuse - Contagious Infections
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TBD
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
ACPEN: Investment Scam Losses: How to Get Deductions
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TBD
1.0 Credits
Member Price: $39
Categorization of various scams The keys to deductibility Review of the client's required actions to allow deductibility Disclosures and forms reporting required for deductibility “Tales from the Front” – practice issues CPAs are dealing with in these extraordinary situations
ACPEN: What Is Your Brand Reputation?
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TBD
1.0 Credits
Member Price: $39
Presence
Internal Controls Over Compliance vs Compliance
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TBD
0.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Testing internal ControlsAlign internal controls with specific compliance requirementsThe misidentification of controls and the confusion between compliance and control processes
ACPEN: Digging Deep with Excel Pivot Tables
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TBD
1.0 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
ACPEN: AI In Audit and Financial Reporting
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TBD
1.6 Credits
Member Price: $39
Artificial Intelligence Audit Financial Reporting
ACPEN: Leases Accounting under Topic 842 – Answers to FAQ After Implementation
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TBD
2.0 Credits
Member Price: $89
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
ACPEN: Partnerships: How to Calculate Partner Basis
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TBD
2.0 Credits
Member Price: $89
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process
Ethics: 10 Crucial Qualities of High Character CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Internal Control - Testing for Operating Effectiveness
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Beyond the Basics: Financial Ratios You Might Be Overlooking
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
ACPEN: Best-In-Class Recruiting Strategies
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TBD
1.0 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
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: Internal Control Best Practices
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TBD
2.0 Credits
Member Price: $89
Auditing Yellowbook
ACPEN: Anti-Money Laundering Warning Signs and Mitigation Techniques
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TBD
2.0 Credits
Member Price: $85
Warning signs of money laundering Legal services Prevention AML mitigation methods Features to look for in AML solutions Ten things in AML watchlist provider
ACPEN: Internal Controls That May Have Prevented Fraud
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TBD
2.0 Credits
Member Price: $89
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
ACPEN: Mergers and Acquisitions: Complete Guide to Relevant Issues
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TBD
2.0 Credits
Member Price: $89
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
ACPEN: K2’s NextGen Document Management, Workflows, And Portals
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TBD
2.0 Credits
Member Price: $89
Modern document management and workflow automation Secure client portals and digital collaboration tools Implementation and ROI evaluation strategies for paperless systems
Surgent's Capital Assets: Basis and Taxation for Financial Professionals
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TBD
2.0 Credits
Member Price: $119
Capital asset classification and basis determination Realization vs. recognition rules and special scenarios Disallowed losses and related limitations Types of capital gains and losses and their tax treatment Netting capital gains and losses Calculating taxes on ordinary income and capital gains Marginal vs. effective tax rates Tax planning strategies for capital assets