CPE Catalog & Events
AI & Accounting in Retail
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight
ACPEN: Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
-
TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
ACPEN: Preparing to be a Forensic Accountant - Focus on Network Forensics
-
TBD
1.5 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: The Controllership Series - Sales, Collections and Customer Credit
-
TBD
1.5 Credits
Member Price: $79
Accounting Sales Collections
ACPEN: K2’s Data Security And Privacy Issues And Solutions
-
TBD
2.0 Credits
Member Price: $89
Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim
ACPEN: Internal Control Fundamentals
-
TBD
2.0 Credits
Member Price: $89
COSO Yellowbook Auditing
ACPEN: Listening to the Statement of Cash Flows
-
TBD
2.0 Credits
Member Price: $89
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
ACPEN: The Preparation of Form 709 – Line-by-Line
-
TBD
2.0 Credits
Member Price: $89
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
ACPEN: Forensic and Fraud Interviewing Techniques and Skills
-
TBD
1.2 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
Becoming a Fractional CFO: What to Do and How?
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Do you have what it takes to be a successful fractional CFO?Should you be a solo practitioner or join a larger firm? 1099 versus W2?What skills are needed to be successful?Sales, marketing, etc.What are some of the ‘red flags’?Typical assignments and issues a fractional CFO will likely encounterThe greatest opportunity for fractional CFOs?Understanding your value
Accounting & Attestation for ESG
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
ACPEN: The Controllership Series – The Controller’s Skillset
-
TBD
1.0 Credits
Member Price: $39
Accounting Finance Skills
ACPEN: Understanding the Tax Implications of Retirement Plan Distributions
-
TBD
1.0 Credits
Member Price: $39
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
ACPEN: The Radar Phenomenon
-
TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
ACPEN: Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
TBD
1.6 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: Businesses Receiving Government Assistance
-
TBD
2.0 Credits
Member Price: $89
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
An Ethical Approach to Mental Health Issues at Work
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
Navigating IRS Authorizations: Form 2848 & Form 8821
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
ACPEN: The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
-
TBD
1.0 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
Resistance to Resilience: Strive for Tech Change Acceptance
-
TBD
0.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)