CPE Catalog & Events
ACPEN: The Preparation of Form 706 and 709 – Understanding the Law
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TBD
2.0 Credits
Member Price: $89
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
Erase the Mark: Best Practices in Penalty Abatement
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Ethics: Court Orders, Confidentiality, and Compliance
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:• When and how a court order permits disclosure of tax return information under IRC §7216 and §6713.• The scope and limitations of disclosure under Circular 230 and the Gramm-Leach-Bliley Act (GLBA).• Best practices for responding to court orders while maintaining compliance and minimizing liability.• Risks of over-disclosure and unauthorized communication during mediation proceedings.
ACPEN: Let's Meet at the Intersection of Fraud and Ethics
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TBD
4.0 Credits
Member Price: $149
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
ACPEN: Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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TBD
4.0 Credits
Member Price: $298
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
How Much Are Your Ethics Worth?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
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
ACPEN: Section 174: New Rules for R&E and OBBA Update
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TBD
1.0 Credits
Member Price: $39
Revised rules for tax years 2022-2024 How to change from amortizing R&E to immediately expensing R&E Analysis of the Revenue Procedure related to changes in accounting method Options available to change accounting methods Comprehensive example of how to make the accounting method change Distinction between R&E expense and R&E credit
ACPEN: The Controllership Series - The Role of the Controller in ESG
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TBD
1.5 Credits
Member Price: $79
Accounting Finance SG Operations
ACPEN: Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
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TBD
1.8 Credits
Member Price: $79
Sarbanes-Oxley Accounting
ACPEN: Tactical Finance Leadership – Building the Finance Team of Tomorrow
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TBD
2.0 Credits
Member Price: $89
How the finance role has evolved—and where it is headed Technology, AI, and real-time financial information Knowledge obsolescence and the growing CPE gap Talent development, delegation, and employee engagement Integrating multi-generational workforces Emotional intelligence and communication skills for finance leaders Preventing bad decisions through structure and discipline Redefining what it means to be an effective CFO
The AI Revolution in 2026: What CPAs Should Know
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:State of AI technology in 2026: capabilities, limits, and vendor solutions landscapeEssential terminology: models, training data, prompts, agents, guardrails, and moreCPA use cases: accounting, tax, advisory, and moreRisk management and data governance: data privacy, bias, accuracy, documentationWhat’s next: near-term trends and how to evaluate new tools
ACPEN: Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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TBD
4.0 Credits
Member Price: $149
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that
ACPEN: Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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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?
Resistance to Resilience: Strive for Tech Change Acceptance
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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)
ACPEN: The Controllership Series - Managerial Accounting Basics and Costs
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TBD
1.2 Credits
Member Price: $39
Accounting Finance
ACPEN: K2’s Data Security And Privacy Issues And Solutions
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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
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TBD
2.0 Credits
Member Price: $89
COSO Yellowbook Auditing
ACPEN: Listening to the Statement of Cash Flows
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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: Cash Management: Strategies for Long-Term Success
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TBD
2.0 Credits
Member Price: $89
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls