CPE Catalog & Events
ACPEN: K2’s Expense Reporting Automation
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TBD
2.0 Credits
Member Price: $89
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
ACPEN: Analytical Procedures: Practical Applications and Standards
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TBD
2.0 Credits
Member Price: $89
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
ACPEN: Defining Lines: Advanced Professional Boundaries
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TBD
2.0 Credits
Member Price: $89
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
ACPEN: Common Sense CFO: Decoding and Mitigating Internal and External Risks
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TBD
2.0 Credits
Member Price: $89
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
ACPEN: Accounting for the Gig Economy
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TBD
2.0 Credits
Member Price: $89
Characteristics unique to the gig economy Independent contractor and employee classification considerations Recordkeeping considerations for independent contractors Accounting and reporting issues for gig economy participants Audit and attestation for clients who participate in the gig economy Tax and regulatory considerations The CPA as a trusted advisor for independent contractors
Income Tax Planning for Bond Investments 26-27
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TBD
4.0 Credits
Member Price: $175
Active versus passive investing Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax The tax treatment of bonds purchased at a discount or premium Bond swap and U.S. Savings Bond strategies
Revenue Recognition for Private Entities 26-27
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TBD
4.0 Credits
Member Price: $175
Analysis of requirements for revenue recognition under ASC 606 Discussion of the requirements for auditing revenue transactions Analysis of internal control and fraud risk aspects Identification of high-risk areas of revenue recognition Suggested procedures for identified risks
Advanced Staff Tax Training: Individual 26-27
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TBD
8.0 Credits
Member Price: $329
Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations
How Technology Controls Should Be Developed and Implemented 26-27
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TBD
8.0 Credits
Member Price: $329
Considerations for the maintenance of an internal control system The types of policies and procedures organizations should utilize Reviewing and testing control measures Updating controls and implementing control changes
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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TBD
8.0 Credits
Member Price: $329
Preparation Compilations Reviews
ACPEN: K2’s Excel PivotTables For Accountants
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TBD
8.0 Credits
Member Price: $250
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query Analytical techniques available in PivotTables
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: 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: Navigating IRS : Responding to IRS Notices & Letters
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TBD
2.0 Credits
Member Price: $89
Types of IRS letters: audits, collection, balance due, unreported income How to respond to CP2000, CP14, CP75, CP504, and other notices Steps to take upon receiving a letter: deadlines, records, prep Penalties and interest associated with non-response Sample response structure and real-life examples Documentation and tracking practices for correspondence Common mistakes and how to avoid them AI-supported correspondence management and ethical considerations
ACPEN: Global Internal Audit Standards (GIAS) Domain IV - Part 1
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TBD
1.2 Credits
Member Price: $99
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
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: World-Class Cost Accounting: A Practical Application Part 2
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TBD
2.0 Credits
Member Price: $149
Classifying manufacturing overhead costs into 5 cost types Selecting the bases for tracing overhead costs to products Period Manufacturing Inefficiencies cost of sales - categories and costing Segregating inventory for costing and analysis Accounting for variances - budgeting, analyzing, timing for recording
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: K2’s Advanced Excel
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TBD
8.0 Credits
Member Price: $250
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations