CPE Catalog & Events
ACPEN: Tactical Business Systems – Getting the Most from Information Systems and ERP
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TBD
2.0 Credits
Member Price: $89
The CFO’s role in IT and systems governance Understanding what IT, ERP, and AI actually do—and don’t do Common system problems and why implementations fail Defining system needs before selecting software Documenting current processes and identifying gaps ERP selection, implementation steps, and risk management Cybersecurity, data security, and technology risk Post-implementation measurement and continuous improvement
Surgent's A Complete Tax Guide to Exit Planning
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TBD
2.0 Credits
Member Price: $99
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's Ethics for Tax Professionals
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TBD
2.0 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
ACPEN: The Controllership Series - Financial Statement Preparation
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TBD
1.6 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
ACPEN: Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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TBD
4.0 Credits
Member Price: $149
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
ACPEN: Fraud Case Studies: Professional Misbehavior in the 21st Century
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TBD
4.0 Credits
Member Price: $149
AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice
ACPEN: The Essential Auditing Update with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
Hot Auditing Topics Fraud Group Audits Sustainability Quality Management Frequent Peer Review Matters
ACPEN: Nonprofit Accounting and Financial Reporting Explained
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TBD
8.0 Credits
Member Price: $250
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
ACPEN: K2’s AI – Better Prompts, Better Results
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TBD
1.0 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
ACPEN: The Risks of Artificial Intelligence - Part 2
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TBD
1.8 Credits
Member Price: $79
Society and cultural risks of AI Governance and control risks of AI Mitigation and Responsible AI
ACPEN: Addressing Common Documentation Deficiencies
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TBD
2.0 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
ACPEN: Taking a Global View of Professional Ethics
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TBD
2.0 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
ACPEN: Business Ethics - 2 Hour
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TBD
2.0 Credits
Member Price: $89
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
ACPEN: The Value of Conflict
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TBD
1.0 Credits
Member Price: $39
Conflict resolution
ACPEN: The Controllership Series - The Controllers Role in Procurement Function
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Procurement
ACPEN: Sarbanes Oxley - Sourcing Emerging Risks- 20 years later - Part 1
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TBD
1.6 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
ACPEN: Thinking Like an Auditor When Preparing Your Financial Statements
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TBD
2.0 Credits
Member Price: $89
Determining an appropriate sense of quantitative and qualitative materiality Identifying the critical components of the financial statements that matter most to financial statement users Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks
ACPEN: New Client Ethical Challenges: The CPAs Guide
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TBD
2.0 Credits
Member Price: $89
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
ACPEN: FASB Update and Review
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TBD
2.0 Credits
Member Price: $89
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
ACPEN: Tactical Data Management – Turning Data into Actionable Information
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TBD
2.0 Credits
Member Price: $89
The difference between data and information Financial versus non-financial performance metrics Customer, internal process, and employee data Balanced Scorecard concepts and performance linkage Data risks, cybersecurity, and governance concerns Organizing data to answer the right business questions Using visuals and storytelling to communicate insights Empirical, fact-based decision-making