CPE Catalog & Events
How AI Is Automating Internal Control
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
ACPEN: Strategic Government Budgeting: Tools for Long-Term Sustainability
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TBD
1.0 Credits
Member Price: $39
Forecasting & Budgeting Auditing & Accounting Yellowbook
ACPEN: The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
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TBD
1.0 Credits
Member Price: $39
Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do
CPA to CFO: Essential Competencies for Finance Leaders
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TBD
0.0 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
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: The Controllership Series: The Controllers role in ESG
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TBD
1.5 Credits
Member Price: $79
Environmental Social Sustainability Governance Accounting
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: K2’s Excel’s Best New Features
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TBD
2.0 Credits
Member Price: $89
Learn how to work with Dynamic Arrays Using Excel's new XLOOKUP and XMATCH feature Improvements to Power Query and why they matter to you New collaboration and commenting options in Excel
ACPEN: Interview Techniques & Detecting Deception
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TBD
1.0 Credits
Member Price: $89
Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview
ACPEN: Asset Misappropriation You Have It – They Want It
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TBD
2.0 Credits
Member Price: $89
Asset Misappropriation Fraud Opportunities Internal Control Weaknesses Fraudster Mindset Concealment Methods Fraud Risk Assessment Investigative Procedures
ACPEN: Procurement Standards 2026: What You Need To Know
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TBD
1.0 Credits
Member Price: $89
Updated micro purchase and simplified acquisition thresholds as of October 2025 General procurement standards under 2 CFR S200.318 Informal and formal procurement methods under S200.320 Competition requirements under S200.319 Domestic preference requirements under S200.322 Contractor oversight and procurement documentation requirements
ACPEN: Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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TBD
2.0 Credits
Member Price: $89
Overview of Trump Account structure and purpose Eligibility and contribution limitations Tax treatment and reporting considerations Planning strategies for individuals and businesses Common pitfalls and audit considerations
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
Adobe Acrobat Tips for Working with PDF Files
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Surgent's Engagement and Client Retention Best Practices
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TBD
2.0 Credits
Member Price: $119
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
ACPEN: Data Analytics & Journal Entry Testing for Auditors
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TBD
3.5 Credits
Member Price: $109
Data Analytics Journal Entry Testing Fraud Detection
The Role of Internal Control in the Risk-Based Audit
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Analyzing Financial Statements
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
ACPEN: The Controllership Series - The Financial Close Process
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Financial Statements
ACPEN: Ethics in Artificial Intelligence
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TBD
1.6 Credits
Member Price: $79
Ethics Artificial Intelligence Information Technology