CPE Catalog & Events
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
Form 1041 Advanced Series Part 4: Post Mortem Considerations 26-27
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TBD
2.0 Credits
Member Price: $99
A Review of the Expansive Nature of Trust Administration The Use of Post-Mortem Elections The Use of an Administrative Trust & its Advantages Choosing a Fiscal Year for the Administrative Trust The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex" Making the Sec. 645 Election, its Duration, Advantages and Disadvantages
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
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TBD
2.0 Credits
Member Price: $99
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
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
ACPEN: Supervised AI Agents as Internal Audit Team Members
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TBD
1.0 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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TBD
1.0 Credits
Member Price: $39
Leadership Professional Development Time Management
ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressur
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TBD
2.0 Credits
Member Price: $99
Risk Management culture Governance processes Workforce management Corporate Financial management Regulatory changes
ACPEN: Partnership Essentials: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $89
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
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: The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
OCBOA financial statements Cash and Modified Cash Basis Tax Basis Unique Reporting and Disclosure Requirements Frequent Peer Review Matters
ACPEN: Year-End Tax Planning: Thinking Outside the Box
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TBD
4.0 Credits
Member Price: $149
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
ACPEN: The Art of Marketing for CPAs
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TBD
4.0 Credits
Member Price: $149
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
ACPEN: Proper Financial Accounting for Partnerships and LLCs
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TBD
4.0 Credits
Member Price: $149
Importance of Partnership capital accounts Book vs tax capital accounts Partnership capital contributions Section 704(b) capital rules and OCBOA GAAP balance sheet impact of capital contributions Bonus and Goodwill methods Ceiling Rule and Remedial allocations GAAP partner capital accounts
ACPEN: Small Business Risk Avoidance
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TBD
4.0 Credits
Member Price: $149
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
ACPEN: How to Make Difficult People Disappear...Without Breaking the Law
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TBD
1.0 Credits
Member Price: $39
Conflict Management Interpersonal Relationships Personality Styles
ACPEN: Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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TBD
1.0 Credits
Member Price: $39
Appreciation Languages of appreciation Appreciation strategies
ACPEN: Ethical Tax Practice Strategies in a Crisis World
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TBD
2.0 Credits
Member Price: $89
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
ACPEN: Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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TBD
2.0 Credits
Member Price: $89
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
ACPEN: Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
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TBD
2.0 Credits
Member Price: $89
Stop Loss TPA PBM Point Solutions