CPE Catalog & Events
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ACPEN: How CPAs Can Protect Their Names, Brands, Logos, and Taglines
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TBD
1.0 Credits
Member Price: $39
What Are Trademarks Types of Trademarks Trademark Selection Sources of Protection Federal Registration Process Requirements for Maintenance Advantages of Protection Best Practices
2026/27 Not-for-Profit GAAP Update
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TBD
0.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
ACPEN: Ethics Is Everyone’s Business: The Cost of Looking the Other Way
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TBD
1.0 Credits
Member Price: $39
What are the pros and cons of ‘looking the other way’? The costs of ‘looking the other way’. What should we do when we do see something that is unethical? What should we not do?
ACPEN: Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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TBD
1.0 Credits
Member Price: $39
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit
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: How Prevalent Is Retaliation Within Your Culture?
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TBD
1.0 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
ACPEN: Performance Auditing Made Easy
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TBD
1.5 Credits
Member Price: $79
Performance audit standards Performance audit types Performance audit objectives
ACPEN: Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
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TBD
2.0 Credits
Member Price: $89
Emotional Intelligence (EQ) in Leadership Building Stronger Workplace Relationships Creating and Leading High-Performing Teams Navigating Change with Emotional Intelligence
Risk Wrangling: Surviving the Modern Business Rodeo
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Risk is the common thread in an evolving landscapeRisk assessmentResponding to assessed risksAuditing standardsOther insights from AICPA guidanceFraud considerationsThe role of analyticsFinancial reporting considerationsRisk mitigation
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: Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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TBD
3.0 Credits
Member Price: $149
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
How to Audit Cash
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
ACPEN: The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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TBD
1.0 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
ACPEN: K2’s Top Ten Productivity Booster Apps In Microsoft 365
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TBD
2.0 Credits
Member Price: $89
Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places Optimizing task and project management: Planner, Lists, and To Do Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
ACPEN: Fraud Evaluations: A Guide for The Compliance Professional
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TBD
2.0 Credits
Member Price: $85
Psychology Dynamics COSO and Fraud Fraud Theories Opportunity Considerations Added Dimensions COSO Considerations Control Environment Principles Determining Internal Audit's Role Understand the Business Auditors and the IPPF When Management Objects & Potential Steps
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
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: 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
Leadershift: Drive Results Through Ethical Performance Mgmnt
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.