CPE Catalog & Events
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ACPEN: Estate Planning for Today and Beyond
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TBD
8.0 Credits
Member Price: $250
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Introduction to Risk Assessment
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the risk assessment procedures performed during engagements.Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
Financial Planning: Auto & Homeowners Insurance
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
ACPEN: The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
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TBD
1.2 Credits
Member Price: $39
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
ACPEN: Ethical Situations – What to do When?, featuring Allison McLeod and Don Minges
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TBD
1.0 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
ACPEN: K2's Stop Wasting Time In Excel
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TBD
2.0 Credits
Member Price: $89
New Excel features that can enhance your efficiency, accuracy, and productivity Legacy Excel features that can save you time Options for integrating AI into Excel Data manipulation features in Excel
ACPEN: SAS 145: Modern Risk-Based Auditing
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TBD
2.0 Credits
Member Price: $89
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
ACPEN: Strategic CFO – Developing Strategy and the Why
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TBD
2.0 Credits
Member Price: $89
What strategy really means and who is involved in developing it Common reasons strategic plans fail and how to avoid them Cost leadership, differentiation, and niche strategies Using metrics, KPIs, and the Balanced Scorecard to measure success The role of non-financial drivers in financial performance Benchmarking and competitive analysis Aligning mission, culture, and strategy Case discussions on strategy execution and performance measurement
Take Command of your Time
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
ACPEN: Just Ask Why - Searching for Answers: Generating Solutions
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TBD
4.0 Credits
Member Price: $149
The basic benefits of why The 5-15 report Curiosity and creativity
ACPEN: Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
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TBD
4.0 Credits
Member Price: $149
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Fraud, Controls & Ethics: Best Practices & Case Studies
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TBD
2.0 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
The Leadership Skills of Tomorrow: Delegate and Listen
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
Disrupt to Dominate: Mastering Change Leadership
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
ACPEN: Professional Skepticism for the Public Accountant
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TBD
1.0 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses
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TBD
1.0 Credits
Member Price: $39
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns
ACPEN: Addressing Misconduct
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TBD
1.0 Credits
Member Price: $39
Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control
ACPEN: Conflict Resolution and Effective Communication Training
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TBD
1.2 Credits
Member Price: $39
Communication Confllict Resolution
ACPEN: Revenue Recognition - Topic 606 Disclosures
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Managing Generational and Cultural Variances
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TBD
1.6 Credits
Member Price: $79
Management Leadership Cultural Variances Generational Variances