CPE Catalog & Events
ACPEN: Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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TBD
2.0 Credits
Member Price: $89
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
ACPEN: K2's Taking A Fresh Look At Teams
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TBD
2.0 Credits
Member Price: $89
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
ACPEN: An In-Depth Understanding of the Generation Skipping Transfer Tax
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TBD
2.0 Credits
Member Price: $89
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
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: Global Internal Audit Standards (GIAS) Domain IV - Part 2
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TBD
1.0 Credits
Member Price: $89
Internal audit Standards GIAS Accounting Auditing
ACPEN: Accounting for People: Workforce Trends, Costs, and Talent
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TBD
2.0 Credits
Member Price: $89
Trends in the modern workforce: demographics, generational shifts, remote work, and engagement The true cost of talent: hiring, retention, and turnover People as assets versus people as liabilities The varied challenges in accounting for human capital Metrics that matter: KPIs for employee performance and value Integrating people costs into financial strategy Navigating compliance, risk, and benefits
ACPEN: HR Investigations – Episode 2 – Interview Techniques
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TBD
2.0 Credits
Member Price: $89
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results
ACPEN: Metrics Which Every CFO, Controller and CPA Advisor Should Know
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TBD
2.0 Credits
Member Price: $89
Overview of financial metrics Ratios versus key performance indicators Purpose and use of metrics Balance sheet metrics Cash flow and liquidity metrics Profitability metrics Operational metrics Use of metrics in analysis
ACPEN: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise
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TBD
2.0 Credits
Member Price: $89
IRS collection process overview Initial notice and subsequent notices Enforced collection actions: liens, levies, and wage garnishments Payment options and alternatives to enforced actions Detailed review of Forms 433-A & 433-B Offer in Compromise (OIC) program: qualifications and process Advising clients on compliance and payment options
How AI Fits into the Accounting World
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.
Navigating IRS Collections: The Collection Process
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
ACPEN: 10 Keys to Outstanding Service and More Referrals
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TBD
4.0 Credits
Member Price: $149
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $149
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
ACPEN: K2’s Mastering Advanced Excel Functions
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TBD
4.0 Credits
Member Price: $149
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
ACPEN: K2’s Excel Best Practices
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TBD
8.0 Credits
Member Price: $250
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
ACPEN: IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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TBD
8.0 Credits
Member Price: $300
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
ACPEN: Comprehensive Estate Planning: Administration & Postmortem Strategies
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TBD
8.0 Credits
Member Price: $250
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
ACPEN: Fringe Benefits & Compensation Planning - Today and Beyond
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TBD
8.0 Credits
Member Price: $250
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
ACPEN: Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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TBD
8.0 Credits
Member Price: $250
Tax considerations in complex client situations Divorce and separation tax issues Filing status considerations Property division and marital property rules Child support and alimony tax treatment Bankruptcy and debt cancellation Foreclosure tax consequences Business dissolution and ownership transitions Dependency and family tax issues Refunds, deficiencies, and taxpayer obligations
ACPEN: The Single Audit from Beginning to End Update
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TBD
4.0 Credits
Member Price: $250
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence