CPE Catalog & Events
This will generate a PDF of the current filtered catalog
ACPEN: Coaching Leaders to Handle Sensitive Employee Relations Situations
-
TBD
1.2 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
ACPEN: Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
-
TBD
1.8 Credits
Member Price: $79
Sarbanes-Oxley Accounting Risk Assessment
ACPEN: Revenue Recognition - Allocate the Transaction Price
-
TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: Business Tax Update for Industry
-
TBD
2.0 Credits
Member Price: $89
“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments
ACPEN: Introduction to Governmental Accounting
-
TBD
2.0 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
ACPEN: Tactical Business Systems – Getting the Most from Information Systems and ERP
-
TBD
2.0 Credits
Member Price: $89
The CFO’s role in IT and systems governance Understanding what IT, ERP, and AI actually do—and don’t do Common system problems and why implementations fail Defining system needs before selecting software Documenting current processes and identifying gaps ERP selection, implementation steps, and risk management Cybersecurity, data security, and technology risk Post-implementation measurement and continuous improvement
ACPEN: The Many Faces of Fraud
-
TBD
2.0 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition
Making Effective Decisions When You Can't Get What You Want
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Decision-making fundamentalsCost-volume-profit refresherOptimization analysisConstraint mitigation strategiesCoping with incomplete informationSolver and other Excel capabilitiesQualitative considerations
ACPEN: The Controllership Series - Financial Statement Preparation
-
TBD
1.6 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
ACPEN: Guide to Deducting Travel, Meals and Entertainment Expenses
-
TBD
4.0 Credits
Member Price: $149
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
ACPEN: The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
-
TBD
4.0 Credits
Member Price: $149
Common Private Company Accounting Policy Disclosures Numerous Sample Lease and Revenue Disclosures Unique OCBOA Disclosure Requirements and examples Research Techniques
Disrupt to Dominate: Mastering Change Leadership
-
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
Individual Tax Update: OBBA and Recent Developments
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
ACPEN: The Risks of Artificial Intelligence - Part 2
-
TBD
1.8 Credits
Member Price: $79
Society and cultural risks of AI Governance and control risks of AI Mitigation and Responsible AI
ACPEN: K2’s Office Scripts – The New Macros
-
TBD
2.0 Credits
Member Price: $89
Introduction to Office Scripts Recording your first script Integration with Power Automate
ACPEN: Upholding Independence While Holding Your Client's Hand
-
TBD
2.0 Credits
Member Price: $89
Circumstances that may cause recent FASB pronouncements to introduce threats to independence AICP's Code of Professional Conduct Best practice tips and practical strategies for preserving independence when assisting clients with technical matters
ACPEN: Strategic CFO – Strategic Financial Communications
-
TBD
2.0 Credits
Member Price: $89
Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together
Build Better Budgets: Fundamental Techniques
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Surgent's Excel Budgeting Ideas
-
TBD
2.0 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
ACPEN: Overcome Your Obstacles to Abundance
-
TBD
4.0 Credits
Member Price: $149
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track