CPE Catalog & Events
ACPEN: Effective Communication Skills
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TBD
1.0 Credits
Member Price: $39
Communication Confidence Leadership
ACPEN: Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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TBD
1.2 Credits
Member Price: $39
Talent Strategy Culture Employer Branding Leadership Growth
ACPEN: Business Etiquette & Mindfulness
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TBD
1.2 Credits
Member Price: $39
Communication Business Etiquette
ACPEN: Relationship Between Ethics, Morality, and the Law
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TBD
2.0 Credits
Member Price: $85
Meaning of morality and ethics The variation Distinguishing factors Theories of Jonathan Haidt Milgram experiment Authoritarian behavior and ethics Ethical authority? Conflicts
ACPEN: AICPA Statements on Standards for Tax Services: Ethical Considerations
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TBD
2.0 Credits
Member Price: $89
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
ACPEN: Business Tax Update 2026: Compliance and Planning
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TBD
2.0 Credits
Member Price: $89
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
ACPEN: K2’s Expense Reporting Automation
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TBD
2.0 Credits
Member Price: $89
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
ACPEN: Excelling at Excel: Tips, Tricks and Updates
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TBD
2.0 Credits
Member Price: $89
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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TBD
2.0 Credits
Member Price: $89
Medical Claims
ACPEN: Common Sense CFO: Decoding and Mitigating Internal and External Risks
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TBD
2.0 Credits
Member Price: $89
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
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
CFO Series: AI is Not the Enemy: Getting the Most from AI
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Common AI use cases in accounting and financeFraud, deepfakes, data abuse and related risksGovernance frameworks and oversight responsibilitiesThe EU AI Act and regulatory developments in the U.S.AI bias, discrimination, and transparency concernsInternal control and documentation challengesQuestions finance leaders should ask before adopting AIAligning AI oversight with your audit and compliance functions
Monthly Federal Tax Updates - December 2026
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Preparation, Compilation and Review Issues - Highlights 26-27
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TBD
2.0 Credits
Member Price: $99
AR-C 60 AR-C 70 AR-C 80 and AR-C 90
ACPEN: Foundations of IT Audit for CPAs
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TBD
3.5 Credits
Member Price: $109
IT Audit Fundamentals ITGCs, Risk Assessment Application Controls
Create Reports that Matter: Turn Information Into Action! 26-27
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TBD
4.0 Credits
Member Price: $99
Understand Your Company's Reporting Needs Financial Reporting Tools Presentation Hints and Techniques Link reporting to strategy Develop the right metrics Learn various presentation options
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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TBD
4.0 Credits
Member Price: $175
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
World Class Cost Accounting: A Practical Application—Part 1 26-27
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TBD
4.0 Credits
Member Price: $175
Classification of the five cost types Direct Materials'comprehensive coverage Direct Labor'labor burden costs
ACPEN: Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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TBD
4.0 Credits
Member Price: $149
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
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