CPE Catalog & Events
ACPEN: Businesses Receiving Government Assistance
-
TBD
2.0 Credits
Member Price: $89
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
ACPEN: The Three Million Dollar Ribbon
-
TBD
1.0 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
Surgent's Six Common Barriers to Investment Success
-
TBD
2.0 Credits
Member Price: $99
Availability bias Herding Loss aversion Present bias Anchoring Home country bias
ACPEN: Planning for Small Business Success
-
TBD
4.0 Credits
Member Price: $149
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
The Role of Internal Control in the Risk-Based Audit
-
TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Viewing A&A Through the Eyes of a Tax Practitioner
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
ACPEN: Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
-
TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
ACPEN: The Controllership Series - The Future Role of the Controller Part 2
-
TBD
1.5 Credits
Member Price: $79
Accounting and Finance
ACPEN: K2’s Data Security And Privacy Issues And Solutions
-
TBD
2.0 Credits
Member Price: $89
Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim
ACPEN: Internal Control Fundamentals
-
TBD
2.0 Credits
Member Price: $89
COSO Yellowbook Auditing
ACPEN: Listening to the Statement of Cash Flows
-
TBD
2.0 Credits
Member Price: $89
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
ACPEN: The Preparation of Form 709 – Line-by-Line
-
TBD
2.0 Credits
Member Price: $89
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Supporting Mental Wellness to Thrive in Work and Life
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.
The CPA's 2026 Guide to Cryptocurrency and Blockchain
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Blockchain technology primerCryptocurrency technology primerUpdate on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation and legislationSmart contracts - what they are and how they work
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
Exploring Internal Controls That Could Have Prevented Frauds
-
TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
Google Gemini AI for Accountants
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips
K2's Saving Time With Electronic Forms 26-27
-
TBD
1.0 Credits
Member Price: $55
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
ACPEN: Section 174: New Rules for R&E and OBBA Update
-
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