CPE Catalog & Events
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AI Prompt Engineering Masterclass for Accountants
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.
ACPEN: It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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TBD
1.0 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
ACPEN: The Controllership Series: The Controller's Role in Debt Management
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TBD
1.5 Credits
Member Price: $79
Accounting Treasury Finance
ACPEN: Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook
ACPEN: IFRS vs. US GAAP - Major Accounting Differences
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TBD
2.0 Credits
Member Price: $89
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
ACPEN: Microsoft Excel: Moving Beyond the Basics
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TBD
2.0 Credits
Member Price: $89
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
ACPEN: K2’s Eight Awesome PivotTable Features
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TBD
2.0 Credits
Member Price: $89
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate "standard" Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables
ACPEN: Failure to Detect Fraud and the Reasons Why
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TBD
2.0 Credits
Member Price: $89
Fraud Detection Challenges Fraud Characteristics Fraud Indicators Audit Responsibilities Fraud Risk Recognition Responding to Suspected Fraud
Ethical AI Practices for CPAs: Ensuring Responsible Use
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures
Written Information Security Plans
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
ACPEN: Group Audits: Who is Responsible for What?
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TBD
2.0 Credits
Member Price: $89
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
ACPEN: Advanced Cost Accounting: Eliminate Calculation Distortions
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TBD
2.0 Credits
Member Price: $89
Cost Accounting
ACPEN: The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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TBD
1.0 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Business Partnerships: Managing Supplier Relationships
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
ACPEN: K2’s Top Ten Productivity Booster Apps In Microsoft 365
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TBD
2.0 Credits
Member Price: $89
Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places Optimizing task and project management: Planner, Lists, and To Do Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
ACPEN: Cost and Pricing Models: Boost Your Bottom Line
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TBD
2.0 Credits
Member Price: $89
Cost Accounting Activity-based Costing
Cybersecurity: Protecting Your Firm's Data and Reputation
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Assessment of the current cybersecurity threat level and vulnerabilitiesDeveloping your WISP (Written Information Security Program) Deploying a password management app (PMA) to fortify the security of your login credentialsImplementing an incident response plan to minimize the damage from a cybersecurity attackUnderstanding the role of cybersecurity insurance
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.
ACPEN: The Preparation of Form 706 - Line-by-Line
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TBD
3.0 Credits
Member Price: $109
Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation
ACPEN: Let's Meet at the Intersection of Fraud and Ethics
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TBD
4.0 Credits
Member Price: $149
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards