CPE Catalog & Events
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ACPEN: Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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TBD
1.0 Credits
Member Price: $89
Risk Management Governance Risk Assessment
Surgent's Excel Budgeting Ideas
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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
The Leadership Skills of Tomorrow: Delegate and Listen
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
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
Corporate Transparency Act Developments
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Ethical Performance Management
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
ACPEN: ProActive Response Group De-Escalation Training
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TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
ACPEN: Mastering Form 7217: A Guide to Partnership Property Distribution
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TBD
1.0 Credits
Member Price: $39
Property distributions in liquidation of a partner’s interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 – new in 2024 The Section 754 election and its role in partnership property distributions
ACPEN: Learning to Teach "Tax" as a Second Language
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TBD
1.0 Credits
Member Price: $39
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
ACPEN: The Entrepreneurial Spirit - A Leadership Perspective
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TBD
1.2 Credits
Member Price: $39
Leadership Entrepreneurial Behavior Entrepreneurial Thinking
ACPEN: Providing Ethical Leadership: Learning to be the Best Version of Yourself
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TBD
1.2 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
ACPEN: Global Internal Audit Standards (GIAS) Domain V - Part 1
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TBD
1.0 Credits
Member Price: $89
Internal Audit Internal Controls Standards Institute of Internal Auditors
ACPEN: No Tax on Overtime: Payroll Compliance
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TBD
2.0 Credits
Member Price: $89
Overview of FLSA overtime provisions Definition of a workweek and the 40-hour threshold Time-and-a-half requirements and exclusions from overtime pay Exempt vs. nonexempt employee classifications Components of the regular rate of pay Treatment of bonuses, commissions, and other compensation Step-by-step overtime calculation examples Common compliance pitfalls and audit risk Documentation and payroll system considerations Case studies involving misclassification and miscalculation
AI & Accounting in Construction
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI adoption in constructionPredictive analytics and risk managementAI-integrated Building Information Modeling (BIM)Real-time compliance and financial reportingTaxation challenges in AI-driven constructionAI in project scheduling, supply chains, and quality controlRegulatory frameworks and ethical AI use in audits
Mastering Partnership Basis: Inside and Outside Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
ACPEN: Introduction to Amplified Management Practice (AMP)
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TBD
2.5 Credits
Member Price: $99
Critical Mindsets Vitalizing - Translating customer needs into actionable goals Conducting- Organizing people, tools, and inputs for efficient execution Reinforcing- Turning organizational challenges into opportunities
Microsoft 365 Application Lightning Round Review-Updated
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TBD
0.0 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
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: Devious Ethics: Avoiding Snakes in Suits
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TBD
2.0 Credits
Member Price: $89
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
ACPEN: Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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TBD
1.0 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook