CPE Catalog & Events
ACPEN: Build Better Budgets: Fundamental Techniques
-
TBD
2.0 Credits
Member Price: $89
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Becoming Conflict Competent
-
TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict
ACPEN: Global IIA Standards (GIAS) Fundamentals and Domain I and II – PART 1
-
TBD
1.2 Credits
Member Price: $89
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
-
TBD
3.0 Credits
Member Price: $169
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation New OBBBA changes impacting business interest and Section 461(l)
2026/27 Annual Update for Governments and Not-for-Profits
-
TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board.The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities.Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB).
ACPEN: Business Ethics: Cases from the Real World
-
TBD
4.0 Credits
Member Price: $149
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
ACPEN: Mary Jane Hourani’s Federal Tax Update: Individual
-
TBD
4.0 Credits
Member Price: $149
Recent federal tax legislation and proposed changes IRS regulations, rulings, and procedural updates Recent tax-related court cases Application of deductions, credits, and tax benefits for individuals Practical application of tax law changes to individual scenarios
Partnership/LLC Taxation: Tax Basis Capital Accounts
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
ACPEN: Exploring the 10 Types of Leadership: Styles and Strategies for Success
-
TBD
1.0 Credits
Member Price: $39
Overview of ten distinct leadership styles Adapting leadership to different situations, teams, and organizational culture Characteristics, strengths, and limitations of various leadership style Self-reflection and identifying personal leadership tendencies Flexibility and adapting leadership approaches when circumstances change Strategies for team engagement and performance improvement
ACPEN: Preparing to be a Forensic Accountant - Cloud Forensics
-
TBD
1.4 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
TBD
1.5 Credits
Member Price: $79
Accounting Finance Cashflow
ACPEN: Awesome Business Lessons from the Past: Learn from the Best!
-
TBD
2.0 Credits
Member Price: $89
The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward
ACPEN: Benefits and Best Practices for Telework
-
TBD
2.0 Credits
Member Price: $89
Communication Business Management
ACPEN: Financial Accounting for Related Party Transactions
-
TBD
2.0 Credits
Member Price: $89
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
ACPEN: Ethical Leadership: Power, Influence, Integrity, and Trust
-
TBD
2.0 Credits
Member Price: $89
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
ACPEN: Let's End Business Ethics
-
TBD
2.0 Credits
Member Price: $89
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
How to Audit Inventory
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing Inventory.Related Audit assertions, risks, and threats to inventory.Substantive auditing procedures that staff should perform.
Surgent's Taking Advantage of Like-Kind Exchanges
-
TBD
2.0 Credits
Member Price: $99
Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824
Improve Spreadsheets by Building Controls in Excel
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
ACPEN: The Controllership Series: The Controllers Role in Compliance
-
TBD
1.4 Credits
Member Price: $79
Regulatory Compliance Operational Compliance Financial Compliance