CPE Catalog & Events
ACPEN: Managerial Accounting: Your Prescription for Better Decision Making
-
TBD
4.0 Credits
Member Price: $149
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
ACPEN: Shorten Month-End - Closing Best Practices
-
TBD
4.0 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit
Advanced Personal Financial Planning Update 26-27
-
TBD
8.0 Credits
Member Price: $329
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases, and rulings Estate and trust planning strategies
K2's Advanced Excel 26-27
-
TBD
8.0 Credits
Member Price: $329
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Leases: ASC Topic 842 in Depth 26-27
-
TBD
8.0 Credits
Member Price: $329
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
ACPEN: The Future of Work - Building a New Model of Work
-
TBD
1.2 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
ACPEN: The Controller Function - Elevating the Role
-
TBD
1.5 Credits
Member Price: $79
Accounting Finance Auditing Business Development
ACPEN: Analytical Procedures for Nonprofits
-
TBD
2.0 Credits
Member Price: $89
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits The required elements of a substantive analytic procedures to address detection risk Tips and traps of applying an analytic approach to satisfy audit objectives Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users Common ratios and trends to assess liquidity, operating efficiency, leverage, and more
ACPEN: Tax Depreciation: How to Optimize Deductions
-
TBD
2.0 Credits
Member Price: $89
Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Section 179 deduction and its use to depreciate real property Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules
Surgent's Excel Tables and Conditional Summing
-
TBD
2.0 Credits
Member Price: $99
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
ACPEN: Accounting for Leases
-
TBD
1.6 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
ACPEN: The Controllership Series - The Future Role of the Controller Part 1
-
TBD
1.5 Credits
Member Price: $79
Accounting and Finance
ACPEN: Mastering Communication Skills for the CPA
-
TBD
2.0 Credits
Member Price: $89
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
ACPEN: Taxation of the Cannabis Industry
-
TBD
2.0 Credits
Member Price: $89
Historical context of U.S. taxation Industrial hemp vs. marijuana Income definitions under I.R.C. §61 Tax code restrictions: §280E and §471 State-specific marijuana laws Cash management in cannabis businesses Federal court case analysis
ACPEN: Introduction to Yellow Book
-
TBD
2.0 Credits
Member Price: $89
AICPA Code of Professional Conduct Accounting & Auditing Yellowbook
ACPEN: K2's Building Future-Ready Businesses
-
TBD
2.0 Credits
Member Price: $89
Technology Infrastructure Assessment Through Organizational Case Studies Practical Implementation Strategies for Hardware and Software Solutions Change Management Techniques for Remote and In-Office Teams
Surgent's Mastering Client Management for Accounting and Finance Professionals
-
TBD
2.0 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's Preparation and Compilation Engagements Under the SSARS
-
TBD
4.0 Credits
Member Price: $159
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
ACPEN: SECURE Act 2.0: What You Need to Know
-
TBD
1.0 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
ACPEN: The Future of Work - Winning Talent Strategies
-
TBD
1.2 Credits
Member Price: $39
Recruiting Engagement Leadership Compensation Culture Communication Career Paths Talent Development