CPE Catalog & Events
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: Preparing for & Conducting Discharge Meetings
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TBD
1.0 Credits
Member Price: $39
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
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: 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
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
ACPEN: A Practical Guide to Trusts
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TBD
8.0 Credits
Member Price: $250
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
ACPEN: K2’s Advanced Excel
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TBD
8.0 Credits
Member Price: $250
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
ACPEN: Cryptocurrency Transactions: Navigating Federal Tax Rules
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TBD
1.0 Credits
Member Price: $39
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
March 2027 AI Update: Current Issues, Future Possibilities
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TBD
1.5 Credits
Member Price: $55
Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs
ACPEN: Ethics for CPAs: The Practical and the Possible
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TBD
2.0 Credits
Member Price: $89
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
ACPEN: K2’s Taking Another Look At PDFs
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TBD
2.0 Credits
Member Price: $89
Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security
ACPEN: Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
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TBD
2.0 Credits
Member Price: $89
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
ACPEN: The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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TBD
2.0 Credits
Member Price: $89
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
How AI Fits into the Accounting World 26-27
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TBD
2.0 Credits
Member Price: $99
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Surgent's Guide to the AICPA Quality Management Standards
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TBD
2.0 Credits
Member Price: $99
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
ACPEN: Advanced IT Audit & Real-World Testing
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TBD
3.0 Credits
Member Price: $109
Information Technology General Controls (ITGC) Testing Audit Execution Workpapers
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