CPE Catalog & Events
ACPEN: Yellow Book Ethics
-
TBD
2.0 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook
ACPEN: Bears Will Be Bears - Fraudsters Too
-
TBD
1.0 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
ACPEN: IFRS vs. US GAAP - Major Accounting Differences
-
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
-
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
-
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
-
TBD
2.0 Credits
Member Price: $89
Fraud Detection Challenges Fraud Characteristics Fraud Indicators Audit Responsibilities Fraud Risk Recognition Responding to Suspected Fraud
ACPEN: Introduction to Governmental Accounting
-
TBD
2.0 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
ACPEN: The Many Faces of Fraud
-
TBD
2.0 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition
Surgent's Where To Live in Retirement
-
TBD
2.0 Credits
Member Price: $119
Does continuing to live at the current location meet retirement goals and lifestyle? Are there family concerns such as an elderly parent that prevent moving away from the current location? Is the current location affordable when income from a salary ceases? What health concerns are there that would limit the ability to move to another location? Is an assisted living facility something that should be considered now or in the future and is a suitable one available? What happens if a person is disabled while retired? Are there state and local tax considerations that would encourage staying in place or moving? Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location? Should a retiree downsize?
ACPEN: Fraud Assessment for Small and Medium Sized Businesses
-
TBD
4.0 Credits
Member Price: $149
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
ACPEN: Year-End Tax Planning: Thinking Outside the Box
-
TBD
4.0 Credits
Member Price: $149
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
ACPEN: Proper Financial Accounting for Partnerships and LLCs
-
TBD
4.0 Credits
Member Price: $149
Importance of Partnership capital accounts Book vs tax capital accounts Partnership capital contributions Section 704(b) capital rules and OCBOA GAAP balance sheet impact of capital contributions Bonus and Goodwill methods Ceiling Rule and Remedial allocations GAAP partner capital accounts
ACPEN: The Essential A&A Update with Renee Rampulla
-
TBD
2.0 Credits
Member Price: $149
Crypto Assets Governmental Grants Income Tax Disclosures Group Audits Fraud Quality Management
ACPEN: S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
-
TBD
8.0 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislation Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the shareholder’s stock and debt basis Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations S corporation formation issues under IRC §351 Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P) Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts
ACPEN: Estate and Financial Planning for the Older Client
-
TBD
8.0 Credits
Member Price: $250
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
ACPEN: Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
-
TBD
8.0 Credits
Member Price: $250
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
ACPEN: Excelling at Excel: The Magic of Power Query
-
TBD
2.0 Credits
Member Price: $89
Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query
ACPEN: K2’s Office Scripts – The New Macros
-
TBD
2.0 Credits
Member Price: $89
Introduction to Office Scripts Recording your first script Integration with Power Automate
ACPEN: Current Fraud Trends - Nonprofit and Government Entities
-
TBD
2.0 Credits
Member Price: $89
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
ACPEN: Inventory Accounting GAAP, Software and Recognizing Variances
-
TBD
2.0 Credits
Member Price: $89
Inventory accounting GAAP Methods for dealing with variances