CPE Catalog & Events
ACPEN: Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
-
TBD
8.0 Credits
Member Price: $250
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
ACPEN: K2's Dynamic Arrays In Excel
-
TBD
1.0 Credits
Member Price: $39
Differentiating between dynamic arrays and traditional Excel formulas Identifying which functions support dynamic arrays Using dynamic arrays to link data from external data sources
ACPEN: Stand Out - How to Create a Unique Employer Brand
-
TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
ACPEN: Considerations of Fraud
-
TBD
2.0 Credits
Member Price: $89
AU-C 240 Auditing Yellowbook
ACPEN: Two Types of Goals You Need to Be Successful
-
TBD
1.0 Credits
Member Price: $39
Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact
ACPEN: Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
-
TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
ACPEN: Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
-
TBD
2.0 Credits
Member Price: $89
How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
ACPEN: Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
-
TBD
2.0 Credits
Member Price: $89
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting
ACPEN: Advanced Cost Accounting: Eliminate Calculation Distortions
-
TBD
2.0 Credits
Member Price: $89
Cost Accounting
ACPEN: Rewards & Recognition Strategies for Leaders
-
TBD
1.0 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
ACPEN: Independence Requirements for CAAS Engagements
-
TBD
2.0 Credits
Member Price: $89
CAAS Auditing & Accounting Yellowbook Ethics
ACPEN: Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
-
TBD
2.0 Credits
Member Price: $89
Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies
ACPEN: S Corporations – Overview
-
TBD
2.0 Credits
Member Price: $89
Overview of S Corporation election and compliance requirements Comparison of S Corporations with other business entities Preparing Form 2553 and addressing late filing relief Shareholder stock and debt basis considerations Form 1120S and Schedule K-1: key aspects and reporting requirements Officer reasonable compensation requirements and IRS audit strategies Introduction to Schedules K-2 and K-3 Compliance with corporate formalities and taxable fringe benefits
ACPEN: Making Effective Decisions When You Can’t Get Everything You Want
-
TBD
2.0 Credits
Member Price: $89
Decision-making fundamentals Cost-volume-profit refresher Optimization analysis Constraint mitigation strategies Coping with incomplete information Solver and other Excel capabilities Qualitative considerations
ACPEN: Cost and Pricing Models: Boost Your Bottom Line
-
TBD
2.0 Credits
Member Price: $89
Cost Accounting Activity-based Costing
ACPEN: K2's Choosing Your CPA Firm Tech Stack
-
TBD
2.0 Credits
Member Price: $89
Evaluating suite vs. best-in-breed software ecosystems Understanding and applying AI-driven tools for firm efficiency Measuring ROI and integration effectiveness across the tech stack
ACPEN: Taxation of Business Entities
-
TBD
2.5 Credits
Member Price: $99
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
-
TBD
4.0 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
-
TBD
4.0 Credits
Member Price: $159
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
AI — It’s Here and It’s Time to Get On Board 26-27
-
TBD
8.0 Credits
Member Price: $329
An overview of AI. What it is and how it works. How AI fits into the technology landscape. A look at how Artificial Intelligence is used now and what the future holds.