CPE Catalog & Events
AI & Accounting in Manufacturing
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Intelligent automation and dark factoriesPredictive maintenance and real-time cost trackingAI-enabled financial reporting and dashboardsContinuous auditing and anomaly detectionTax compliance automation and transfer pricing AIData governance and cybersecurity in financial systemsWorkforce reskilling and AI-augmented financial roles
Forensic Accounting: Crafting Expert Reports
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned.
ACPEN: The Controllership Series - The Controllers Role in Cybersecurity
-
TBD
1.0 Credits
Member Price: $39
Cybersecurity
ACPEN: Maintaining a Harmonious Working Environment
-
TBD
1.0 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments Scripts for addressing potential and actual sexual harassment situations Consensual relationships between leaders and their subordinates Effective violence prevention measure Survival tactics in active violence situations
ACPEN: Creating A Culture of Trust
-
TBD
1.0 Credits
Member Price: $39
Culture Trust
ACPEN: Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
TBD
1.8 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: Crypto, Blockchain and Taxes
-
TBD
2.0 Credits
Member Price: $89
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
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
ACPEN: Ethical Standards in Tax Practice: Circular 230 and Compliance
-
TBD
2.0 Credits
Member Price: $89
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
Navigating IRS Collections: The Collection Process
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
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
ACPEN: Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
-
TBD
4.0 Credits
Member Price: $298
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
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
ACPEN: KPI Bootcamp for Small Businesses
-
TBD
5.0 Credits
Member Price: $179
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
ACPEN: Partnership & LLC (Form 1065) – Formation to Liquidation
-
TBD
8.0 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
ACPEN: Cutting-Edge Estate and Financial Planning Trends
-
TBD
8.0 Credits
Member Price: $250
The latest legislative changes in estate and financial planning Expected changes in estate and gift tax exemptions and their impact Common client errors and risk mitigation strategies Domicile planning considerations in financial and tax strategy Charitable giving strategies under new tax rules Advanced use of split-interest trusts for tax and estate planning Best practices for IRA distribution planning with new tax implications
ACPEN: K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
-
TBD
8.0 Credits
Member Price: $250
Common challenges associated with implementing appropriate internal controls in small business environment Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Beyond the Basics: Financial Ratios You Might Be Overlooking
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
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
Tax Implications of Retirement Plan Distributions
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0