CPE Catalog & Events
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ACPEN: The Essential Auditing Update with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
Hot Auditing Topics Fraud Group Audits Sustainability Quality Management Frequent Peer Review Matters
A Culture of Regulatory Ethics: A Competitive Advantage
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
ACPEN: Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
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TBD
4.0 Credits
Member Price: $149
Legal and fiduciary responsibilities of the executor or personal representative Overview of the estate administration process from appointment through final distribution Filing requirements for Form 1040, Form 1041, and Form 706 Income in respect of a decedent (IRD) and basis adjustments Estate asset identification, valuation, and management Creditor claims, debt settlement, and distribution procedures Obtaining an EIN for the estate and IRS notice procedures IRS audit risks related to estate administration Executor liability considerations and risk management Estate accounting records, documentation, and communication with beneficiaries
ACPEN: K2’s Implementing Internal Controls In QuickBooks Online Environments
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TBD
4.0 Credits
Member Price: $149
Critical risks in QBO environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
ACPEN: Form 1040 Individual Income Tax Prep
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TBD
8.0 Credits
Member Price: $250
Overview of Form 1040 and filing requirements Filing status and dependent rules Income reporting, including wages, interest, and dividends Adjustments to income Standard vs itemized deductions Common individual tax credits Introduction to Schedule C and Schedule E Preparer responsibilities, due diligence, and Circular 230
An Exhaustive Look At Fraud and Ways To Control It
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TBD
0.0 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Generative AI Strategy for Accountants
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation
Beyond the Basics: Financial Ratios You Might Be Overlooking
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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: The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
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TBD
1.2 Credits
Member Price: $39
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
Hot Topics Accounting Update - 2026
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
K2's Ethics And Technology 26-27
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TBD
4.0 Credits
Member Price: $175
Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies
Comprehensive Partnership Taxation Form 1065 26-27
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TBD
8.0 Credits
Member Price: $329
Special and Targeted allocations Proper calculation of outside and inside tax basis Tax consequences of distributions including the impact of "hot assets" Transfer of partnership interests Issuance of partnership interests to service partners
Financial Reporting Fundamentals 26-27
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TBD
8.0 Credits
Member Price: $329
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
ACPEN: Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk
Navigating IRS Correspondence: Responding to IRS Letters
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
ACPEN: Professional Skepticism for the Public Accountant
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TBD
1.0 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
Executive Presence, Personal Brand: Structure Your Narrative
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses
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TBD
1.0 Credits
Member Price: $39
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns
ACPEN: Revenue Recognition Topic 606 - Identify the Contract Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition
ACPEN: The Psychology of Fraud
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TBD
1.5 Credits
Member Price: $79
Fraud Fraud Triangle