CPE Catalog & Events
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ACPEN: Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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TBD
2.0 Credits
Member Price: $89
Overview of Trump Account structure and purpose Eligibility and contribution limitations Tax treatment and reporting considerations Planning strategies for individuals and businesses Common pitfalls and audit considerations
ACPEN: Tactical Finance Leadership – Building the Finance Team of Tomorrow
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TBD
2.0 Credits
Member Price: $89
How the finance role has evolved—and where it is headed Technology, AI, and real-time financial information Knowledge obsolescence and the growing CPE gap Talent development, delegation, and employee engagement Integrating multi-generational workforces Emotional intelligence and communication skills for finance leaders Preventing bad decisions through structure and discipline Redefining what it means to be an effective CFO
ACPEN: The Seven High Quality Questions that Lead to Success & Solutions
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TBD
2.0 Credits
Member Price: $89
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Schedule K-1: What is it & What do I do with it?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
ACPEN: Federal Tax Update for Individuals with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
ACPEN: Not Just Your Everyday FASB Update
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TBD
4.0 Credits
Member Price: $149
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
Microsoft 365 Application Lightning Round Review-Updated
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TBD
0.0 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
ACPEN: The Controllership Series - Managerial Accounting Basics and Costs
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TBD
1.2 Credits
Member Price: $39
Accounting Finance
ACPEN: Current Fraud Trends - Nonprofit and Government Entities
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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: An Exceptional Leader C.A.R.E.S.
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TBD
1.0 Credits
Member Price: $39
Leadership strategies to improve mental health in the workplace Self-care techniques Empowering HR
ACPEN: Are You Qualified? The Ethics of Practice Development and Skill Enhancement
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TBD
2.0 Credits
Member Price: $79
The Catch-22 of Practice Development and Skill Enhancement The Ethics of Education and Experience Requirements Examples of Skill-Expansion Resources Practice- and Skill-Expansion Cases to Consider Conclusion
ACPEN: K2’s AI – Better Prompts, Better Results
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TBD
1.0 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
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TBD
1.0 Credits
Member Price: $39
Small Business Management
ACPEN: Embracing Neurodiversity in the Workplace
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TBD
1.0 Credits
Member Price: $39
Neurodiversity
ACPEN: Asset Misappropriation You Have It – They Want It
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TBD
2.0 Credits
Member Price: $89
Asset Misappropriation Fraud Opportunities Internal Control Weaknesses Fraudster Mindset Concealment Methods Fraud Risk Assessment Investigative Procedures
ACPEN: K2's Tech Update
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TBD
2.0 Credits
Member Price: $89
AI's practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools-now standard in mid-sized firms While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements
ACPEN: K2’s NextGen Document Management, Workflows, And Portals
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TBD
2.0 Credits
Member Price: $89
Modern document management and workflow automation Secure client portals and digital collaboration tools Implementation and ROI evaluation strategies for paperless systems
ACPEN: Data Analytics & Journal Entry Testing for Auditors
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TBD
3.5 Credits
Member Price: $109
Data Analytics Journal Entry Testing Fraud Detection
ACPEN: K2’s Data Analytics For Accountants And Auditors
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TBD
4.0 Credits
Member Price: $149
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
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