CPE Catalog & Events
ACPEN: K2’s Better Productivity Through Artificial Intelligence And Automation Tools
-
TBD
4.0 Credits
Member Price: $149
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Gemini, Power Automate, and Zapier
ACPEN: Written Information Security Plans
-
TBD
1.0 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
ACPEN: Revenue Recognition Determine the Transaction Price Part 2
-
TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: HR Investigations – Episode 3 – Gathering-Analyzing-Reporting
-
TBD
1.0 Credits
Member Price: $39
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
ACPEN: The AB5s of Employees and Independent Contractors
-
TBD
2.0 Credits
Member Price: $89
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
ACPEN: 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
-
TBD
2.0 Credits
Member Price: $89
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
ACPEN: Accounting for Credit Losses – Getting to Know CECL
-
TBD
2.0 Credits
Member Price: $89
Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions
ACPEN: Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
-
TBD
4.0 Credits
Member Price: $149
Leadership Management
ACPEN: Ethics: Critical Thinking, Case Studies, and Fraud
-
TBD
4.0 Credits
Member Price: $149
Ethical decision-making in finance Professional codes of ethics and conduct Real-world case studies on ethical dilemmas Impact of ethics on the financial profession
ACPEN: Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
-
TBD
4.0 Credits
Member Price: $149
Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration
ACPEN: Federal Tax Update – Individuals (Form 1040)
-
TBD
8.0 Credits
Member Price: $300
Discuss the most recent individual income tax legislation passed to date Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, §461(l) business loss limitations, §163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Look at any changes to the Form 1040 and other related schedules and forms
ACPEN: Generation Intelligence: Navigating the Generational Divide
-
TBD
1.0 Credits
Member Price: $39
Generations
ACPEN: K2’s Ten PDF Tips You Need To Know
-
TBD
1.0 Credits
Member Price: $39
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
2026 Business Tax Credits
-
TBD
1.0 Credits
Member Price: $55
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel
ACPEN: Functional Approach to Employee Benefits
-
TBD
1.5 Credits
Member Price: $79
Benefits Benefits Communications Total Rewards
ACPEN: ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
-
TBD
2.0 Credits
Member Price: $89
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
ACPEN: Budget Mastery: Process, Problems, and Solutions
-
TBD
2.0 Credits
Member Price: $89
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
ACPEN: Metrics Management – Selecting the Right KPIs
-
TBD
2.0 Credits
Member Price: $89
What makes a KPI meaningful and actionable Balancing financial, customer, operational, and learning metrics Selecting metrics at the responsibility-center level Understanding who the "customer"of a report really is Avoiding metric overload and bad incentives Linking departmental metrics to enterprise strategy The role of non-financial metrics in driving results Real-world KPI examples across industries
K2's Ten “Must-Know” Features In Excel 26-27
-
TBD
2.0 Credits
Member Price: $99
Best practices for working with large volumes of data How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating "audit trails" in Excel Define "dynamic arrays" and list examples of their benefits
Surgent's Handling Difficult People
-
TBD
2.0 Credits
Member Price: $99
Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them Understand a proven formula for handling difficult people Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals Implement a step-by-step process to resolve conflicts between yourself and others within your organization Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals Implement new strategies for managing your emotions in difficult interactions Understand the impact of attitude on interactions with others Create a personalized action plan for applying course strategies in your workplace