CPE Catalog & Events
Measuring Audit Risks
-
TBD
3.0 Credits
Member Price: $99
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
Public Speaking Secrets That Wow Audiences
-
TBD
4.0 Credits
Member Price: $129
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Independence for Auditors - AICPA, PCAOB, GAO & DOL
-
TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
Expand Your Analytical Toolbox More Tools for Success
-
TBD
4.0 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
ACPEN Signature 2025- Small Business: Hot Tax Issues Today
-
TBD
8.0 Credits
Member Price: $250
Legislative update on expiring tax provisions affecting small businesses; Legislative update on new tax provisions impacting small businesses; Communications with the IRS; Tax audits of small businesses; Judicial update on self-employment tax litigation on self-employment taxes of partners and LLC members. Worker verification requirements and penalties---old and new. Tax planning opportunities—old and new.
ACPEN Signature 2025: Single Audit and Uniform Guidance Issues Update
-
TBD
8.0 Credits
Member Price: $250
The nuts and bolts of a Single Audit Overview of the GAO’s Fraud Risk Management Framework and the importance of fraud risk in a Single Audit Specific audit issues arising relating to the continued Pandemic and Infrastructure funding programs Review of unique elements of the 2025 Compliance Supplement (If Available) Recent changes to specific Uniform Guidance rules and regulations
K2's Advanced Excel
-
TBD
8.0 Credits
Member Price: $225
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
K2's Excel Essentials For Staff Accountants
-
TBD
8.0 Credits
Member Price: $225
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
K2's Excel PivotTables for Accountants
-
TBD
8.0 Credits
Member Price: $225
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables
Erase the Mark: Best Practices in Penalty Abatement
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
HR's Role in Business Evolution: Strategy, Finance, and Growth
-
TBD
2.0 Credits
Member Price: $79
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
The Psychology of Fraud
-
TBD
1.5 Credits
Member Price: $59
Fraud Fraud Triangle
Preparation, Compilation and Review Engagements
-
TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
CFO Series: Decoding Balance Sheet Accounting
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Typical accounting issues that impact the balance sheet.Where are the 'hidden' issues in unrecorded liabilities?Why and how most balance sheets are not correct?What are unrecorded assets, and why do they matter?Suggestions to improve balance sheetsIdentification and resolution of balance sheet challenges and changes.Communicating with your audience and stakeholders
Critical Thinking Skills: Prevent Mistakes Now
-
TBD
2.0 Credits
Member Price: $79
Critical Thinking Communication
PFP Update: Investment Planning in This New Era 25-26
-
TBD
2.0 Credits
Member Price: $99
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Treasury Circular 230 for EAs and Other Tax Preparers
-
TBD
2.2 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour
-
TBD
4.0 Credits
Member Price: $129
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Small Business Risk Avoidance
-
TBD
4.0 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!