CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Financial Planning: Auto & Homeowners Insurance
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
ACPEN: SECURE Act 2.0: What You Need to Know
-
TBD
1.0 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
ACPEN: The Future of Work - Winning Talent Strategies
-
TBD
1.2 Credits
Member Price: $39
Recruiting Engagement Leadership Compensation Culture Communication Career Paths Talent Development
ACPEN: The Controller Function - Strategic and Annual Planning
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
ACPEN: Revenue Recognition in an Environment of Uncertainty
-
TBD
2.0 Credits
Member Price: $89
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Current Cybersecurity Risk Management Trends
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of current cybersecurity threats and how to mitigate data breach risk.Describe how to avoid malware and other security threats
Surgent's Taxation of Tips and Overtime Under OBBBA
-
TBD
2.0 Credits
Member Price: $119
$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities
ACPEN: Planning for Small Business Success
-
TBD
4.0 Credits
Member Price: $149
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
ACPEN: Small Business Risk Avoidance
-
TBD
4.0 Credits
Member Price: $149
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Mastering the Art of Conflict: CPA Transformative Strategies
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
ChatGPT and Advanced Financial Analysis for Accountants
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
ACPEN: Awful Ethical Dilemmas – Bringing it to Life, featuring J. Michael Inzina and Don Minges
-
TBD
1.0 Credits
Member Price: $39
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
ACPEN: The Controllership Series - The Future Role of the Controller Part 2
-
TBD
1.5 Credits
Member Price: $79
Accounting and Finance
ACPEN: Is Activity-Based Costing the Right Tool for Your Organization?
-
TBD
2.0 Credits
Member Price: $89
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
ACPEN: Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
-
TBD
2.0 Credits
Member Price: $89
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
ACPEN: Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
-
TBD
2.0 Credits
Member Price: $89
Translating Financial Statements Back Into Operational Reality The Operational Plausibility Test Analytical Metrics That Reveal Hidden Distortion Common Operational Red Flags Case Studies: When Operations and Financial Results Don’t Match Practical Questions Every Financial Professional Should Ask
ACPEN: K2's Productivity Life Hacks
-
TBD
2.0 Credits
Member Price: $89
Using a Streamdeck for push button integration and automation Using tools such as Clockify or Rescue Time to gain insight on Easily install applications using Ninite on your Windows 10/11 device Improve data sharing between applications with Zapier, Power Automate, and others Connecting to multiple communication applications (e.g., Teams, Slack, etc.) at once with Rambox Using inbox rules and filters to automatically categorize and prioritize email
The Ethic of Recruitment and Selection
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
What You Can Learn From the Statement of Cash Flows
-
TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
ACPEN: Inventory Observation - Cretaceous Conservatory Simulation
-
TBD
3.0 Credits
Member Price: $109
Obsservation Auditing