CPE Catalog & Events

ACPEN Signature: 2021 Governmental Accounting & Auditing Update

GASB Pronouncements   Single Audit Issues   Yellow Book Issues   Audit Issues   Pandemic Challenges

ACPEN Signature: 2021 Governmental Accounting & Auditing Update

GASB Pronouncements   Single Audit Issues   Yellow Book Issues   Audit Issues   Pandemic Challenges

Adobe Acrobat - Increase Your Productivity With PDF Files

The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365

Annual Update: Family tax, Estates, Gift and Trusts, and Compliance

Asset Misappropriation- Let Me Count the Ways?

Auditing Fraud

Auditing, Assurance and Ethics Update for Governments and Not-for-Profits

Balance Sheet Management: The Least Understood Risk

Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples

Cash Management Essentials

Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow

Children of All Ages: Comprehensive Planning Techniques

Learning tax rules as they pertain to claiming children as dependents in varying degrees of life circumstances i.e., birth children, adopted children, and stepchildren Learning the factors that affect dependency such as divorce and issues of custody Dependency Exemption Head of Household Status Earned Income Credit Child Tax Credit Child Dependent Care Credit Navigating options to which parents are entitled when they are unable to continue claiming children as dependents as a result of divorce Form 8332 Understanding the definition of a qualified child and learning the 5 tests of qualifications Child’s relation to taxpayer Age Child’s location and length of residency with taxpayer Child support Joint return restriction

Combating Internal Fraud

Understand why internal fraud occurs Review policies, procedures and control measures designed to fight fraud

Corporate Tax Planning: Strategies and Ideas

Taxation of corporations and shareholders: potential double tax. Tax-deductible payments to avoid double tax. Non-liquidating distributions, including constructive dividends. Corporation and shareholder partnerships: lessening double tax. Sales of corporate businesses. Making or terminating the S corp election. Stock sales using Section 1045, 1042 or 1202. Losses on stock dispositions. Tax planning using redemptions. Risk of personal holding company or accumulated earnings tax. Transfers of property for stock: Section 351

Emerging Trends in Auditing, SSARS and Attestation Engage

The major topics covered in this class include:AICPA standards update including recent changes to the audit and attestation standards, as well as the preparation, compilation, and review standards merging trends impacting auditing including artificial intelligence and data analytics.

Essential Skills for the Next 10 Years

Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow

Ethics and Technology for CPAs

The major topics that will be covered in this course include:The foundational ethical principles that CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.Whether our profession needs to change to continue to meet the ethical challenges in a technology-centric environment. Consideration of the changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the future of the profession.

Ethics: How to Attract and Keep the Best Clients

We'll do a deep dive into the four elements of accountability:Keeping your promisesConsidering the consequences of your actionsTaking responsibility for your mistakesCorrecting your mistakes We'll also discuss the differences between good and bad clients. Hint: it's not just about how long it takes for you to get paid.We'll conclude with a Call to Action so that you can put a few of the lessons from this webinar into practice immediately. Even doing one of the items that Bruce suggests will enrich your accounting practice and your life.

Excel Essentials for Today's Accountant: How To Become an Expert in One Day

Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application 

Finance Transformation: Manage Disruption

 Future of finance  Disruption in the business environment  The need to be agile in today's business environment  The role of technology as a disruptive force in a business's Finance function  Opportunities to add value, based on new business models, including the finance value chain and the CGMA Competency Framework  New skills and competencies required to enable the finance professional to add value to their organizations

Financial Statements for the Simple Business Entity

Accounting for simple business entities FRF for SMEs and other alternatives to GAAP Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements Documenting accounting decisions to minimize potential liability

Fraud Recon: A New Look at Fraud, Data Analytics & Behavior

The major topics that will be covered in this class include:Replacing outdated theories and tools of fraud detection and deterrenceSteps for handling suspected fraudEveryday actions that can be taken to detect and deter fraudData and behavioral analysis in fraud detection and deterrence