CPE Catalog & Events
ACPEN Signature 2025: Financial Statement Preparation: Compilation and Review Update
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Webinar
8.00 Credits
Member Price: $250
Ethics Update Preparation Engagements Compilation Engagements Review Engagements Hot GAAP Topics New Quality Management Standards
Coaching the Next Generation of CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Digging Deep with Excel Pivot Tables
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Webinar
1.00 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
How Prevalent Is Retaliation Within Your Culture?
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Webinar
1.00 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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Webinar
1.00 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
Revenue Recognition - Topic 606 Disclosures
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
How to Gain Efficiencies in Your Accounting Processes and Program Operations
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TBD
1.50 Credits
Member Price: $99
Financial reporting, accounting operations, accounting processes, automation, outsourcing, technology.
The Controllership Series - Sales, Collections and Customer Credit
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Webinar
1.50 Credits
Member Price: $59
Accounting Sales Collections
Defining Lines: Advanced Professional Boundaries
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Webinar
2.00 Credits
Member Price: $79
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
Like-Kind Exchanges
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Webinar
2.20 Credits
Member Price: $79
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
Securing Your Data with a Password Management App - Updated
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
Clarifying Risk Assessment - SAS 145 and Beyond 25-26
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Webinar
4.00 Credits
Member Price: $175
Assessing the risk of material misstatement Mandatory risk assessment procedures Evaluating internal controls Responding to risk assessment with appropriate audit procedures Complying with revised and expanded documentation requirements
Form 5500 Annual Update 25-26
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Webinar
4.00 Credits
Member Price: $175
Forms 5500, 5500SF and 5500EZ Form 5500: nuances and schedules Reporting and disclosing compliance issues Reporting delinquent contributions Failure to file
Fraud?How to Find, How to Prevent 25-26
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Webinar
4.00 Credits
Member Price: $175
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
Lease Implementation for Private Entities 25-26
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Webinar
4.00 Credits
Member Price: $175
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations Analysis of internal control and fraud risk aspects Identification of high-risk areas of lease accounting and reporting Suggested audit and review procedures for identified risks
Tax Planning for Seniors 25-26
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Webinar
4.00 Credits
Member Price: $175
Income for seniors: retirement, earnings and investments Tax Deductions: planning, bunching, strategies Planning to help family members
The Generation-Skipping Transfer Tax and Dynasty Trusts 25-26
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Webinar
4.00 Credits
Member Price: $175
Calculation of the GST tax, and how it relates to the estate tax and gift tax Direct skips, taxable distributions, and taxable terminations GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts
Build a Data Model for Analysis in Power BI
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Understanding and Creating an Internal Control System 25-26
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Webinar
8.00 Credits
Member Price: $329
Underlying concepts of internal control Defining where and why controls, policies and procedures are needed Legacy control measures that are still important for businesses today Creating control measures that address the use and protection of technology
Becoming Conflict Competent
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Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict