CPE Catalog & Events
ACPEN: Corporate Ethics Cases: Discuss Real Life Conflicts
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Webinar
4.00 Credits
Member Price: $149
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Insurance & Financial Institutions Conference (Day 2)
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Webinar
2.00 Credits
Member Price: $389
The major topics that will be covered in this course include:Evolving SectorsInsurance and Banking updatesAccounting updates
ACPEN: Generation Intelligence: Navigating the Generational Divide
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Webinar
1.00 Credits
Member Price: $39
Generations
ACPEN: Cryptocurrency Transactions: Navigating Federal Tax Rules
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Webinar
1.00 Credits
Member Price: $39
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
Financial Planning: Auto & Homeowners Insurance
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Webinar
1.00 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: Functional Approach to Employee Benefits
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Webinar
1.50 Credits
Member Price: $79
Benefits Benefits Communications Total Rewards
SOC 2® Report Walkthrough
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Webinar
2.00 Credits
Member Price: $89
Sections within a SOC 2 report CUEC considerations Inclusive versus carve-out methods of reporting on controls at subservice organizations Report opinion types SOC 3 reporting Bridge letters
ACPEN: K2’s Taking Another Look At PDFs
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Webinar
2.00 Credits
Member Price: $89
Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security
ACPEN: Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
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Webinar
2.00 Credits
Member Price: $89
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
ACPEN: Advanced Excel: Hidden Secrets and Gems
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Webinar
2.00 Credits
Member Price: $89
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
ACPEN: Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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Webinar
2.00 Credits
Member Price: $89
Risk Management Governance Risk Assessment
CFO & Controller Critical Skills: Budgeting & Forecasting
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
Ethics With A Dash of Courage
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Webinar
2.00 Credits
Member Price: $89
The Value of a Courageous Culture and courageous decision-making models Challenges to creating a culture of courage Communicating your courageous culture How/When to speak up? Career-ending vs teachable moment? Supporting courageous decisions Communicating courage The Journey to Leading with Courage - Building a personal action plan
Take Command of your Time
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
ACPEN: Managing Your Money in Retirement
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Webinar
3.00 Credits
Member Price: $109
Social Security Retirement Asset allocation Fraud
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Webinar
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA) The latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
Surgent's Real Estate Taxation: Critical Considerations
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Webinar
4.00 Credits
Member Price: $159
The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
All About Fraud - Examples, Prevention and Auditing
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:2026 Report to the Nations issued by the Association of Certified Fraud Examiner.Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk.Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings.Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
Capitalized Costs & Depreciation - Tax Staff Essentials
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Webinar
5.50 Credits
Member Price: $189
Tax basis of property acquisitions Initial basis of property acquired in an exchange transaction Materials, supplies, repairs, and improvements Accounting method changes Depreciation: MACRS, Section 179 and bonus Intangible assets and amortization Organization and startup costs Research and experimental expenditures H.R. 1, commonly referred to as OBBBA
Advanced Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations