CPE Catalog & Events
ChatGPT and IRS Taxation Law Research
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
ACPEN: How to Make Difficult People Disappear...Without Breaking the Law
-
Webinar
1.00 Credits
Member Price: $39
Conflict Management Interpersonal Relationships Personality Styles
Financial Planning: Auto & Homeowners Insurance
-
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: Current Fraud Trends - Nonprofit and Government Entities
-
Webinar
2.00 Credits
Member Price: $89
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
Monthly Federal Tax Updates - February 2027
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
-
Webinar
2.00 Credits
Member Price: $99
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Balance Sheet Management: The Least Understood Risk” 26-27
-
Webinar
4.00 Credits
Member Price: $99
Intentionally managing your balance sheet to reduce risk. Properly balance debt and equity versus other funding sources. Know the balance sheet pitfalls and risks to avoid. Understand the analysis and decision-making process through real-world examples and five interactive case discussions.
Improve Spreadsheets by Building Controls in Excel
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
ACPEN: Strategic Government Budgeting: Tools for Long-Term Sustainability
-
Webinar
1.00 Credits
Member Price: $39
Forecasting & Budgeting Auditing & Accounting Yellowbook
ACPEN: The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
-
Webinar
1.00 Credits
Member Price: $39
Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do
Resistance to Resilience: Strive for Tech Change Acceptance
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)
ACPEN: Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations
-
Webinar
1.00 Credits
Member Price: $39
Conflict Management Difficult Conversations Psychological Safety
ACPEN: The Controllership Series: The Controllers role in ESG
-
Webinar
1.50 Credits
Member Price: $79
Environmental Social Sustainability Governance Accounting
ACPEN: K2’s Excel’s Best New Features
-
Webinar
2.00 Credits
Member Price: $89
Learn how to work with Dynamic Arrays Using Excel's new XLOOKUP and XMATCH feature Improvements to Power Query and why they matter to you New collaboration and commenting options in Excel
ACPEN: Asset Misappropriation You Have It – They Want It
-
Webinar
2.00 Credits
Member Price: $89
Asset Misappropriation Fraud Opportunities Internal Control Weaknesses Fraudster Mindset Concealment Methods Fraud Risk Assessment Investigative Procedures
ACPEN: HR Investigations – Episode 2 – Interview Techniques
-
Webinar
2.00 Credits
Member Price: $89
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results
ACPEN: Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
-
Webinar
2.00 Credits
Member Price: $89
Overview of Trump Account structure and purpose Eligibility and contribution limitations Tax treatment and reporting considerations Planning strategies for individuals and businesses Common pitfalls and audit considerations
Power Skills: Professionalism and Client Interactions
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.
ACPEN: Not Just Your Everyday FASB Update
-
Webinar
4.00 Credits
Member Price: $149
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
ACPEN: Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
-
Webinar
2.00 Credits
Member Price: $250
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges