CPE Catalog & Events
August 2026 AI Update: Current Issues, Future Possibilities
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Webinar
1.50 Credits
Member Price: $55
Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs
ACPEN: Predictive Accounting – Driver-Based Budgeting and Rolling Financial Forecasts
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Webinar
2.00 Credits
Member Price: $89
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
ACPEN: Group Audits: Who is Responsible for What?
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Webinar
2.00 Credits
Member Price: $89
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
An Ethical Approach to Mental Health Issues at Work
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties
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Webinar
2.00 Credits
Member Price: $89
Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 26-27
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Webinar
2.00 Credits
Member Price: $99
Review the Basic Concept of Fiduciary Duty Review the Basic Concept of Fiduciary Accounting Use of a Diagram to Distinguish Income and Principal Calculating Fiduciary Accounting Income Requirements of a Simple Trust Problem Example Spreadsheets Reflecting Fiduciary Accounting and Taxation of Simple Trusts as well as how Depreciation is Handled by a Fiduciary Entity Problem Examples Reflecting a Completed Form 1041 using Spreadsheet Calculations for Fiduciary Accounting and Taxation of Simple Trusts
K2's Advanced Topics In Power BI 26-27
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Webinar
2.00 Credits
Member Price: $99
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Webinar
2.00 Credits
Member Price: $99
Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans Defined benefit plans and cash balance plans
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
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Webinar
2.00 Credits
Member Price: $119
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
Surgent's Understanding Partnership Taxation: Debt Allocations
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Webinar
2.00 Credits
Member Price: $99
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
ACPEN: Creating A Coaching Leadership Style
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Webinar
3.00 Credits
Member Price: $109
What the Coaching Leadership Style Coaching Leadership Style Competencies Solution Focused Coaching Framework Leadership Competency Pillars Historical and Current Views of Coaching Coaching Culture Definition and Framework Coaching Results Measuring Success of Coaching
ACPEN: Data Analytics & Journal Entry Testing for Auditors
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Webinar
3.00 Credits
Member Price: $109
Data Analytics Journal Entry Testing Fraud Detection
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.
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
Business Tax Update: OBBA and Recent Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
Forensic Accounting: Investigating Divorce Cases
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court
ACPEN: It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
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Webinar
1.00 Credits
Member Price: $39
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
ACPEN: The Controller Function - Elevating the Role
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
ACPEN: The Controllership Series: The Controller's Role in Debt Management
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Webinar
1.50 Credits
Member Price: $79
Accounting Treasury Finance
ACPEN: Yellow Book Ethics
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Webinar
2.00 Credits
Member Price: $89
Ethics Accounting & Auditing Yellowbook