CPE Catalog & Events
Criminal Tax: How CPAs Bring Value to Defense Attorneys
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
ACPEN: Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
-
Webinar
4.00 Credits
Member Price: $149
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
ACPEN: Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
-
Webinar
4.00 Credits
Member Price: $149
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
2026/27 Annual Update for Not-for-Profit Accountants & Audit
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.
ACPEN: Ethics: Critical Thinking, Case Studies, and Fraud
-
Webinar
4.00 Credits
Member Price: $149
Ethical decision-making in finance Professional codes of ethics and conduct Real-world case studies on ethical dilemmas Impact of ethics on the financial profession
ACPEN: K2’s Data Analytics For Accountants And Auditors
-
Webinar
4.00 Credits
Member Price: $149
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform Using regression analysis to create and validate forecasts and projections
ACPEN: Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
-
Webinar
4.00 Credits
Member Price: $149
Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration
ACPEN Signature 2026: The Risk of Fraud in State & Local Government
-
Webinar
8.00 Credits
Member Price: $250
Types of Fraud in State and Local Government (financial fraud, procurement fraud, corruption, abuse of power) Fraud Risk Assessment and Internal Control Systems Regulatory Frameworks and Compliance Requirements Fraud Investigation Techniques and Forensic Accounting Ethics, Governance, and Organizational Culture in Fraud Prevention
ACPEN: Strategic CFO Series - Big Picture Skills
-
Webinar
8.00 Credits
Member Price: $250
Strategic CFO – Strategic Financial Communications Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together Strategic CFO – Developing Strategy and the Why Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders Strategic CFO – Strategic Risk Management Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization Strategic CFO – Strategic Cash Management What strategy really means and who is involved in developing it Common reasons strategic plans fail and how to avoid them Cost leadership, differentiation, and niche strategies Using metrics, KPIs, and the Balanced Scorecard to measure success The role of non-financial drivers in financial performance Benchmarking and competitive analysis Aligning mission, culture, and strategy Case discussions on strategy execution and performance measurement
ACPEN: Tactical CFO Series - Make Your Business Process Work For You
-
Webinar
8.00 Credits
Member Price: $250
Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance Major Subject: Budgeting as a tactical management tool to improve organizational performance. Tactical Business Systems – Getting the Most from Information Systems and ERP Major Subject: Strategic and tactical use of information systems and ERP in finance leadership. Tactical Data Management – Turning Data into Actionable Information Major Subject: Transforming organizational data into actionable insights for better decision-making. Tactical Finance Leadership – Building the Finance Team of Tomorrow Major Subject: Developing tactical leadership skills to build and lead high-performing finance teams.
Managing Current Fraud Trends in a Shifting Environment
-
Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
Public Procurement Basics: Protecting the People's Money
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Guidelines and requirements that will help lead you to public procurement success.Guidance on how governments can meet complicated procurement needs.Best practices to protect public and Federal funds.
ACPEN: Generation Intelligence: Navigating the Generational Divide
-
Webinar
1.00 Credits
Member Price: $39
Generations
What If Your Client Didn't Take Reasonable Compensation
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
ACPEN: Functional Approach to Employee Benefits
-
Webinar
1.50 Credits
Member Price: $79
Benefits Benefits Communications Total Rewards
ACPEN: K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
-
Webinar
2.00 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
ACPEN: Employees Today and Tomorrow: The ROI on Your People?
-
Webinar
2.00 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
ACPEN: Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax
-
Webinar
2.00 Credits
Member Price: $89
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How ""real estate business"" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the ""grouping"" election for passive activities and the flow-through deduction
ACPEN: Schedule C of Form 1040
-
Webinar
2.00 Credits
Member Price: $89
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
ACPEN: Metrics Management – Dashboards, Performance Tools, and Open-Book Management
-
Webinar
2.00 Credits
Member Price: $89
Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity