CPE Catalog & Events
ACPEN: Internal Control Frameworks for Single Audit
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Webinar
1.00 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
Corporate Finance Technology Selection: Practical Frameworks
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
ACPEN: Productivity Hacks for Working Remote
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Webinar
1.20 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
ACPEN: Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 – 2 hrs
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Webinar
2.00 Credits
Member Price: $89
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
ACPEN: Independence Requirements for CAAS Engagements
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Webinar
2.00 Credits
Member Price: $89
CAAS Auditing & Accounting Yellowbook Ethics
ACPEN: Advanced Negotiations: Never Split the Difference
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Webinar
2.00 Credits
Member Price: $89
Negotiations Business Management
ACPEN: K2's Choosing Your CPA Firm Tech Stack
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Webinar
2.00 Credits
Member Price: $89
Evaluating suite vs. best-in-breed software ecosystems Understanding and applying AI-driven tools for firm efficiency Measuring ROI and integration effectiveness across the tech stack
Introduction to Ethics & Professional Skepticism
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements.
Tax Depreciation: Review and Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
ACPEN: Navigating Mergers & Acquisitions with AI: The Future of Deals
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Webinar
4.00 Credits
Member Price: $149
Strategic Reasons for Mergers & Acquisitions Establishing Acquisition Principles and Target Criteria Business Valuation in the M&A Process Structuring the Transaction and Negotiating the Deal Conducting Effective Due Diligence Post-Transaction Integration and Deal Success
2026/27 Annual Update for Governments and Not-for-Profits
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board.The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities.Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB).
Financial Statement Analysis 26-27
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Webinar
8.00 Credits
Member Price: $329
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
How Changes in Business Methods Affects Internal Control 26-27
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Webinar
8.00 Credits
Member Price: $329
How is business changing. What is driving the change and how long will it last. How specifically is an organizations control system important. What steps are needed to "keep up" with the upheaval.
Finance and Innovation: Reinvent Your Organization and Dept.
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:What is innovation?The different forms of innovation, e.g., sustaining and disruptive.The five discovery skills needed to be innovative?The value of why we need to find ways to say, “Yes!” How to change your processes, rules and departments to be more innovative? Lessons learned from innovative businesses with examples.How does innovation happen and how to make innovation stick?The need to improvise and embrace broad experiences.
Erase the Mark: Best Practices in Penalty Abatement
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Coping With the Growth of Online Fraud
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
ACPEN: Business Valuation Fundamentals
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Webinar
1.00 Credits
Member Price: $39
Business Valuation Fundamentals The Objective - What type of report is needed? The Process Agreed Upon Procedures Calculation of Value Conclusion of Value Industry Sanity Checks – Would you pay or accept the value if it were your company?
ACPEN: The Future of Work - The Landscape of Work Today
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Webinar
1.20 Credits
Member Price: $39
Employment Data Talent Strategy
ACPEN: FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Webinar
2.00 Credits
Member Price: $89
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
ACPEN: Partnerships: How to Calculate Partner Basis
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Webinar
2.00 Credits
Member Price: $89
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process