CPE Catalog & Events
ACPEN: The Controllership Series: The Controller's Role in Digital Transformation
-
Webinar
1.40 Credits
Member Price: $39
Accounting Finance Information Technology AI and Digital Transformation
ACPEN: The Controller Function - Strategic and Annual Planning
-
Webinar
1.20 Credits
Member Price: $39
Accounting Finance Auditing
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
-
Webinar
2.00 Credits
Member Price: $89
Auditing & Accounting Yellowbook Budget Process
ACPEN: Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
-
Webinar
2.00 Credits
Member Price: $89
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
ACPEN: The Three Million Dollar Ribbon
-
Webinar
2.00 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
ACPEN: Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
-
Webinar
2.00 Credits
Member Price: $89
Overview of Section 25F and legislative intent Eligibility requirements and qualifying contributions Credit calculation and limitations State-by-state conformity and eligibility considerations Interaction with other federal and state tax provisions Compliance, documentation, and reporting considerations Common pitfalls and audit risks
Shortcuts that Excel Users Love
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
ACPEN: Ask Me No Questions and I Will Tell You No Lies
-
Webinar
3.00 Credits
Member Price: $109
Types of Stress Indicators Verbal Cues Nonverbal Communication Behavioral Context Truth-Elicitation Techniques
Business Partnerships: Managing Supplier Relationships
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
ACPEN: The Controllership Series - The Future Role of the Controller Part 2
-
Webinar
1.50 Credits
Member Price: $79
Accounting and Finance
ACPEN: Critical "Soft" Skills for CFOs and Controllers
-
Webinar
4.00 Credits
Member Price: $149
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
ACPEN: Advanced Cost Accounting: Eliminate Calculation Distortions
-
Webinar
2.00 Credits
Member Price: $89
Cost Accounting
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: Introduction to Not-for-Profit Accounting
-
Webinar
2.00 Credits
Member Price: $89
Not-for-Profit Accounting Accounting & Auditing Yellowbook
ACPEN: Schedule K-1: What is it & What Do I Do with It?
-
Webinar
2.00 Credits
Member Price: $89
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
ACPEN: Cost and Pricing Models: Boost Your Bottom Line
-
Webinar
2.00 Credits
Member Price: $89
Cost Accounting Activity-based Costing
ACPEN: K2's Tech Update
-
Webinar
2.00 Credits
Member Price: $89
AI's practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools-now standard in mid-sized firms While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements
No Tax on Overtime: Payroll Compliance
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues
ACPEN: IT Controls & SOC Reporting in Financial Audits
-
Webinar
3.00 Credits
Member Price: $109
SOC Reporting Information Technology General Controls (ITGC) Audit Reliance
Surgent's Required Minimum Distributions: Compliance and Planning
-
Webinar
4.00 Credits
Member Price: $159
Minimum distribution requirement changes by the SECURE Act 2.0 Latest IRS guidance, including final regulations The calculation of required minimum distributions using the Uniform Life Table Required minimum distributions from multiple accounts New §401(k) rules of SECURE Act 2.0 Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act Required minimum distributions in the year of death Roth conversions for estate planning and avoiding required minimum distributions Timing of distributions for maximum tax-free compounding Section 529 rollovers to Roth accounts under SECURE Act 2.0 Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs Taxation of distributions Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes