CPE Catalog & Events
Microsoft Teams for CPAs: Unlocking Its Full Potential
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices for organizing your teams and channelsUnderstanding the role of Teams and SharePoint integrationUsing Teams to communicate and collaborate externally with clientsTips and tricks for managing conversations in TeamsLeveraging Microsoft Copilot AI in Teams
ACPEN: Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
-
Webinar
1.00 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
ACPEN: K2's Technology's Seven (Not Quite) Deadly Sins
-
Webinar
1.00 Credits
Member Price: $39
Key features in Windows that you may not currently use The importance of Zero Trust Security Models Why applying updates is important Collaboration tools and features
ACPEN: Don't Be Spooked: Mastering Conflict Resolution
-
Webinar
1.00 Credits
Member Price: $39
Employee relations Conflict resolution
ACPEN: K2’s Innovative Strategy And IT Governance
-
Webinar
1.00 Credits
Member Price: $39
Technology evaluation frameworks and selection processes Change management strategies for technology implementation Techniques to increase user adoption, learning, and engagement
Corporate Storytelling in Financial Reporting
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence an
-
Webinar
1.60 Credits
Member Price: $79
Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
ACPEN: Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies
-
Webinar
4.00 Credits
Member Price: $149
Strategic Finance Leadership Advanced Financial Analysis Business Intelligence & AI in Finance Economic Intelligence for Decision Makers Operational Insight & Business Strategy The Future Role of the Controller/CFO
ABC Trust Planning and the Portable Exclusion 26-27
-
Webinar
8.00 Credits
Member Price: $329
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
ACPEN: S Corporations: Tax Compliance, Elections, and Best Practices
-
Webinar
8.00 Credits
Member Price: $250
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
Financial Reporting Fundamentals 26-27
-
Webinar
8.00 Credits
Member Price: $329
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
OCBOA Case Studies 26-27
-
Webinar
8.00 Credits
Member Price: $329
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
Compilation, Preparation and Review Basics and Peer Reviews
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
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.
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: Embracing Neurodiversity in the Workplace
-
Webinar
1.00 Credits
Member Price: $39
Neurodiversity
ACPEN: New Tips and Overtime Tax Rules: Compliance and Best Practices
-
Webinar
1.00 Credits
Member Price: $39
Updated OBBA guidance on tip reporting and allocation Qualifying tip requirements Self-employment and qualified tips Employer and employee tax responsibilities for tipped wages Overtime pay deduction Tip and overtime information returns
ACPEN: Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 3: Blockchain and Financial Risks
-
Webinar
1.20 Credits
Member Price: $39
HR Talent Blockchain Corporate Social Responsibility Financial Exposure Currency
ACPEN: Form 7203 - How to Calculate Shareholder Basis
-
Webinar
2.00 Credits
Member Price: $89
Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis