CPE Catalog & Events
Build Better Budgets: Fundamental Techniques
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27
-
Webinar
2.00 Credits
Member Price: $99
Round robin review of lesser-known M365 apps Reduce / eliminate internal email communications with Teams and SharePoint Collaborate on spreadsheet and documents with your colleagues in real time Get control of your appointment schedule with the Bookings app Tap the full potential of OneNote as your primary repository for notes, correspondence and more Replace email attachments with secure file sharing links Document business processes with the Stream app Leverage the power of AI in M365 with Copilot
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
ACPEN: Enhancing Performance Through Effective Coaching
-
Webinar
4.00 Credits
Member Price: $149
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
ACPEN: K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
-
Webinar
8.00 Credits
Member Price: $250
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
ACPEN: Comprehensive Estate Planning: Administration & Postmortem Strategies
-
Webinar
8.00 Credits
Member Price: $250
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
Erase the Mark: Best Practices in Penalty Abatement
-
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.
AICPA Town Hall Series (Rebroadcast of 10/15/2026)
-
Webinar
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
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: Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
-
Webinar
2.00 Credits
Member Price: $89
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles
ACPEN: K2’s Taking Another Look At Power BI
-
Webinar
2.00 Credits
Member Price: $89
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
ACPEN: Five Amazing Business Books in 100 Minutes
-
Webinar
2.00 Credits
Member Price: $89
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
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
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27
-
Webinar
2.00 Credits
Member Price: $99
Setting up a chart of accounts Reviewing the estate plan Distinguishing between "income" and "principal" Understanding the relationship of fiduciary accounting to fiduciary taxation
Quality Management: Preparing for Peer Review
-
Webinar
2.00 Credits
Member Price: $89
Early peer review readiness under the quality management standards What peer reviewers may focus on in the first cycle of QM-informed reviews A review of peer reviewer checklists that will be applied during the firm's review Distinguishing isolated issues from broader quality management concerns Practical readiness considerations for sole practitioners and small- and medium-sized firms Current expectations, emerging questions, and what may evolve as practice develops
Surgent's Food, Beverage, and Entertainment Expensing
-
Webinar
2.00 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Hiring New Workers and Payroll Taxes
-
Webinar
2.00 Credits
Member Price: $99
Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance
ACPEN: Just Ask Why - Searching for Answers: Generating Solutions
-
Webinar
4.00 Credits
Member Price: $149
The basic benefits of why The 5-15 report Curiosity and creativity
ACPEN: K2’s Excel Best Practices
-
Webinar
8.00 Credits
Member Price: $250
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
AI in Action: Your First Steps to Smart Adoption
-
Webinar
1.00 Credits
Member Price: $49
Understand the three stages of AI adoption and where you are today. Practical AI Tools in action (e.g., LLM Models, AI workflows, AI Agents). Quick Wins agnostic of function: How AI can support daily tasks. Your 30-Day AI Plan: Practical guide to help you define areas to apply AI immediately. Confidence to Experiment: Tips to overcome fear and start building momentum in your team.