CPE Catalog & Events
Viewing A&A Through the Eyes of a Tax Practitioner
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
Retaining Talent in a Competitive Marketplace
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
ACPEN: The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
ACPEN: Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing
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Webinar
1.00 Credits
Member Price: $39
Cloud Audit Blindspots Continuous Change Gaps CSPM-Enabled Assurance Risk-Based Prioritization Audit Program Modernization
ACPEN: The Controllers Role in Data Analytics and Big Data
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
ACPEN: The Controllership Series: The Controller's Role in Debt Management
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Webinar
1.50 Credits
Member Price: $79
Accounting Treasury Finance
ACPEN: Sarbanes-Oxley Overview
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Webinar
1.60 Credits
Member Price: $79
Sarbanes-Oxley Compliance
ACPEN: Bears Will Be Bears - Fraudsters Too
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Webinar
2.00 Credits
Member Price: $89
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
ACPEN: IFRS vs. US GAAP - Major Accounting Differences
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Webinar
2.00 Credits
Member Price: $89
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
ACPEN: Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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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 CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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Webinar
2.00 Credits
Member Price: $89
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
ACPEN: K2’s Eight Awesome PivotTable Features
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Webinar
2.00 Credits
Member Price: $89
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate "standard" Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables
ACPEN: Failure to Detect Fraud and the Reasons Why
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Webinar
2.00 Credits
Member Price: $89
Fraud Detection Challenges Fraud Characteristics Fraud Indicators Audit Responsibilities Fraud Risk Recognition Responding to Suspected Fraud
ACPEN: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance
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Webinar
2.00 Credits
Member Price: $89
The real purpose of budgeting in modern organizations Common budgeting problems and process breakdowns Linking budgets to income statements, balance sheets, and cash flows Output metrics and what really “causes work” Top-down, bottom-up, and hybrid budgeting approaches Flexible budgeting using volume-based and unit metrics Benchmarking to reduce politics and improve insight Using budgets to build value, not just limit spending
How to Audit: Property, Plant, & Equipment
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance.The various substantive auditing procedures that staff should perform.Real world auditing examples.
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
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Webinar
2.00 Credits
Member Price: $119
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
Disrupt to Dominate: Mastering Change Leadership
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
ACPEN Signature 2026: Accounting & Auditing Update
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Webinar
3.00 Credits
Member Price: $250
FASB Statements and Interpretations Statements on Auditing Standards and Statements on Quality Management Standards Ethics Interpretations (1 hour Ethics CPE) Statements on Standards for Accounting and Review Services
ACPEN: Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
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Webinar
2.00 Credits
Member Price: $250
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
ACPEN: Strategic CFO Series - Big Picture Skills
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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