CPE Catalog & Events
Surgent's Use the Data Model to Build More Powerful PivotTables
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Webinar
2.00 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
ACPEN: The Power of a Good Story!
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Webinar
4.00 Credits
Member Price: $149
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
ACPEN: Achieving Balance in Work and Life - Part 1
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Webinar
4.00 Credits
Member Price: $149
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
ACPEN: Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
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Webinar
4.00 Credits
Member Price: $149
Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration
Common Deficiencies in SSARS Engagements
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Frequent problem areas in preparation, compilation, and review engagementsThe root causes of noncompliancePractical approaches firms can use to improve consistency, documentation, and overall engagement performance
ACPEN Signature 2026: Not-for-Profit Accounting, Auditing & Tax Update
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Webinar
3.00 Credits
Member Price: $250
Auditing Update Ethics and Environmental, Social, and Governance (ESG) Update FASB Update Not-for-Profit Tax Update
How Changes in Business Methods Affects Internal Control
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this class include: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.
AHI: Level II - Semi-Senior Staff Training
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Webinar
24.00 Credits
Member Price: $700
Satisfy Client and CPA Firm Needs Apply Analytical Procedures Conduct Small Audits Perform Review Service Engagements Draft Financial Statement and Footnotes Improve Corporate Tax Knowledge
ACPEN: K2’s Ten PDF Tips You Need To Know
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Webinar
1.00 Credits
Member Price: $39
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
ACPEN: Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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Webinar
1.20 Credits
Member Price: $39
Talent Strategy Culture Employer Branding Leadership Growth
ACPEN: The Controllership Series - Managerial Accounting Basics and Costs
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance
ACPEN: ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Webinar
2.00 Credits
Member Price: $89
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
ACPEN: Budget Mastery: Process, Problems, and Solutions
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Webinar
2.00 Credits
Member Price: $89
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
ACPEN: Metrics Management – Selecting the Right KPIs
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Webinar
2.00 Credits
Member Price: $89
What makes a KPI meaningful and actionable Balancing financial, customer, operational, and learning metrics Selecting metrics at the responsibility-center level Understanding who the "customer"of a report really is Avoiding metric overload and bad incentives Linking departmental metrics to enterprise strategy The role of non-financial metrics in driving results Real-world KPI examples across industries
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 26-27
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Webinar
2.00 Credits
Member Price: $99
How to Identify a Complex Trust and the Complications that Arise with Complex Trusts The Importance of Recognizing the Tier System used by Complex Trusts The Advantages and Requirements of the 65-day Rule Special Issues Related to the Charitable Contribution Deduction Use of a Checklist for Complex Trusts
Form 706 Preparation Part 3: Reporting Deductions 26-27
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Webinar
2.00 Credits
Member Price: $99
How to report funeral and administrative expenses on Schedule J and/or L How to report debts, mortgages and liens on Schedule K Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions Charitable deduction Schedule O and potential problems
Monthly Federal Tax Updates - September 2026
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Financial Statement Analysis for Managers 26-27
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Webinar
4.00 Credits
Member Price: $175
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
Tax Aspects of Stock Investing 26-27
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Webinar
4.00 Credits
Member Price: $175
Active and passive investing Dividend-paying stocks, value stocks, and the net investment income tax Favorable capital gain strategies and the netting process Exchange-traded funds (ETFs), stock options, and straddles
The ACFE Report to the Nations 26-27
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Webinar
4.00 Credits
Member Price: $175
Results of the study Red-flags in fraud How fraud is perpetrated How fraud is discovered Methods of minimizing fraud