CPE Catalog & Events
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Round robin review of lesser known M365 appsReduce / eliminate internal email communications with Teams and SharePointCollaborate on spreadsheet and documents with your colleagues in real timeGet control of your appointment schedule with the Bookings appTap the full potential of OneNote as your primary repository for notes, correspondence and moreReplace email attachments with secure file sharing linksDocument business processes with the Stream appLeverage the power of AI in M365 with Copilot
2026/27 Yellow Book Update
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
ACPEN: Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Webinar
1.00 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
ACPEN: Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
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Webinar
2.00 Credits
Member Price: $89
PBM
ACPEN: Group Audits: Who is Responsible for What?
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Webinar
2.00 Credits
Member Price: $89
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Accounting & Attestation for ESG
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
ACPEN: Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
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Webinar
3.50 Credits
Member Price: $129
The Importance of Mental Wellness in Leadership Recognizing and Preventing Burnout Building and Sustaining Resilient Teams Leading by Example: Self-Care and Continuous Growth
Accounting and Auditing for the Construction Industry 26-27
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Webinar
4.00 Credits
Member Price: $175
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches Independent Contractor qualifications
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
ACPEN: S Corporation Essentials: Review & Update
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Webinar
4.00 Credits
Member Price: $149
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions
Four Most Overlooked Business Risks: Preparing for the Future 26-27
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Webinar
8.00 Credits
Member Price: $329
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
Corporate Transparency Act Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Executive Presence, Personal Brand: Structure Your Narrative
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
ACPEN: The Controllership Series: The Controller's Role in Digital Transformation
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Webinar
1.40 Credits
Member Price: $39
Accounting Finance Information Technology AI and Digital Transformation
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Webinar
2.00 Credits
Member Price: $89
Auditing & Accounting Yellowbook Budget Process
ACPEN: Excelling at Excel: Tips, Tricks and Updates
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Webinar
2.00 Credits
Member Price: $89
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
ACPEN: Microsoft Excel: Moving Beyond the Basics
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Webinar
2.00 Credits
Member Price: $89
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
ACPEN: The Three Million Dollar Ribbon
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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
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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
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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Webinar
2.00 Credits
Member Price: $89
GETPIVOTDATA Text Files and Power Query Data Preparation PivotCharts