CPE Catalog & Events
Comprehensive Estate Planning: Administration & Postmortem Strategies
-
Webinar
8.00 Credits
Member Price: $225
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
Nonprofit Accounting and Financial Reporting Explained
-
Webinar
11.00 Credits
Member Price: $225
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
ACPEN Signature 2025: Not-for-Profit Accounting, Auditing & Tax Update
-
Webinar
6.00 Credits
Member Price: $250
Auditing Update Ethics and Environmental, Social, and Governance (ESG) Update FASB Update Not-for-Profit Tax Update
AHI: Level V - Advanced Management and Leadership Essentials
-
Webinar
16.00 Credits
Member Price: $480
What is Expected of the Manager & Senior Manager? Managing Self and Priorities Building Leadership Communication Skills Leading Others - Coaching and Developing Staff Helping Your Firm Grow
Create Paginated Reports with Power BI Report Builder
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
K2's Microsoft Teams
-
Webinar
4.00 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
The Controllership Series - The Future Role of the Controller Part 2
-
Webinar
1.50 Credits
Member Price: $59
Accounting and Finance
Global Internal Audit Standards (GIAS) Domain V - Part 2
-
Webinar
1.00 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
-
Webinar
1.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
K2's Office Scripts - The New Macros
-
Webinar
2.00 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
Microsoft Excel: Moving Beyond the Basics
-
Webinar
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
Bytes, Bias, and Balance: Data Ethics for Tech-Savvy Accountants
-
Webinar
2.00 Credits
Member Price: $79
AI Auditing & Accounting Yellowbook
Monthly Federal Tax Updates - December 2025
-
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
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
-
Webinar
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
State and Federal Ethics Considerations 25-26
-
Webinar
4.00 Credits
Member Price: $175
Statutory developments Key cases that impact your client Administrative and procedural developments Federal and state standards of tax practice Return preparer registration (state and federal) State and federal penalties that apply to tax practice Conflicts of interest related to flow-through entities Ethics issues related to operating a virtual tax practice Application of taxpayer privileges in tax practice Understand Due Diligence.
Depreciation and Capitalization Guide: Optimizing Business Assets
-
Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction Late bonus depreciation election Qualified improvement property
Advanced ChatGPT for Accountants
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Global Mobility from a Tax Perspective 25-26
-
Webinar
1.00 Credits
Member Price: $55
Effect of community property Application of treaties Federal income and estate tax California income tax
Combatting Sexual Harassment in the Workplace
-
Webinar
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Webinar
1.00 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid