CPE Catalog & Events
ACPEN: K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Webinar
2.00 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
ACPEN: Employees Today and Tomorrow: The ROI on Your People?
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Webinar
2.00 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
ACPEN: Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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Webinar
2.00 Credits
Member Price: $89
Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
K2's Mastering Advanced Excel Functions 26-27
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Webinar
4.00 Credits
Member Price: $175
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
Preparing Financial Statements for Clients 26-27
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Webinar
4.00 Credits
Member Price: $175
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
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Webinar
4.00 Credits
Member Price: $149
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
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Webinar
8.00 Credits
Member Price: $329
Create a collaborative environment Develop your team's skills Use feedback features to become a better writer Where organizations make pricing mistakes Why pricing must involve finance How finance can save the bottom line Be your bank's best customer Understand your bargaining position Negotiate your covenants effectively
ACPEN: Professional Skepticism for the Public Accountant
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Webinar
1.00 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses
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Webinar
1.00 Credits
Member Price: $39
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns
ACPEN: Revenue Recognition - Determine the Transaction Price - Part 1
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Managing Generational and Cultural Variances
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Webinar
1.60 Credits
Member Price: $79
Management Leadership Cultural Variances Generational Variances
ACPEN: Interview Techniques & Detecting Deception
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Webinar
2.00 Credits
Member Price: $89
Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview
ACPEN: Self-Rental Real Estate: Integrating the Passive Activity Rules with the Flow-Through Entity Deduction Rules
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Webinar
2.00 Credits
Member Price: $89
Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Self-rental property and ""former passive activities"" rules Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards
ACPEN: Accounting for Construction Contractors
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Webinar
2.00 Credits
Member Price: $89
Overview of FASB ASC 910 AICPA guidance for construction contractors Industry specific accounting considerations Revenue recognition methods Percentage of completion method Completed contract method Contract modifications Contract costs and allocation Complex accounting issues in construction
ACPEN: Internal Audit in The Future
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Webinar
2.00 Credits
Member Price: $99
Internal Audit IIA Standards Emerging Risks Technology
ACPEN: Introduction to Single Audit
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Webinar
2.00 Credits
Member Price: $89
Uniform Guidance requirements for Single Audits Performance and reporting standards unique to Single Audits Internal controls over compliance Structure and use of the Compliance Supplement Federal program compliance requirements Reporting considerations in a Single Audit
AI 101 for CPAs: Core Concepts and Practical Applications
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini workWhat inherent risks are associated with this powerful technologyActionable steps you can take to mitigate the risksPractical examples of how AI can be applied in accounting, auditing, tax, and finance services
Surgent's Lessons Learned from Successful Companies
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Webinar
2.00 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
ACPEN: Estate Planning Strategies: Advanced Techniques and Tools
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Webinar
8.00 Credits
Member Price: $250
Legislative and regulatory changes in estate and gift taxation Wealth transfer strategies under the new administration Charitable deduction planning and compliance requirements Advanced estate planning tools, including split-interest trusts Using closely held stock for charitable contributions Generation-skipping transfer tax planning Strategic use of life insurance in estate planning