CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.
Passive Activities & Rental Real Estate Income Tax Issues
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Online
8.0 Credits
Member Price: $300
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This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law and regulations applicable to passive activities under IRC §469 and how and when the 3.8% net investment income tax under §1411 applies. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
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S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
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Online
8.0 Credits
Member Price: $300
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This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K-1 and how these items affect the shareholder’s Federal individual income tax return. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
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ACPEN Signature 2026: Governmental Accounting & Auditing Update
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Online
8.0 Credits
Member Price: $250
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Stay up-to-date on rapidly changing developments by participating in the 2026 Governmental Accounting and Auditing Update! Take advantage of this opportunity to find out about breaking government issues. This is your opportunity to hear about the latest challenges facing state and local governments and practitioners who work with them and audit them, presented by leading experts on governmental accounting and auditing, both those who work in the trenches and those from the regulatory world. With all of the fiscal, regulatory, and new standards challenges facing governments and their auditors, it is important to keep current on critical issues and developments. From a governmental accounting, auditing, and compliance perspective, 2026 will be a critical year for addressing the complex federal and local funding and audit challenges as well as focusing on implementing new standards and requirements! Plus, it is imperative that you start planning for the significant changes coming in 2026 and beyond! Exciting new topics this year include focused discussions on addressing the new GASB pronouncement on subsequent events, implementation issues on pronouncements becoming effective on financial model improvements and capital asset disclosures, artificial intelligence and governments, and current issues! For Single Audits, the ACPEN panel will cover topics that are relevant to single audits being performed NOW. Following current developments and using the most recent guidance is critical to conducting quality single audits. Hear the details on the latest single audit issues including implementation issues relating to the Uniform Guidance (April 2024 Revision); the most recent OMB Compliance Supplement; significant changes in the AICPA’s Audit Guide, Government Accounting Standards and Single Audits; and the latest audit quality findings relating to single audits. It is critical that auditors understand how requirements have changed and be ready to effectively implement them in their single audit engagements. You’ll receive an update on the most recent accounting and auditing developments affecting governments and government auditors. This includes Single Audit issues, AICPA and Yellow Book issues, new and recently effective GASB pronouncements, audit issues, and a look at what’s on the horizon. Join ACPEN’s panel of experts as they discuss not only the technical requirements of new standards, but also the key implementation issues that must be addressed by auditors and their governmental clients! Benefit from their experience and insights from many perspectives, as well as their long experience in governmental accounting and auditing. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Spring Tax Update with Steve Dilley
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Online
8.0 Credits
Member Price: $239
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This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Assessing the Risk of Fraud in a Financial Statement Audit
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Online
8.0 Credits
Member Price: $279
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From Enron and WorldCom in the early 2000s to Wirecard and FTX in recent years, the risk of fraud in an audit remains high, and the potential loss to the public has only increased. The Association of Certified Fraud Examiners (ACFE) annual reports find that fraud is potentially lurking in all businesses, including not-for-profit organizations. It often goes undetected for years, and, when uncovered, management and the board may question why an auditor did not identify it - even though most corporate frauds are identified by internal personnel. Still, the auditor's responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud (or error). However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as a lack of segregation of duties, can leave a firm vulnerable. This course will discuss the audit procedures that should be performed in accordance with AU-C §240, Consideration of Fraud in a Financial Statement Audit, as recently amended; best practices in performing fraud risk assessment procedures; when and how to report control deficiencies noted in an audit; and the most frequent types of fraud found in small to mid-sized entities along with internal controls that could be implemented to help prevent and detect them. We will also look at various cyber fraud schemes and how they might be prevented or detected, the use of analytics as fraud risk procedures, and assessments of fraud risk in a Single Audit. Fraud is now more complicated than ever. From deepfakes to complex denial-of-service attacks, auditors have more to consider in their risk assessment than they did even five years ago. This course features case studies and detailed illustrations to help auditors know what to look for and how to respond to potential fraud in their audits.
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Unleashing Creativity in the Workplace (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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In today's fast-paced and competitive business landscape, the ability to foster creativity is more crucial than ever. Unleashing Creativity in the Workplace is a CEU course designed for HR professionals who are eager to cultivate an environment where creativity drives productivity, innovation, and engagement. Through this course, you will learn how to leverage creativity to enhance individual, team, and organizational performance-ultimately achieving your company’s goals faster and more efficiently. Christine Wilson, a counselor turned coach and the creator of the Think Time planner, will guide you through a comprehensive approach to fostering creativity and innovation in your organization. Whether you're looking to inspire new ideas, improve employee engagement, or create a culture of innovation, this course offers actionable strategies and insights to help you unlock the full potential of your workforce.
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Analyzing Financial Statements (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Optimize Your Staff's Performance (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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A chain is only as strong as its weakest link. The same theory applies to departmental performance—the overall result is only as strong as its weakest contributor. Leave our interactive and entertaining session with insight for developing and sustaining the best team you can possibly assemble. The four elements in this process are (1) development, (2) leadership, (3) hiring and (4) environment. Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success and the negative impact of Leadership’s Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output and results.
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Resistance to Resilience: Strive for Tech Change Acceptance (1 hour)
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Online
1.0 Credits
Member Price: $55
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Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Defining Lines: Advanced Professional Boundaries (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This is a specialized course designed for experienced accounting professionals who are looking to strengthen their interpersonal and professional skills in maintaining appropriate boundaries within and beyond the workplace. This course delves deep into the complexities of workplace relationships, personal practices, & ethical dilemmas, providing participants with advanced strategies to effectively manage professional distances and avoid problematic conflicts of all kinds. Through interactive sessions, case studies, and expert guidance, attendees will learn how to navigate sensitive situations with tact and integrity, ensuring that their professional conduct remains impeccable, and their careers continue to thrive in an increasingly complex business environment.
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Accounting & Attestation for ESG (2 hours)
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Online
2.0 Credits
Member Price: $89
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Environmental, Social, and Governance (ESG) reporting has become an increasingly important area of focus for standard setters, regulators, and stakeholders. This course provides an overview of how ESG considerations intersect with accounting and attestation services, with attention to developments affecting both preparers and assurance providers. Participants will review current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. The course also explores the types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements, and discusses how these engagements differ in scope and responsibility. Designed for CPAs seeking to understand the evolving ESG landscape, this course helps participants recognize where ESG fits within existing professional standards and how CPAs can support organizations seeking credibility and assurance over ESG information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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AI - It’s Here and It’s Time to Get On Board 26-27 [NT]
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Online
8.0 Credits
Member Price: $329
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Since the late 1970's or early 1980's computers and the applications that run upon them have been changing the way we live and conduct business at a very rapid rate. The latest significant technological advance is Artificial Intelligence. Like anything new and different, AI is exciting and a bit scary. However, it is quite probably going to cause more change and upheaval than any new tool in recent memory, which makes it even more thrilling and more frightening. In this session we unpack what AI is, what it can currently do, and what it is expected to be able to do moving forward. We will demonstrate how it is used for business and in other areas of life. Our goal is to show participants why Artificial Intelligence is so important and to provide greater understanding of what it is and how it works so it is less intimidating. We hope you will join us!
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Partnership & LLC (Form 1065) – Formation to Liquidation
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Online
8.0 Credits
Member Price: $300
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With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a partnership/LLC course focusing on the hottest tax topics and most frequently encountered issues. This case driven course will deal with both partnership/LLC and partner/member developments addressing the most common, yet complex Federal partnership/LLC issues and problems. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
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Fundamentals of Form 1040 -- Individual (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Corporate Finance Technology Selection: Practical Frameworks (1 hour)
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Online
1.0 Credits
Member Price: $55
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Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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S Corporations: How to Calculate Shareholder Basis (2 hours)
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Online
2.0 Credits
Member Price: $89
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A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans, with a focus on how to use Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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Taxation of Non-fungible Tokens (NFTs) (2 hours)
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Online
2.0 Credits
Member Price: $89
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Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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The Art of Engaging in Difficult Conversations (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Achieving Balance in Work and Life - Part 2 (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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In trying to achieve life balance, various internal and external obstacles arise. In this course we will look at these obstacles and provide specific ways to overcome them. In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of happiness, and your physical health and leisure time pursuits. You will leave this course with powerful methods and a specific plan to move forward in your life in a balanced, healthy, and productive manner. Don't forget to take Part 1 of this amazing course.
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Finding the Right Fit: An Exploration Financial Reporting Options for SMEs (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course is designed for accounting and finance professionals who desire financial reporting flexibility for small- and medium-sized entities (SMEs). We examine special-purpose frameworks (SPFs) that may offer simplification while enhancing the usefulness of financial reporting for SMEs. Our discussion offers practical ways to align financial reporting with the decision-making needs of users and other stakeholders. Real-world examples and case discussions will help attendees confidently prepare, review, and interpret SMEs’ financial statements.