CPE + Events Catalog
Key Tax Issues Facing Business & Industry (4 hours)
-
Online
4.0 Credits
Member Price: $129
See more dates
This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of the TCJA and other recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed. **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.
More Dates
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods (1 hour)
-
Online
1.0 Credits
Member Price: $39
See more dates
Managing expenses is a key for business success, and overhead costs play a pivotal role in realizing favorable profit margins. Almost all companies have some form of overhead consisting of specific categories of indirect expenses. The better organizations are able to manage overhead costs, the more competitive they are in the marketplace. It is incumbent in the Controller’s role to effectively manage, monitor and perform ongoing assessment of overhead costs, allocations and rates. Overhead refers to the ongoing business expenses not directly attributed to creating a product or service. A company must pay overhead on an ongoing basis, regardless of how much or how little the company sells. It is important for budgeting purposes but also for determining how much a company must charge for its products or services to make a profit. Overhead can be fixed, variable, or a hybrid of both. There are different categories of overhead, such as administrative overhead, which includes costs related to managing a business. In short, overhead is any expense incurred to support the business while not being directly related to a specific product or service.
More Dates
FASB Update and Review (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
Periodic FASB checkups are critical for accountants who deal with financial statements prepared in accordance with U.S. GAAP. This course introduces recent FASB pronouncements and revisits selected existing standards that are likely to be salient for private entities. This session also offers a preview of coming attractions by examining significant elements of the FASB's technical agenda.
More Dates
Introduction to Yellow Book (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS), commonly referred to as the "Yellow Book," involves additional reporting, ethics, and performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book and explores its relationship with the AICPA Code of Professional Conduct. Participants will gain an understanding of the unique CPE requirements for GAGAS engagements and review the Yellow Book standards for financial statement audits, with a focus on ethical principles and independence. This course is designed to equip professionals with the foundational knowledge needed to navigate the complexities of Yellow Book engagements effectively.
More Dates
How to Choose the Right Business Entity for Your Client (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
Tax rates, personal liability, operations - these are all factors to be weighed when advising clients about their choice of entity decision. This session provides a comparison of the multiple entity choices to start the discussion with clients and selecting the best tax efficient option for them. *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
More Dates
How to Audit Cash (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Management Fundamentals (4 hours) [NT]
-
Online
4.0 Credits
Member Price: $159
See more dates
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover. This program looks at management from a broad perspective and then drills down into key skills needed to manage effectively.
More Dates
Advanced Cybersecurity - Beyond the Basics (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Walter Haig's Business Financial Health Checkup
-
Online
8.0 Credits
Member Price: $239
See more dates
This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
What If Your Client Didn't Take Reasonable Compensation (1 hour)
-
Online
1.0 Credits
Member Price: $55
See more dates
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
AI Privacy, Security, and Compliance Masterclass (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Create Paginated Reports with Power BI Report Builder (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Form 7203 - How to Calculate Shareholder Basis (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
Starting with tax year 2021, Form 7203, S Corporation Shareholder Stock and Debt Basis Limitation, may be required to accompany shareholders’ Individual Income Tax Returns (Form 1040). This form is essential for reporting a shareholder's outside basis and debt basis to properly apply loss limitations under I.R.C. §461 and at-risk limitations. This course will provide a detailed overview of Form 7203, including its mechanics and strategies for completing it accurately. Additionally, strategies for reconstructing shareholder basis when it has not been maintained in the past will be discussed, helping practitioners handle these scenarios effectively. *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
More Dates
Mergers and Acquisitions: Complete Guide to Relevant Issues (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization. *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
More Dates
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance (3 hours)
-
Online
3.0 Credits
Member Price: $99
See more dates
This course provides a concise update on key changes in governmental auditing. We'll review the 2024 Yellow Book updates, including the shift from quality control to quality management, key audit matters, and implementation timelines. For Single Audits, we'll cover the 2024 Uniform Guidance updates, the 2025 Compliance Supplement, GAO reports on improper payments and fraud, the Financial Data Transparency Act (FDTA), and recent Department of Education guidance on related parties. Stay informed on critical standards and updates to ensure compliance and audit quality.
More Dates
Allison McLeod's Federal Tax Updates for Business Entities (4 hours)
-
Online
4.0 Credits
Member Price: $129
See more dates
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this four hour program in order to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **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.
More Dates
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
-
Online
8.0 Credits
Member Price: $300
See more dates
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs. **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
More Dates
Microsoft Outlook "Must Know" Email Tips (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Introduction to Governmental Budgeting (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include, the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year, and how long-term budgets fit in with the annual budget process.
More Dates
Retirement Planning: Next Stage for You or Your Client (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
