CPE + Events Catalog
Criminal Tax: How CPAs Bring Value to Defense Attorneys (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations. 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
Cash Management: Strategies for Long-Term Success (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
More Dates
ChatGPT and Complex Financial and HR Conversations (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The course also explores the use of ChatGPT in crafting clear, accurate, and empathetic responses to complex queries related to financial audits, tax planning, and employee benefits. It emphasizes the importance of balancing technical financial knowledge with effective communication skills to address diverse stakeholders' needs in various scenarios, from internal team discussions to client consultations. 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
Seeing Beyond the Numbers: Analysis for CFOs & Controllers (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. 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
Advanced Excel for Staff - Build Reports and Analyze Data (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. 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
Current Cybersecurity Risk Management Trends (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. 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
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational.
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
Surgent's Time Management for Professionals (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
More Dates
How AI Is Automating Internal Control (4 hours)
-
Online
4.0 Credits
Member Price: $149
See more dates
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. 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
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
Online
8.0 Credits
Member Price: $225
See more dates
In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often classified as "challenging," the course offers tax insights. From divorce and personal bankruptcy to intricate personal relationship matters, participants will equip themselves to adeptly guide clients through these challenging scenarios by understanding the tax implications. **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
Tax Power Ethics for Tax Professionals (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
Award winning discussion leader, former state accountancy board chair, and lifelong tax practitioner Mark Hugh will review ethics for tax professionals: the AICPA Code of Professional Conduct and interpretations; the Statements on Standards for Tax Services; tax preparer standards in the Internal Revenue Code; the rules for practice with and before the IRS, including IRS Circular 230; new developments; and discuss examples of best practices and case studies.
More Dates
Recruit. Retain. Engage. Mastering LinkedIn for HR Success (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement. 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
Financial Statement Fraud (2 hours)
-
Online
2.0 Credits
Member Price: $79
See more dates
One of the three major forms of occupational fraud, along with corruption and asset misappropriation, is financial statement fraud. From improper asset valuation to fictitious revenues, this course will review financial statement fraud red flags and examine real-life examples.
More Dates
Basic Individual Taxation Course (2 hours)
-
Online
2.0 Credits
Member Price: $89
See more dates
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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
Shortcuts that Excel Users Love (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! 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 Critical Conversations (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $99
See more dates
As uncomfortable as some conversations are, keeping your silence won't resolve the issue and may in fact add to it. No matter which side of the table you find yourself at in a "hard to have" talk, you can learn to benefit from the conversation. In the workshop, you'll learn how to recognize when a conversation becomes critical, how to plan effectively for the conversation, and which communications strategies can help you create a win/win outcome.
More Dates
The Role of Internal Audit in Enterprise-Wide Risk Management (4 hours)
-
Online
4.0 Credits
Member Price: $129
See more dates
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization, and ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk and uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
More Dates
Ethics: How to Run Your Business Well (2 hours) [NT]
-
Online
2.0 Credits
Member Price: $89
See more dates
Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations. Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence, and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally. We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore. We end with a Call to Action, so that you can put the lessons you learn into practice immediately. You'll leave with the tools to foster trust, build a thriving practice, and impress clients with the high standards of service you live by. Who knew an ethics webinar could be both practical and fun? 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
Risk Management Techniques and Tools (2 hours)
-
Online
2.0 Credits
Member Price: $125
See more dates
Identify and eliminate risk Understand how risk affects all areas of business-from hiring and onboarding to customer fulfillment and customer support, and everything in between. Gain the knowledge to make informed decisions about risk assessment. Understand the importance of fully integrating risk assessment techniques into other elements of enterprise risk management. Tools and techniques With the assistance of 17 tools and techniques, learn how to assess and manage risks in your organization. Compare SWOT analysis and PESTLE analysis in analyzing risks. Understand how enterprise risk management (ERM) can help protect and enhance stakeholder value. Learn how ERM can be used by businesses of all sizes.
More Dates
