CPE + Events Catalog

Microsoft Teams is one of the most exciting personal and organizationally productivity tools to ever appear on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few clicks of the mouse. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle with deploying and using Teams.  In this session, you will learn how you can get up and running quickly in Teams so that you can take full advantage of this powerful tool. More specifically, you will learn how you can get started in Teams and critical decisions that will affect your deployment. Also, you will learn how to work in Teams, including how to take advantage of the chat, voice, and video call services and how to share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how you can add other applications into Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!

This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

AICPAs Code of Professional Conduct - Exploring the Foundational Principles Underlying the CPA Profession as a whole will provide an overview of the basic principles of the AICPA's Code of Professional Conduct with practical implementation examples. CPAs must seamlessly transition to a profession that relies heavily on conformance with technical and ethical standards. It is critical for CPAs to seek to serve the public interest with a strong sense of character, integrity, competence, and due professional care. In addition, CPAs must appropriately safeguard any threats to independence and objectivity. Note: This course is recommended as a part of a 16-hour audit skills curriculum for beginning auditors, while it is also appropriate for anyone who has public accounting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Fraud in the workplace is not new, however, statistics show that the number of instances of internally actuated fraud schemes is increasing. Additionally, because of all the changes that have come about due to recent upheaval, fraud risk is at an all-time high. This session starts by reviewing the many reasons that fraud occurs; it then looks at ways to detect internal fraud and finally explores control measures that can help to reduce fraud risk. Those that take the class will learn just how invasive and damaging internal fraud can be. They will also know ways to detect and thwart fraudulent activity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course explores the increasingly complex features of Excel that facilitate efficient data analysis.  We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information and dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel.  Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.

This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. **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.

Isn’t it time you learned about PivotTables – Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.

This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs.  Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. **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.

This session will identify the progress of the AICPA Enhancing Audit Quality Initiative and evaluate whether audit quality is improving. Analyze the trends that are contributing to audit quality and recall the major issues identified and the related resources issued by the AICPA to improve practice quality. This session will also analyze the AICPA's new Statements on Quality Management Standards (SQMS). It will identify the related implementation challenges and timing and evaluate the potential impact on peer review. Learn about AICPA resources for SQMS implementation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude of tips and tricks to reduce time spent processing emails. We will cover every feature available in Outlook to streamline and automate your email processing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

The course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier and faster, improve your research tactics as a trusted business advisor, slice through the endless online static and distractions, and interpret search results related to accounting in their proper context. You'll walk away with scores of practical and proven online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee's investment and connection to their place of work. For all the HGTV lovers out there, this session mirrors a television show where an individual/family must decide if they want to stay in their current home (after renovations and home improvements) or move to a new space. This webinar title seems apt in describing the current issues around engagement and retention. When an employee chooses to "love it" or stay with their current employer, it typically means they are engaged in their work and they feel seen, heard and valued- they are content. Conversely, the notion of "leaving it" typically symbolizes an employee who cannot wait to get out of their current job. These employees often have negative attitudes and/or behaviors at work. The purpose of this webinar is to recognize the significance of attracting and retaining employees, building your brand as an employer of choice and developing a culture where individual employees feel valued, cared for and ultimately engaged, all though an ethical lens. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Professional Skepticism - Creating a Mindset for Finding Fraud and Error is a critical skill for audit and other attest services. The public places a high value on assurance services provided by an external public accountant, as the CPA's involvement directly enhances the degree of confidence intended users can place on the financial statements to make economic decisions. A proper mindset, including professional skepticism, is a critical feature of a high-quality audit or other attest service. Professional skepticism is an essential attitude that enhances the ability to identify and respond to conditions that may indicate possible material misstatement, whether due to fraud or error. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program explores the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. We offer practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers, with particular emphasis on internal controls of small-to-medium clients.

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.

Isn’t it time you learned how to take advantage of critical features available in your Microsoft 365/Office 365 subscription? In this session, you will learn to use tools such as Teams, Planner, Power Automate, and others to enhance productivity and efficiency.

Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program addresses the many issues impacting CPA practice with a world in crisis.  The unique challenges facing practitioners are related through actual practice situations – and then analyzed for their ethical implications. Based on real life experiences. **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.

Did you know that simply by utilizing the built-in headings found under Styles in Microsoft Word you can create an automatic table of contents that can be updated in a matter of seconds if the body of the document changes? Did you know that Word can be used to open, edit, and re-save PDF documents? How about the fact that by using the Insert Caption tool in conjunction with the Cross-Reference feature, users can rid themselves of the need to manually renumber figures, tables or illustrations and will not even need to update references to these in the document text? This material shows tools and features that are easy to understand and use, will save time, and add consistency to documents. Participants in this session will come away knowing the power of Microsoft Word; this knowledge will benefit them greatly! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.