CPE + Events Catalog

For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it’s a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management. This offering is more than just a learning experience; it’s an investment in one’s professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age. **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.

The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take monthly. We'll show you what to do in your QuickBooks Pro, Premier, or Enterprise as well as learn what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Staff accountants have specific needs when working with Excel – needs that are often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically pleasing reports, and create accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills they need to maximize their efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.  

*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for beginning auditors and attest providers, while it is also appropriate for anyone who has assurance responsibilities under the SSARS. This series covers the fundamentals of auditing, including internal controls, auditing cash, and discovering fraud.

*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has audit or attest engagement responsibilities. This series covers intermediate audit skills, internal controls, and analytical procedures.

*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for supervisory and managerial auditors, while it is also appropriate for anyone who has responsibilities by finding creative audit solutions. This series covers critical audit skills including fraud trends, designing internal controls, as well as management skills for coaching staff on conducting thorough audits.

*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for experienced staff, while it is also appropriate for anyone who has the need to better understand how to link risk assessments to the detailed audit plan. This series covers common risks, as well as analytical procedures, sampling, and proper reporting methods during an audit.

Business professionals can automate data collection processes by using today’s electronic forms. Learn about these tools and how to deploy them in this session.

Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Managerial accounting provides economic and financial information for managers and other internal users. Managerial and Financial Accounting have similarities and differences. Each field of accounting deals with the economic events of a business. Both managerial and financial accounting require that a company’s economic events be quantified and communicated to interested parties. This another course in our series on the controller’s role. The controller’s role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting and the basic concepts that surround this discipline as it primarily relates to cost accounting issues.  

Integrating functions into your spreadsheets not only improves efficiency, it also makes your task easier to execute. Join us for this webcast to learn about Logical, Information and Lookup and Reference functions in Excel.

This course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. The practitioner will be helped to understand when a taxable transaction has occurred and what reports to file to satisfy IRS requirements. We will also identify tax traps for the unwary. This information is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses that use or invest in cryptocurrency. All in-house and public practice professionals involved with tax compliance and planning will benefit from this timely and insightful seminar. 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 perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements, and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!

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.  

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.

*** This subscription includes two individual sessions for a total of 4 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** Managing projects happens every day in accounting firms, but few people are educated on the principles from the field of project management. Take advantage of this project management subscription to learn best practices and then apply the lessons to enhancing ongoing client engagements. Sign up for both webinars and save 20% while having the flexibility to choose the date and time that works best for you! Leverage tips that lead project managers to achieving higher project success rates.

*** This subscription includes three individual sessions for a total of 6 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the three courses runs live throughout the year beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** No matter what your role is in an organization, your ability to collaborate and develop others is key to the scalability of your practice. In this year's Talent Development subscription, you can learn how to: Be a more powerful and effective delegator, Develop a culture of ownership and accountability, Deliver transformative feedback. By learning and practicing these skills you not only develop yourself, but you build a stronger, more confident team. Take advantage of this subscription to save 20% off each webinar and choose the session dates that work best for you!

*** This subscription includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the four courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of an 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. This series covers advanced management skills and proper engagement techniques to deliver success for your team.

*** This subscription includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the four courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This series is comprised of the most practical fraud investigation courses you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. Each course is a stand-alone class that may be taken individually, but for comprehensive instruction on completing a fraud investigation from start to finish, take all four.