CPE + Events Catalog

This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Auditing Inventory - Performing Required Observations and Other Common Procedures will primarily focus on performing the inventory observation, while introducing other risk concepts related to inventory. Assets classified as inventory varies widely with the nature of the entity and industry. Depending on the complexity of the inventory and the related pricing model, risk of material misstatement will vary widely as well. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for auditing inventory. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.

This webcast covers workbook design principles to help you build reliable recurring-use workbooks, as well as workbook and worksheet organization ideas.

Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.

Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. 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 will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. 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 provides an in-depth exploration of Form 1120S, the tax return form used by S corporations. Students will learn the intricacies of preparing and analyzing this form, including how to determine the taxable income of the S corporation, how to properly report and allocate income, deductions, and credits, and how to calculate the shareholder's basis in the S corporation. **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 course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization’s ongoing viability. This course takes a look at some of the typical objectives involved in Cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization.   

Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.

An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA. 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 is a continuation of our series on preparing to become a forensic accountant. Within this segment we focus on elements of computer forensics. This session is designed to delve into further investigative procedures used in computer forensics.  

The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

These are uncertain times. With constant economic fluctuation, geopolitical uncertainty and inflation pressures, corporations and their professionals are facing challenges at every turn. The Controllership function is accustomed to dealing with changing variables but when the change is constant and every evolving, even the simplest of tasks like cash flow and cash forecasting can become difficult.  This webinar is to focus on what methods the controller can elicit to attempt to address the current uncertainty when working with their cash flow issues and forecasting. Of course, there are basic measures that can be employed such as: Proactively managing receivables and payables Automate your accounts payable and receivables process Keep business expenses at a minimum Work with digital methods of payment from vendors Use credit wisely However, this webinar will explore methods used to create and manage your cash flow and forecasting processes. These methods go one-step past your typical forecasting to enable management to explore various alternatives and scenarios for the business.

Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. 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.

This webcast opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer and will absolutely improve efficiency in your reporting workbooks.

Unlike technologies we use every day, many currently emerging technologies can change how we work in the future. This session covers an assortment of technologies nearing mainstream adoption and helps you understand what they do, how they work, and some of the potential risks and rewards they offer. Attend this course, and learn the basics of blockchain, cryptocurrencies, big data, artificial intelligence, and machine learn.

A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider 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.