CPE + Events Catalog
Big Picture Mega-Trends, Big Data, and World We Now Face (2 hours)
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Online
2.0 Credits
Member Price: $79
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It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.
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SECURE Act 2.0 and Updates (2025) (2 hours)
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Online
2.0 Credits
Member Price: $89
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After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Financial & Tax Accounting for S Corporations (4 hours)
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Online
4.0 Credits
Member Price: $129
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This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the AICPA "small" GAAP accounting standards. This course does not qualify for IRS credit.
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The Role of Internal Control in the Risk-Based Audit (4 hours)
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Online
4.0 Credits
Member Price: $129
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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.
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Ethical AI Practices for CPAs: Ensuring Responsible Use (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Professional Standards to Apply? (2
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Online
2.0 Credits
Member Price: $79
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Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk.
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AI Privacy, Security, and Compliance Masterclass (2 hours)
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Online
2.0 Credits
Member Price: $89
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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.
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Business Tax Update: Recent Developments (2 hours)
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Online
2.0 Credits
Member Price: $89
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A discussion of the latest 2024/25 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Key Tax Issues Facing Business & Industry (4 hours)
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Online
4.0 Credits
Member Price: $129
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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.
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Tech It to the Next Level: Slim Your Team for Max Efficiency (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Controllership Series - The Controller's Role in Pro Forma Financial Statements (1 hour)
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Online
1.0 Credits
Member Price: $39
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Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility.
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Revenue Recognition - Recognize Revenue (1 hour)
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Online
1.0 Credits
Member Price: $39
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This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: • Determining if a Performance Obligation is satisfied over time • Identifying indicators of transfer of control of good/services • Utilizing input and output methods to measure progress of revenue recognition • Understanding stand-ready obligations and how to apply discounts
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Internal Controls That May Have Prevented Fraud (2 hours)
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Online
2.0 Credits
Member Price: $79
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This course examines 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' ability to accomplish their nefarious acts.
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Partnership & S Corporations: How to Calculate Basis (4 hours)
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Online
4.0 Credits
Member Price: $129
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The IRS has recently increased the pressure on how to calculate and report partner and shareholder basis. Changes in the forms reflect these developments. This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest and S corporation shareholder shares and loans. How to use the Form 1065, Schedule K-1 and Form 1120S, Schedule K-1 information for basis determination. Illustrated examples with filled in forms will demonstrate how the process works and their many potential pitfalls. *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
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Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds (1 hour)
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Online
1.0 Credits
Member Price: $39
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Obligating Coronavirus State and Local Fiscal Recovery Funds (SLFRF) by December 31, 2024 is essential to ensure a recipient does not have to return funds to the Treasury. There are a number of requirements to properly obligate SLFRF funds and opportunities to make changes to projects after the obligation deadline. In this course, we will define what an obligation is under SLFRF, review guidance from the Treasury, learn how to meet the SLFRF obligation deadline in multiple areas, and identify when changes can be made to estimates, contracts, and subawards after the obligation deadline.
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Ethical Considerations of the New AICPA SSTS Rules (2 hours)
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Online
2.0 Credits
Member Price: $89
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The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Mission-Critical Leadership: How Smart Managers Lead Well in All Directions (2 hours) [NT]
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Online
2.0 Credits
Member Price: $79
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Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
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Supervision/Management Competencies: An Ethical Approach (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest (2 hours)
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Online
2.0 Credits
Member Price: $99
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Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis of partnership assets. We will then examine those tricky look-through provisions on the sale of a partnership interest in order to properly calculate the tax implications.
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Financial Reporting Fundamentals 25-26
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Online
8.0 Credits
Member Price: $329
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Gain the knowledge to read and understand the differences between IFRS and US GAAP financial reports. A recent IFRS Foundation survey found that 167 jurisdictions now require the use of IFRS Accounting Standards for all or most publicly listed companies, while 12 jurisdictions permit its use. With this global acceptance, and as more than 1,000 foreign companies are reporting to the SEC using IFRS, learn how to read and understand the differences between US GAAP and IFRS financial reports. Attendees will examine an IFRS financial report and a US GAAP financial report, outlining essential distinctions between the US GAAP and IFRS reports.
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