CPE Catalog & Events

Performance Management is about getting the best out of everyone. It's about setting the stage so staff can excel as an individual and as a team member. It's about knowing what to say, how to say it, and when to say it to inspire and elevate staff performance. For staff to hear, understand, and act on performance feedback they have to trust the person delivering the feedback. The feedback must be constructive, useful, and implementable. And surprisingly, the performance management process is as much about listening as it is about delivering feedback. 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 will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax season. **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.

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing your client's tax return. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information.

Business intelligence efforts continue to grow, and Microsoft’s Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.

Do you often hear people complaining about coworkers or other departments? Do you have talented people with the right skills who struggle to collaborate and cooperate as a team? You’re not alone. This can be a common situation when people’s values, beliefs and their approach to solving problems differ. The key is to help everyone understand that our differences aren't bad – they’re interesting and extremely valuable.  In this course, Tina guides you through tools and activities you can use to help your people (and yourself) broaden their perspective so they can more easily cooperate, collaborate, and communicate with the people around them. This program explores ways to help them connect, from personality assessments to team building activities. When coworkers or team-members understand each other better, it's easier to appreciate their differences.  

This program provides in-depth coverage of SAS 145, a major standard that helps auditors enhance risk assessment procedures through improved techniques for identifying and assessing risks of material misstatement. This session is essential for CPAs that perform audits. The discussion will also be insightful for auditees and other professionals who want to maintain awareness of current auditing guidance.

This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns.    **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.

Developments in U.S. federal tax In this Tax Rewind quarterly, join Art Auerbach, CPA, CGMA, to discuss the latest U.S. federal tax and its impacts on individuals and businesses. Art will also cover: - Tax planning strategies - Legislative changes - The latest IRS tax practices and procedures

Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey's company employed more than 100 people and generated more than $20 million in annual revenues. With a company of that size, Casey relied upon advice from his bookkeeper when filling out financial documents. As a result of representations he made on bank statements and loan documents, authorities charged Casey with criminal behavior related to PPP loan fraud. What should an accounting professional learn from Casey's story? Stay tuned to find out! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels. In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

A multitude of tax changes have are currently taking place, challenging tax practitioner to stay well-informed. This 4 hour program will cover tax developments specific to business, including new court decisions, recent IRS publications, and the latest tax legislation that will impact individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.  **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.  

CPAs often face difficult, unusual, and challenging situations when dealing with clients, employers, and regulatory authorities.  The objective of this course is to remind you that a framework exists that you can refer to for guidance to determine the expectations for your behavior as a Florida CPA.  That framework is based on the Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct.  Through interactive dialogue and discussion we will focus on the application of specific rules and requirements within that framework and recent trends in business and professional ethics.  This course is especially designed for CPAs working in Industry and fulfills the biennial ethics requirements for Florida CPAs. If you are attending the Industry Insights Conference 2025, please register for Ethics as part of your IIC registration. IIC Registration Page

Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has client relationship or prospecting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Although organizations are trying to create and manage diverse and inclusive workplaces, many are not aware of some of the best practices and simple strategies they can incorporate to promote such an environment. We are currently living in unprecedented times. Division, bias, and exclusion, based on factors associated with social injustice and a general lack of appreciation for diversity, seems to have become our current societal norm. With the high stress and anxiety created by these current trends in society, it is even more important for organizations to provide a safe space for their employees where there is a genuine sense of belonging and fair access to opportunity. The goal of this course is to outline the relationship between diversity and inclusion, while providing very practical strategies for HR Professionals in their role to promote a culture of diversity and inclusion in the workplace.  

The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback   This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.

If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. 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 will address the important provisions, rules and concepts related to business tax returns.  **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.

Stay current on FASB's activities, save time reading numerous email summaries, and receive summarized news in one session with CPE credit. This course delivers an overview of Accounting Standards Updates (ASU) released over the past three months (up to the course delivery date) and addresses proposed ASUs issued and the deadline for comments. The course also covers changes to the FASB Workplan.

Do you ever get tired of other people's complaining and negativity? How can you stay calm, upbeat, and motivated despite other people’s grumpiness, rudeness, or pessimism? This program is all about helping you be your best. Even though you may not be able to change your colleagues, customers, or even your boss, you can reduce your stress and frustration by changing how you respond. Staying positive and calm is easier when you learn how to build your immunity. This course teaches you Tina’s proprietary five-step “Immunity to Negativity Formula™”. You’ll learn simple techniques for staying calm and choosing to respond as your best self. This is a key skill you can build for yourself so you can enjoy less stress and frustration. You can even teach others so they can improve customer service, teamwork, and relationships within your company.