CPE Catalog & Events
ACPEN: Group Audits: Who is Responsible for What?
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Online
2.0 Credits
Member Price: $89
Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor and component auditor, including implementation of SAS No. 149 relate to group audits.
Money Laundering Awareness for Accountants
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Online
2.0 Credits
Member Price: $89
*** This is not a Florida-approved Ethics course***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.
K2's Case Studies In Fraud And Technology Controls 26-27
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Online
4.0 Credits
Member Price: $175
The fraud epidemic persists, resulting in billions of dollars in annual losses. Participate in this session to learn how most fraud occurs and what controls you should implement to reduce fraud risks.
ACPEN: Optimize Your Staff's Performance
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Online
4.0 Credits
Member Price: $149
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.
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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Online
6.0 Credits
Member Price: $259
This 6-hour program covers recent promulgations of the FASB and AICPA with broad applicability. In addition, the course includes the 2-hour Tax Basis Financial Statements, and 2-hour SSARS Highlight Reel, programs available as stand-alone courses.
Estate Planning: A Comprehensive Overview 26-27
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Online
8.0 Credits
Member Price: $329
To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.
IRAs—Traditional, Roth, SEP & SIMPLE 26-27
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Online
8.0 Credits
Member Price: $329
This comprehensive training is designed to get you quickly up to speed with the different types of Individual Retirement Accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the Health Savings Account (HSA) as well as any newly enacted tax legislation related to IRAs.
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.0 Credits
Member Price: $89
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.0 Credits
Member Price: $39
This is a continuing part of our series on forensic accounting. Within this segment we discuss the concepts that are part of computer forensics known as cryptology. The term cryptography is from Ancient Greek and means “hidden secret”. It is the practice and study of techniques for secure communications in the presence of adversarial behavior. Cryptography is about constructing and analyzing protocols that prevent third parties or the public from reading private messages. Cryptography starts with secrets. Various aspects in information security such as data confidentiality, data integrity, authentication and non-repudiation (where a statement’s author cannot successfully dispute its authorship) are central to modern cryptography.
ACPEN: What Is Your Brand Reputation?
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Online
1.0 Credits
Member Price: $39
What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust, and are known amongst your colleagues are all critical components of your future success. In this workshop Michelle Tillis Lederman, CEO and Founder of Executive Essentials, will discuss how to determine you brand attributes, demonstrate the nuances of body language on your professional presence, and discuss how to strengthen trust and the lasting impressions you make on your network, expanding upon lessons from her books The Connectors; Advantage and The 11 Laws of Likability.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.0 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: The Future of Work - Building a New Model of Work
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Online
1.0 Credits
Member Price: $39
Most of the models of work that we use today were not built for the pace of change and the dynamism of work today. In this course, you will learn how so many models we use at work are fundamentally broken and no longer useful. Models that rely on people staying a long time in a firm are no longer helpful in a reality where employees are staying for increasingly shorter periods with their employers. This course will reveal how so much of the architecture of work was not built with short tenure in mind: career paths, compensation, and retention objectives.
ACPEN: The Controllership Series: The Controllers Role in Internal Controls
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Online
1.5 Credits
Member Price: $79
This course in part of our series on the Controllership Role. Internal control is relevant to everyone in the workplace. It represents our moral responsibility to understand and comply with organization policies and procedures. It also provides the means to hold individuals accountable for their work. The controller is an impactful position that affects a company's processes including financial, compliance and operational. Controller functions vary across companies often following the size and complexity of the business and the industry. Smaller companies require more versatility for the controller Larger companies are more able to segregate job responsibilities across other employees. The controller should be knowledgeable of the various controls to create a control system that will appropriately safeguard company assets and processes. Internal controls are typically comprised of control activities such as authorization, documentation, reconciliation, security and segregation of duties.
ACPEN: The Controllership Series: The Controller's Role in Debt Management
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Online
1.5 Credits
Member Price: $79
Debt Management: Debt management often involves administering loan agreements and ensuring bank compliance. Compliance: Controllers help ensure compliance with federal and local laws, provisions, and financial regulations.
ACPEN: IFRS vs. US GAAP - Major Accounting Differences
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Online
2.0 Credits
Member Price: $89
Whether a financial statement preparer or user is more familiar with IFRS or U.S. GAAP, it is important to be familiar with the important differences between the two financial reporting frameworks. This course will highlight some of the more significant differences between the standards.
ACPEN: Microsoft Excel: Moving Beyond the Basics
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Online
2.0 Credits
Member Price: $89
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.
ACPEN: K2’s Eight Awesome PivotTable Features
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Online
2.0 Credits
Member Price: $89
Unlock the full potential of Excel's most powerful feature-PivotTables! While many users rely on them daily, few tap into the advanced capabilities that can transform data into dynamic insights. Join us for an eye-opening session where you'll discover eight game-changing PivotTable techniques that go far beyond the basics. From custom calculations and KPI integration to multi-source consolidation and advanced reporting tricks, we'll show you how to elevate your analytics and impress stakeholders. Whether you're a seasoned Excel user or just getting started, this session will equip you with the tools to turn ordinary PivotTables into extraordinary decision-making engines. Don't just use PivotTables-master them!
ACPEN: Failure to Detect Fraud and the Reasons Why
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Online
2.0 Credits
Member Price: $89
SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven’t been trained to look for it and two, they don’t know what it looks like. I would like to add a third reason: they don’t want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where and how to look for them and what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client’s operation. What is an indicator in one client’s operation may be business as usual in another, and you have to know the difference. After viewing this program, chances are you will never look at your client the same way!
Balance Sheet Management: The Least Understood Risk” 26-27
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Online
4.0 Credits
Member Price: $99
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity" What are the key considerations and the advantages of each" What is the cost of capital" What are the "hidden" balance sheet risks" We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.
ACPEN: The Yellow Book: From Beginning to End
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Online
8.0 Credits
Member Price: $250
A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.” The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits.