CPE Catalog & Events

Unlock the full potential of your data with PivotTables PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can: Customize PivotTable options Execute advanced calculations Create insightful reports Moving beyond formula-based reports By delving into more advanced techniques for using PivotTables, you'll learn how to replace formula-based reports by: Incorporating multiple fields into the Values area Performing custom calculations using calculated fields and items Setting up PivotTable options to create sophisticated reports *Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.*

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Thanks to the One Big Beautiful Bill Act (OBBBA) passed in 2025, 100% bonus depreciation is now permanently available for new and used assets. OBBBA has restored 100% bonus depreciation and increased the depreciation that can be taken under Section 179. OBBBA also provided a new, important depreciation topic — qualified production property. These topics, covered extensively in the program, are vital for tax practitioners advising business taxpayers.

The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.

Introduction to Amplified Management Practice (AMP) is a high-impact, 120-minute crash course designed for leaders tired of juggling chaos, burnout, and broken systems. Whether you're an HR professional, executive, or manager, this session equips you with a practical, repeatable framework to lead with clarity, align your team with purpose, and build momentum without losing your mind, through the core AMP mindsets—Respect, Curiosity, Transparency, and Stewardship—and its three pillars—Vitalizing, Conducting, and Reinforcing—you’ll learn how to connect customer needs, strategy, and operations while inspiring innovation and meaningful change. Perfect for busy professionals, this course delivers quick wins and lasting impact, helping you lead smarter, not harder.

In a competitive economy, CPA's  and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.

Staff accountants often face unique challenges when working with Excel, and their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap and empower you with the essential skills to maximize efficiency and accuracy. Participate in this dynamic and engaging session, and you will learn how to: •    Summarize data quickly and accurately •    Generate stunning, professional reports •    Create essential accounting calculations for depreciation, amortization, and interest We start with a quick overview of Excel best practices and dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting, and working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a "laptop-friendly" environment with access to all demonstration files. This seminar is a must for all staff accountants eager to enhance their Excel skills and transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise and take the first step towards mastering Excel today!

Metrics Management is a four-part series that answers the measurement, accountability, and performance of our strategies and financials.       The titles include: Metrics Management – Linking Strategy to Performance Description – Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no “perfect” metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Metrics Management – Selecting the Right KPIs Description – Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining. ____________________________________________________________________________________________________________________________ Metrics Management – Measuring Performance in the Real World Description – Designing metrics is only half the challenge—making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers, and service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges, and benchmarking. Case discussions illustrate how better information leads to better decisions and improved performance. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Metrics Management – Dashboards, Performance Tools, and Open-Book Management Description – Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

This ACPEN Signature course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth analysis of the SSARS and will provide practice tips that will assist you in performing profitable standard-compliant engagements. The program also includes an ethics update, discussion of new Quality Management standards, and insights into emerging accounting and review hot topics impacting practitioners.  

Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.

Enterprise Risk Management for SMEs

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.  

Trust is essential, because without trust, there can be no teamwork.  Trust is like oxygen, when it is gone - we suffocate.  This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization. 

Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learn the history of medical plans and how the American health insurance system developed into it's current state. This section will help HR and Finance professionals actually understand the mechanisms behind traditional fully insured plans and their self funded plan counterparts. It will also introduce some key concepts around Stop Loss, Third Party Administration, and Medical Plan Underwriting

Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.

This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given.

This is a specialized course designed for experienced accounting professionals who are looking to strengthen their interpersonal and professional skills in maintaining appropriate boundaries within and beyond the workplace. This course delves deep into the complexities of workplace relationships, personal practices, & ethical dilemmas, providing participants with advanced strategies to effectively manage professional distances and avoid problematic conflicts of all kinds. Through interactive sessions, case studies, and expert guidance, attendees will learn how to navigate sensitive situations with tact and integrity, ensuring that their professional conduct remains impeccable, and their careers continue to thrive in an increasingly complex business environment.

Do you get bored with similar rubrics’ cube COSO risk model courses?  They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.