CPE Catalog & Events

The first half of this course will help you gain an invaluable skill set to advance your career by learning how to design and apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct and indirect manufacturing costs for each product, link direct costs to their base drivers, and recognize fluctuating variable and semi-fixed costs that are actually direct in nature. You’ll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable, and apply budgeting techniques to establish accurate standard costs. The second half will help you enhance your career with an invaluable skill set in cost accounting. This program presents a comprehensive cost system based on a real company, guiding you through the accurate classification of manufacturing overhead costs. Learn to distinguish between true variable and fluctuating variable costs, identify fixed overhead costs that are direct or directly assignable, and account for variances from standard costs. In this model, all manufacturing overhead costs are fully traced to products, providing practical insights you can apply directly in the workplace.

Leading on New Terms is a fast- paced, one-hour course that challenges leaders to rethink everything they thought they knew about leadership. Built on Steve Cadigan’s Workquake philosophy, it confronts the collapse of the old stability-based leadership model and equips leaders with a new mandate: fuel growth, build trust, and lead with agility in a world where certainty no longer exists. Through provocative stories, real-world case studies, and practical “plays,” participants will learn how to shift from command to connection, harness technology without losing humanity, and redefine loyalty as learning and movement. Leaders will walk away with a sharper understanding of today’s realities and a personal “Future Leadership Charter” to start leading confidently on new terms.

Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation and filing of Form 1065. The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships, and the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting, and the filing deadlines for Form 1065. Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions, and credits. The course will also cover how to report partnership income, expenses, and deductions, as well as the tax implications of buying and selling partnership interests. In addition, the course will provide an overview of common errors and omissions made when preparing Form 1065, and how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation. Overall, this course is designed for tax professionals, accountants, business owners, and individuals who need to understand the intricacies of partnership taxation and the preparation and filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation and will be able to prepare and file Form 1065 with confidence. **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.

The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE and the board, as well as joint responsibilities. The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service

Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses.

Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.

Storytelling makes wisdom stick.

Due to the constant stress of a fast paced life, overwork, and family demands, it’s easy to feel one’s life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities and goals, overcoming stress, and deciding what’s most important to you, you can achieve new levels of balance and greater results. Having more balance in your life will allow you to do less of what you don’t want and more of what is truly important to you.

This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond.

This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations.  **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

Navigating the complexities of estate and trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities and the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional’s role in estate and trust administration, emphasizing practical insights and strategies for managing assets, addressing the legitimacy of debts and creditors, and ensuring the proper distribution of assets. **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.

The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Gear up for tax season with Steve Dilley's annual update! This program provides an update to the latest tax developments, rules and regulations affecting both business and individual taxpayers, including a review and integration of 2025-26 legislation and substantial update of OBBBA provisions.   *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 terri.storer@acpen.com  

Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge, then this course is for you! In this dynamic and engaging session, you'll master how to: •    Build PivotTables from scratch •    Group data inside PivotTables, including options for fiscal periods •    Create user-defined calculations in your PivotTables We start with the fundamentals and quickly move to advanced techniques, including: •    Building PivotTables that consolidate data from multiple ranges •    Connecting PivotTables dynamically to external databases and financial accounting systems •    Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query, and Power Pivot This seminar is a must for anyone eager to enhance their Excel skills and transform their workflow. With guidance and coaching from your K2 instructor, you'll be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

There are some areas of the tax law that seem to always create nightmares.  Often, they spawn an expensive controversy. It’s been over 10 years since the Bipartisan Budget Act of 2015 (the BBA), which significantly changed the rules and procedures governing federal income tax audits of partnerships.  Practitioners still struggle with the complexity and the various available elections. And, there are traps for the unwary.  Whether it’s misclassifying a worker or failing to file a report for a foreign bank account, errors can be costly.  Our panel for this ACPEN Signature course will tackle some of the most contentious areas of tax practice. *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 terri.storer@acpen.com  

When asked the question, "What would you like to improve about your leadership and communication style?". More than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicate leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident, compelling leader helps to inspire better relationships, promotes trust, and reduces stress in the workplace. Confident communication cultivates cooperation, goal achievement, and a more respectful work environment. Clear and compelling leaders are better equipped to move projects forward and make things happen while improving cooperation and respect from partners and subordinates.

Session Overview: If you’re leading a small or mid-size company preparing for rapid growth — or you’ve just hit that thrilling, chaotic stretch where success creates new challenges — this session is for you. Everyone wants growth. Few are ready for what it really takes. In Scaling at the Speed of Trust, Steve Cadigan — LinkedIn’s first CHRO and architect of its legendary hyper-growth culture — shares the inside story of how the company scaled from 400 to 4,000 employees in just four years, and the lessons every growing business can apply today. Steve speaks to his experience scaling one of the most successful scaling ventures in business in the past two decades: LinkedIn. Cadigan was at the table building what many consider to be the gold standard of a high performing culture while going through rapid growth - through stories and real world examples, Cadigan provides an invaluable a unique insight into this critical phase of an organizations growth. This isn’t a talk about hiring faster — it’s about scaling smarter. Steve reveals how trust, transparency, and culture became LinkedIn’s greatest competitive advantage — and how small and mid-size firms can use the same principles to grow without losing what makes them great.  Who This Session Is For: Founders and CEOs navigating early-stage or mid-stage scale HR and People leaders building culture through rapid change Executives and managers preparing their teams for the next growth phase Anyone facing the tension between speed and sustainability

In today's fast-paced and interconnected workplace, success depends as much on how we show up as what we know. Business Etiquette and Mindfulness is a training designed to help professionals strengthen their communication, presence, and emotional intelligence. Participants will learn practical strategies to demonstrate professionalism, navigate workplace relationships with respect, and stay composed under pressure. Through engaging discussions, real-world scenarios, and mindfulness exercises, this course helps individuals build the awareness and confidence needed to lead with empathy, manage stress effectively, and represent their organization with excellence. Whether you're an emerging professional or an experienced leader, this session provides actionable tools to enhance focus, foster collaboration, and create a more mindful, inclusive workplace culture.

This course addresses the most recent legislative and regulatory developments impacting business taxpayers, with a focus on important OBBBA 2025 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 terri.storer@acpen.com