CPE Catalog & Events
ACPEN: 360 Budgeting: A Holistic Approach to Process and Solutions
-
Online
8.00 Credits
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
ACPEN: Treasury Circular 230 for EAs and Other Tax Preparers
-
Online
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
ACPEN: Expand Your Analytical Toolbox More Tools for Success
-
Online
4.00 Credits
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
ACPEN: K2’s Excel Essentials For Staff Accountants
-
Online
8.00 Credits
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
ACPEN: Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations
-
Online
1.00 Credits
Conflict Management Difficult Conversations Psychological Safety
ACPEN: Powerful Public Speaking
-
Online
1.50 Credits
Communications
ACPEN: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
-
Online
2.00 Credits
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
ACPEN: K2’s Implementing Internal Controls In QuickBooks Online Environments
-
Online
4.00 Credits
Critical risks in QBO environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
ACPEN: Preparing for & Conducting Discharge Meetings
-
Online
1.00 Credits
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
-
Online
4.00 Credits
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
ACPEN: K2’s Mastering Advanced Excel Functions
-
Online
4.00 Credits
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
ACPEN: Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
-
Online
2.00 Credits
Translating Financial Statements Back Into Operational Reality The Operational Plausibility Test Analytical Metrics That Reveal Hidden Distortion Common Operational Red Flags Case Studies: When Operations and Financial Results Don’t Match Practical Questions Every Financial Professional Should Ask
ACPEN: K2’s Collaboration – Best Platforms And Practices
-
Online
2.00 Credits
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
ACPEN: ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
-
Online
2.00 Credits
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
ACPEN: The Ethics of How We Treat People; Why it Matters?
-
Online
1.00 Credits
Is it ethical to mistreat others? What are the signs and consequences of mistreatment? Why does treating people ethically matter for finance and business professionals? The consequences of mistreating people? What is the return on treating people well?
ACPEN: K2’s Advanced Topics In Power BI
-
Online
2.00 Credits
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
ACPEN: The Controllership Series - The Controllers Role in Financial Forecasting
-
Online
1.50 Credits
Accounting Finance
ACPEN: The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
Online
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
ACPEN: Assessing Independence Under Yellow Book
-
Online
1.00 Credits
GAO Yellowbook Ethics
ACPEN: Interviewing, Onboarding and Training 101
-
Online
1.00 Credits
Best practices on interviewing Best practices for onboarding Best practices with training
