CPE Catalog & Events
How to Audit Accounting Estimates
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Procedures to test the process used by management to develop estimates.Common examples of accounting estimates that are included in the financial statements.Updated requirements in SAS 143.
Executive Presence, Personal Brand: Structure Your Narrative
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise
ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
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Online
1.00 Credits
Small Business Management
ChatGPT and Advanced Accounting Research
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
ACPEN: Proper Financial Accounting for S Corporations
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Online
4.00 Credits
Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders
ACPEN: The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
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Online
4.00 Credits
Common Private Company Accounting Policy Disclosures Numerous Sample Lease and Revenue Disclosures Unique OCBOA Disclosure Requirements and examples Research Techniques
Create Measures in Power BI that Define Your Metrics
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Virtual
4.00 Credits
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
ACPEN: Audit & Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
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Online
8.00 Credits
Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards
Securing Your Data with a Password Management App - Updated
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Virtual
2.00 Credits
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
ACPEN: The New Quality Management Standards - What Everyone Needs to Know
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Online
2.00 Credits
Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted
Get started with Power BI
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
S Corporations: Calculating Shareholder Basis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
ACPEN: Taxation of Business Entities
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Online
2.50 Credits
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
ACPEN: Interviewing, Onboarding and Training 101
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Online
1.00 Credits
Best practices on interviewing Best practices for onboarding Best practices with training
ACPEN: Building Personal Leadership Skills
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Online
4.00 Credits
Leadership Personality Types Communication Uses of AI in the work place
ACPEN: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry
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Online
2.00 Credits
Do conflicts of interest matter? Are we aware of common conflicts of interest? What does the Code of Professional Conduct require? How to recognize Conflicts of Interest? Ethical issues regarding competence and gifts and entertainment Trade-offs involved in dealing with conflicts of interest? Suggestions on how to avoid conflicts of interest.
ACPEN: Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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Online
1.00 Credits
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit
ACPEN: Safety Synergy: Uniting Elements for a Secure Workplace
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Online
1.20 Credits
How to evaluate physical security Increase situational awareness Simple De-escalation techniques Mental Health awareness Safe Termination Strategy Active Shooter Response Overview
ACPEN: Common Peer Review Deficiencies and How to Avoid Them
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Online
2.00 Credits
Defiicencies Peer reviews Auditing
