CPE Catalog & Events
ACPEN: Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
-
Online
2.00 Credits
Stop Loss TPA PBM Point Solutions
ACPEN: Critical Thinking Skills: Prevent Mistakes Now
-
Online
2.00 Credits
Critical Thinking Communication
ACPEN: Living in the World of AI – How AI Has Changed Ethics?
-
Online
1.00 Credits
Is it ethical to use AI, or not? What is ethical AI? Why does it matter for finance and business professionals? Understanding and managing AI hallucinations, bias and misinformation. Internal friction: navigating fear, resistance, and cultural challenges. Creating sustainable, people-focused AI practices that build trust.
ACPEN: Private Company Simplified GAAP Alternatives
-
Online
2.00 Credits
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
ACPEN: Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
-
Online
8.00 Credits
How to become a value-added business advisor to successfully grow the firm from within Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services Critical traits of a thinking auditor, tips for stretching yourself beyond the basics Tips for value pricing and other ways to improve a CPA firm's financial success Managing change and promoting creative thinking Choosing between varying levels of client service
ACPEN: Performance Management - Hiring to Retiring
-
Online
1.20 Credits
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
-
Online
2.00 Credits
Medical Claims
ACPEN: Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
-
Online
4.00 Credits
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
ACPEN: Internal Control Best Practices
-
Online
2.00 Credits
Auditing Yellowbook
ACPEN: Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
-
Online
8.00 Credits
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
ACPEN: Internal Control Frameworks for Single Audit
-
Online
1.00 Credits
COSO 2013 Update Yellowbook Accounting
ACPEN: Functional Approach to Employee Benefits
-
Online
1.50 Credits
Benefits Benefits Communications Total Rewards
ACPEN: The Essential FASB Update with Renee Rampulla
-
Online
4.00 Credits
Hot GAAP topics Income Tax Disclosures Crypto Assets Governmental Grants Interim Reporting Lease Standard Post Implementation Review
ACPEN: Decoding Medical Plan Structures: Fully Insured vs. Self-Funded
-
Online
1.50 Credits
Benefits Medical Plan Types
ACPEN: Cost and Pricing Models: Boost Your Bottom Line
-
Online
2.00 Credits
Cost Accounting Activity-based Costing
ACPEN: Audit Skills for Beginners
-
Online
4.00 Credits
Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting
ACPEN: Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
-
Online
8.00 Credits
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
ACPEN: Strategic CFO Series - Big Picture Skills
-
Online
8.00 Credits
Strategic CFO – Strategic Financial Communications Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together Strategic CFO – Developing Strategy and the Why Understanding capital structure and financing priorities Debt capacity, leverage, and cost of capital considerations Cash flow versus GAAP results Financing options: debt, equity, crowdfunding, and alternative capital Strategic cash policies and liquidity planning Raising cash at different stages of an organization's life cycle Communicating cash flow and financial health to stakeholders Strategic CFO – Strategic Risk Management Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization Strategic CFO – Strategic Cash Management What strategy really means and who is involved in developing it Common reasons strategic plans fail and how to avoid them Cost leadership, differentiation, and niche strategies Using metrics, KPIs, and the Balanced Scorecard to measure success The role of non-financial drivers in financial performance Benchmarking and competitive analysis Aligning mission, culture, and strategy Case discussions on strategy execution and performance measurement
ACPEN: Resolving Ethical Dilemmas—You Make the Call
-
Online
1.50 Credits
Ethical frameworks Threats and safeguards to objectivity and independence
ACPEN: Enhancing Performance Through Effective Coaching
-
Online
4.00 Credits
Coaching Effective Communication Problem Solving Use of AI as a coaching tool