CPE Catalog & Events
ACPEN: The New Leadership Playbook: From Stability to Agility
-
Online
1.00 Credits
The Collapse of Stability-Based Leadership The New Mandate for Leaders From Command to Connect Technology, AI, and the Human Imperative The Future Leader's Playbook Personal Leadership Reset
ACPEN: Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
-
Online
2.00 Credits
Overview of Section 25F and legislative intent Eligibility requirements and qualifying contributions Credit calculation and limitations State-by-state conformity and eligibility considerations Interaction with other federal and state tax provisions Compliance, documentation, and reporting considerations Common pitfalls and audit risks
Ethics: Giving Thanks - How to Master the Art of Gratitude
-
Virtual
2.00 Credits
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
-
Virtual
2.00 Credits
How to determine when an individual is subject to an RMD Coverage of RMD changes under SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the RMD rules The parties that are subject to the RMD rules Exceptions and special considerations for RMDs Rollover and transfer rules in an RMD year The various responsibilities of interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for beneficiaries
ACPEN: Achieving Balance in Work and Life - Part 2
-
Online
4.00 Credits
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
ACPEN: Mary Jane Hourani’s Federal Tax Update: Individual
-
Online
4.00 Credits
Recent federal tax legislation and proposed changes IRS regulations, rulings, and procedural updates Recent tax-related court cases Application of deductions, credits, and tax benefits for individuals Practical application of tax law changes to individual scenarios
ACPEN: Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
-
Online
1.20 Credits
Talent Strategy Culture Employer Branding Leadership Growth
ACPEN: New PCAOB Quality Control Standard Overview
-
Online
2.00 Credits
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
ACPEN: Are You Qualified? The Ethics of Practice Development and Skill Enhancement
-
Online
2.00 Credits
The Catch-22 of Practice Development and Skill Enhancement The Ethics of Education and Experience Requirements Examples of Skill-Expansion Resources Practice- and Skill-Expansion Cases to Consider Conclusion
Tax Depreciation: Review and Update
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
Become a Data Analysis Expert
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
ACPEN: K2’s Excel’s Best New Features
-
Online
2.00 Credits
Learn how to work with Dynamic Arrays Using Excel's new XLOOKUP and XMATCH feature Improvements to Power Query and why they matter to you New collaboration and commenting options in Excel
ACPEN: Microsoft Excel: Moving Beyond the Basics
-
Online
2.00 Credits
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
Unlocking Deep Secrets: Case Studies in Financial Analysis
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
Volume to Value: A New Era of Precision Hiring in Accounting
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability
ACPEN: Group Audits: Who is Responsible for What?
-
Online
2.00 Credits
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
CONFERENCE: TaxCon
-
Virtual
16.00 Credits
The major topics that will be covered in this conference include:Changes in Tax LawInternational and federal challengesResolutions for new and emerging problems
TaxCon (Day 1)
-
Virtual
8.00 Credits
The major topics that will be covered in this course include:Changes in Tax LawInternational and federal challengesResolutions for new and emerging problems
ACPEN: K2's Ten Questions To Ask Your IT Team
-
Online
1.00 Credits
Ten Strategic Question Frameworks for Technology Assessment Cybersecurity and Infrastructure Oversight Through Targeted Dialogue Cloud Governance and Remote Work Technology Evaluation
Accounting for digital assets under US GAAP: Specialized accounting, fair value, and stablecoins
-
Virtual
1.50 Credits
Guidance on how to account for digital assets Fair value of digital assets under FASB ASC 820 Accounting for stablecoins Specialized industry practice for digital asset accounting
