CPE Catalog & Events
ACPEN: Preparing for & Conducting Discharge Meetings
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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: International Tax Treaties
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Online
2.00 Credits
Tax treaties Tax impact of cross-border transactions
ACPEN: Expand Your Analytical Toolbox More Tools for Success
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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: Like-Kind Exchanges
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Online
2.20 Credits
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
ACPEN: K2’s Top PDF Features You Should Know
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Online
4.00 Credits
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
CFO and Controller Peer Group: June
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Virtual
0.00 Credits
ACPEN: Devious Ethics: Avoiding Snakes in Suits
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Online
2.00 Credits
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
ACPEN: K2’s Artificial Intelligence For Accounting And Financial Professionals
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Online
4.00 Credits
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
ACPEN: The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Accounting Finance
CFO Series: How to Use AI in Finance: A Practical Guide
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The capabilities and limitations of modern AI tools used in finance, accounting, and audit environmentsPractical use cases where AI can improve efficiency and effectiveness in financeApply contextual information and structured prompting techniques to generate more relevant and useful AI outputsDemonstrate real world applications of AI tools to support common professional activities within finance, accounting, and audit environmentsEvaluate AI-generated content for accuracy, completeness, reasonableness, and potential riskRecognize situations where critical thinking, professional judgment, skepticism, and human oversight remain necessary when using AI-assisted outputs
ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
BUNDLE: CFO Series - June 2027
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Virtual
8.00 Credits
All times listed are Eastern Time ZoneWeek 1: How to Use AI in Finance: A Practical How-to AI GuideCPE: 2Field of Study: Accounting (1) and Information Technology (1)Discussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, June 4, 11:00 am Week 2: AI is Often Wrong but Never in Doubt: Risk of Trusting AICPE: 2Field of Study: AuditingDiscussion Leader: Don Minges, MBADate: Friday, June 11, 11:00 am Week 3: Managing Others Who Don't Think Like You, Including CEOsCPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Jane Mims, PhD, LPC-MHSP, EMDR-T, PCCDate: Friday, June 18, 11:00 am Week 4: How Trust Matters: Why Trusted Leaders Outperform & Deliver?CPE: 2Field of Study: AuditingDiscussion Leader: Bob Mims, CPADate: Friday, June 25, 11:00 am
ACPEN: Introduction to Single Audit
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Online
2.00 Credits
Uniform Guidance requirements for Single Audits Performance and reporting standards unique to Single Audits Internal controls over compliance Structure and use of the Compliance Supplement Federal program compliance requirements Reporting considerations in a Single Audit
ACPEN: 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
2.00 Credits
2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes
ACPEN: ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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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: Prevention & Detection of Fraud in Small Businesses
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Online
5.00 Credits
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
ACPEN: HR Investigations – Episode 1 – Introduction-Assessing-Planning
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Online
1.00 Credits
Investigation terminology Assessment skills Investigative methodology
ACPEN: Leading Up: The Superpower Every Ascending Leader Needs
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Online
2.00 Credits
The consequences of upward leadership failure. Building credibility with your boss, Serving multiple bosses. Making the business case for your ideas.
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Online
2.00 Credits
Auditing & Accounting Yellowbook Budget Process
ACPEN: HR Investigations – Episode 3 – Gathering-Analyzing-Reporting
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Online
1.00 Credits
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
