CPE Catalog & Events
ACPEN: Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
ACPEN: 2026/27 Single Audit Update
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Online
1.00 Credits
2024 Uniform Guidance overhaul Increase in Single Audit threshold to $1 million Audit planning and execution impacts 2025 AICPA GAS/Single Audit Guide (Appendix B) updates Audit efficiency and compliance considerations
ACPEN: The Ethics of Artificial Intelligence ("AI"): The Interaction of AI and Ethics, featuring Tracy Cooper, CPA and Don Minges, MBA
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Online
1.00 Credits
What are the ethical issues within AI? The many biases within AI Ownership? Intellectual property rights? Who benefits economically? Changing regulations and laws Why many organizations ban AI? How AI can be used unethically? The need for strong human oversight!
ACPEN: Strategic CFO Series - Big Picture Skills
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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: K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
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Online
8.00 Credits
Common challenges associated with implementing appropriate internal controls in small business environment Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
ACPEN: The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
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Online
4.00 Credits
OCBOA financial statements Cash and Modified Cash Basis Tax Basis Unique Reporting and Disclosure Requirements Frequent Peer Review Matters
ACPEN: How to Make Difficult People Disappear...Without Breaking the Law
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Online
1.00 Credits
Conflict Management Interpersonal Relationships Personality Styles
ACPEN: Performance Management
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Online
1.00 Credits
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
ACPEN: Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
ACPEN: K2’s Excel Essentials For Staff Accountants
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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: The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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Online
2.00 Credits
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
ACPEN: The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Accounting Finance
ACPEN: Consulting Services Secrets
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Online
1.00 Credits
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
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: Unleashing Creativity in the Workplace
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Online
1.00 Credits
The Power of Creativity in the Workplace The Three Types of Creativity: Imagination, Creativity, Innovation Benefits of Creativity: Purpose, Productivity, Performance Applications of Creativity: Individual, Team, Organizational Culture Creative Problem-Solving Techniques (Mind Mapping, Visual Thinking) Whole Brain Thinking: Integrating Left & Right Brain Functions Creating a Culture of Innovation Measuring and Implementing Creativity for Growth
ACPEN: State Tax Nexus: Frequently Awkward Questions
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Online
2.00 Credits
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
ACPEN: Qualified Business Income (QBI) Deduction (§199A) – The Ins & Outs
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Online
8.00 Credits
Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component) Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB)) Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans) Review the aggregation rules for the QBI computation and both the entity and individual level Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation
ACPEN: Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
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Online
1.00 Credits
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention
ACPEN: Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words
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Online
2.00 Credits
Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations
ACPEN: Big Picture Mega-Trends, Big Data, and World We Now Face
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Online
2.00 Credits
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
