CPE Catalog & Events
The Controllership Series: The Controller's Role in Digital Transformation
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Online
1.40 Credits
Member Price: $39
A controller's role in digital transformation is to act as a key facilitator in integrating new technologies within the finance function. This process moves beyond traditional accounting tasks to actively analyze data, provide insights based on financial information. This will ensure the smooth implementation of new systems that streamline financial operations, all while maintaining compliance and financial control within the organization. This course will introduce some of those topics and methods Controllers are beginning to turn to. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
Member Price: $39
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc. the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team and board. However, in this course, we delve into the various steps of the strategic plan and explore where the Controller can add strategic value through providing functional input and insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals, and the internal performance management system that will be used to monitor and evaluate progress. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $89
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course’s author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Online
2.00 Credits
Member Price: $89
This session introduces a structured approach to government budgeting using the four W’s: Who, What, When, and Which. Participants will explore WHO should be involved in the budgeting process, including internal teams and external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements, and common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops, and outreach initiatives. Finally, the session highlights WHICH departments play key roles, from financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting and how to align financial planning with community priorities. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Cybersecurity: Protecting Your Firm's Data and Reputation
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict, and, most importantly, how to mitigate the risks. This course will prepare you have informed conversations with your IT service providers to ensure you are employing best practices in cybersecurity protection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a focused overview of the Section 25F scholarship granting tax credit and its application in client planning. Participants will examine eligibility requirements, qualifying contributions, credit limitations, and interaction with other tax provisions. The course also addresses state-specific considerations, including variations in eligibility, conformity, and planning opportunities across jurisdictions. Participants will learn to evaluate client eligibility, maximize available credits, and ensure compliance while avoiding common pitfalls. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Ask Me No Questions and I Will Tell You No Lies
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Online
3.00 Credits
Member Price: $109
As a parent, could you tell when your young children were lying to you? Most of you will say of course I could! How? Was it their words they said or how they acted when they were lying to you? Most of you will say, by the way they acted. We call that body language. Remember, words lie but the body always tells the truth…… without saying a word. At what age does a child learn to lie? When they are about six months old. We teach them, and we are really good at it! (We’ll talk about it.) As a rule, when an individual tells a lie, they know it’s wrong and as result it causes stress. That stress manifests itself in many ways. The individual that is lying wants to get rid of the stress by saying or doing certain things. We call these stress indicators, and they can be verbal or nonverbal. It’s particularly important to observe what the subject is talking about when the stress indicator appears. If an interviewer is aware of the verbal and nonverbal stress indicators, they can read a person like a book. Remember, words lie but the body always tells the truth. In this session, we will discuss the types of individuals that lie, why they lie, and both the verbal and nonverbal indicators of stress. In addition, we will discuss how to get them to tell the truth and make them feel good about it. Delivery Method: Individual webcast CPE Credit: 3Program Level: Various
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Member Price: $79
This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants and financial professionals focus attention on strategy and modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles and initiating real-time reporting and insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) and Deloitte’s Center for Controllership aimed to better understand the current state of controllership and expectations of future demands for controllers and accounting professionals. They conducted a survey in late 2022 and identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight and questions to answer on the controllership transformation journey. In this segment, we will go through numerous concepts in detail. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Critical Technical Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $149
Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
A Strategic Approach to Understanding Compensation Structures
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Online
1.50 Credits
Member Price: $79
Understanding the principles and practices of compensation is essential for creating a motivated and satisfied workforce. In this webinar, we'll explore how these crucial elements drive fairness and engagement in HR practices. This program is designed for HR professionals and business leaders seeking to enhance their compensation strategies. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Intermediate
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $89
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the “smart competitor” is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right, and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself. Delivery Method: Individual webcast CPE Credit: 2Program Level: Advanced
Calculating the Retirement Need
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Online
1.00 Credits
Member Price: $55
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Mastering Communication Skills for the CPA
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Online
2.00 Credits
Member Price: $89
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert, but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive analysis of the taxation issues affecting the cannabis industry. It covers the historical context of U.S. taxation, the distinctions between industrial hemp and marijuana, and the specific tax codes and regulations that apply to the cannabis business. Participants will gain insights into state marijuana laws, the unique challenges of a cash-intensive industry, and pertinent federal court cases. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Introduction to Yellow Book
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Online
2.00 Credits
Member Price: $89
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS), commonly referred to as the "Yellow Book," involves additional reporting, ethics, and performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book and explores its relationship with the AICPA Code of Professional Conduct. Participants will gain an understanding of the unique CPE requirements for GAGAS engagements and review the Yellow Book standards for financial statement audits, with a focus on ethical principles and independence. This course is designed to equip professionals with the foundational knowledge needed to navigate the complexities of Yellow Book engagements effectively. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
ChatGPT and IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Cost and Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $89
If sales increase, so should profits. Yet, the opposite result often leaves executive’s scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and under-price difficult, low-volume work. This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Invest in Your Mental Health and Avoid Burnout
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Online
2.00 Credits
Member Price: $89
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
K2's Building Future-Ready Businesses
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Online
2.00 Credits
Member Price: $89
This practical program provides accounting professionals with actionable strategies for evaluating and implementing technology solutions that drive firm growth and efficiency. Participants will examine case studies showcasing different organizational approaches to hardware, software, cloud, and on-premises solutions while addressing the unique needs of remote workers and in-office teams. The program focuses on immediate implementation techniques rather than theoretical frameworks, ensuring attendees can apply concepts directly within their practice environments. Through examination of diverse organizational examples, participants will identify practical technology assessment methods and implementation approaches suited to various firm sizes and client service models. The program addresses common technology adoption challenges while providing concrete strategies for managing organizational change and measuring technology investment outcomes. Attendees will gain ready-to-use tools for building technology roadmaps that enhance both operational efficiency and client service delivery capabilities. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic