CPE Catalog & Events
Internal Controls That May Have Prevented Fraud
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Online
2.00 Credits
Member Price: $89
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
Member Price: $89
It's a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet - from buildings right down to autos and copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well. This program will dive into the new standard on leases, effective dates, and address what you need to know now. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
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
Risk Assessment of IT Systems
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Online
1.00 Credits
Member Price: $39
This course provides an overview of the risk assessment requirements under SAS 145, with a focus on the evaluation of Information Technology systems in the planning of an audit. SAS 145 introduced significant changes to risk assessment procedures, including an increased emphasis on understanding and evaluating IT environments. The course addresses key areas of concern related to IT systems and their impact on audit risk. Participants will gain practical insight into identifying risks within IT systems and understanding how those risks affect the audit process. As part of his presentation style, Jeff incorporates engaging elements designed to reinforce learning and maintain focus. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
SECURE Act 2.0: What You Need to Know
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Online
1.00 Credits
Member Price: $39
Signed by President Biden on December 29, 2022 as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers. Learn what you need to know for this filing season and how to plan for future years for your clients. **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: 1Program Level: Intermediate
Cost of Capital: What It Is and How to Use It
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Online
2.00 Credits
Member Price: $89
Every business needs capital, and capital has a cost. Providers of debt and equity demand a return and the combination is the cost of capital for the business. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number. Who should understand your organization's cost of capital? Even if you are not yet the CFO, you need to thoroughly understand the cost of capital and its use. The cost of capital allows managers to, Get the biggest bang for the buck. If you want to enhance your corporate finance skills, this session is for you. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
IT Controls & SOC Reporting in Financial Audits
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs). Delivery Method: Individual webcast CPE Credit: 3Program Level: Intermediate
Getting SASsy - A Look at Recent Auditing Standards
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Online
1.00 Credits
Member Price: $39
This session provides an overview regarding recent standards that should be top-of-mind for auditors in addition to providing insight regarding auditing standards that will soon be effective. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Financial Accounting for Related Party Transactions
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Online
2.00 Credits
Member Price: $89
Loans, rental agreements, business combinations - what do these all have in common? They all have the potential of creating a related party transaction. This program presents a detailed analysis of the financial accounting rules for transactions with related parties, as well as compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities. This course does not qualify for IRS credit. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
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Online
2.00 Credits
Member Price: $89
Financial statements are intended to communicate the financial condition of an organization, but the numbers themselves are only a translation of underlying business operations. When financial professionals focus solely on the accounting presentation without understanding the operational realities behind those numbers, significant risks, distortions, or even fraud can go undetected. This course explores how CPAs, auditors, controllers, and financial analysts can apply operational thinking when reviewing financial information. Participants will learn how to translate financial results back into operational language and evaluate whether a business model is plausible. Through practical examples and real-world case studies, the program highlights warning signs that may indicate financial distortion or misrepresentation. The session equips participants with practical questions and analytical tools to help identify what may be hiding behind seemingly reasonable financial statements. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2's Productivity Life Hacks
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Online
2.00 Credits
Member Price: $89
Today's busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails, and more work projects. Outside of work, we have increased family and social obligations. Simply, there aren't enough hours in the day to get everything done. We all could benefit from an extra hour of productivity throughout the day. Effectively using technology in your personal and business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications, and more. Participants will leave this class with tips and tricks on shaving hours of time per week. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Inventory Observation - Cretaceous Conservatory Simulation
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Online
3.00 Credits
Member Price: $109
Step into the heart of the Cretaceous Conservatory for an unforgettable inventory observation adventure! In this immersive simulation, you'll travel to a remote island where the inventory isn't just vast, it's alive. As an auditor responsible for ensuring accuracy in the company's dinosaur-development operations, you'll face wild risks, navigate complex inventory procedures, and confront the unexpected. Through hands-on scenarios, you'll learn to identify misstatements, evaluate unique inventory challenges, and apply standard observation techniques all while staying one step ahead of potential disaster. Can you survive the wilds of the Cretaceous and emerge as the ultimate inventory explorer, or will the risks prove too much to handle? Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
The Preparation of Form 706 - Line-by-Line
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Online
3.00 Credits
Member Price: $109
Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules, and compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estate taxes while ensuring compliance with IRS regulations. Participants will explore key components, including gross estate calculations, deductions, tax computation, and portability elections. With real-world examples and practical guidance, attendees will gain confidence in preparing Form 706, even in complex scenarios. This course will also cover any recent legislative changes introduced by the new administration and their impact on estate tax planning and compliance. *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: 3Program Level: Basic
K2’s Artificial Intelligence For Accounting And Financial Professionals
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Online
4.00 Credits
Member Price: $149
Step into the future of accounting and finance with our cutting-edge course on Artificial Intelligence (AI). Designed to demystify AI and transform it from a theoretical concept into a practical tool, this course will equip you with the skills to tackle modern challenges head-on. Whether you're looking to boost productivity, enhance accuracy, or streamline operations, our course has you covered. Discover the incredible problem-solving capabilities of AI, tailored specifically for accounting and financial professionals. Learn how to leverage AI features integrated into everyday applications like Excel to detect fraud, identify transaction errors, and elevate your financial operations. Witness firsthand how AI is revolutionizing the industry and positioning you at the forefront of this technological wave. Join us and unlock the full potential of AI to transform your workflow and drive success. Don't miss out on this opportunity to stay ahead of the curve and lead the way in the future of accounting and finance! Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Understanding the Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $39
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. **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: 1Program Level: Intermediate
The FASB Conceptual Framework
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Online
2.00 Credits
Member Price: $89
Accounting is a man-made science, built on principles that require a consistent framework to ensure comparability and reliability in practice. This course introduces participants to the FASB Conceptual Framework, which serves not only as the foundation for developing accounting standards but also as a guide for applying sound judgment in practice. Jeff Sailor will cover the key elements of the framework, focusing on recognition, measurement, qualitative characteristics, and disclosure requirements. The course will draw on all eight chapters of Statement of Financial Accounting Concepts (Concept 8), bringing clarity to how the framework supports financial reporting. Jeff’s signature video parodies will also be featured, offering memorable reinforcement of the material. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
What's Going on at the AICPA (2026/27)
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Online
2.00 Credits
Member Price: $89
Stay current on key developments affecting audit and attestation engagements with this comprehensive update on what's happening at the AICPA. This course begins with the next phase of quality management, with a particular focus on firms' monitoring and remediation responsibilities and what those requirements mean in practice. Participants will also review recent and upcoming standards impacting audit, attestation, and consulting engagements, including SSAE No. 24 and SSARS No. 26, along with high-impact exposure drafts related to confirmations and fraud. The course concludes with an overview of SAS No. 149 and its implications for group audits. Designed as a timely update for practitioners, this course helps participants understand how recent and proposed changes may affect engagement planning, execution, and compliance in the years ahead. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
K2’s Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $149
In today's world of "Big Data" every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up and investigation. Those who master the tools and techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools and techniques, including Excel, multiple Excel add-ins, and Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. Don't miss this opportunity to elevate your data analysis skills and stay ahead in your field. Enroll now and transform your approach to data analytics! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
K2’s Top Ten Productivity Booster Apps In Microsoft 365
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Online
2.00 Credits
Member Price: $89
Are you ready to take your productivity to the next level? Join our exclusive two-hour CPE course designed for accounting professionals and technology enthusiasts. Discover how to harness the power of Microsoft 365's versatile applications to streamline your workflows and enhance collaboration. In this course, you'll explore ten essential apps, including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places. Discover how to effectively integrate these tools into your daily tasks and experience immediate improvements in your efficiency. Don't miss out on this opportunity to unlock the full potential of Microsoft 365 and transform the way you work. Sign up now and take the first step towards a more productive and collaborative work environment! Delivery Method: Individual webcast CPE Credit: 2Program Level: Overview
SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Member Price: $89
This program provides in-depth coverage of SAS 145, a major standard that helps auditors enhance risk assessment procedures through improved techniques for identifying and assessing risks of material misstatement. This session is essential for CPAs that perform audits. The discussion will also be insightful for auditees and other professionals who want to maintain awareness of current auditing guidance. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate