CPE Catalog & Events
Embracing Neurodiversity in the Workplace
-
Online
1.00 Credits
Member Price: $39
This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
Online
2.00 Credits
Member Price: $89
This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s. Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Advanced Cost Accounting: Eliminate Calculation Distortions
-
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
K2's Tech Update
-
Online
2.00 Credits
Member Price: $89
Staying current with today's technology is no longer optional; it is essential. Tech Update 2026 offers accounting professionals a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, and remain competitive. Explore the most impactful trends in artificial intelligence, quantum computing, automation, and cloud-based ecosystems. Understand how technologies like Microsoft 365 Copilot, generative AI tools, industry-specific SaaS platforms, and blockchain are reshaping the profession. Learn to identify which solutions align with your firm's goals-and which are just vendor hype. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
K2’s Excel Best Practices
-
Online
8.00 Credits
Member Price: $250
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest and best techniques. Join our comprehensive program and dive deep into the best practices for creating, editing, and auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others, and effectively report data. Today's Excel best practices are a far cry from those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel and elevate your skills to new heights. Delivery Method: Individual webcast CPE Credit: 8Program Level: Advanced
Partnership & LLC (Form 1065) – Formation to Liquidation
-
Online
8.00 Credits
Member Price: $300
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a partnership/LLC course focusing on the hottest tax topics and most frequently encountered issues. This case driven course will deal with both partnership/LLC and partner/member developments addressing the most common, yet complex Federal partnership/LLC issues and problems. *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: 8Program Level: Intermediate
Understanding the 4 W's in Budgeting: Who, What, When, and Which?
-
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
Treasury Circular 230 for EAs and Other Tax Preparers
-
Online
2.20 Credits
Member Price: $89
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. **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: 2.2Program Level: Basic
AI-Enhanced Business Consulting for CPAs: Strategies and Tools
-
Online
4.00 Credits
Member Price: $149
Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
2026/27 Not-for-Profit Accounting & Auditing Update
-
Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting, auditing, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit and attestation updates, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Participants will also review recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits. Delivery Method: Individual webcast CPE Credit: 4Program Level: Update
K2’s QuickBooks Online For Accountants
-
Online
8.00 Credits
Member Price: $250
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved and thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants and business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model and learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements, and seamlessly migrate from QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using, and excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform! Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Cryptocurrency Transactions: Navigating Federal Tax Rules
-
Online
1.00 Credits
Member Price: $39
As cryptocurrencies like Bitcoin, Ethereum, and others become more popular, tax authorities around the world are working to create regulations for their use and transactions. This session will address cryptocurrency tax issues and their complexities and challenges that individuals and businesses face when dealing with the taxation of digital currencies. *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
SECURE Act 2.0: What You Need to Know
-
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
Deep Dive into Quality Management
-
Online
2.00 Credits
Member Price: $89
Quality management represents a significant shift in how CPA firms design, implement, and evaluate audit and attestation quality. This course provides a focused, practical deep dive into the quality management standards and related engagement-level requirements that firms are now operating under. The course covers SQMS 1 and SQMS 2, along with related engagement-level standards, including SAS 146, SAS 145, SSARS 26, and SSAE 23. Emphasis is placed on post-implementation responsibilities, including evaluating the effectiveness of quality management systems and addressing monitoring and remediation requirements. Participants will also examine engagement-level quality management responsibilities, including the auditor’s responsibilities under SAS 146 and the engagement partner's responsibilities in SSARS engagements. The course is designed to help firms navigate the second phase of implementation, moving beyond design and rollout to ongoing evaluation, monitoring, and continuous improvement. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Unlocking the Value: IRS Tax Credits for Businesses & Individuals
-
Online
2.00 Credits
Member Price: $89
This course explores federal tax credits available to both individual taxpayers and business entities. Participants will review how tax credits function within the federal tax system and examine eligibility requirements, documentation standards, and compliance considerations when claiming credits. The program discusses common credits available to individuals and businesses and reviews how recent legislation and IRS guidance have affected credit opportunities. Through practical discussion and examples, the course addresses strategies for identifying and evaluating credits that may apply to various taxpayer situations. Participants will also review substantiation requirements, audit considerations, and common pitfalls that arise when claiming credits. 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: 4Program Level: Intermediate
Advanced Negotiations: Never Split the Difference
-
Online
2.00 Credits
Member Price: $89
Anytime someone says "I want," "I need," or "Will you," you are in a negotiation. For decades, the negotiation techniques described in Getting to Yes by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it. More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This session explores negotiating's human side, to give you powerful people skills that will help you get more. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Financial Planning: Auto & Homeowners Insurance
-
Online
1.00 Credits
Member Price: $55
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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.
Awesome Business Lessons from the Past: Learn from the Best!
-
Online
2.00 Credits
Member Price: $89
Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today’s world? Ford’s solution worked! We see today’s problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; ‘How to Win Friends and Influence People,’ ‘Today and Tomorrow,’ and ‘The Art of War.’ Let's learn from the very best, as these lessons have been battle-tested and proven over time. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Internal Control Best Practices
-
Online
2.00 Credits
Member Price: $89
Whether your organization is developing a new control framework or seeking to strengthen its current controls, practical development and implementation is critical. This course will review the intersectionality of controls and provide real-world examples and best practices from people to technology and process. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
S Corporations – Overview
-
Online
2.00 Credits
Member Price: $89
This course provides an overview of the key aspects and tax implications of S Corporations. Participants will learn the mechanics of electing Subchapter S status, compare S Corporations to other entity structures, and explore compliance requirements such as corporate formalities. Highlights include a detailed discussion of Form 1120S, accountable plans, taxable fringe benefits, officer reasonable compensation, and IRS audit strategies. The course also covers Schedules K-1, K-2, and K-3, as well as the concept of effectively connected income. Practitioners will gain practical insights into advisory services and strategies for representing clients before the IRS. *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: Intermediate