CPE Catalog & Events
Spring Tax Update for Business with Steve Dilley
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Online
4.00 Credits
Member Price: $129
This program provides an update to the latest tax developments, rules and regulations impacting and business taxpayers, with a review and integration of 2024/25 legislation. *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 webcastCPE Credit: TaxesProgram Level: Intermediate
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Online
4.20 Credits
Member Price: $129
Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations. Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: Basic
Allison McLeod's Federal Tax Updates for Individuals - 8 Hour
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Online
8.00 Credits
Member Price: $225
Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **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 webcastCPE Credit: TaxesProgram Level: Basic
K2's Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $225
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Member Price: $225
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS preparation of financial statements service and other nonattest engagements. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Basic
A Practical Guide to Trusts
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Online
8.00 Credits
Member Price: $245
This course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals and explore strategies to maximize tax efficiency. The course covers various trust structures and their potential to reduce income, estate, and generation-skipping taxes at both federal and state levels. Additionally, it delves into trustee responsibilities and the benefits of irrevocable life insurance trusts and dynasty trusts. With a focus on practical applications and real-world scenarios, this course equips CPAs, EAs, attorneys, bankers, and financial planners with the expertise to navigate probate avoidance, streamline asset distribution, and manage complex tax considerations. Whether working with revocable or irrevocable trusts, participants will gain the tools to enhance their clients' financial well-being across generations. *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 webcastCPE Credit: TaxesProgram Level: Basic
Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Member Price: $239
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
The One Big Beautiful Bill: 2025 tax legislation
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Online
4.00 Credits
Member Price: $149
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: OverviewThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Workforce Transformation and Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Revenue Recognition - Determine the Transaction Price - Part 1
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Online
1.20 Credits
Member Price: $39
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Preparing to be a Forensic Accountant - Focus on Network Forensics
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Online
1.50 Credits
Member Price: $59
Network forensics - defined as the investigation of network traffic patterns and data captured in transit between computing devices - can provide insight into the source and extent of an attack. It is used in forensic accounting and with the expansion of information technology it has become a growing field. Network forensics is a relatively new field of forensic science. Computing has become network centric. Data is now available outside of disk-based digital evidence. Network forensics can be performed as a standalone investigation or alongside a computer forensics analysis. When used alongside a computer forensic analysis it is used to reveal links between digital devices or reconstruct how a crime was committed. Network investigations deal with volatile and dynamic information and is a sub-branch of digital forensics. It relates to the monitoring and analysis of computer network traffic for information gathering, legal evidence, or intrusion detection. This course is a complement to our other courses in the series on becoming a forensic accountant. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
Business Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $79
This course addresses the most recent legislative developments impacting business taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. *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 webcastCPE Credit: TaxesProgram Level: Intermediate
Better Business Writing: Improve Your Speed and Quality
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Online
2.00 Credits
Member Price: $79
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message. Delivery Method: Individual webcastCPE Credit: Communications & marketingProgram Level: Intermediate
Internal Control Changes for Remote Workers
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Online
2.00 Credits
Member Price: $89
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Monthly Federal Tax Updates - November 2025
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
How AI is Automating Internal Control 25-26
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Online
4.00 Credits
Member Price: $175
Artificial Intelligence (AI) is mainstream, and most people have a basic understanding of it, but few know the depth and breadth of its capabilities. AI is making an impact in just about everything in business and our lives. The operation of an internal control system is also changing because of this incredible advancement. This course explains what AI is and how it works and goes into detail about how it can be applied to an internal control system. This course explores changes occurring in today?s world as well as what?s coming.Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Overview
Managerial Accounting: Your Prescription for Better Decision Making
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Online
4.00 Credits
Member Price: $129
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Yellow Book: Application of GAGAS Principles
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Online
6.00 Credits
Member Price: $275
As an auditor of state or local governments, or not-for-profit entities, you'll gain an understanding of the requirements and application guidance for engagements conducted in accordance with Government Auditing Standards.Delivery Method: Individual webcastCPE Credit: Auditing (governmental)Program Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.
Technology Trends Update for CPAs with John Higgins
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Online
4.00 Credits
Member Price: $149
Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also cover provide an update on the current market for cloud based accounting / ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: OverviewThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
What Is Your Brand Reputation?
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Online
1.00 Credits
Member Price: $39
What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust, and are known amongst your colleagues are all critical components of your future success. In this workshop Michelle Tillis Lederman, CEO and Founder of Executive Essentials, will discuss how to determine you brand attributes, demonstrate the nuances of body language on your professional presence, and discuss how to strengthen trust and the lasting impressions you make on your network, expanding upon lessons from her books The Connectors; Advantage and The 11 Laws of Likability. Delivery Method: Individual webcastCPE Credit: Personnel / human resourcesProgram Level: Basic