CPE Catalog & Events
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $79
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
Member Price: $129
Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who: Regularly produce or update dashboards and reports Struggle with confusing or overly complex reporting tools Seek to streamline varied reporting styles across their organization Aim to establish a consistent, replicable "house style" for reporting Want to impress stakeholders with clear, user-friendly data presentations Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel. Delivery Method: Individual webcastCPE Credit: Personal developmentProgram Level: Basic
K2's Mastering Advanced Excel Functions
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Online
4.00 Credits
Member Price: $129
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels. In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Intermediate
Fraud Risk Management
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Online
2.00 Credits
Member Price: $79
The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing, detecting, and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow. It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design and implement fraud control activities. How to establish reporting mechanisms and investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed. All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management. Delivery Method: Individual webcastCPE Credit: Accounting, AuditingProgram Level: Basic
FASB Update and Review
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Online
2.00 Credits
Member Price: $79
Periodic FASB checkups are critical for accountants who deal with financial statements prepared in accordance with U.S. GAAP. This course introduces recent FASB pronouncements and revisits selected existing standards that are likely to be salient for private entities. This session also offers a preview of coming attractions by examining significant elements of the FASB's technical agenda. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
K2's CPA Firm Update
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Online
2.00 Credits
Member Price: $79
In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy, enabling you to make well-informed decisions for sustainable growth. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Fraud Assessment for Small and Medium Sized Businesses
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Online
4.00 Credits
Member Price: $129
It is virtually impossible to pick up the daily newspaper and not find an article on some type of fraudulent event. In the wake of the “Era of Fraud, Waste and Excess,” one might suspect that potential fraudsters would think twice before committing illegal acts. However, just the opposite seems to be the case. Is there really more fraud or is there simply more fraud awareness? The harsh reality is that it is a little bit of each. Not only has fraud worldwide reached a level of over $7.0 billion in lost revenue but savvy C-level executives now realize that it could happen to their companies—very easily. When you put these facts together, it adds up to a completely new era of vigilance. Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: Intermediate
Financial & Tax Accounting for Partnerships & LLCs
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Online
4.00 Credits
Member Price: $129
This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities, with a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed. This course does not qualify for IRS credit. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Excelling at Excel: The Magic of Power Query
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Online
2.00 Credits
Member Price: $79
Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query and teach you some of the ways to take advantage of its ability to handle messy data and automate repetitive tasks. Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once and set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency and accuracy in your data processes. Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools and knowledge to make Excel work for you like never before. Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: Intermediate
Forensic and Fraud Interviewing Techniques and Skills
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Online
2.20 Credits
Member Price: $79
In forensic accounting, interviewing is used to obtain important information from witnesses and suspects. An important aspect is the ability of investigators to obtain accurate and reliable information from victims, witnesses and the suspects or any interviewee. The interview process is an essential part of information gathering for any investigation. The importance of improving the quality of the interviewing with the potential for visual recording of all interviews should be placed high on the agenda of all organizations across the globe. A properly conducted forensic interview can result in an extreme benefit regarding collection of information. The interviewer’s role is to develop a full understanding of the facts. There is a distinct difference between a forensic interview and a criminal interrogation. Typically, forensic auditors will not be involved in interrogations. The Canadian or U.S. forensic accounting profession does not have a standardized interview model to truly equip its professionals with the interview tools required to elicit confessions ethically. Majority of their skills are developed through experience, and not through a standardized model of training. This session focuses on various interview concepts and methods. Delivery Method: Individual webcastCPE Credit: Accounting, AuditingProgram Level: Basic
Financial & Tax Accounting for S Corporations
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Online
4.00 Credits
Member Price: $129
This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the AICPA "small" GAAP accounting standards. This course does not qualify for IRS credit. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Online
4.00 Credits
Member Price: $129
This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored. This course only qualifies for 2 IRS 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 kori.herrera@acpen.com Delivery Method: Individual webcastCPE Credit: Accounting, TaxesProgram Level: Intermediate
Is Activity-Based Costing the Right Tool for Your Organization?
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Online
2.00 Credits
Member Price: $79
This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Member Price: $59
This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit. The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit. Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed. Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet. Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions. Were the auditors just sloppy, ignorant, negligent? Or were they active participants in producing fraudulent financial statements? You be the judge. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Basic
Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $129
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect. Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: Intermediate
Introduction to Forensic Accounting
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Online
1.80 Credits
Member Price: $59
This course provides a high-level overview and introduction into the world of the forensic accountant. Most accountants have an understanding of the concept of fraud and how it impacts companies, but many individuals do not have a full comprehension of the variance in the work performed by a forensic accountant versus a typical management accountant. This course is meant for those individuals interested in understanding the variances in the job tasks and responsibilities of forensic accountants versus typical financial or management accountants. Forensic accountants or auditors take a unique focus on performing their work. Typically, when a person with forensic experience is called in to examine financial records, it is due to suspicion of fraud, evaluation of assets, or even to track down fundamentally incorrect accounting – intentional or not. As fraud continues to raise its head in business processes, forensic accountants are discovering new and unique ways to identify, examine, and support their hypotheses and investigative techniques. The work performed by a forensic specialist can be interesting and full of potential potholes if evidence isn’t examined according to proper protocols and standards. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
Benford's Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $79
Numbers and especially the digits within those numbers can conceal a lot of information. Benford's Law and other digital analysis techniques can be the keys to unlocking that information. This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data. Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques. But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Basic
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
Member Price: $79
This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today's popular and software tools and examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Intermediate
K2's Automation - Beyond The Basics With The Microsoft Power Platform
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Online
2.00 Credits
Member Price: $79
This session isfor accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including "describe it to design it." The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform's tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Intermediate