CPE Catalog & Events
K2’s Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Member Price: $149
In today's digital landscape, security is non-negotiable. Yesterday's techniques cannot keep up with today's threats. It's time to elevate your knowledge and protect your sensitive data with our comprehensive security program. Join us to discover the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You'll also learn how to implement a practical, five-step approach to securing your PC and the critical questions to ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, can be devastating and even drive your company out of business. So, what security tools do you need, and how should you use them to safeguard your sensitive data and systems? Can you afford to manage today's threats with outdated techniques? Participate in this valuable session to learn how to identify viable and practical solutions to mitigate today's security threats. Don't miss this opportunity to fortify your defenses and ensure your business's success. Sign up now and take the first step towards a more secure future! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. 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.
ACPEN Signature 2026: Single Audit and Uniform Guidance Issues Update
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Online
8.00 Credits
Member Price: $250
If you thought applying one set of audit standards is tough enough, how about applying three different sets of audit standards in one “single” audit? That’s exactly what happens when the auditor applies GAAS, the Yellow Book and the OMB requirements in a Single Audit. This session will start with a single audit “nuts and bolts” overview before delving into unique aspects and audit issues of the “soon to be closed out” era of pandemic-related funding, and of course update any recent changes to the funding programs and compliance supplement issues. Recent changes now effective to the Single Audit and Uniform Guidance rules will also be covered. Join our expert panel of federal, state and local auditors and practitioners to learn what you need to know if you are performing audits under these audit standards and the Uniform Guidance for Federal Awards. Delivery Method: Individual webcast CPE Credit: 8Program Level: Update
Finance and Innovation: Reinvent Your Organization and Dept.
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Online
8.00 Credits
Member Price: $239
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. 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.
Form 1040 Individual Income Tax Prep
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Online
8.00 Credits
Member Price: $250
This course provides a comprehensive introduction to preparing individual income tax returns using Form 1040. Designed as a basic-level program, it walks participants through the core components of the individual return in a clear and practical manner. Participants will learn filing requirements, filing statuses, and how to determine dependents. The course covers common types of income, including wages and basic investment income, along with adjustments to income, standard versus itemized deductions, and commonly used tax credits. In addition, the course introduces basic reporting for self-employment and rental activity, focusing on how these items flow to the individual return. Preparer responsibilities, due diligence requirements, and taxpayer rights under IRS rules are also covered to provide a strong foundational understanding of individual tax preparation. *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: Basic
Individual Tax Update: Key Considerations for 2026
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Online
8.00 Credits
Member Price: $250
Gear up for tax season with Steve Dilley's annual individual tax update! This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of OBBBA 2025 and other recent 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 terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Mastering the Excel Lookup Functions
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. 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.
Making Effective Decisions When You Can’t Get Everything You Want
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Online
2.00 Credits
Member Price: $89
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details cannot be obtained. We also illustrate managerial accounting techniques for optimizing profitability when inputs or resources are constrained by supply chain disruptions or other limitations. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Securing Your Data with a Password Management App - Updated
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. 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.
Taxation of Business Entities
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Online
2.50 Credits
Member Price: $99
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics. **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: 2.5Program Level: Basic
Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
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Online
3.50 Credits
Member Price: $129
Leaders set the tone for workplace well-being. This program will equip leaders with the tools to build resilient teams. Creating a culture of mental wellness allows employees to feel safe, valued and heard. This will improve productivity, reduce burnout and absenteeism and ultimately, create a workplace where employees can thrive. Leaders will also learn the importance of nurturing their own self-care to prevent burnout for themselves in order to be the best leader possible. Delivery Method: Individual webcast CPE Credit: 3.5Program Level: Intermediate
Shorten Month-End - Closing Best Practices
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Online
4.00 Credits
Member Price: $149
Surveys show that the average North American company completes its monthly financial statement closing in six (6) days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. Yes, to all three. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Comprehensive Passive Activity Losses (PAL) 26-27
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Online
8.00 Credits
Member Price: $329
Passive Activity Loss (PAL) rules have never been more critical in Federal tax reporting. This course provides a comprehensive and complete review of the laws and regulations impacting PALs, including the rules governing rental real estate, grouping and the 3.8% net investment income tax. Learn what qualifies as a passive activity and the rules governing its application by exploring several recent court cases and the existing regulations to know how the IRS views this critical area of the tax law. The IRS is actively auditing the failure to report passive losses properly. You and your clients can't afford to be left behind.Delivery Method: Individual webcastCPE Credit: 8Program Level: Intermediate
GAAP Update 26-27
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Online
8.00 Credits
Member Price: $329
This course is designed to give you a clear and concise understanding of the latest FASB changes that impact nonpublic entities, perfect for professionals who prepare or audit GAAP financials. In the first section, we'll walk through every Accounting Standards Update (ASU) issued in 2023 to 2026 that take effect in 2026 and beyond. We'll focus on explaining what's changed, which topics are affected, and the key provisions you need to know about. Additionally, we'll discuss how these updates impact financial reporting and disclosure, and, when possible, we'll explore the reasons behind the changes. By the end of this section, you'll be able to identify which ASUs apply to your clients or your own practice and where you may need to dive deeper into further research. In the second section, we'll explore the FASB's technical project and agenda, including a discussion of proposed Accounting Standards Updates that were exposed for public comment in 2025 and 2026. This section will provide you with practical insights to help you navigate the evolving landscape of GAAP and ensure compliance.Delivery Method: Individual webcastCPE Credit: 8Program Level: Update
Tax Planning for Sole Proprietors & Other Business Owners 26-27
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Online
8.00 Credits
Member Price: $329
Individuals are leaving the workforce in droves due to retirement or resignation, and many are choosing to start their own businesses. The One Big Beautiful Bill encourages this choice. This course explores the planning opportunities for those starting their own businesses or advising clients. Issues addressed include making sure you will be treated as a business, choice of entity, Schedule C deductions, depreciation, avoiding the self-employment tax, retirement plans, self-employed health insurance, employing family members, and loss limitations.Delivery Method: Individual webcastCPE Credit: 8Program Level: Basic
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
Member Price: $89
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. 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 Single Audit from Beginning to End Update
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Online
8.00 Credits
Member Price: $250
This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Internal Controls Over Compliance vs Compliance
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Online
1.00 Credits
Member Price: $55
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. 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.
Global Internal Audit Standards (GIAS) Domain V - Part 2
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Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
K2’s CRM – The Ultimate Business Automation Tool
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Online
2.00 Credits
Member Price: $89
This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business and financial management. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic