CPE & Event Calendar

All entities are subject to the new expected credit loss model established by recent GAAP.  This course will provide highlights of the latest requirements for measurement, presentation, and disclosure.  

This course explores the FASB codification provisions and AICPA financial reporting framework for transaction with related parties, including business owners and special purpose entities. Real-life examples are used to illustrate the various authoritative standards and discuss the consequences of failing to comply. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words, actions and deeds which demonstrate integrity and trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole organizations, and lives. This is why trust is a top prerequisite for principled and ethical leadership. Positive (and negative) influence is derived from the credibility trust brings. Ethical leaders who continually work to earn and keep trust reap enormous payback in all aspects of business including superior economic, competitive, and strategic performance.

Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you pull back the curtain, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on various government forms. This course will provide a general introduction to the payroll cycle of life, including real life examples of how to process payroll, the withholding and payroll tax deposit regime, common payroll forms, and tips and tricks for tying it all together. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Social media - it's a buzzword, but is it beneficial for your firm's brand? And more importantly, your bottom line? This course focuses on the latter and takes a deep dive into which social media platforms are best for accounting firm lead generation, recruitment, client retention and more. Attendees will take away a practical framework and actionable tactics for integrating social media into your firm's overall marketing and communications strategy to help you grow your revenue without having to spend hours on social media or even be on it personally if you don't wish to! This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement.  This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **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.  

*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for beginning auditors and attest providers, while it is also appropriate for anyone who has assurance responsibilities under the SSARS. This series covers the fundamentals of auditing, including internal controls, auditing cash, and discovering fraud.

*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has audit or attest engagement responsibilities. This series covers intermediate audit skills, internal controls, and analytical procedures.

*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for supervisory and managerial auditors, while it is also appropriate for anyone who has responsibilities by finding creative audit solutions. This series covers critical audit skills including fraud trends, designing internal controls, as well as management skills for coaching staff on conducting thorough audits.

*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for experienced staff, while it is also appropriate for anyone who has the need to better understand how to link risk assessments to the detailed audit plan. This series covers common risks, as well as analytical procedures, sampling, and proper reporting methods during an audit.

You are likely familiar with the Trust Fund Recovery Penalty or TFRP, BUT - aside from appealing the proposed assessment, did you know that you can make a request to remove the TFRP by making an administrative request on Form 843 (Claim for Refund and Request for Abatement)? This program will provide an overview of the Trust Fund Recovery Penalty with an emphasis on evidence gathering and using Form 843 to prevail on the IRS as to why they should accept your request for refund, effectively undoing the TFRP. This will include what to request in a FOIA, what criteria need to be met for refund, analyzing the IRS' TFRP file, and reconciling requirements in the IRM. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out more to the outside world? Through surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan beyond just relying on referrals. We look at the pluses and minuses of various marketing channels, regulatory constraints, and how to measure success in the competitive financial services space.

*** This subscription includes two individual sessions for a total of 4 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** Managing projects happens every day in accounting firms, but few people are educated on the principles from the field of project management. Take advantage of this project management subscription to learn best practices and then apply the lessons to enhancing ongoing client engagements. Sign up for both webinars and save 20% while having the flexibility to choose the date and time that works best for you! Leverage tips that lead project managers to achieving higher project success rates.

This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. 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 designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

*** This subscription includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the four courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of an 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. This series covers advanced management skills and proper engagement techniques to deliver success for your team.

*** This subscription includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the four courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This series is comprised of the most practical fraud investigation courses you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. Each course is a stand-alone class that may be taken individually, but for comprehensive instruction on completing a fraud investigation from start to finish, take all four.

*** This subscription includes four individual sessions for a total of 9 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the four courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** Join us for a 4-course subscription featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don't miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this series will provide you with an ROI many times greater than your investment to attend.