CPE Catalog & Events
Webcast: ACPEN: The Value of Conflict
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Webcast
1.0 Credits
Conflict resolution
Webcast: ACPEN: Embracing Neurodiversity in the Workplace
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Webcast
1.0 Credits
Neurodiversity
Webcast: ACPEN: S Corporation Essentials: Review & Update
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Webcast
4.0 Credits
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions
Webcast: ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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Webcast
2.0 Credits
Medical Claims
Webcast: ACPEN: Shorten Month-End - Closing Best Practices
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Webcast
4.0 Credits
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit
Webcast: ACPEN: Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Webcast
1.0 Credits
Emotions Relationships Emotional Intelligence Communication
Webcast: ACPEN: Functional Approach to Employee Benefits
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Webcast
1.5 Credits
Benefits Benefits Communications Total Rewards
Webcast: ACPEN: Execute Your Strategy: Turn Planning into Results or Destroy it and Start Over…Again
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Webcast
2.0 Credits
The strategy-execution gap: common reasons why most strategic plans fail Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan Building your strategy to include risk management Building an adaptive, finance-focused strategic approach What we should learn from the rise and fall of major companies How to align financial metrics with strategy
Webcast: ACPEN: Creating A Coaching Leadership Style
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Webcast
3.0 Credits
What the Coaching Leadership Style Coaching Leadership Style Competencies Solution Focused Coaching Framework Leadership Competency Pillars Historical and Current Views of Coaching Coaching Culture Definition and Framework Coaching Results Measuring Success of Coaching
Webcast: ACPEN: Measuring Audit Risks
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Webcast
3.0 Credits
Audit Risk Material Misstatement Error vs. Fraud Risk Assessment Audit Documentation Audit Procedures Auditing Standards
Webcast: ACPEN: Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
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Webcast
3.5 Credits
The Importance of Mental Wellness in Leadership Recognizing and Preventing Burnout Building and Sustaining Resilient Teams Leading by Example: Self-Care and Continuous Growth
Webcast: ACPEN: Strategic CFO – Strategic Financial Communications
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Webcast
2.0 Credits
Financial literacy versus math literacy Common financial terms that confuse non-accountants Simplifying financial language without "dumbing it down" Building narratives and stories around financial data Using visuals and graphics effectively Communicating strategy, risk, and performance together
Webcast: ACPEN: Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
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Webcast
8.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes Comparison of partnerships, LLCs and LLPs Overview the formation of a partnership/LLC and the §704(c) pre-contribution gain or loss rules Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items How schedule K items get allocated to partners on schedule K-1s Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members Comparing the tax and §704(b) book capital account computations Discuss partner guaranteed payments and self-employment tax issues Schedule M-1 – reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – analysis of partners’ capital accounts Review the importance and basics of calculating a partner/member’s outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations, §754 election for optional basis adjustments and §743/§734 mandatory basis adjustments
Webcast: ACPEN: Preparing for & Conducting Discharge Meetings
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Webcast
1.0 Credits
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Webcast: ACPEN: K2’s Excel Essentials For Staff Accountants
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Webcast
8.0 Credits
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
Webcast: ACPEN: K2’s Expense Reporting Automation
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Webcast
2.0 Credits
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
Webcast: ACPEN: Introduction to Single Audit
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Webcast
2.0 Credits
Uniform Guidance requirements for Single Audits Performance and reporting standards unique to Single Audits Internal controls over compliance Structure and use of the Compliance Supplement Federal program compliance requirements Reporting considerations in a Single Audit
Webcast: ACPEN: Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 – 2 hrs
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Webcast
2.0 Credits
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
Webcast: ACPEN: Unleashing Creativity in the Workplace
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Webcast
1.0 Credits
The Power of Creativity in the Workplace The Three Types of Creativity: Imagination, Creativity, Innovation Benefits of Creativity: Purpose, Productivity, Performance Applications of Creativity: Individual, Team, Organizational Culture Creative Problem-Solving Techniques (Mind Mapping, Visual Thinking) Whole Brain Thinking: Integrating Left & Right Brain Functions Creating a Culture of Innovation Measuring and Implementing Creativity for Growth
Webcast: ACPEN: State Tax Nexus: Frequently Awkward Questions
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Webcast
2.0 Credits
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources