CPE Catalog & Events

The QuickBooks platform - including the desktop and online environments - is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks' "deep" features to maximize your effectiveness with QuickBooks.Speaker - Brian Tankersley

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Governmental Accounting 101, is a 2 hour webcast that takes the participant of a whirlwind tour of governmental accounting basics, focusing on wetting the participant’s appetite for more.  This session will be the first of a series of webcasts, with each subsequent webcast delving deeper and deeper into the governmental accounting basics.  Speaker - Frank Crawford, Christopher Pembrook

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Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers.  In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers.  The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency.  Also included will be case studies illustrating dilemmas faced by tax practitioners.   **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.   Speaker - Allison McLeod

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Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews, and various organizations checklists for oversight.  Speaker - Frank Crawford, Christopher Pembrook

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Technology and tax This webcast will be a forward-thinking exploration of the intersection of technology and taxation. As the field of tax practice evolves, staying abreast of the latest digital trends and tools is crucial for professionals seeking to enhance efficiency and accuracy in their work. We aim to provide attendees with: Insights into cutting-edge technologies Practical strategies for integrating innovation into their daily practice A glimpse into the future of tax compliance and strategySpeaker - April Walker

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This is part 3 of a 4 part series. In this session, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next, we explore the lookup function, which is designed specifically to retrieve values from PivotTables. The webcast concludes by transitioning to data acquisition techniques, and we'll retrieve data, including stock quotes from perhaps the largest external data source of all, the World Wide Web.Speaker - Jeff Lenning

What's new in Peer Review? During this quarterly webcast, we will update peer reviewers on key recent developments in the AICPA Peer Review program. Please be sure to submit your questions and suggested topics to Peer Review staff so it can be addressed during the presentation!Speaker - Tim Kindem

This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s.  Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2.  Speaker - Frank Crawford, Christopher Pembrook

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This is part 4 of a 4 part series. This session continues the discussion about external data and digs into the details for retrieving data from other sources. We'll pull data from an Access data base using Microsoft Query. You'll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This webcast concludes by examining several data visualization tools in Excel, including PivotCharts.Speaker - Jeff Lenning

This is the final webcast in the series for staff or in-charge auditors who are new to ERISA audits. The series aims to provide an understanding of 401(k) plans and their operations. Employee benefit plan audits differ significantly from corporate audits and require knowledge of the unique audit areas specific to these plans. Part 4 of the 401(k) audit basics series focuses on the notes to the financial statements and current topics, including: Unique financial statement disclosures for plans Current and trending issues for the 2025 audit seasonSpeaker - Michelle H. Buckley

Be ready for your peer review! The peer review process is an effective way to monitor practice quality, ensuring that your firm meets high standards while protecting the public interest. Gain a better understanding of the overall peer review process and learn how to fully prepare for your triennial review. This webcast will help you: Understand and compare the system and engagement review processes Address recently issued peer review guidance and quality control requirements Learn how both guidance and requirements affect your firm You'll also discover the most common areas of noncompliance with professional standards and how to avoid them well before your review is due. Participants will leave this session with the resources and tools to enhance their firm's peer review quality.Speaker - Tim Kindem,Dawn Brenner

Automating the tax practice is – or should be – a major initiative of almost all public accounting firms today. From ingesting data, processing returns, distributing draft and final copies, and billing and collecting fees, practitioners have outstanding opportunities to automate their tax practice. Those that choose to automate will experience the benefits of reduced staff turnover, increased productivity and efficiency, fewer errors, and improved cash flow. Participate in this session to learn the “how’s and why’s” of automating your tax practice. This session includes critical topics such as hardware and software options, workflows, and security and privacy issues. Plan to join us in this session to position your tax practice for greater success!  Speaker - Thomas Stephens

As discussed in the Association of Certified Fraud Examiners’ Occupational Fraud 2022: A Report to the Nations, 86% of all frauds are misappropriation of assets.  Why is the misappropriation of assets so large?  Because there as so many of them it creates many, many opportunities.  And the asset which is stolen the most?  CASH!  Because it’s easy to conceal and you don’t have to convert it.  During this presentation, the many, many different ways to misappropriate (steal) assets and which assets (besides cash) are most subject to misappropriation are discussed as well as how to recognize such and more importantly, how easy it is to prevent it! Speaker - Dennis Dycus

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level. Speaker - Arthur Werner

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If sales increase, so should profits.  Yet, the opposite result often leaves executives scratching their heads.  When organizations work with inferior cost information, they make mistakes in four specific situations.  Bad information causes sellers to overprice easy, high-volume work and underprice difficult, low-volume work.  This session discusses how to use activity-based costing data to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services.   Speaker - John Daly

By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing. Speaker - John Daly

In today’s real estate market, IRC §1031 tax-deferred exchanges can be one of the most important planning tools available to the real estate investor. The use of this technique is filled with pitfalls and traps. This new course will assist the practitioner in understanding the mechanics of a tax-deferred exchange and the value of a tax-deferred exchange in both tax and financial planning. Updated August 2022 Speaker - Arthur Werner, Jordon Rosen

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Stay ahead of the curve with this essential update on 401(k) plans and employee benefits for 2025. Mary Hogan will break down key changes from the SECURE Act 2.0, including higher contribution limits, faster eligibility for part-time workers, new automatic enrollment rules, and enhanced catch-up contributions for older employees. Perfect for HR professionals, financial advisors, and business leaders looking to stay compliant and competitive. Purchase this webcast as an individual program, or get the members-only First Look Bundle and save! 2025 First Look Webcast Series May 28401k & Employee Benefits Update Mary Hogan • Director, Advisory - HR Advisory & OutsourcingEisner Advisory Group LLC • Pittstown, NJCPE: 1       Category: Management June 18 Disaster Planning Beyond the Calculations Gerard H. Schreiber, Jr., CPA • PartnerSchreiber & Schreiber, CPAs • Metairie, LACPE: 1       Category: Taxation July 30Investment Strategies in a Volatile Market Tom Stringfellow, CFA®, CPA®, CFP®, CIC • Chief Investment StrategistArgent Trust Company • San Antonio, TX  CPE: 1       Category: Management August 27SSARS Engagements – What You Need to Know Kurt Oestriecher, CPA • Managing PartnerOestriecher & Company, CPAs • Alexandria, LA  CPE: 1    Category: A&A September 27Managing Change in a High-Speed World Laila Morcos Zissis, PCC, NBC-HWC, CMC • OwnerLaila Morcos Zissis, LLC• New Orleans, LACPE: 1    Category: Personal Development October 29Creating a Positive Workplace Culture Jim Schneider, CPA, CIA • President & Managing PartnerThe Personnel Consulting Group • New Orleans LACPE: 1    Category:  Management November 12Tax Credit Shake-Up: What the New Incentives and ITEP Rules Mean for You Keri Hart • Senior Manager, Business IncentivesKim Wallett  • Senior Manager, Business IncentivesAdvantous Consulting, LLC • Baton Rouge, LACPE: 1   Category: Taxation December 9Practical Accounting Automation Using AIAndrew Schwartz, PhD • ProfessorStephenson Department of Entrepreneurship & Information SystemsLouisiana State University  CPE: 1    Category:  Technology

Technology and tax This webcast will be a forward-thinking exploration of the intersection of technology and taxation. As the field of tax practice evolves, staying abreast of the latest digital trends and tools is crucial for professionals seeking to enhance efficiency and accuracy in their work. We aim to provide attendees with: Insights into cutting-edge technologies Practical strategies for integrating innovation into their daily practice A glimpse into the future of tax compliance and strategySpeaker - April Walker

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Our session will include a discussion regarding indirect rate strategies for cost recovery.  We will cover negotiating indirect rates with pass-through entities and alternative indirect cost recovery methods. A look at applying the PPP Loan Forgiveness credit.  Understanding the definition of sub-awards and the MTDC allocation base, and where best  to allocate bonus expense.  Included in this session will be a selected review of the Uniform Guidance FAQs regarding indirect rates for States and Municipalities, as well as recently issued FAQs that impact indirect rates and cost recovery.   Speaker - Paul Calabrese

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