CPE Catalog & Events

Financial forecasting is an important part of any successful business. It enables businesses to plan for the future and anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue and income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing, and how they must adjust to these changes. There are many types and methods of financial forecasting. This course will review the most prevalent forecasts and relative methods being used.

The world of work changed radically and became much more virtual after the pandemic’s onset in 2020.  Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps.  In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.  

A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans, with a focus on how to use Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *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

The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do.  Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead.   Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer.  In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you.

Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer's thought process? This hands-on session will answer these questions by helping you understand the role of an engagement quality control reviewer. Not only will you develop an appreciation for the role of an engagement quality control reviewer, but this interactive session will allow you to step into the reviewer's shoes by performing a quality control review during the class session. You will leave with an understanding of best practices for minimizing your exposure to critique by reviewers.

This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants and financial professionals focus attention on strategy and modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles and initiating real-time reporting and insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) and Deloitte’s Center for Controllership aimed to better understand the current state of controllership and expectations of future demands for controllers and accounting professionals. They conducted a survey in late 2022 and identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight and questions to answer on the controllership transformation journey. In this segment one, we go through numerous concepts in detail and the remaining concepts will be covered in segment two.

Many organizations have a process documented for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company that you might think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today.

Many for-profit entities receive government assistance or are required to have financial statement or compliance audits due to law or regulation. This course will discuss the requirements under Generally Accepted Auditing Standards relevant to for-profit entity audits.

The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. 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 provides a comprehensive analysis of the taxation issues affecting the cannabis industry. It covers the historical context of U.S. taxation, the distinctions between industrial hemp and marijuana, and the specific tax codes and regulations that apply to the cannabis business. Participants will gain insights into state marijuana laws, the unique challenges of a cash-intensive industry, and pertinent federal court cases. *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 course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.

QuickBooks for Accounting Professionals 2025 UpdateCredit(s) and Type: 2 Accounting & Auditing Speaker Name(s): Mario Nowogrodzki, CPA, CITP This presentation will cover: QuickBooks 2025 Updates Working Trial Balance to Prepare Financial Statements Accountants' Tool Box Using Accountant Tools for Compilation and Review   Chapter Registration Contact Name: Washti S Bajnath Email: wsb1024@gmail.com  Phone: 954-290-5180 Member Cost $25 Non Member Cost $40   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Ave, Suite 300POrlando, FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space. Does this sound familiar? If so, this webinar is for you. This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments. *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

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

*** Save 15% on this event when you use the code SPRING25 at checkout ***Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an estate or trust and its beneficiaries, sure to be an important skill in practice in the new income tax environment.

Risk mitigation and response Boards and executive teams must manage an ever-changing landscape filled with uncertainty - due to economics, geopolitics, technology, tax regulations, talent pool, cyber-terrorism, data privacy and more. Emerging technologies, such as artificial intelligence and the Internet of things (IoT), are disrupting business models across all sectors. Learn strategies for mitigating risks and dealing with risks quickly.

The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue      This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.

Much has been written and said about Artificial Intelligence (AI). But for many professionals, AI remains an enigma because they do not know how to get started using tools such as Bard, ChatGPT, and Copilot. If that describes your situation, relax because help is here! Participate in K2’s Getting Started With Artificial Intelligence to learn to use today’s AI tools. This session will teach you how to access and use multiple popular AI tools to improve efficiency and productivity. If you are starting with AI, this is one session you cannot miss!

Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client, and also walk through complicated scenarios to practice what we learn.