Category Archive: General ACPEN

Meet Michelle Lederman!

At ACPEN, we are lucky to work with the most amazing presenters—national experts, top-notch practitioners. People who have walked the walk AND talk the talk.

Today we want to introduce you to one such presenter—Michelle Lederman. To say that we have enjoyed getting to know Michelle, would be an understatement. She has spent her career helping people more effectively communicate, connect and network. And after you’ve spent a few minutes with Michelle, that is no surprise. The first time we met Michelle was for a quick lunch while she was in Dallas for the NSA (National Speakers Association) conference. Within minutes we learned that Michelle enjoys traveling (she’s been to more than 70 countries), is not the most adventurous eater, she has two fabulous children, and LOVES her work!

In our minds, we were meeting to see if we thought she’d be a good fit for our network, but Michelle was sizing us up as well. Because, Michelle makes it a point to do business with people she likes! By the end of the lunch, we had swapped funny stories, convinced Michelle to try guacamole (which we had to document with a picture and send to her husband as proof she tried it), and had mutually decided that we wanted to work together.

Michelle is a “connector.” In fact, she wrote a whole book about it—The Connector’s Advantage. Her expertise lies in effective communication, connections, and networking. She helps CPAs, CEOs, HR Managers, and all kinds of other professionals to improve communication and build meaningful relationships to help promote a happy, healthy, and efficient work place. If you’re looking for CPE and want to become a better CPA, manager, employer, and human, in general, check out Michelle’s courses!

Happy Mother’s Day From ACPEN!

We’re thankful for the Moms in our lives every day. But today, we wanted to take a moment to:

  1. Wish all of the moms out there a VERY happy Mother’s Day!
  2. Honor the amazing Moms of ACPEN. These women are the best Moms there are. But they are also the most amazing employees! They work hard all day a home, at the office—balancing conference calls and meetings while making lunches and filling PTA positions. We truly don’t know how they get it all done, but we are so thankful they do. Our ACPEN Moms are crushing it personally and professionally.

If you’re a Mom–thank you for all that you do to raise amazing, responsible, productive, kind tiny humans (maybe future accountants!), while juggling hundreds of other personal and professional responsibilities.

If you’re not a Mom—thank one of the many awesome Moms in your life!

“Life doesn’t come with a manual. It comes with a Mother.”

Happy Mother’s Day.




Small Business Week!

Small Business Week Image

Sure, we serve Accountants, CPAs and Finance professionals nationwide. And we partner with organizations and associations across the country. But we are actually a small, family-run business. Seriously—CEO Dad, I’m one of three kids who work for the company, I used to babysit our now Family Pictureaccountants kids when I was 17, our neighbor books our travel, our cousin runs production. So—we’re as small and family-run as it gets. And our family (and employees) all have unique professional backgrounds that all required some type of continuing education. We’ve got teachers, accountants, lawyers–and we’ve all sat through what we’d consider the good, the bad, and the ugly (and everywhere in between) of Continuing Education.


So we’ve committed to doing Continuing Education better.

And as some of you may know, working for a small business is no easy feat. It means:

  • We have to work harder and smarter to compete with some very big companies with some very deep pockets.
  • We often work very long (and sometimes very strange) hours.
  • It means we all wear many hats (from the HR director, to the janitor, to the lunch delivery driver, to the COO).
  • It means that your vacation may include a conference call and some email checking (because there isn’t anyone to fill your shoes when you’re gone).

But it’s totally worth it. Because it also means:

  • We’ve got the flexibility to take time off when we need it—to help at a child’s school, visit with a friend, or just take the occasional “Ferris Bueller’s Day Off!” (this is a real thing for some of our folks)
  • When the babysitter cancels or school is out, the “tiny interns” can come to the office (and eat ALL the snacks)!
  • Our studio (decidedly NOT an office—because no one likes offices) is a reflection of all of us!
  • We’re not confined by a lot of red tape and restrictions. If we want to try something new…we just do it!
  • We’ve got the freedom to do what is right for any customer, any time.
  • We get to choose to work with and partner with people we LIKE!
  • And our coworkers aren’t coworkers, or even friends. They are family.

Long story short, we are really lucky to be able to work with our favorite people, and to be doing something we are all passionate about. We promise to continue to do our best to do online CPE better than anyone else out there! We know you have a lot of options when it comes to Continuing Education. Thanks for choosing us. Welcome to the fam!

In honor of Small Business Week, enjoy 30% off of your entire order with code: SmallBiz19

Click here to start shopping!

New Year, New You!

ACPEN presenter, Joy Principe, kicks off 2019 by helping us better manage our money and our relationships! We love having Joy in studio. She brings her expertise and energy to every presentation, and it results in a truly engaging CPE experience. Be sure to check back in the summer for new content from Joy! Now, check out Joy’s blog below for tips for you (and your clients) on successfully navigating the potential mine field where money meets relationships.
Joy’s ACPEN Courses

Navigating The Money & Relationship Dilemma

“Money Dilemmas” can sometimes create awkwardness and discomfort in relationships. In my work as a Success Coach and CPA, I hear all kinds of situations that will either create walls between people or create opportunities to thrive financially. After all, we all have patterns and beliefs around money. And, when our set of money beliefs and patterns mingle with another person’s, there is potential for conflict and difficulty. However, relationships also offer the opportunity to try on new money beliefs and grow into our prosperity consciousness. Here are a few tips for navigating money and relationships in a healthy, positive way.

1. Building Trust:

We need to feel safe, encouraged and empowered in order to create an environment where abundance thrives. Relationships can offer an opportunity to create safety around the topic of money and receive encouragement.

One simple, yet powerful way to build your trust in money through relationship is to share your “money secrets” with another. What do I mean? Secrets such as the amount of debt you have and the feelings of possible shame and overwhelm that may go along with it. Maybe it’s your overspending habit or denial about the dreaded ‘bill pile”. Come clean with one of these money secrets and watch your world transform.  A friend, spouse, relative or your Coach will do. Choose someone who you know will be supportive and be clear as you make the request – “I’d like you to just listen, with no judgment or advice”. Feel yourself lose about 10 lbs of heaviness, when you share this secret with someone who will meet it with a warm heart and encouragement.  We all need to feel forgiven about one money secret or money mistake.  Then, offer to be that person in return.

2. Establishing Boundaries:

Relationships give us an opportunity to learn how to say “yes” with enthusiasm or “no” with kindness. Anytime that a friend or loved one makes an invitation or proposal involving money, you have this opportunity to create a healthy boundary. Make it a practice to be clear about money, even when it is uncomfortable.

For example, when going out with colleagues, establish at the beginning of the evening how the bill will be handled. If you are invited to something that is outside of your comfortable price range, speak your truth without shame or embarrassment, and stand in pride for managing your finances responsibly. If someone asks to borrow money, be very clear about your decision and its potential repercussions. The key to boundaries is clarity, and clarity that you create in your relationships with other people is then mirrored in the clarity you make in all your financial decisions.

3. Expanding Possibilities:

Sometimes our relationships with people have expectations attached to them. When we realize that this person can’t come through in the way we expected, the great news is that this forces our hand to look for possibilities in other ways. Money is a great training ground for expanding possibilities that spills over into your whole life. Try this new belief on for size: “There are literally hundreds of portals of possibility for money to flow to me.”  Close your eyes and image this…hundreds of ways for this money desire to find you.

With this new belief, that one person who just said ‘No,I can’t help,” or “No, I don’t have the money to chip in for that,” or “No, I’m not interested in your service” — suddenly it’s no big deal because you’re not thinking …”OMG, you were my only hope!” Not anymore… now you have a new belief that you are nurturing… the portals of possibility belief. This allows you to smile and move on to the next place. Creating abundance is the practice of seeing new possibilities, and our relationships and interactions with others can help us do that.

4. Sharing a Vision:

Oftentimes we have very different values and desires when it comes to money in our significant relationship.  One quick way to balance this out is to find at least one money goal that you share and can get excited about together.  It builds a bond between you and even though you may disagree about other money values, you’ll have this one common goal that can feel amazing as you complete it together. This is great practice for getting excited about money goals in general. Our experiences of abundance are directly related to our excitement and enthusiasm, so getting excited about a financial goal with another person can increase your experiences of getting excited about your own personal goals.

Choose one experiment each week from these tips and watch your abundance grow this month! Before long, you’ll be known in your circles as the person with “That Money Savvy” that everyone admires and respects.


Joy Principe, is a CPA and a Success & Wellbeing Coach who specializes in the concepts of abundance, thriving & joyful living.
She brings a diverse background to her work. She has been an entrepreneur and CPA business owner for 25 years, and she is also trained as a Certified Rubenfeld Synergist, a Transformative Coach and yoga teacher. She has been leading groups for over 10 years with her rare blend of analytical and creative qualities that inspire people to their personal greatness in a very practical and playful way. Her group programs and one-on-one sessions are focused on leading businesses and individuals to meaningful and sustainable success and happiness. Simply put, she guides people in creating their ideal lifestyle.

Learn more about her philosophy of success at her website: .
She can be reached at

Happy Thanksgiving From ACPEN’s Interns

Happy Thanksgiving from ACPEN’s Interns


Some of the interns are put to work prepping for the feast…


While others share what they are thankful for…

While the smart ones look forward towards Christmas!!!

The Calm Before the Storm

Get to the next signature course before anyone else. It’s much more peaceful before the arguing between the accountants and IRS agents kicks off. So get to the ACPEN Signature: 2018 Annual Tax Update early! And while you’re there check out our other ACPEN Signature Courses!

Behind The Scenes ACPEN Signature: Accounting and Auditing Update

ACPEN Signature: 2018 Accounting and Auditing Update took place this week, and it was another successful Signature course. Take a look at some of the behind the scenes pictures of the good times we had. And–if you missed it, be sure to check out the on-screen action at the next live webcast replay.

Chick-fil-a Chicken Minis: Breakfast of Champions


Tina making our speakers look their best!

Before the show starts there’s a lot of work to do, but apparently it isn’t in the control room. Where’d everybody go?

Margie Reinhart prepping for her session.

If the audio for this course sounds better than normal its because Charlie La Costa is an audio ninja.

Again, if you missed the live course, you can catch a live webcast replay! There are lots of replay dates before year end, so if you’re trying to get all of your CPE by year end, you’re in luck. And don’t forget that we offer discounted group pricing for all of our ACPEN courses (including the 2018 ACPEN Signature: Accounting & Auditing Update)! If your firm would like information on Group Registration, just email for pricing and info!

New Ways to Save!

ACPEN is happy to announce two new ways to reward our Customers! Visit the ACPEN Catalog and start saving!

Earn 1 reward point for every $1 you spend. Once you’ve accumulated 100 points, redeem your reward. 100reward points = $15.00 off of your next purchase!

Refer a friend to ACPEN and if they register for a course you both get rewarded. 25% discount for them and 100 reward points for you! Learn more about both of these rewards by logging into your ACPEN account. From your “My Account” page, you will be able to access your reward points and have the opportunity to refer your friends and co-workers! If you are among the first 25 ACPEN Customers to successfully refer a friend or colleague, there will be a special bonus coming your way!



Lead Like Springsteen: Five Key Things The Boss Does That You Should, Too

Submitted by ACPEN presenter Dr. Bruce Weinstein, The Ethics Guy.

You don’t have to be lucky enough to have a ticket to see the sold-out show, “Springsteen on Broadway,” to be the kind of leader Bruce is. But I was there last night, and I saw him do five things consistently that have a lot to do with the show’s, and Bruce’s, unmatched success.

If you follow Bruce’s lead, you will be a rock star in your own right.

Look At People When You Talk With Them

One of the most common observations about a Springsteen concert is: “I felt like he was talking right to me.” How can someone playing to thousands of people make each person feel so special?

It starts with how Bruce treats the audience: he looks directly at people. Unless you’re in the bleachers at Dodger Stadium, if you’re anywhere within Bruce’s eyesight, you feel he’s looking right at you, because he probably is, at least some of the time.

Looking directly into someone’s eyes the entire time you’re speaking with them is creepy. But if you’re constantly looking at everything but the person in front of you, you come across as distant, aloof and not interested in your interlocutor.

Be like Bruce. Connect with each person you speak with.

Speak, Then Listen

How many times have you felt as though you were on the receiving end of someone’s monologue during a conversation on the phone or in person? If only that person was as impressed with you as they are with themselves.

In Springsteen on Broadway, Bruce stops from time to time to gauge his effect on the audience. He speaks, stops, gets a sense of how what he just said has landed and then continues based on the cues he’s gotten from the audience.

There’s a constant feedback loop during the show, and that’s how every good conversation proceeds: back and forth, ebb and flow, speaking and listening. How long do you think Monologue Marlon or Self-Absorbed Sally would have lasted fronting a rock band? Not as long as Bruce has.

Be like Bruce. Shut yer yap once in a while.

Acknowledge Who Helped You Get There

About three-quarters of the way into the solo show, Bruce singles out everyone in the E Street Band and gives special attention to Patti Scialfa, who is both a member of the band and Bruce’s wife.

This is humility in action. Bruce may write the music and lyrics to his songs and command the stage from beginning to end, but without the contributions of Steve Van Zandt, Garry Tallent, Roy Bittan, Max Weinberg, Scialfa, Nils Lofgren, and the late Danny Federici and Clarence Clemons, as well as the distinguished musicians who preceded them, Bruce admits that he wouldn’t have gotten to where he is today.

Which are your team members more likely to think to themselves or say to you: “Stop thanking me so much” or “I really appreciate how grateful you always are about what I do”?

Be like Bruce. Give credit where credit is due.

Do What You Do Best

Could there be any expression more trite than this? No. Could there be any expression that is more likely to be the basis of your success than this? Absolutely not.

Imagine Bruce as an opera singer, ballet dancer, hockey player or financial analyst. It’s impossible to envision him in any of these roles without laughing out loud. But no one laughed last night when he sauntered onto the stage of the Walter Kerr theater to play “Growing Up” on an acoustic guitar and tell stories about his family.

Bruce Springsteen wasn’t born to run. He was born to touch the hearts and souls of people through the gifts of songwriting and performing that he was given and then developed.

Be like Bruce. Find out what you were put on earth to do, and if it’s not what you’re doing now, figure out how to get to the promised land. I know this is easier said than done, but just think of what the world would have missed if Bruce had spent his whole life as a third-tier dancer in a ballet company near Freehold, New Jersey.

Know When To Exit

Springsteen on Broadway is a two-hour show without an intermission. Although Bruce’s rock concerts have stretched beyond four hours, which is great for a stadium event, his New York show is just the right length. It’s long enough to be a deep dive into his life, but you don’t find yourself saying, “When the heck is this dadgummed thing going to end?” You leave wanting more.

Isn’t that how you’d like others to regard their time with you?

Whether you’re giving a talk, having an in-person/phone/Skype conversation or attending a social gathering, you should stick around just long enough to be a welcome presence.

We all know people who don’t know when to end a phone call. “Oh, and one more thing,” they add, while you catch up on your online Scrabble game and pretend to listen to their logorrhea.

Be like Bruce. Know when it’s time to go.

There. I said all I needed to say, so it’s time for me to go, too. Thank you for reading this.

Check Bruce’s availability to speak to your group on high-character leadership here.
And check out some of Bruce’s ACPEN courses here.

Jill Schiefelbein Comes to Town

One of our favorite presenters was in studio recently to record some interesting and relevant new content for ACPEN viewers. Jill Schiefelbein is always great to work with and brings a fun and carefree attitude to creating courses.

But, Jill is also a social media ninja! Check out some of her fun posts on her Instagram @dynamicjill.


Be sure to check out Jill’s social media courses, Social Media and Your Business and Social Media 101: Know the Essentials for Your Business, to learn to master social media like she does.


Also check out all of her new courses.

Effective Virtual Teams and Virtual Meetings

Self-Promotion for Career Advancement: Communicating Your Strengths

Dynamic Communication: Strategies for Achieving Buy-In

Setting up Programs for Innovation: A Six Step Process

Navigating Difficult Conversations

A little bit more about Jill:

Jill Schiefelbein, The Dynamic Communicator(R), thrives at the intersection of communication, education, and technology. From analyzing classified documents obtained from military raids of terrorist camps to assess jihad messaging strategies, to teaching business communication for 11 years at the largest university in the country, to starting and managing an online education office serving 60,000+ students, to her own award-winning entrepreneurial ventures, Jill successfully creates and executes communication strategies help people and companies solve problems, retain and develop consumers, and enhance the bottom line.

Jill is co-author of the textbook Business and Professional Communication in the Global Workplace, has a widely viewed presence on YouTube, and is an official video partner and contributing writer for Entrepreneur(R). Her next book, Dynamic Communication: Strategies to Grow, Manage, and Lead Your Business, will hit bookstores in May 2017. Learn more at and follow Jill on Twitter @dyanmicjill.