CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
K2'S 2022 Windows 11 - What End Users Need To Know
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Online
2.00 Credits
A burning question on the minds of many is, “What features should I use in Windows 11?” Presented with end-users in mind, in this session, you will get the answer you need to that question and others, all delivered in the context of improving productivity and security. Among other topics, you will learn about improvements in virtual desktops, changes to the user interface, customization options, and more. If you’re using Windows 11 now or plan to upgrade soon, this is a must-see session to help you make the most of your upgrade.
K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency
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Online
4.00 Credits
Blockchain technology offers the promise of digital truth. It provides a transparent, permanent, immutable, and high-speed record-keeping system when appropriately implemented. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing, with millions of new users every year. Organizations adopt this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel widespread adoption amongst Wall Street and regular investors alike. While more popular than ever, few business professionals understand these technologies, their capabilities, risks, and potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. In fact, this incredible technology is a mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology, including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. By participating in this session, you will gain a deeper understanding of the inner workings of this technology and recommendations on getting started.
Power BI - OLAP Formulas & More Time Intelligent Functions
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Online
2.00 Credits
This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the ability to create a calculation in a cell that is based upon the measure in the data model. This powerful tool provides the ability to create calculations in an Excel worksheet without using a PivotTable to perform the calculation. Gone are the days of creating a PivotTable, then using those values in the PivotTable for additional calculations. When using Power BI to build a data model that connects to data files, you may want to know the date of these files. This class teaches you how to create a measure based upon the refresh date of your data. In the class "Power BI - Use Advanced Calculations with DAX Formulas," you learned the basics of time intelligent functions, the ability to calculate measures based upon dates. In THIS course, we will take it to the next step and teach you how to perform many more date-based calculations. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 503: Management - Being a Balanced Leader-Manager
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Online
2.00 Credits
Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization. Note: This course is recommended as a part of a 16-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for leading or managing others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Online
1.00 Credits
Are you looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the second installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect. In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
This session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence. Topics include employee complaints, personality & attitude problems, performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions. You will learn how to use a unique process, “Reset the Clock,” that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future. Liability is replaced with credibility. Lawsuits are then avoided rather than won. Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders: “You should have anticipated this” after an avoidable legal claim.
Clear. Confident. Compelling. - Communication Strategies for Women in Business
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Online
1.00 Credits
When asked the question, “What would you like to improve about your leadership and communication style?” more than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicates leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident compelling leader helps to inspire better relationships, promotes trust and reduces stress in the workplace.
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
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.
Preparing for & Conducting Discharge Meetings
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Online
1.20 Credits
Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided.
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Online
2.00 Credits
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.
When Leadership Fails
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Online
2.00 Credits
When the leadership in any organizations carries out their responsibilities of establishing, maintaining and monitoring internal controls, it significantly reduces the possibility of fraud occurring. When and if it does occur, a good system of internal controls will often detect it early on. This presentation is an illustration of what can happen when top management fails to carry out their responsibility of protecting an entity’s assets through a good system of internal controls.
Introduction to Governmental Accounting
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Online
2.00 Credits
Governmental accounting is very unique. This course will introduce the financial reporting basics for governments, including fund accounting and the modified accrual basis of accounting. Attendees will analyze the layouts of the fund financial statements as well as the government-wide financial statements. The course will also cover the concept of component units, Management Discussion & Analysis (MD&A), and the Annual Comprehensive Financial Report.
Ethics Update: A Guide to Circular 230
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Online
2.00 Credits
Yes, taking an ethics course is a requirement to keep your license. But that doesn’t mean that an ethics course can’t be practical and meaningful. This update course is meant to give the tax practitioner two hours of ethics CPE but at the same time provide a detailed analysis of the Circular 230 rules for conduct of a tax practice. Best practices and guidance issues will also be provided. **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 leighanne.conroy@acpen.com.
Cash Conversion Cycle: Tool and Techniques
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Online
2.00 Credits
How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization.
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by federal tax law, it's also shaped by social norms. As part of their mission to collect taxes and administer the Internal Revenue Code, the agency utilizes human psychology to achieve their goals. These activities include public identity (using the IRS logo, seal, and symbol), voluntary compliance (using public shaming and the "Wesley Snipes" effect), trust building (using a Taxpayer Bill of Rights), and error reductions (using alerts and reminders to nudge behaviors). The session reveals how to "get into the head" of the agency and better understand the key psychological factors (individual, environmental, social) that drive leading IRS operations and decisions. The course also spotlights the leading issues and pain-points that are currently "top of mind" for the agency and how practitioners can be more mindful in their interactions with the IRS to improve outcomes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
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.
K2's 2023 Testing and Auditing Excel Workbooks
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Online
4.00 Credits
Excel errors continue to plague organizations of all sizes. As spreadsheets become more common, these errors will continue to impact virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before adversely affecting reports and decision-making processes. In this session, you will learn how to apply best practices to reduce the error rate in workbooks you and others on your team create and edit. Equally important, you will learn how to use add-ins for Excel to programmatically scan and audit your spreadsheets to identify potentially costly errors while there is still time to correct them. Finally, you do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team identify and correct potentially disastrous spreadsheet errors.
The Successful Family Business
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Online
4.00 Credits
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff.
Individual Federal Tax Update - Navigating the Current Tax Landscape
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Online
8.00 Credits
Stay up to date with the ever-evolving realm of individual income taxation in this essential course tailored for tax practitioners seeking to enhance their knowledge. This course offers an in-depth review of the complexities surrounding Form 1040 for the current tax year. Delve into the recent changes and updates within the tax code, providing you with a comprehensive understanding of the shifting tax landscape. Our course ensures you are well-prepared to assist your clients by navigating the most recent tax changes, regulations, and guidelines.