CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Online
2.00 Credits
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
Up Your Influence: How To Get What You want
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Online
2.50 Credits
The ability to influence people is the one fundamental skill that every professional needs. All managers know how hard it can be to make views heard despite having persuasive points to make. The program gives participants all the techniques necessary to increase their influence and put the power of persuasion to work for them.
The Value of Conflict: A Strategic Approach to Dealing with Difficult People
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Online
4.00 Credits
Poorly handled conflicts can lead to break downs in communication, reduced morale, and higher turnover. However, when managed well, conflict has the potential to bring value to the organization and the team. Conflict is a costly and often mishandled occurrence in the workplace. Successful conflict resolution occurs by listening to and providing opportunities to meet each side’s needs, and adequately addressing their interests so that they are each satisfied with the outcome. In this you will learn the different conflict modes, how to choose the appropriate strategy for your situation, and how relationships impact your ability to promote the positive outcomes and minimize the negative outcomes of conflict.
Communication Miracles At Work and In Life - Part 1
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Online
4.00 Credits
Communication is the glue that connects people, but it doesn’t come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
Become Rich Without Selling Your Soul
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Online
4.00 Credits
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies. And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented. By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Target setting can drive breathtaking positive results, the moonlandings, the eradication of smallpox or the repair of the ozone layer, for example. They can also have a dark side that can put executives in jail, bring global businesses to their knees and even cause wholesale loss of life. Using practical examples and case studies, this course walks you through the steps you need to follow to design robust, effective and credible targets for your organization.
A Practical Guide to Trusts
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Online
8.00 Credits
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.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.
The Education Advantage: Strategies for Boosting Employee Retention and Engagement
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Online
1.00 Credits
In the dynamic landscape of modern workplaces, the ability to retain top talent and foster employee engagement is a key determinant of organizational success. "The Education Advantage" is a one-hour program designed to help HR professionals, employers and employees understand: Turnover Costs Cost of Disengaged Employees Professional Development as a Strategic Imperative Employer Hesitations How to Embrace Professional Development Initiatives Types of Educational Opportunities This one-hour session is ideal for HR professionals, managers, and organizational leaders seeking tangible solutions to elevate employee engagement and retention through strategic professional development. Elevate your workforce and organizational success with "The Education Advantage."
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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Online
1.00 Credits
In today's dynamic business environment, preserving a unified and engaged team culture is more challenging than ever. As the rhythm of work accelerates and organizational structures evolve, silent threats can begin to undermine our established team dynamics. These undercurrents, if left unaddressed, can erode morale, dampen productivity, and weaken the team's cohesion. This session offers a deep dive into strategies that can help identify, address, and neutralize these challenges, ensuring a positive, resilient, and inclusive workplace culture. Attendees will be equipped with a blend of insights and actionable strategies, enabling them to both recognize and respond to these potential pitfalls.
Strategic Synergy: Unleashing HR's Impact on Business Strategy
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Online
1.00 Credits
In today's dynamic corporate landscape, HR professionals are no longer just HR experts; they are integral business strategists. This session unveils the pivotal role HR plays in shaping and influencing a company's overarching business strategy. It emphasizes the need for HR to don the hat of a businessperson first and an HR professional second. In this engaging presentation, we will delve into the critical strategic business concepts that HR leaders should not only grasp but also embrace confidently at the executive level. Moreover, we will explore how HR can navigate the fast-paced, technology-driven world by adapting to evolving strategic HR concepts. Discover how HR can transform from a support function to a strategic partner, contributing directly to the organization's bottom line. Learn how to align HR initiatives with business objectives, fostering a synergy that propels the company forward. Join us as we explore the art of blending business acumen with HR expertise to create a winning formula for success at the executive table. It's time for HR to lead the way in strategic synergy!
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Online
1.00 Credits
Do you often hear people complaining about coworkers or other departments? Do you have talented people with the right skills who struggle to collaborate and cooperate as a team? You’re not alone. This can be a common situation when people’s values, beliefs and their approach to solving problems differ. The key is to help everyone understand that our differences aren't bad – they’re interesting and extremely valuable. In this course, Tina guides you through tools and activities you can use to help your people (and yourself) broaden their perspective so they can more easily cooperate, collaborate, and communicate with the people around them. This program explores ways to help them connect, from personality assessments to team building activities. When coworkers or team-members understand each other better, it's easier to appreciate their differences.
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.20 Credits
Did you know that AI can now write your marketing copy? Create videos with your digital likeness? Provide subjective advice to your clients? Produce training for your employees? Even if you're on the fence about trusting artificial intelligence tools, knowing about these technologies, especially when combined with forms of synthetic media (think deep fakes, but not nefarious), is important for any business leader. Imagine being able to have your likeness communicate in over 40 languages. Think about how amazing it would be to create customized content for every situation without building each piece from scratch. Marvel at how that *perfect* image can manifest from typing just a few keywords. In this session you'll learn about the evolution of communication technologies, how artificial intelligence has expanded our range of connective possibilities, and what possibilities exist for leveraging these channels of communication in your business.
The Role of HR in Business Sustainability
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Online
1.20 Credits
In 2020, 96% of the world’s largest 250 companies published reports on their sustainability performance in accordance with national and international standards. Now many more companies are committing to sustainability, and Net Zero emissions in particular. This creates a new responsibility and opportunity for HR leaders. Staff must be trained in new policies, goals and procedures. Executives need help as leaders in this new approach. This one-hour course summarizes SHRM research into HR and sustainability, plus other expert sources and the instructor's own 30-year journey helping companies become more sustainable. The course presents key concepts, tools and sources to help HR find its role.
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc. the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team and board. However, in this course, we delve into the various steps of the strategic plan and explore where the Controller can add strategic value through providing functional input and insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals, and the internal performance management system that will be used to monitor and evaluate progress.
The Controller Function - Cash and Investments
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Online
1.40 Credits
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization’s ongoing viability. This course takes a look at some of the typical objectives involved in cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization.
Balancing Employee and Employer Rights
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Online
1.40 Credits
Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.
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.
Collaborative Communications: Working with Diverse Styles
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Online
2.50 Credits
Understanding how you prefer to communicate impacts how you lead, solve problems, make decisions, form relationships, collaborate, provide feedback, influence, and motivate. It also indicates what is influential and motivating to you. In this program you will learn your own communication preferences, how to identify others' preferences, and how to flex your style.