CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Internal Controls Over Compliance vs Compliance
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Online
1.00 Credits
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accountants and Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Complete Guide to Analyze Data with Excel PivotTables
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Online
4.00 Credits
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT Vision for Financial Analysis
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Online
2.00 Credits
This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Stay informed and ahead of the curve with this timely update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated, and PEEC has been especially active with new interpretations, revised guidance, and significant modernization initiatives. In this interactive course, we'll walk through the most important recent developments shaping ethical requirements for the profession, including updates affecting recruiting practices, CPE programs, and tax advisory services. Participants will gain practical clarity on how these changes impact both public practitioners and professionals in industry. The course also looks ahead to proposed and ongoing projects on PEEC's agenda, providing insight into potential future changes and what they may mean for compliance planning in an evolving ethical landscape. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Compilation, Preparation and Review Basics and Peer Reviews
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Online
2.00 Credits
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
Schedule K-1: What is it & What do I do with it?
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Online
2.00 Credits
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on Form 1040, with emphasis on common income, deduction, and credit items. The course also demystifies the Qualified Business Income (QBI) Deduction, including eligibility criteria, reporting mechanics, and integration with K-1 data. Key compliance topics-such as basis and loss limitations, material participation rules, and passive activity considerations-will be addressed through practical examples. In addition, attendees will be briefed on recent developments affecting Schedules K-2 and K-3, ensuring they are equipped to navigate evolving international reporting requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Unlock the Power of AI with Copilot in Excel
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Online
2.00 Credits
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Online
1.00 Credits
Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Yellow Book Update
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Online
1.00 Credits
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also addresses the GAO's implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. In addition, the course includes an overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Control Changes for Remote Workers
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Online
2.00 Credits
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Depreciation: Review and Update
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Online
2.00 Credits
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The 10 Must Know Excel Features
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Online
2.00 Credits
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
An Exhaustive Look At Fraud and Ways To Control It
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Online
8.00 Credits
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethic of Recruitment and Selection
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Online
2.00 Credits
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2025-2026 Federal Tax Updates - Business Entities
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Online
8.00 Credits
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.