CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Online
8.00 Credits
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement. This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet efficient, nature. Presented by: Jennifer LouisType: Live Webcast Replay
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.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
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Online
2.00 Credits
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity, and gain tools for making sound decisions under pressure. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Productivity Hacks for Working Remote
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Online
1.20 Credits
In this course, we will share tips and tricks for working remotely. You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking. Presented by: Kelly SimantsType: Live Webcast Replay
ACPEN: The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
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. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Depreciating & Expensing Business Assets
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Online
2.00 Credits
This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. *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 terri.storer@acpen.com Presented by: Doug Van Der AaType: Live Webcast Replay
ACPEN: Indirect Cost Rates 2026: What Nonprofits Must Know to Build NICRA-Proof Proposals
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Online
2.00 Credits
Indirect costs are an important aspect of obtaining full cost recovery on grants and cooperative agreements. An indirect rate is a mechanism for recovering allocable indirect costs. Have you struggled to understand how indirect rates work? We will show you Uniform Guidance theory and the mechanical aspects of how indirect rates are constructed. This session will cover the two of the most widely used indirect cost rate proposal templates to obtain Negotiated Indirect Cost Rate Agreements (NICRA) for both the U.S. Department of Health and Human Services (HHS) and U.S. Department of Interior (DOI). We will address: • Fringe and indirect rate examples, • The power of an indirect rate multiplier, • What is an ideal indirect rate, • Mandatory requirements for constructing an indirect rate, • The importance of the Statement of Functional Expense, and • Understanding the HHS and DOI model templates. Presented by: Paul CalabreseType: Live Webcast Replay
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Online
8.00 Credits
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season. *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 terri.storer@acpen.com Presented by: J. Patrick GarverickType: Live Webcast Replay
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Ethics, Education and AI; Can Thy Coexist?
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Online
1.00 Credits
AI (‘Artificial Intelligence’) has fundamentally changed education – at all levels. These changes have ignited severe ethical dilemmas in schools, higher education and continuing professional development. There is an escalating ‘arms race’ between the students, teachers and professors. What does this mean for the future of education and the future of the workplace? Presented by: Don Minges, John LevyType: Live Webcast Replay
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.
ACPEN: Ethics Aren't for the Byrdes in Ozark
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Online
1.00 Credits
Professional codes of ethics provide guidance to professionals who are frequently required to choose between doing the right thing and the wrong thing. Sometimes, professionals violate their ethical code and do the wrong thing for what they rationalize is the right reason. This session uses the popular television show "Ozark" and its multiple examples of seemingly good people doing bad things for the right reason to define ethics as well as explore why people make unethical choices and how they justify those choices. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: 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. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Online
2.00 Credits
Recently issued generally accepted auditing standards were designed to enhance audit quality. This course will address the most commonly misapplied concepts and FAQ in properly implementing the new requirements in the way intended to achieve that goal. Presented by: Jennifer LouisType: Live Webcast Replay
Leverage PowerBI.com to Create Data Analysis for Others
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Online
2.00 Credits
Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis
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Online
8.00 Credits
This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member’s basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member’s individual income tax return. *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 terri.storer@acpen.com Presented by: J. Patrick GarverickType: Live Webcast Replay
ACPEN: Let's End Business Ethics
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Online
2.00 Credits
Most ethics courses focus on unethical individuals and their terrible misdeeds. We don't need another course on lessons from Enron or individuals committing fraud. Most unethical failures result from unethical individuals. Instead, this session will focus on how good people can do better, why there is no such thing as business ethics and why we only need one rule to lead ethical lives. Presented by: John LevyType: Live Webcast Replay
The Leadership Skills of Tomorrow: Delegate and Listen
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Online
2.00 Credits
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.