CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Planning for Small Business Success
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Online
4.00 Credits
Strategic Planning for SMEs Presented by: William O’BrienType: Live Webcast Replay
ACPEN: Navigating Mergers & Acquisitions with AI: The Future of Deals
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Online
4.00 Credits
Mergers and acquisitions can be complex, risky, and filled with unexpected challenges—but they don’t have to be overwhelming. This course provides a clear and practical overview of the M&A process, helping professionals understand the critical stages of evaluating opportunities, structuring deals, conducting due diligence, and navigating post-transaction integration. Participants will learn practical techniques that help organizations avoid the common traps that derail many transactions while improving the likelihood of successful outcomes. The session also explores how emerging AI tools are beginning to enhance deal analysis, uncover deeper insights, and support better decision-making throughout the M&A process. Presented by: James LindellType: Live Webcast Replay
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: A Fox in the Henhouse/Courthouse
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Online
1.00 Credits
The ancient Romans had a saying about using caution when appointing someone to a position of trust, "don't set a wolf to watch the sheep". That saying is in use today and has changed to include "don't put a fox to guard the henhouses";. The thought is similar, but the wolf and fox are vastly different animals. Wolves rely upon their strength to survive while foxes rely on their cunning. Like foxes, fraudsters rely upon their cunning to defeat or circumvent internal controls. This session reviews the investigation of a deputy court clerk who exploited a weakness in internal controls and committed fraud in the courthouse. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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Online
1.00 Credits
Understanding your own and the people style of others whom you are dealing with which can establish rapport more easily, help you become more persuasive, and avoid miscommunication with the possibility of rubbing someone the wrong way. In our session, you will gain insights into your people style, ways to improve communication connectivity and how to understand your team's functionality (or more likely dysfunctionality). Presented by: Mario FloresType: Live Webcast Replay
ACPEN: Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty, and going concern for nonprofits. Presented by: Jennifer LouisType: Live Webcast Replay
Best Practices: Conducting Meaningful Walkthroughs
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Online
2.00 Credits
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Current and Upcoming FASB Issues
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Online
2.00 Credits
Keeping up with FASB changes You'll explore changes in accounting, including: Relevant pronouncements Exposure drafts Projects Additionally, you'll be able to identify recently issued FASB standards and guidance that cover broad and narrow issues, as well as understanding how to apply them. You'll also learn about upcoming standards that will be effective in the near future.
ACPEN: Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life. Presented by: Jonathan RobinsonType: Live Webcast Replay
ACPEN: S Corporation Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination, as well as an update on Schedules K-2 and K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *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 Presented by: Steven DilleyType: Live Webcast Replay
Corporate Transparency Act Developments
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Online
2.00 Credits
U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Online
1.00 Credits
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Business Etiquette & Mindfulness
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Online
1.20 Credits
In today's fast-paced and interconnected workplace, success depends as much on how we show up as what we know. Business Etiquette and Mindfulness is a training designed to help professionals strengthen their communication, presence, and emotional intelligence. Participants will learn practical strategies to demonstrate professionalism, navigate workplace relationships with respect, and stay composed under pressure. Through engaging discussions, real-world scenarios, and mindfulness exercises, this course helps individuals build the awareness and confidence needed to lead with empathy, manage stress effectively, and represent their organization with excellence. Whether you're an emerging professional or an experienced leader, this session provides actionable tools to enhance focus, foster collaboration, and create a more mindful, inclusive workplace culture. Presented by: Mayra Alvarez, Shannon WhiteType: Live Webcast Replay
ACPEN: Emerging Risks and Resilience - How Accountants and Finance Professionals are Leading the Way - Part 1 Building Organizational Resilie
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Online
1.40 Credits
This is Part 1 of a 5 part series on Emerging Risks - How Accountants and Finance are leading the way The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: How to Audit Prepaid Expenses
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Online
2.00 Credits
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions and common risks and threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy and reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools and confidence needed to navigate prepaid expense audits with proficiency. Presented by: Jaclyn VenoType: Live Webcast Replay
ACPEN: Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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Online
2.00 Credits
What can we learn from one of the largest municipal frauds in U.S. history? Rita Crundwell stole nearly $54 million from the citizens of Dixon, Illinois over the course of two decades. This course examines circumstances that allowed this landmark fraud to occur. We will explore internal control deficiencies and other circumstances that hindered prevention or timely detection of Rita's scheme. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: S Corporations – Overview
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Online
2.00 Credits
This course provides an overview of the key aspects and tax implications of S Corporations. Participants will learn the mechanics of electing Subchapter S status, compare S Corporations to other entity structures, and explore compliance requirements such as corporate formalities. Highlights include a detailed discussion of Form 1120S, accountable plans, taxable fringe benefits, officer reasonable compensation, and IRS audit strategies. The course also covers Schedules K-1, K-2, and K-3, as well as the concept of effectively connected income. Practitioners will gain practical insights into advisory services and strategies for representing clients before the IRS. *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 Presented by: Mary Jane HouraniType: Live Webcast Replay
ACPEN: K2's AI: Real Tools, Real Results
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Online
2.00 Credits
This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era. Presented by: Randolph (Randy) JohnstonType: Live Webcast Replay
ACPEN: K2's Tech Tuneup Tips
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Online
2.00 Credits
Technology issues rarely come from major failures-they come from small inefficiencies that compound over time. This practical session focuses on high-impact, low-effort technology tuneups that accounting professionals can apply immediately. Participants will learn proven tips for improving workstation performance, tightening security, streamlining workflows, reducing digital friction, and extending the life and value of existing technology investments. The emphasis is on practical configuration changes, overlooked features, and operational habits that deliver measurable productivity gains without requiring major system replacements. Presented by: Randolph (Randy) JohnstonType: Live Webcast Replay