CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: New PCAOB Quality Control Standard Overview
-
Online
2.00 Credits
Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Roadmap to Ethical Decision Making
-
Online
2.00 Credits
Practitioners need to exercise caution to ensure they maintain independence as they assist their clients with reviews, audits, and compilation engagements. This course provides a roadmap to best practices and guidance provided by the AICPA's Code of Professional Conduct and analyzes and applies it to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: Are You Qualified? The Ethics of Practice Development and Skill Enhancement
-
Online
2.00 Credits
For an accounting practice or career to thrive, it must grow and develop. But what about the "Catch-22" of practice development: expertise at anything new requires experience, and experience cannot be attained while you are a non-expert! Or can it? This workshop looks at some of the more popular pathways to practice development (e.g., cybersecurity, client advisory services and cannabis) and considers the drawbacks of reaching too far, too fast. Presented by: Albert SpaldingType: Live Webcast Replay
ACPEN: The New AICPA Statements on Standards for Tax Services
-
Online
2.00 Credits
The SSTS are tax standards that apply to all members who provide tax services and provide the framework for the AICPA ethical guidance for tax practitioners. This program explores the revised AICPA Statements on Standards for Tax Services, effective January 1, 2024. This program is not approved for IRS credit. Presented by: Doug Van Der AaType: Live Webcast Replay
Tax Depreciation: Review and Update
-
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.
ACPEN: Fraud Assessment for Small and Medium Sized Businesses
-
Online
4.00 Credits
It is virtually impossible to pick up the daily newspaper and not find an article on some type of fraudulent event. In the wake of the “Era of Fraud, Waste and Excess,” one might suspect that potential fraudsters would think twice before committing illegal acts. However, just the opposite seems to be the case. Is there really more fraud or is there simply more fraud awareness? The harsh reality is that it is a little bit of each. Not only has fraud worldwide reached a level of over $7.0 billion in lost revenue but savvy C-level executives now realize that it could happen to their companies—very easily. When you put these facts together, it adds up to a completely new era of vigilance. Presented by: William O’BrienType: Live Webcast Replay
ACPEN: S Corporation Essentials: Review & Update
-
Online
4.00 Credits
This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. *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
Become a Data Analysis Expert
-
Online
2.00 Credits
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Strategic Government Budgeting: Tools for Long-Term Sustainability
-
Online
1.00 Credits
This course equips participants with the tools and strategies needed to create sustainable, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue and expenditures, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on experience with scenario planning, enhancing budget transparency and resilience. By the end of the session, attendees will have the knowledge and confidence to design and implement budgets that support long-term governmental priorities and strengthen financial stability. Presented by: Alex RomeroType: Live Webcast Replay
ACPEN: The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
-
Online
1.00 Credits
The staggering volume of accounting scandals is a scandal. What has happened and what were the root causes? Why do many financial professionals choose to do the wrong thing? What has been the cumulative impact on the profession? What can we do to enhance our professional reputation? We will discuss the many "fixes" imposed to address previous accounting scandals, including COSO; were they effective? We must understand that accounting fraud is prevalent and what should we look out for? Be aware. We do not want history to repeat itself. Presented by: Don Minges, Tracy CooperType: Live Webcast Replay
ACPEN: The Controllership Series: The Controllers role in ESG
-
Online
1.50 Credits
As ever more jurisdictions move toward mandatory disclosure of ESG metrics, (ex: the European Union’s new Corporate Sustainability Reporting directive and impending U.S. SEC requirements) the urgency to get those disclosures right has gone up. This course to as an introduction to the concept of requirements for Controllers and financial personnel to understand ESG disclosures .Whether the role related to ESG disclosures and information falls into the job responsibility of the controller or not is yet to be seen. However, it is clear the Controller must maintain some level of knowledge and expertise around the types and timing of such disclosures. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: K2’s Excel’s Best New Features
-
Online
2.00 Credits
With the latest updates in Microsoft 365 and Office 2024, Excel is more powerful than ever. Packed with cutting-edge features, more innovative functions, and seamless collaboration tools, the newest version is designed to take your productivity to the next level. Whether you're crunching numbers, building dashboards, or collaborating across teams, these enhancements unlock faster workflows, deeper insights, and more thoughtful decision-making. Don't miss your chance to stay ahead of the curve-discover Excel's most exciting new features and learn how to put them to work for you. Your spreadsheet game is about to change-let's make it extraordinary! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
-
Online
2.00 Credits
The accounting profession is at a crossroads — not because of a new generation, but because the entire architecture of work is being rewritten. Smaller firms are feeling it most: recruiting has become harder, AI is changing client expectations overnight, and leadership succession looms large. In this fast-moving and practical session, global future-of-work strategist Steve Cadigan (LinkedIn’s first CHRO and author of Workquake) unpacks how small and mid-sized firms can reimagine how they attract, develop, and lead talent in a world where certainty is gone and adaptability is gold. Through real-world examples from progressive firms like Bookminders, Prestige Accounting, LedgerWise, Nova Accounting, and Insights CPAs, Steve shows how leaders are reshaping work models, leveraging AI as a time- creator, and making accounting a magnet for modern talent again. Presented by: Steve CadiganType: Live Webcast Replay
ACPEN: Microsoft Excel: Moving Beyond the Basics
-
Online
2.00 Credits
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: Asset Misappropriation You Have It – They Want It
-
Online
2.00 Credits
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal and not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it and you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one’s imagination. Presented by: Dennis DycusType: Live Webcast Replay
ACPEN: Procurement Standards 2026: What You Need To Know
-
Online
2.00 Credits
Federal procurement requirements under the Uniform Guidance were significantly revised effective October 1, 2024, introducing new expectations for procurement methods, internal controls, contractor oversight, and domestic sourcing preferences. This session will provide grant recipients and subrecipients with practical guidance on implementing compliant procurement procedures under 2 CFR SS200.317-200.327 and aligning procurement policies with updated federal standards, and thresholds from the FAR. Attendees will learn how to strengthen procurement documentation, apply revised competition requirements, and prepare for federal agency or Single Audit procurement system reviews. This session provides the regulatory application to develop your own SOP. Presented by: Paul CalabreseType: Live Webcast Replay
ACPEN: Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
-
Online
2.00 Credits
This course provides tax and accounting professionals with a focused overview of Trump Accounts and their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment, and reporting considerations. Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities, and avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies. *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: Arthur WernerType: Live Webcast Replay
Invest in Your Mental Health and Avoid Burnout
-
Online
2.00 Credits
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Unlocking Deep Secrets: Case Studies in Financial Analysis
-
Online
2.00 Credits
Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Volume to Value: A New Era of Precision Hiring in Accounting
-
Online
1.00 Credits
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication, and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment, and retention forecasting, and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring, and a high-level implementation roadmap with metrics to evaluate quality of hire, performance, and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.