CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: Public Speaking Secrets That Wow Audiences
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Online
4.00 Credits
In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute. Presented by: Jonathan RobinsonType: Live Webcast Replay
ACPEN: Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
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Online
4.00 Credits
This course reviews the legal, fiduciary, and federal tax responsibilities of an executor or personal representative during the administration of a decedent’s estate. Participants will examine the executor’s duties from initial appointment through final distribution, including identifying and managing estate assets, settling creditor claims, and administering distributions to beneficiaries. The course also reviews filing requirements for the decedent’s final Form 1040, the estate’s Form 1041, and the federal estate tax return, Form 706, along with the treatment of income in respect of a decedent (IRD) and basis adjustments. Participants will also examine IRS procedural requirements, including obtaining an EIN for the estate, responding to IRS notices, and recognizing potential audit risks. Emphasis is placed on practical estate administration procedures, executor liability considerations, and maintaining proper estate accounting records and documentation to support compliance with federal tax requirements. *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: Mary Jane HouraniType: Live Webcast Replay
ACPEN: K2’s Implementing Internal Controls In QuickBooks Online Environments
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Online
4.00 Credits
The QuickBooks Online (QBO) ecosystem is rapidly expanding, with millions of small businesses now relying on it for their accounting and business management needs. However, many QBO implementations lack adequate internal control infrastructures, which can lead to potential risks and inefficiencies. This is often due to a lack of understanding of the internal control options available in the cloud-based version of QuickBooks and how to implement them effectively. Join our session to learn about the four common types of internal controls and how to assess the internal control structure of a small business. We'll guide you through the opportunities to enhance internal controls in QBO environments using features found within the application. Additionally, you'll discover additional internal control procedures for situations where adequate controls cannot be established in QBO. Contrary to popular belief, QBO-based organizations can indeed benefit from strong internal controls, and this session will show you how. Don't miss this opportunity to strengthen your QuickBooks Online implementation and ensure your business is safeguarded against risks. Sign up now and take the first step towards a more secure and efficient QBO environment! Presented by: Thomas StephensType: Live Webcast Replay
Forensic Accounting: Investigating Divorce Cases
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Online
4.00 Credits
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit: Property, Plant, & Equipment
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Online
2.00 Credits
Property, Plant, & Equipment is often one of the largest balances on the financial statements. This course will cover the foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Harnessing ChatGPT and Other Large Language Models at Work
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Online
1.50 Credits
Although many people use ChatGPT or other Large Language Model (LLM) informally at work, very few have received training on how to engage effectively with this powerful technology. This course provides practical advice on how to exploit the full potential of LLMs, while also highlighting the risks that need to be managed.
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
About the TIGTA: Who Watches the IRS?
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Online
2.00 Credits
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Art of Engaging in Difficult Conversations
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Online
2.00 Credits
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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Online
1.00 Credits
You have more to do than time to do it. When you finally find the time, distractions steal it away again. As a leader with multiple layers of demands on your time, how can you possibly get it all done? In this course, I will help you learn practical productivity strategies so you can tame your to do list and multiply your time. It’s just wrong for a to-do list to rule your life. Learn how to take back your time…and your life. Presented by: Christine WilsonType: Live Webcast Replay
ACPEN: Revenue Recognition Topic 606 - Identify the Contract Part 1
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Online
1.20 Credits
On May 28, 2014, the Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing and uncertainty of revenue from contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard. Presented by: Lynn FountainType: Live Webcast Replay
AHI: Advanced Management and Leadership Essentials (Mini Course)
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Online
2.00 Credits
This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.
ACPEN: Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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Online
2.00 Credits
You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you. This is a great and fun course on its own, but is also part three of a four part series on budget mastery. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: K2's Taking A Fresh Look At Teams
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Online
2.00 Credits
Just because Microsoft Teams is no longer a new tool doesn't mean it hasn't evolved & it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more from Teams and enhance your ROI on the platform. In this session, you will learn about the core options available in Teams and how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features, and integration with Microsoft's Copilot platform. If you use Teams and want a deeper understanding of the platform, don't miss your opportunity to participate in this session. Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Accounting for People: Workforce Trends, Costs, and Talent
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Online
2.00 Credits
Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends, and risks associated with today’s ever-changing workforce has changed. From recruiting and retention to engagement and compensation alternatives. The modern leader must understand how employee-related decisions drive both performance and profitability. This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We will also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you? Join for some interesting research and entertaining mix of videos to understand the people around you in the workforce. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Metrics Which Every CFO, Controller and CPA Advisor Should Know
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Online
2.00 Credits
Metrics represent a framework of ratios and key performance indicators used to evaluate financial performance and operational effectiveness. In this course, Jeff covers the most common and useful metrics that every CFO, Controller, and CPA advisor should understand. The discussion is organized by the type and use of each metric. The course includes practical examples to support understanding and application. Jeff presents the material in an engaging manner to help reinforce key concepts and maintain focus. Presented by: Jeff SailorType: Live Webcast Replay
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.
ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
This comprehensive annual update brings together key accounting, auditing, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit and attestation updates, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Participants will also review recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits. Presented by: Melisa GalassoType: Live Webcast Replay