CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: Analytical Procedures for Nonprofits
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Online
2.00 Credits
Strong analytical procedures are critical for evaluating the fair presentation of financial statements. In addition, Financial statements are only as good as the information and trends that they produce for operational, strategic, or compliance purposes. This course will provide insights into how to determine the strength and efficiency of nonprofits in achieving objectives and knowledge to improve the analysis of the fair presentation of a nonprofit's financial statements. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Tax Depreciation: How to Optimize Deductions
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Online
2.00 Credits
Following the ever-changing tax deprecation rules is not a game for the faint hearted! This course analyzes the current landscape of depreciating, capitalizing and disposing of business assets, with examples and illustrated case studies to enhance the CPAs understanding of the most current tax depreciation provisions. *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
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information
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Online
2.00 Credits
Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we'll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We'll examine how data can be accessed — legitimately or maliciously — by third parties during travel, and offer practical strategies to minimize risk, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations, and actionable tips for staying secure in transit.
Surgent's Leveraging AI for Data Analytics in Accounting
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Online
2.00 Credits
This course explores the data analytics aspects of AI in accounting. Participants will develop skills in leveraging AI tools for enhanced data analytics.
Surgent's Managing Up the Ladder
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Online
2.00 Credits
It's not about top-down management anymore — things have changed. For organizations to be successful today, everyone needs to contribute. Our success depends not just on how you manage those who report to you but also on those to whom you report. The world is too complex now for any one person to have all the answers. Sometimes those in charge need and want your support. Learn how to manage the managers in "Managing Up the Ladder." It takes a special finesse and approach. You'll learn strategies for acquiring buy-in from those above you in the organization and tools for more effective communications and building respect.
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue so you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.
Using ChatGPT with Excel
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Online
2.00 Credits
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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
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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: 2025 Mid – Year Tax Update: Planning for Businesses
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Online
4.00 Credits
The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes, and potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security and retirement taxation, and potential modifications to deductions and credits. The course also examines ongoing discussions about IRS restructuring and the expansion of tax incentives for American businesses and families. With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income and estate tax considerations, participants will gain insights to help clients make informed decisions. *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: Arthur WernerType: Live Webcast Replay
ACPEN: The Essential A&A Update with Renee Rampulla
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Online
4.00 Credits
This course is essential and designed to assist those who need to remain up to date on recently issued and effective guidance impacting the accounting and auditing of private companies. Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting, and hedging. Understand the American Institute of Certified Public Accountants' (AICPA) recently issued Statements on Auditing Standards (SASs) and Statements on Standards for Accounting and Review Services (SSARSs). Presented by: Renee RampullaType: 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.
Leadershift Ethics: Things Must Change!
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Online
2.00 Credits
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined. In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Awful Ethical Dilemmas – Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Online
1.00 Credits
Professional Codes of Conduct make Ethics seem easy and clear cut. However, this is not so in real life. This session discusses five cases where the ethics is not so clear cut. What should be considered? We will explain how you can be more diligent and maintain awareness of ethical issues to become more effective and enhance the reputation of the profession. Presented by: Don Minges, J. Michael InzinaType: Live Webcast Replay
ACPEN: The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
This course is one of the courses dedicated to our Controllership Series. 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 continue to add strategic value to their organizations. Within this segment of our controllership series, we continue our discussion on inventory from segment one. This specific segment focuses on areas of inventory valuation, the types of physical inventory methods, and inventory fraud. These areas are critical for the controller to have a strong comprehension of and also participate in the development of policies and procedures. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Is Activity-Based Costing the Right Tool for Your Organization?
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Online
2.00 Credits
This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
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Online
2.00 Credits
Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
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Online
2.00 Credits
Financial statements are intended to communicate the financial condition of an organization, but the numbers themselves are only a translation of underlying business operations. When financial professionals focus solely on the accounting presentation without understanding the operational realities behind those numbers, significant risks, distortions, or even fraud can go undetected. This course explores how CPAs, auditors, controllers, and financial analysts can apply operational thinking when reviewing financial information. Participants will learn how to translate financial results back into operational language and evaluate whether a business model is plausible. Through practical examples and real-world case studies, the program highlights warning signs that may indicate financial distortion or misrepresentation. The session equips participants with practical questions and analytical tools to help identify what may be hiding behind seemingly reasonable financial statements. Presented by: James LindellType: Live Webcast Replay
ACPEN: K2's Productivity Life Hacks
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Online
2.00 Credits
Today's busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails, and more work projects. Outside of work, we have increased family and social obligations. Simply, there aren't enough hours in the day to get everything done. We all could benefit from an extra hour of productivity throughout the day. Effectively using technology in your personal and business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications, and more. Participants will leave this class with tips and tricks on shaving hours of time per week. Presented by: Steven Yoss, Jr.Type: Live Webcast Replay
Public Procurement Basics: Protecting the People's Money
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Online
2.00 Credits
Procurement is a critical component of successful government operations. While there are challenges in public procurement, there are a number of guidelines and requirements that will help lead you to success. This course will offer guidance on how governments can meet complicated procurement needs and develop best practices that protect public and Federal funds. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.