CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it a tool that every CPA should have a basic understanding of how to use and apply in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT 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 ChatGPT on your computer. Practice files will be provided so 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: K2’s Getting Control Of Your OneDrive Account
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Online
1.00 Credits
Many professionals use OneDrive but don't realize-or use-its full capabilities. Whether you have a business or personal account-or both-OneDrive offers features to enhance productivity and improve data security. Join this exclusive session to discover the advantages of using OneDrive for data storage and collaboration. In it, you will learn how to manage relevant risks and integrate OneDrive seamlessly into your daily workflows. Don't miss this chance to enhance your efficiency and security. Sign up now and unlock the full potential of OneDrive for you and your team. Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: K2's Automation For Increasing Personal Efficiency And Effectiveness
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Online
1.00 Credits
In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness, and maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress and providing better mental clarity for more important activities. This hands-on course will equip you with practical knowledge of various automation tools, methods, apps, and technologies that can revolutionize both your personal and professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools and the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine. Presented by: Steven Yoss, Jr.Type: Live Webcast Replay
ACPEN: Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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Online
1.20 Credits
Session Overview: If you’re leading a small or mid-size company preparing for rapid growth — or you’ve just hit that thrilling, chaotic stretch where success creates new challenges — this session is for you. Everyone wants growth. Few are ready for what it really takes. In Scaling at the Speed of Trust, Steve Cadigan — LinkedIn’s first CHRO and architect of its legendary hyper-growth culture — shares the inside story of how the company scaled from 400 to 4,000 employees in just four years, and the lessons every growing business can apply today. Steve speaks to his experience scaling one of the most successful scaling ventures in business in the past two decades: LinkedIn. Cadigan was at the table building what many consider to be the gold standard of a high performing culture while going through rapid growth - through stories and real world examples, Cadigan provides an invaluable a unique insight into this critical phase of an organizations growth. This isn’t a talk about hiring faster — it’s about scaling smarter. Steve reveals how trust, transparency, and culture became LinkedIn’s greatest competitive advantage — and how small and mid-size firms can use the same principles to grow without losing what makes them great. Who This Session Is For: Founders and CEOs navigating early-stage or mid-stage scale HR and People leaders building culture through rapid change Executives and managers preparing their teams for the next growth phase Anyone facing the tension between speed and sustainability Presented by: Steve CadiganType: Live Webcast Replay
ACPEN: Taking the Financial Executive's Leadership to the Next Level
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Online
2.00 Credits
Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive and professional focus on where they are currently and help them bridge the gap in leadership skills that will enable them to gravitate to the next level. This course will guide the financial executive and professional to position themselves as leaders that others will trust and want to follow. The financial executive and financial professional will walk away understanding a more holistic approach to people and organizations and a transformational leadership style. Presented by: Mario FloresType: Live Webcast Replay
ACPEN: A Guide to Sampling - Part 2
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Online
2.00 Credits
Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls and tests of compliance. Presented by: Melisa GalassoType: Live Webcast Replay
ACPEN: Progressive Management Accounting
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Online
2.00 Credits
Traditional managerial accounting has often been criticized as ineffective, and in some cases even misleading, leaving many line managers skeptical of the information it provides. Modern management accounting addresses these shortcomings by developing precise cost-per-unit metrics that support budgeting, cost analysis, and performance control. Activity-Based Costing (ABC) enhances accuracy by tracing costs through cause-and-effect relationships rather than relying on broad overhead allocations. This fact-based approach delivers clear visibility into true profit margins across products, service lines, sales channels, and customers. In addition, ABC empowers organizations to reduce costs and improve productivity by reporting unit costs that track trends and benchmark performance against competitors. By moving beyond outdated accounting methods, organizations can unlock significant strategic and financial advantages. Presented by: Gary CokinsType: Live Webcast Replay
ACPEN: Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and explores the underlying causes of these issues. Through practical strategies, engaging case studies, and regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution, and protect plan participants and beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality and ensure regulatory compliance. Presented by: Peter ZenderType: Live Webcast Replay
Basic Individual Taxation Course
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Online
2.00 Credits
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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 System and Organization Controls (SOC) Engagements
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Online
2.00 Credits
In today's interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1®, SOC 2®, and SOC 3®) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations and compliance will be analyzed. This course equips accounting professionals with the knowledge to effectively lead in compliance reporting.
ACPEN: LLC's & S Corps -- A Comparative Analysis
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Online
4.50 Credits
This course provides an in-depth comparative analysis of Limited Liability Companies (LLCs) and S Corporations, focusing on their tax implications, compliance requirements, and operational structures. Participants will explore key aspects of entity formation, tax treatment, and compliance with corporate formalities. Topics include electing Subchapter S status, mechanics of Form 2553, and relief options for late filings under Rev. Proc. 2022-19. The course also highlights entity-specific tax forms, accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning, and audit strategies. Additionally, participants will review Schedules K-1, K-2, K-3, and effectively connected income for both entity types. *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
How to Audit Expenses & Payables
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Online
2.00 Credits
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. 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.
ACPEN: Two Types of Goals You Need to Be Successful
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Online
1.00 Credits
Do you understand the root cause for many professional and personal goals not being achieved? The SMART acronym is valuable in setting goals but insufficient for achieving them. You need two types of goals to boost your chances of success. Outcome goals focus on the results you want to attain. Process goals identify the action steps required to accomplish those desired outcomes. This session explores the essence of both types of goals, and practical examples and tips for the execution of your goals. Presented by: Jon LokhorstType: Live Webcast Replay
ACPEN: Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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Online
1.00 Credits
The Department of Justice updated guidance regarding their evaluations of Corporate Compliance Programs in March 2023: “Prosecutors should assess whether the company’s complaint-handling process includes proactive measures to create a workplace atmosphere without fear of retaliation, appropriate processes for the submission of complaints, and processes to protect whistleblowers.” This course offers recommendations for employers to consider when developing or augmenting an internal complaint handling process. Organizations benefit when whistleblowers trust the process and choose to promptly report their concerns internally. The measures offered promote a strong speak up culture and align with the Department of Justice's guidance. Presented by: Robin RohmerType: Live Webcast Replay
ACPEN: OBBA of 2025: Individual Overview
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Online
2.00 Credits
THE ONE BIG BEAUTIFUL BILL IS NOW THE ONE BIG BEAUTIFUL ACT!!! (Signed into law on July 4, 2025!). This program provides a summary of the major individual provisions of the OBBA of 2025 (H.R. 1), with a focus on the extended provisions, provisions made permanent without changes and those major changes, and new provisions for 2025 and beyond. *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
ACPEN: Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
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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: Form 1120S - Preparation and Analysis
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Online
2.00 Credits
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. *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: OBBA of 2025: Business Overview
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Online
2.00 Credits
THE ONE BIG BEAUTIFUL BILL IS NOW THE ONE BIG BEAUTIFUL ACT!!! (Signed into law on July 4, 2025!) This program provides a summary of the major business provisions of the OBBA of 2025 (H.R. 1), focusing on provisions that have been extended and/or made permanent without changes and those provisions which had major changes or are new for 2025 and beyond. *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
Noble Leadership: An Ethical Approach
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Online
2.00 Credits
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will be of most value to individuals who believe that everyone, regardless of circumstance, deserve "certain general conditions that are ...equally to everyone's advantage" (John Rawls). The Noble leader believes in people. The Noble leader is curious and humble and invites challenge and feedback into his/her/ world. The Noble leader is a true believer in seeing the good in others, helping them to be their best which in turn helps the Leader grow as well. The Noble leader does not shy away from confronting bad behavior/performance in a respectful and clear way while believing in the inherent dignity of each individual This workshop based on ethical principles offers a glimpse into what it takes to become a Noble Leader and how one can journey through for increased self awareness and skill development. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of the Cannabis Industry
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Online
2.00 Credits
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.