CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances
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Online
2.00 Credits
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky. This session provides a roadmap including specific actions for financial professionals focused on improving the results of an acquisition, sale, formation of an alliance, and/or outsourced activities. This program continues to be updated based upon trends and recent events. In addition to traditional topics, it includes discussions on the impact of taxes, corporate structures to manage M&A and internal venture capital, strategic spin-offs/splits, issues concerning goodwill, and managing outsourced activities. The program expands the topics covered in the Controllership Skills Update Series. As with the other programs, this brief session is aimed at renewing and expanding participants' existing skills, by providing specific actions to improve an organization's results. Real-world examples are used throughout the session.
Surgent's Guide to Partner Capital Account Reporting
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Online
2.00 Credits
Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these complex rules in practical and understandable terms.
Surgent's Incident Response and Case Studies in AI-powered Cybersecurity
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Online
2.00 Credits
This course emphasizes the practical application of incident response frameworks through case studies of AI-related cyber incidents. It focuses on preparing financial professionals to effectively manage and learn from cybersecurity crises.
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
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Online
2.00 Credits
This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that qualify for charitable contributions, the income and estate tax treatment of gifts, and the various methods of structuring charitable donations to maximize tax efficiency. Attendees will learn about specific charitable gifting techniques such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions from retirement accounts. The course will also examine tax deduction limits, substantiation requirements, and the impact of state tax credits on charitable giving. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective charitable giving strategies that align with their financial and philanthropic goals.
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: Proper Financial Accounting for S Corporations
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Online
4.00 Credits
Proper financial accounting for S corporations involves adhering to specific accounting principles and tax regulations designed for this unique business structure. This course examines the proper financial accounting for S Corporations. Presented by: Doug Van Der AaType: Live Webcast Replay
Retaining Talent in a Competitive Marketplace
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Online
4.00 Credits
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Comprehensive Estate Planning: Administration & Postmortem Strategies
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Online
8.00 Credits
Navigating the complexities of estate and trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities and the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional’s role in estate and trust administration, emphasizing practical insights and strategies for managing assets, addressing the legitimacy of debts and creditors, and ensuring the proper distribution of assets. **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 Werner, Tara SingerType: Live Webcast Replay
ACPEN Signature 2026: Not-for-Profit Accounting, Auditing & Tax Update
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Online
8.00 Credits
Stay current on the most important accounting, auditing, tax, and ethics developments impacting not-for-profit organizations in 2026. This comprehensive ACPEN Signature program delivers a practical, executive-level update designed for CPAs, auditors, CFOs, controllers, and advisors serving the nonprofit sector. On the tax front, the program covers the sweeping charitable giving changes under the One Big Beautiful Bill Act (OBBBA), effective beginning in 2026. Topics include the new deduction floor for itemizers, revised corporate giving thresholds, the non-itemizer charitable deduction, the permanent 60% cash contribution limit, and the new scholarship tax credit. Our panel will also explore the expansion of the 21% excise tax on compensation exceeding $1 million to any employee and the doubling of the endowment tax rate depending on the student-adjusted endowment size. We will also discuss how donor-advised funds (DAFs) and IRA gifts fit well within this revised charitable giving landscape. Of course, we will also address the latest tax developments affecting charities and donations. The course will include a tax update and review of any new key issues in completing IRS Form 990, and related Schedules. It is more important than ever for non-profits to understand and complete this annual tax form to ensure that the organization and its donors are also protected so they can accomplish their corporate intentions and goals. On the accounting standards front, although there are no major new updates to GAAP affecting NFPs since last year’s FASB Update, the FASB has issued a number of Accounting Standards Updates (ASUs) that improve various areas of GAAP affecting some or many NFPs. Among the updates we’ll discuss are: ASU 2025-05, which provides simplifications in applying the recent credit losses standard (Codification Topic 326) to various accounts receivable, such as from students, patients, and other customers; ASU 2025-06, which modernizes the guidance on capitalization of development costs for internal-use software; and a pending ASU, expected to be issued in Spring 2026, on the accounting for environmental credit programs. As the FASB has been wrapping up its current generation of projects, it undertook a new public agenda consultation in 2025 to help determine its next generation of projects. Informed by the feedback received, the FASB has already added several new projects, some of which are relevant to some or many NFPs. These include projects on whether certain Crypto Assets such as stablecoins should be classified as cash equivalents and on making targeted improvements to the Equity Method of Accounting. We’ll discuss these and any other NFP-relevant projects the FASB adds prior to the FASB Update. The FASB Update will also include helpful implementation reminders on standards issued in recent years that are now effective, such as those on fungible Crypto Assets such as Bitcoin (ASU 2023-08) and on improvements to Income Tax Disclosures (ASU 2023-09). The auditing update will include a review of Statements on Auditing Standards 146 (Quality Management), 147 (Inquiries of the Predecessor), 148 (Amendments to AU-C 935); 149 (Audits of Group Financial Statements),as well as exposure drafts on confirmation and fraud, that will impact audits conducted in 2026 and beyond, with emphasis on practical application to NFP organizations. The program also will provide a review of recently enacted Ethics Interpretations, including Public Interest Entities, Section 529 Plans, Executive or Employee Recruiting, Simultaneous Employment or Association, and Tax Services as well as consideration of exposure drafts currently outstanding. Qualifies as one hour of ethics CPE. *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: C. Clinton Davis, J. Michael Inzina, Jeffrey MechanickType: Live Webcast Replay
ACPEN: K2’s Excel PivotTables For Accountants
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Online
8.00 Credits
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge, then this course is for you! In this dynamic and engaging session, you'll master how to: • Build PivotTables from scratch • Group data inside PivotTables, including options for fiscal periods • Create user-defined calculations in your PivotTables We start with the fundamentals and quickly move to advanced techniques, including: • Building PivotTables that consolidate data from multiple ranges • Connecting PivotTables dynamically to external databases and financial accounting systems • Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query, and Power Pivot This seminar is a must for anyone eager to enhance their Excel skills and transform their workflow. With guidance and coaching from your K2 instructor, you'll be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks. Presented by: Thomas StephensType: Live Webcast Replay
Financial & Tax Accounting for S Corporations & Partnerships
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Online
8.00 Credits
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Appreciation isn’t a soft skill—it’s a strategic advantage. In today's competitive professional landscape, your ability to express appreciation effectively can be the difference between retaining top talent, building strong client relationships, and creating a thriving team culture—or not. This course introduces a powerful, research-backed framework for understanding how appreciation works—and how to use it to fuel performance, loyalty, and engagement across your firm, practice, or department. Based on the work of Dr. Gary Chapman and Dr. Paul White, you’ll explore the four core "languages of appreciation" and learn how to recognize and use them in a way that resonates with clients, colleagues, and team members. The truth is, everyone wants to feel valued—but not everyone receives appreciation the same way. In this hands-on session, you’ll discover your own appreciation style, learn to spot others’, and develop practical tools to build a more energized, connected, and committed workplace. Presented by: Roger WolkoffType: Live Webcast Replay
ACPEN: Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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Online
2.00 Credits
GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: K2’s Taking Another Look At Power BI
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Online
2.00 Credits
Although Power BI has been available for ten years, most business professionals don't fully appreciate all it can do and its easy use. Further, many are intimidated by the platform and continue to use less efficient and effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately. In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial and operational reporting processes, this session is for you! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Five Amazing Business Books in 100 Minutes
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Online
2.00 Credits
If you are efficient and want to learn lessons from the best in a short time, this seminar is for you. Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective. The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think? These lessons are valuable for every business leader. Presented by: Don MingesType: Live Webcast Replay
ACPEN: Ethical Practices and Responsibilities Under Circular 230
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Online
2.00 Credits
The IRS has recently issued proposed regulations to update the Circular 230 rules for all tax practitioners, amending these rules in various ways to reflect changes in the law. This session will review these new rules and discuss their impact on your tax practice. The course also covers in detail major provisions of Circular 230 and analyses them using factual situations. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com Presented by: Steven DilleyType: Live Webcast Replay
ACPEN: Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
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Online
2.00 Credits
Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings. Presented by: William MinickType: Live Webcast Replay
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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Online
4.00 Credits
Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer's thought process? This hands-on session will answer these questions by helping you understand the role of an engagement quality control reviewer. Not only will you develop an appreciation for the role of an engagement quality control reviewer, but this interactive session will allow you to step into the reviewer's shoes by performing a quality control review during the class session. You will leave with an understanding of best practices for minimizing your exposure to critique by reviewers. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: Federal Tax Update – Individual & Business Current Developments
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Online
8.00 Credits
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. *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: J. Patrick GarverickType: Live Webcast Replay