CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: Better Business Writing: Improve Your Speed and Quality
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Online
2.00 Credits
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message. Presented by: John DalyType: Live Webcast Replay
ACPEN: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
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Online
2.00 Credits
Some customers are unprofitable from an economic or time perspective – but many organizations do not differentiate or know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer’s perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what our customers value - from the customer’s point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we have not yet recognized. Understanding both external clients and internal stakeholders - including the evolving role of the finance department, is critical to long-term success. Using humorous video clips, memes, and vetted research, your understanding of customer bases will improve. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Yellow Book and Single Audit engagements are routinely selected for peer review and continue to be areas of heightened scrutiny by peer reviewers and federal oversight agencies. This course examines common deficiencies identified in governmental and Single Audit engagements, with a focus on understanding why these issues arise and how they can be avoided. Participants will review frequent deficiencies related to Yellow Book requirements issued by the U.S. Government Accountability Office, including independence, CPE, and reporting considerations. The course also addresses common Single Audit deficiencies, including internal controls over compliance, compliance testing, and major program determination. Designed for auditors performing governmental and Single Audit engagements, this course helps participants recognize recurring problem areas and better understand the requirements that continue to drive peer review findings. Presented by: Melisa GalassoType: Live Webcast Replay
ACPEN: K2’s Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
In today's digital landscape, security is non-negotiable. Yesterday's techniques cannot keep up with today's threats. It's time to elevate your knowledge and protect your sensitive data with our comprehensive security program. Join us to discover the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You'll also learn how to implement a practical, five-step approach to securing your PC and the critical questions to ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, can be devastating and even drive your company out of business. So, what security tools do you need, and how should you use them to safeguard your sensitive data and systems? Can you afford to manage today's threats with outdated techniques? Participate in this valuable session to learn how to identify viable and practical solutions to mitigate today's security threats. Don't miss this opportunity to fortify your defenses and ensure your business's success. Sign up now and take the first step towards a more secure future! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Staff Retention Keep the Best People
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Online
3.00 Credits
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now and the things you should do forever! Presented by: John DalyType: Live Webcast Replay
ACPEN: K2’s Ten PDF Tips You Need To Know
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Online
1.00 Credits
Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs. Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Online
2.00 Credits
ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims. *****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)***** Presented by: Andy Sexton, Chad AyersType: Live Webcast Replay
ACPEN: Budget Mastery: Process, Problems, and Solutions
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Online
2.00 Credits
The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Drive Results with Metrics
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Online
2.00 Credits
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process. This session will show you powerful techniques to drive your organization’s performance. Presented by: John DalyType: Live Webcast Replay
ACPEN: Metrics Management – Selecting the Right KPIs
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Online
2.00 Credits
Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
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Online
4.00 Credits
The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: The Ethics of How We Treat People; Why it Matters?
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Online
1.00 Credits
As leaders in the community and in the profession – we are held to a higher standard and to do more to help others. We do not want to conduct business with unethical organizations or work with those who mistreat others. People, whether they are contractors, employees, customers, suppliers, clients or partners, all want to be treated fairly and with respect. Especially in a service business, people are the only true asset. By treating people with respect and honor – you will attract talent and clients. If you believe there is a war for talent, then listen to this discussion that proves that treating others well is THE ethical course of action and what sets us apart. Being fair, honest and supportive – is being ethical and it matters. Presented by: Don Minges, Bob MimsType: Live Webcast Replay
ACPEN: Conducting Human Resource Investigations
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Online
1.00 Credits
Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session explores these differences and provides best practices for planning, executing, documenting, and reporting the results of an HR investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. 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 add strategic value to their organizations. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc. the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team and board. However, in this course, we delve into the various steps of the strategic plan and explore where the Controller can add strategic value through providing functional input and insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals, and the internal performance management system that will be used to monitor and evaluate progress. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
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Online
4.00 Credits
This course addresses frequently encountered disclosures associated with the preparation of private company financial statements prepared in accordance with generally accepted accounting principles (GAAP) issued by the Financial Accounting Standards Board (FASB), or a "Special Purpose Framework"; (SPF), such as cash or tax basis. Learn to research presentation and disclosure requirements and examples using the FASB Codification and other resources. Understand frequent disclosure requirements such as contingencies, risks and uncertainties, accounting policies, revenue recognition, leases, credit losses, impairment, fair value, and much more. Know the additional disclosure requirements needed when preparing private company financial statements using a special purpose framework, such as cash or tax basis. Presented by: Renee RampullaType: Live Webcast Replay
ACPEN: The Yellow Book: From Beginning to End
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Online
8.00 Credits
A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.” The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits. Presented by: J. Michael InzinaType: Live Webcast Replay
ACPEN: Five Ways to Improve Your Leadership Skills
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Online
1.00 Credits
This course provides practical suggestions for improving leadership skills, including self-awareness, communication, delegation, empowerment, coaching, and counseling. Presented by: Laura MiddletonType: Live Webcast Replay
ACPEN: Tricks and Treats to Avoid Litigation
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Online
1.00 Credits
This session provides HR Professionals and leaders with scripts for handling employee relations situations with sensitivity, good judgment, and high confidence. Topics include balancing employee & employer rights, key concepts of effective employe relations, handling employee complaints, personality & attitude problems, addressing misconduct due to mental conditions. Presented by: Mike MirarchiType: Live Webcast Replay
ACPEN: The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants and financial professionals focus attention on strategy and modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles and initiating real-time reporting and insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) and Deloitte’s Center for Controllership aimed to better understand the current state of controllership and expectations of future demands for controllers and accounting professionals. They conducted a survey in late 2022 and identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight and questions to answer on the controllership transformation journey. In this segment, we will go through numerous concepts in detail. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: K2’s Advanced Topics In Power BI
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Online
2.00 Credits
So, you've been using Power BI to create fundamental reports and dashboards, and now you're ready for even more advanced reporting & if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool. Presented by: Thomas StephensType: Live Webcast Replay