CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Fr
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Online
1.60 Credits
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.
Independence Requirements for CAAS Engagements
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Online
2.00 Credits
Understanding independence is essential for CPAs providing Client Advisory and Accounting Services (CAAS) to attest clients. This course provides a comprehensive overview of the AICPA Code of Professional Conduct, focusing on the guidelines for maintaining independence while delivering CAAS. We'll review the overall independence process and its application to CAAS engagements, followed by an in-depth exploration of specific services, including reconciliations, accounting standard implementation, information system services, bookkeeping, hosting, and payroll services. Attendees will gain clarity on what services are permissible and how to navigate potential independence issues to remain compliant and uphold professional standards.
Monthly Federal Tax Updates - June 2025
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Online
2.00 Credits
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides 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.
Section 199A Rules and Forms Reporting
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Online
2.00 Credits
This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments. *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
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life.
K2's Advanced QuickBooks Tips And Techniques
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Online
4.00 Credits
QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.
Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Preparation, compilation and review engagements continue to be a hot topic for peer review despite SSARS 21 having been around for nearly a decade. This course will concentrate on the most common peer review findings with a focus on how to comply in an efficient but practical perspective. This course will discuss the root cause of noncompliance so that overall engagement quality increases.
Enterprise-Wide Risk Management in Accounting and Finance
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Online
4.00 Credits
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 The Complete Guide to the Preparation for Form 1041
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Online
8.00 Credits
Navigate the intricate world of tax compliance for fiduciary entities with confidence through this comprehensive course tailored for financial professionals. Gain practical insights and expertise in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), addressing specific issues surrounding decedents' estates and trusts. Delve into the fundamentals of Subchapter J of the Internal Revenue Code and master the art of compliance while decoding complex tax regulations. With engaging case studies and line-by-line instruction, participants will acquire the skills necessary to recognize and address key components of Form 1041, ensuring accuracy and efficiency in tax preparation. Don't miss this opportunity to enhance your proficiency and advance your career in fiduciary taxation. **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.
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.This course qualifies for yellow book credit.
K2's Microsoft 365/Office 365 - All The Things You Need To Know
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Online
8.00 Credits
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
K2's Effective Automation And Outsourcing
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Online
1.00 Credits
While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.
An Exceptional Leader C.A.R.E.S.
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Online
1.00 Credits
This session will teach leadership principles to transform a workplace into a healthy & supportive environment. By improving organizational culture, mental health conditions will improve, & burnout potential is minimized. An unhealthy workplace results in failure to attract and retain top talent. Leaders can be instruments of change. The C.A.R.E.S. approach offers leadership principles that will improve your workplace. Symptoms are hidden at work. Your employees are hurting, and you can help. If you care for your people from the bottom of your heart, you will be amazed at what it does to your bottom line.
2024 Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand.
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace and Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA Final Four basketball tournament and your organization will permit it? Prepare for ‘situations’ before they happen to you.
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Online
1.20 Credits
This course will examine certain qualities a leader must exhibit to set an ethical tone from the top.
K2's Ten Must Know Features In Excel
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Online
2.00 Credits
Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!
2025 AICPA Regulatory Ethics Update (VBOA Approved)
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Online
2.00 Credits
Stay ahead of the curve with this VBOA-approved ethics course designed to meet Virginia's ethics requirements while keeping you informed on the latest developments at the AICPA. The Professional Ethics Executive Committee (PEEC) has been active recently, issuing new guidance and updating existing rules. In this session, we'll explore the most impactful changes, including updates on fees, recruiting, CPE, and NOCLAR (noncompliance with laws and regulations). CPAs in both industry and public accounting will gain the insights needed to stay compliant in an evolving regulatory environment. We'll also provide a sneak peek at key projects PEEC is expected to finalize soon, ensuring you're prepared for what's next.
Ethical Performance Management
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Online
2.00 Credits
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.