CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: Global IIA Standards (GIAS) Fundamentals and Domain I and II – PART 1
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Online
2.20 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 Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Excel Essentials for Today’s Accountant: How To Become an Expert in One Day
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Online
4.00 Credits
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information and dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
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Online
4.00 Credits
This course is designed for accounting and finance professionals who desire financial reporting flexibility for small- and medium-sized entities (SMEs). We examine special-purpose frameworks (SPFs) that may offer simplification while enhancing the usefulness of financial reporting for SMEs. Our discussion offers practical ways to align financial reporting with the decision-making needs of users and other stakeholders. Real-world examples and case discussions will help attendees confidently prepare, review, and interpret SMEs’ financial statements. Presented by: Dr. Chris HarperType: Live Webcast Replay
Workforce Transformation and Talent Management in 2025
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Online
1.00 Credits
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims and Don Minges
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Online
1.00 Credits
We believe in fairness. When others do wrong, and their action hurts us - the natural reaction is to fight back and seek retribution. Simple human nature and we are all human. We want fairness and want to fight back, but this is one of the toughest ethical dilemmas we all face. What should we do and what we do are not always the same. What if being nice, or specifically being a positive best version of yourself, makes you a more effective leader? Ethical leadership is effective leadership. That’s what Dr. Cohen, noted psychologist, transformational speaker, executive coach, and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen’s work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen’s path to this work, what the Heliotropic Effect is, and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day. Presented by: Don Minges, Bob MimsType: 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: 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
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Ethical Tax Practice Strategies in a Crisis World
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Online
2.00 Credits
This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. Based on real life experiences. This course does not qualify for IRS credit. Presented by: Steven DilleyType: Live Webcast Replay
ACPEN: The Ethics of Uncertain Tax Positions
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Online
2.00 Credits
The concept of "tax uncertainties" seems to have a life of its own, and the old notion of "clear reflection of income"seems to be getting less clear each year. Meanwhile, the AICPA Code of Professional Conduct requires compliance with standards. This webinar considers these tax-related ethics issues and considers real world cases involving disclosure of tax uncertainties. Presented by: Albert SpaldingType: Live Webcast Replay
ACPEN: Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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Online
2.00 Credits
The role of today's financial leader, including CFO, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, research, and practical exercises, participants will explore the diverse roles of a CFO as innovation champions, technology evangelists, crisis managers, and change agents - leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will discuss the essential tools and insights to navigate the newer demands of financial managers with confidence and competence. Presented by: Bob MimsType: 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
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: Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. **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: Allison McLeodType: Live Webcast Replay
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: CPAs and Addictions: Finding Hope and Healing
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Online
2.50 Credits
Substance abuse and mental health issues among CPAs has become of great concern among many state boards and the AICPA in recent years. This program will cover the factors that push CPAs to unhealthy behaviors, the prevalence of drug and alcohol abuse, and possible options in addressing the situation. We will also discuss steps that friends and family can take to support their struggling CPA find hope and healing. Presented by: Allison McLeodType: Live Webcast Replay
Surgent's Construction Contractors: Accounting and Financial Reporting Issues
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Online
4.00 Credits
Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting is so complex and examine the relationship between the contractor and the surety, both from an underwriting and a claims perspective. We will also explore what the surety looks for to maximize potential bond credit.
Surgent's Managing People Through Motivation
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Online
4.00 Credits
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
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
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.