CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Love it or Leave It: Engagement and Retention at Work
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Online
2.00 Credits
One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee's investment and connection to their place of work. For all the HGTV lovers out there, this session mirrors a television show where an individual/family must decide if they want to stay in their current home (after renovations and home improvements) or move to a new space. This webinar title seems apt in describing the current issues around engagement and retention. When an employee chooses to "love it" or stay with their current employer, it typically means they are engaged in their work and they feel seen, heard and valued- they are content. Conversely, the notion of "leaving it" typically symbolizes an employee who cannot wait to get out of their current job. These employees often have negative attitudes and/or behaviors at work. The purpose of this webinar is to recognize the significance of attracting and retaining employees, building your brand as an employer of choice and developing a culture where individual employees feel valued, cared for and ultimately engaged, all though an ethical lens. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Getting SASsy - A Look at Recent Auditing Standards
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Online
1.00 Credits
This session provides an overview regarding recent standards that should be top-of-mind for auditors in addition to providing insight regarding auditing standards that will soon be effective.
Revenue Recognition Determine the Transaction Price Part 2
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Online
1.00 Credits
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Managerial accounting provides economic and financial information for managers and other internal users. Managerial and Financial Accounting have similarities and differences. Each field of accounting deals with the economic events of a business. Both managerial and financial accounting require that a company’s economic events be quantified and communicated to interested parties. This another course in our series on the controller’s role. The controller’s role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting and the basic concepts that surround this discipline as it primarily relates to cost accounting issues.
K2's Ripped From The Headlines - Lessons From Interesting Tech Crimes
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Online
2.00 Credits
Hacks, attacks, ransomware, malware – where does it end? Unfortunately, tech crimes continue to plague businesses of all sizes. Participate in this session to learn how you can reduce the risk of becoming yet another victim.
Big Picture Mega-Trends, Big Data, and World We Now Face
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Online
2.00 Credits
It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.
Business Tax Update: Recent Developments
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Online
2.00 Credits
This course addresses the most recent legislative developments impacting business taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. *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
Tax Practice Standards
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Online
2.00 Credits
Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law. 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
Defining Where and Why Internal Controls are Needed
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Online
2.00 Credits
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending 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.
Fiduciary Accounting for Estates and Trusts
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Online
4.00 Credits
Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.
K2's Excel Essentials For Staff Accountants
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Online
8.00 Credits
Staff accountants have specific needs when working with Excel – needs that are often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically pleasing reports, and create accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills they need to maximize their efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Ethical Considerations of the New AICPA SSTS Rules
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Online
2.00 Credits
The AICPA revised the Statements on Standards for Tax Services, which provide the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
K2's Accounting Automation
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Online
1.00 Credits
Why can it be hard to automate accounting? Because many accountants don’t know their options and, therefore, fail to reap the rewards of accounting automation. This session will teach you how easy and profitable accounting automation can be. In it, you will learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Practitioners need to exercise caution to ensure they maintain independence as they assist their clients with reviews, audits, and compilation engagements. This course provides a roadmap to best practices and guidance provided by the AICPA's Code of Professional Conduct and analyzes and applies it to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices.
Business Intelligence (BI) and Business Analytics (BA)
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Online
2.00 Credits
Volatility and complexity are the new normal. Most organizations are drowning in data, but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics – descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO’s function catch up?
Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Surgent's IT Systems and Data Management
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Online
2.00 Credits
Explore the critical intersections between information technology (IT) systems and data management through this specialized CPE course for accounting professionals. This session covers business resiliency and disaster recovery strategies, change management processes, and much more. Through interactive discussions and hands-on activities, participants will learn how to enhance their organization's IT framework while ensuring robust data collection and storage. Equip yourself to oversee IT systems with confidence and reinforce data integrity and system availability.
Preparing and Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review.