CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Accounting & Attestation for ESG
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Online
2.00 Credits
Environmental, Social, and Governance (ESG) reporting has become an increasingly important area of focus for standard setters, regulators, and stakeholders. This course provides an overview of how ESG considerations intersect with accounting and attestation services, with attention to developments affecting both preparers and assurance providers. Participants will review current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. The course also explores the types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements, and discusses how these engagements differ in scope and responsibility. Designed for CPAs seeking to understand the evolving ESG landscape, this course helps participants recognize where ESG fits within existing professional standards and how CPAs can support organizations seeking credibility and assurance over ESG information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Operations Level Internal Control
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Online
4.00 Credits
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider 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.
ACPEN: ProActive Response Group De-Escalation Training
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Online
1.20 Credits
In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues. Presented by: Chad Ayers, Andy SextonType: Live Webcast Replay
ACPEN: Mastering Form 7217: A Guide to Partnership Property Distribution
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Online
1.00 Credits
This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner’s interest, Section 751, and how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. *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: Steven DilleyType: Live Webcast Replay
ACPEN: State of AI
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Online
1.00 Credits
Artificial Intelligence is moving fast and increasingly adopted in businesses, significantly improving efficiency in many industries, including finance, retail, healthcare and manufacturing. What is real and what is just hype? What should business leaders consider as they lead their organizations in the adoption of this technology? Why is AI governance the key to success? This webinar will cover some of the major advancements in artificial intelligence in 2025 and key insights on where AI is headed and recommend both strategic and tactical steps to take as we move into 2026. Presented by: Jon Brandt, Andrew ClarkType: Live Webcast Replay
ACPEN: Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided. Presented by: Mike MirarchiType: Live Webcast Replay
ACPEN: Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: The Entrepreneurial Spirit - A Leadership Perspective
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Online
1.20 Credits
In today’s rapidly changing business environment, organizations need professionals who think beyond traditional roles and demonstrate initiative, innovation, and strategic thinking. The entrepreneurial spirit is no longer limited to business founders—it is a mindset that drives creativity, problem-solving, and opportunity recognition within any organization. By understanding and embracing the entrepreneurial spirit, professionals can enhance their ability to lead initiatives, adapt to uncertainty, and contribute meaningfully to the long-term success of their organizations. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: 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. Presented by: Allison McLeodType: Live Webcast Replay
ACPEN: Accounting and Reporting Long-Term Debt
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Online
2.00 Credits
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper presentation and disclosure of debt, including debt covenant compliance and other issues that impact classification of the liability between current vs. noncurrent. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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Online
2.00 Credits
In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations. Presented by: Tracy CooperType: Live Webcast Replay
Supervision/Management Competencies: An Ethical Approach
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Online
2.00 Credits
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Engagement and Client Retention Best Practices
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Online
2.00 Credits
Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests
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Online
4.00 Credits
This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that accounting and finance professionals are often asked about by clients. Accounting and finance professionals are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, accounting and finance professionals will be deeply involved in decisions regarding the sale and purchase of a partnership interest. These topics are thoroughly covered in this program. The presenters also discuss several types of partnership distributions and the tax rules relating to them, as well as analyze the tax rules relating to the sale of a partnership interest. Accounting and finance professionals will be given an in-depth analysis of these complex topics, so that they can effectively answer their clients' questions.
ACPEN: Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect. Presented by: William O’BrienType: Live Webcast Replay
ACPEN: 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. Presented by: Jonathan RobinsonType: Live Webcast Replay
ACPEN: The Essential Auditing Update with Renee Rampulla
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Online
4.00 Credits
This course is essential and designed to keep you informed of proposed and current authoritative guidance issued by the American Institute of Certified Public Accountants (AICPA). Learn about proposed and final auditing and attestation standards addressing group audits, fraud, and sustainability. Understand the eight quality management components, hear about frequent peer review matters and so much more. Presented by: Renee RampullaType: Live Webcast Replay
ACPEN: Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
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Online
4.00 Credits
This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. *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: Steven DilleyType: Live Webcast Replay
Mastering the Art of Conflict: CPA Transformative Strategies
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Online
4.00 Credits
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Passive Activities & Rental Real Estate Income Tax Issues
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Online
8.00 Credits
This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law and regulations applicable to passive activities under IRC §469 and how and when the 3.8% net investment income tax under §1411 applies. *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