CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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Online
1.00 Credits
Understanding your own and the people style of others whom you are dealing with which can establish rapport more easily, help you become more persuasive, and avoid miscommunication with the possibility of rubbing someone the wrong way. In our session, you will gain insights into your people style, ways to improve communication connectivity and how to understand your team's functionality (or more likely dysfunctionality). Presented by: Mario FloresType: Live Webcast Replay
ACPEN: Can You Really Do That With AI?
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Online
1.00 Credits
Artificial Intelligence has taken the world by storm. In just three short years, AI platforms such as ChatGPT, Gemini, and Copilot have revolutionized how business professionals approach everyday tasks. In this session, you will learn how you can use AI to help you solve specific problems and work more efficiently, effectively, and accurately. Throughout this session, we will focus on real-world scenarios and how AI can help you realize better results in less time. This is a must-see session for all who want to improve efficiency and effectiveness. Presented by: Dustin PaschalType: Live Webcast Replay
ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: The Risks of Artificial Intelligence - Part 1
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Online
1.60 Credits
Artificial Intelligence (AI) is rapidly transforming industries and redefining how organizations operate. While the benefits of AI-efficiency, automation, data-driven insights, and innovation-are significant, the risks are equally profound and demand careful consideration. AI introduces a range of technical risks, such as bias, lack of transparency, data dependency, and vulnerability to manipulation. Ethical risks arise in the form of workforce disruption, diminished accountability, potential misuse, and the erosion of human autonomy. On a broader societal scale, AI threatens to widen inequalities, accelerate disinformation, and erode trust in institutions, while raising concerns of cultural homogenization and disproportionate power concentration among a few entities. Governance challenges further complicate the landscape, as regulation struggles to keep pace with technological advances, and questions emerge about the long-term safety and alignment of advanced AI systems. Leaders and organizations must recognize that AI is not only a technological innovation but also a strategic risk management issue. Responsible adoption requires robust governance, transparent and ethical frameworks, ongoing monitoring, and human oversight. By proactively addressing these risks, organizations can balance innovation with accountability, safeguard trust, and position themselves for sustainable success in an AI-driven future. Note: This is Part 1 in a two-part series on the risks of AI Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. *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: Doug Van Der AaType: Live Webcast Replay
ACPEN: Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting
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Online
2.00 Credits
The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants and cooperative agreements. The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance and threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time and Effort reporting. Presented by: Paul CalabreseType: Live Webcast Replay
CFO Series: Build Your Team, Cohesive Teams That Get Results
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Online
2.00 Credits
Teamwork is the ultimate competitive advantage, both because it is so powerful and so rare. Why do some teams produce and win, while others fail? What do great team leaders do that make their team a success? Whether you run the executive staff of a multinational company, a small department within a large organization, or even if you are a team member in a small team that needs improvement, we will share proven techniques to enhance teamwork. The best leaders are unselfish and put the team first. It is not complicated to build a team, but it takes effort, and we will show you how.
ACPEN: Critical Technical Skills for CFOs and Controllers
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Online
4.00 Credits
Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be! Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: The Art of Marketing for CPAs
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Online
4.00 Credits
To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing. Presented by: Jonathan RobinsonType: Live Webcast Replay
BUNDLE: CFO Series - November 2026
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Online
8.00 Credits
This series includes four 2-hour consecutive Friday sessions, airing live beginning November 6, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course. You receive significant savings when purchasing these webinars as a bundle. The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.
Volume to Value: A New Era of Precision Hiring in Accounting
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Online
1.00 Credits
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication, and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment, and retention forecasting, and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring, and a high-level implementation roadmap with metrics to evaluate quality of hire, performance, and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Becoming a Fractional CFO: What to Do and How?
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Online
2.00 Credits
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Cooking Up Success: CPA Clara's Recipe for a Modernized Firm
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Online
1.00 Credits
CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows. Presented by: Eman Abdur-RahmanType: Live Webcast Replay
ACPEN: The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Ethics is grounded in leadership and the finest leaders are always ethical. Every effective leader is ethical, in words and actions. The best leaders communicate effectively. Being trustworthy is more than being honest and fair. In today’s turbulent environment, leadership matters more than ever as the talented staff will readily move to ethical leaders. We must enhance our leadership skills to remain valuable. Simple stated - we all want to work for, and with, an ethical leader. Presented by: Don Minges, Bob MimsType: Live Webcast Replay
ACPEN: The Controllership Series: The Controller's Role in Digital Transformation
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Online
1.40 Credits
A controller's role in digital transformation is to act as a key facilitator in integrating new technologies within the finance function. This process moves beyond traditional accounting tasks to actively analyze data, provide insights based on financial information. This will ensure the smooth implementation of new systems that streamline financial operations, all while maintaining compliance and financial control within the organization. This course will introduce some of those topics and methods Controllers are beginning to turn to. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
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Online
1.80 Credits
It's been 20 years and counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed and as a result, execution of the processes has most likely changed. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course’s author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Online
2.00 Credits
This session introduces a structured approach to government budgeting using the four W’s: Who, What, When, and Which. Participants will explore WHO should be involved in the budgeting process, including internal teams and external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements, and common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops, and outreach initiatives. Finally, the session highlights WHICH departments play key roles, from financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting and how to align financial planning with community priorities. Presented by: Alex RomeroType: Live Webcast Replay
ACPEN: The Three Million Dollar Ribbon
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Online
2.00 Credits
Two conmen used lies and falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing and rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle and invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized, and analyzed hundreds of documents, identified the falsifications and misrepresentations, conducted multiple interviews, and ultimately convicted the conmen. This case study provides multiple takeaways for detecting and investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
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Online
2.00 Credits
This course provides tax and accounting professionals with a focused overview of the Section 25F scholarship granting tax credit and its application in client planning. Participants will examine eligibility requirements, qualifying contributions, credit limitations, and interaction with other tax provisions. The course also addresses state-specific considerations, including variations in eligibility, conformity, and planning opportunities across jurisdictions. Participants will learn to evaluate client eligibility, maximize available credits, and ensure compliance while avoiding common pitfalls. *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: Arthur WernerType: Live Webcast Replay