CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Ethical Considerations in Working with Cannabis
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Online
1.00 Credits
This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state legal, regulated cannabis industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Relationship Networking: The Art Of Conversation
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Online
1.00 Credits
In the fast moving world where everyone is communicating through email, text and instant messaging we have forgotten the power of face-to-face conversation. Communication and connection is the foundation for building a thriving network and business. During this talk, The Connector’s Advantage author, Michelle Tillis Lederman will inspire you to leverage the power of personal connection in the digital age while still incorporating the efficiency of virtual communication.
Aligning Analytics to COSO's Fraud Risk Management Principles
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Online
1.00 Credits
In this course, participants will learn about the five principals of COSO's Fraud Risk Management Guide and the linkages each principal has to the use of forensic data analytics to measurably demonstrate effectiveness and ROI. We will also explore key elements to a successful program that is sustainable as well as pitfalls to avoid. Finally, we will cover several case studies that demonstrate the key concepts discussed.
Revenue Recognition - Topic 606 Overview
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Online
1.50 Credits
This session is the beginning in a series on the new revenue recognition standard. The 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. This course is designed to provide an overview of the technical guidance and outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step and then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step and provide example and scenarios that should be considered to properly apply the step.
Advanced Excel for Staff - Build Reports and Analyze Data
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Online
2.00 Credits
Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CFO Solutions to IRS Problems
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Online
4.00 Credits
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Coaching the Next Generation of CPAs
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Online
2.00 Credits
Attracting and retaining staff is critical to an organization's success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise a growing percentage or the workforce. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Productivity Hacks for Working Remote
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Online
1.20 Credits
In this course, we will share tips and tricks for working remotely. You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking.
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
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Online
2.00 Credits
In this course, participants will learn about key trends and innovations impacting the field of forensic data analytics. From generative AI to ChatGPT, machine learning and transaction review, data sharing consortiums and cryptocurrency trends, this course is for the futurist who wants to be leading edge in compliance and anti-fraud technology innovation.
Mastering Partnership Basis: Inside and Outside Basis
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Online
2.00 Credits
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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!
CFO Solutions to IRS Problems
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Online
4.00 Credits
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2025 AICPA Regulatory Ethics Update
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Online
2.00 Credits
The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
IRS Penalties and Abatements
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Online
2.00 Credits
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Employees Today and Tomorrow : Are Employees Assets?
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Online
2.00 Credits
As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.
ChatGPT and IRS Taxation Law Research
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Online
2.00 Credits
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Online
2.00 Credits
Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
Written Information Security Plans
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Online
1.00 Credits
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.