CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
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: Supervised AI Agents as Internal Audit Team Members
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Online
1.00 Credits
How should internal auditors and finance team leaders use Agentic AI? What are the dos and do nots? When deployed properly AI is wonderful. Can AI help with SOX testing? We review how to avoid the common mistakes that eliminate the benefits that AI can provide. Join us to learn about those expensive lessons. Agentic AI (‘Artificial Intelligence’) is rapidly being deployed by leading audit, compliance, and finance teams. While AI agents are not yet replacing all of today’s knowledge workers like auditors, accountants, and IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth and scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk, and compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality. Of critical importance is training and supervision so that the AI agents accomplish their testing to mee the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal and external assurance. Be prepared and learn from others. Presented by: Joe OringelType: Live Webcast Replay
ACPEN: Yellow Book Ethics
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Online
2.00 Credits
The Yellow Book outlines essential ethical principles for governmental auditors, including serving the public interest, maintaining integrity, objectivity, and professional behavior. This course provides a focused review of these key concepts and their practical application in governmental auditing. Participants will also explore the independence standards, gaining insights on maintaining objectivity and avoiding conflicts of interest to ensure unbiased and professional audits. Presented by: Alex RomeroType: Live Webcast Replay
ACPEN: Asset Misappropriation You Have It – They Want It
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Online
2.00 Credits
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal and not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it and you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one’s imagination. Presented by: Dennis DycusType: Live Webcast Replay
ACPEN: K2’s NextGen Document Management, Workflows, And Portals
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Online
2.00 Credits
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation (“NextGen or NGX”) paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls. Presented by: Randolph (Randy) JohnstonType: Live Webcast Replay
ACPEN: K2’s Data Analytics For Accountants And Auditors
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Online
4.00 Credits
In today's world of "Big Data" every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up and investigation. Those who master the tools and techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools and techniques, including Excel, multiple Excel add-ins, and Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. Don't miss this opportunity to elevate your data analysis skills and stay ahead in your field. Enroll now and transform your approach to data analytics! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: K2’s Advanced Excel
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Online
8.00 Credits
Elevate your Excel expertise with K2's Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas: 1. Collaborating seamlessly with other users and securing your workbooks 2. Utilizing tables to analyze and report data efficiently 3. Integrating and manipulating data from external sources with ease 4. Creating and auditing complex formulas 5. Harnessing advanced data analysis tools for deeper insights 6. Employing visualization techniques to communicate information effectively Drawing from over thirty years of experience in delivering Excel training to accountants and business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don't miss this opportunity to become more efficient and proficient in Microsoft Excel, the go-to tool for accounting and financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate and transform your Excel skills! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
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Online
1.00 Credits
As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative, and encouraging tips to help you build a strong HR foundation for your small business. From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business and your employees can flourish. Presented by: Amy GomezType: Live Webcast Replay
ACPEN: Better Business Writing: Improve Your Speed and Quality
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Online
2.00 Credits
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message. Presented by: John DalyType: Live Webcast Replay
ACPEN: S Corporation Essentials: Review & Update
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Online
4.00 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: 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
ACPEN: Tricks and Treats to Avoid Litigation
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Online
1.00 Credits
This session provides HR Professionals and leaders with scripts for handling employee relations situations with sensitivity, good judgment, and high confidence. Topics include balancing employee & employer rights, key concepts of effective employe relations, handling employee complaints, personality & attitude problems, addressing misconduct due to mental conditions. Presented by: Mike MirarchiType: Live Webcast Replay
ACPEN: GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s. Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. Presented by: Frank Crawford, Christopher PembrookType: Live Webcast Replay
ACPEN: Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the “smart competitor” is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right, and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself. Presented by: John DalyType: Live Webcast Replay
ACPEN: K2’s Excel Best Practices
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Online
8.00 Credits
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest and best techniques. Join our comprehensive program and dive deep into the best practices for creating, editing, and auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others, and effectively report data. Today's Excel best practices are a far cry from those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel and elevate your skills to new heights. Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Partnership & LLC (Form 1065) – Formation to Liquidation
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Online
8.00 Credits
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a partnership/LLC course focusing on the hottest tax topics and most frequently encountered issues. This case driven course will deal with both partnership/LLC and partner/member developments addressing the most common, yet complex Federal partnership/LLC issues and problems. *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
ACPEN: The Power of a Good Story!
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Online
4.00 Credits
Storytelling makes wisdom stick. Presented by: William O’BrienType: Live Webcast Replay
ACPEN: 10 Keys to Outstanding Service and More Referrals
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Online
4.00 Credits
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients. Presented by: Jonathan RobinsonType: Live Webcast Replay
ACPEN: IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax 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 terri.storer@acpen.com Presented by: J. Patrick GarverickType: Live Webcast Replay
ACPEN: The Single Audit from Beginning to End Update
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Online
8.00 Credits
This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. Presented by: J. Michael InzinaType: Live Webcast Replay