CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Mining Your Firm Client Database for Revenue
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Online
1.00 Credits
Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions
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Online
1.20 Credits
In today's demanding work environment, professionals in high-stress roles often struggle to maintain their well-being, leading to burnout, fatigue, and decreased productivity. This interactive workshop provides practical strategies to build resilience, manage stress, and create sustainable wellness habits. Participants will engage in hands-on exercises, including mindfulness techniques, stress mapping, boundary-setting, and energy management strategies. Presented by: Shannon WhiteType: Live Webcast Replay
ACPEN: 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. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: How to Audit Prepaid Expenses
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Online
2.00 Credits
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions and common risks and threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy and reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools and confidence needed to navigate prepaid expense audits with proficiency. Presented by: Jaclyn VenoType: Live Webcast Replay
ACPEN: IRS Cybersecurity Checklist
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Online
2.00 Credits
This course is designed to provide learners with an understanding of the Internal Revenue Service (IRS) Cybersecurity Checklist and how it can be used to protect taxpayer data. The course will cover the basics of cybersecurity, including threats, risks, and vulnerabilities. Learners will be introduced to the IRS Cybersecurity Checklist, which provides a framework for organizations to assess and enhance their cybersecurity practices. The course will cover the various elements of the IRS Cybersecurity Checklist, including access control, data protection, and employee training. Learners will gain an understanding of the importance of each element and how it contributes to the overall security of taxpayer data. The course will also cover best practices for implementing each element of the IRS Cybersecurity Checklist. Throughout the course, learners will be presented with real-world examples of cybersecurity threats and breaches, highlighting the importance of effective cybersecurity practices. Learners will also be given practical exercises and assessments to reinforce their understanding of the IRS Cybersecurity Checklist. *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: Arthur WernerType: Live Webcast Replay
ACPEN: K2's AI: Real Tools, Real Results
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Online
2.00 Credits
This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era. Presented by: Randolph (Randy) JohnstonType: Live Webcast Replay
ACPEN: K2's Tech Tuneup Tips
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Online
2.00 Credits
Technology issues rarely come from major failures-they come from small inefficiencies that compound over time. This practical session focuses on high-impact, low-effort technology tuneups that accounting professionals can apply immediately. Participants will learn proven tips for improving workstation performance, tightening security, streamlining workflows, reducing digital friction, and extending the life and value of existing technology investments. The emphasis is on practical configuration changes, overlooked features, and operational habits that deliver measurable productivity gains without requiring major system replacements. Presented by: Randolph (Randy) JohnstonType: Live Webcast Replay
Shortcuts that Excel Users Love
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Online
2.00 Credits
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take 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.
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Online
2.00 Credits
Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One good idea stimulates another — but only if the team members are engaged and motivated to do so. Teamwork is inhibited in today's high-stress and changing accounting regulatory environment. Integrated into this informative yet pragmatic seminar are tried-and-true motivational principles for the realities of today's changing accounting workplace. It's not easy, but it can be done. You will learn how to form, motivate, steer, and get greater results from all team members by understanding what makes them tick and strategizing approaches to engage all team members.
Surgent's Exploring Business Valuation Fundamentals
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Online
2.00 Credits
What makes a business valuable? Who determines value? What are the key factors that make businesses valuable? In this course, we explore the different ways to value a business. We will apply foundational valuation and corporate finance concepts to real world examples in an effort to see what makes up an investment's price.
Surgent's Tax Reporting for Executive Compensation
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Online
2.00 Credits
This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment and reporting requirements for restricted stock awards, stock appreciation rights (SARs), phantom stock plans, and employee stock purchase plans (ESPPs). The course will also cover the accurate analysis of tax forms and schedules used for reporting executive compensation, common tax reporting errors to avoid, and strategies for handling extensions, estimated taxes, and increased IRS scrutiny.
Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases
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Online
2.00 Credits
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.
2024 Revision to Government Auditing Standards Impact
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Online
4.00 Credits
This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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Online
8.00 Credits
Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS preparation of financial statements service and other nonattest engagements. Presented by: Jennifer LouisType: Live Webcast Replay
Accounting for the Gig Economy
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Online
2.00 Credits
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. 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 You’ve Got This: An Introduction to Yellow Book and Single Audits
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Online
4.00 Credits
If you work with governments or not-for-profits, mastering the fundamentals of Yellow Book and single audits is essential. This beginner-friendly course breaks down the key requirements of the Yellow Book and the Uniform Guidance for Federal Awards into clear, manageable concepts. You'll learn the essentials of performing Yellow Book and single audits with confidence—building a strong foundation, boosting your understanding, and equipping you to conduct audits efficiently and effectively.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Managing expenses is a key for business success, and overhead costs play a pivotal role in realizing favorable profit margins. Almost all companies have some form of overhead consisting of specific categories of indirect expenses. The better organizations are able to manage overhead costs, the more competitive they are in the marketplace. It is incumbent in the Controller’s role to effectively manage, monitor and perform ongoing assessment of overhead costs, allocations and rates. Overhead refers to the ongoing business expenses not directly attributed to creating a product or service. A company must pay overhead on an ongoing basis, regardless of how much or how little the company sells. It is important for budgeting purposes but also for determining how much a company must charge for its products or services to make a profit. Overhead can be fixed, variable, or a hybrid of both. There are different categories of overhead, such as administrative overhead, which includes costs related to managing a business. In short, overhead is any expense incurred to support the business while not being directly related to a specific product or service. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Balancing Employee and Employer Rights
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Online
1.00 Credits
Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits. Presented by: Mike MirarchiType: Live Webcast Replay
Calculating the Retirement Need
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Online
1.00 Credits
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.