CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: AI-Enhanced Business Consulting for CPAs: Strategies and Tools
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Online
4.00 Credits
Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI. Presented by: James LindellType: Live Webcast Replay
The 10 Must Know Excel Features
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Online
2.00 Credits
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Interviewing, Onboarding and Training 101
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Online
1.00 Credits
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding experience, and fostering a culture of continuous development. Whether you’re a seasoned manager or new to hiring, this course equips you with the tools to make confident decisions, engage new hires effectively, and set your team up for success from day one. Presented by: Nolan DudaType: Live Webcast Replay
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Ethics in Communicating & Reporting
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Online
1.00 Credits
This course on ethics in communication and reporting covers essential topics to ensure integrity and professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency, and respect. We then explore four must-have communication skills crucial for effective and ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting and communication, highlighting the potential consequences and the importance of maintaining ethical standards to build trust and credibility. Presented by: Jane MimsType: Live Webcast Replay
ACPEN: White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.” CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators. This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy. Presented by: David CottonType: Live Webcast Replay
ACPEN: Thinking Like an Auditor When Preparing Your Financial Statements
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Online
2.00 Credits
External auditors understand concepts like materiality, reasonableness, and risk of material misstatement. This course will explain how to think like an auditor when preparing and fairly presenting your financial statements and related disclosures. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
This course explores the multitude of issues that taking on a new client can bring with it, and then interprets them using three sets of ethical rules. A group of "players" reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues. *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
ACPEN: Best-in-Class Internal Controls: Best Practices for Finance Professionals
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Online
2.00 Credits
Strong internal controls are the foundation of financial integrity and operational efficiency. In this interactive two-hour session, finance professionals will explore best-in-class internal control frameworks and leading practices to mitigate risks, enhance compliance, and improve organizational performance. Participants will gain insights into designing, implementing, and monitoring internal controls that align with regulatory expectations and industry standards. This course will provide real-world examples and practical strategies to strengthen controls in key financial processes, ensuring a culture of accountability and transparency. Presented by: Lynn FountainType: Live Webcast Replay
Tax Depreciation: Review and Update
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Online
2.00 Credits
A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Financial Statement Analysis
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Online
4.00 Credits
This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders. Presented by: Dr. Chris HarperType: Live Webcast Replay
ACPEN: Building Personal Leadership Skills
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Online
4.00 Credits
People skills are the most significant skills that professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn Neuro-linguistic programming and develop the ability to better understand nonverbal language, which is key to communication. Participants will also learn techniques to enhance memory and to improve the ability to recall key facts. Presented by: James LindellType: Live Webcast Replay
ACPEN: Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
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Online
8.00 Credits
As tax policies and economic conditions continue to evolve, staying ahead in fringe benefit planning is more essential than ever. This course provides financial professionals with a comprehensive update on fringe benefit strategies, ensuring compliance with evolving regulations while maximizing tax efficiency for businesses and individuals. Participants will explore the latest legislative and regulatory updates impacting employer-sponsored benefits, IRC §132 fringe benefits, cafeteria plans, and retirement healthcare strategies. This course also examines ERISA reporting requirements, tax-efficient compensation planning, and healthcare benefits, offering practical applications to help practitioners navigate compliance and optimize benefits for their clients. *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
How to Audit Inventory
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Online
2.00 Credits
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: K2’s Better Reporting With QuickBooks Online
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Online
1.00 Credits
With over 7 million businesses relying on QuickBooks Online, one thing is clear: excellent financial reporting isn't optional - it's essential. Yet many users struggle to access the insights they need, often limited by subscription tiers or simply unaware of the powerful tools at their fingertips-that's where this session comes in. This session is your fast track to mastering QuickBooks Online's reporting capabilities. Whether you're a small business owner, accountant, or financial manager, you'll discover how to: Build and customize Standard, Custom, and Management Reports Leverage the new Spreadsheet Sync tool to create dynamic, multi-company reports in Excel Uncover hidden features that help you make smarter, faster decisions If you're ready to transform your data into actionable insights and finally get the reports you need, this session is your game-changer. Join us and take control of your QuickBooks Online reporting like never before! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: K2's Ten Questions To Ask Your IT Team
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Online
1.00 Credits
Business leaders often struggle to engage meaningfully with their IT teams about critical technology decisions that impact organizational success. This structured program presents ten essential questions every executive should discuss with their technology professionals to ensure proper oversight of cybersecurity, infrastructure, and strategic technology initiatives. Participants will gain confidence in addressing complex topics including network security protocols, backup procedures, cloud governance, and remote work policies through targeted questioning frameworks that drive actionable outcomes. The course systematically addresses ten critical areas where executive oversight proves essential for business continuity and growth. Attendees will develop practical communication strategies to bridge the gap between business objectives and technology capabilities, ensuring their organizations maintain competitive advantage while managing digital risks effectively. Each question framework provides executives with the tools needed to evaluate current technology practices, identify vulnerabilities, and guide strategic technology investments that support organizational goals in today's rapidly evolving digital landscape. Presented by: Randolph (Randy) JohnstonType: Live Webcast Replay
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Online
1.00 Credits
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: A Guide to Sampling - Part 1
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Online
2.00 Credits
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling and tools that can be leveraged to reduce bias in sampling. Presented by: Melisa GalassoType: Live Webcast Replay
ACPEN: Recognizing Lies: How to Detect and Prevent
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Online
2.00 Credits
Trust is the glue that binds all relationships. Regardless, humans tell lies, a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How are the cues properly interpreted? How can you protect yourself from lies? Learn how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth. Presented by: Don MingesType: Live Webcast Replay
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.