CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: K2's Automation For Increasing Personal Efficiency And Effectiveness
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Online
1.00 Credits
In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness, and maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress and providing better mental clarity for more important activities. This hands-on course will equip you with practical knowledge of various automation tools, methods, apps, and technologies that can revolutionize both your personal and professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools and the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine. Presented by: Steven Yoss, Jr.Type: Live Webcast Replay
ACPEN: A Guide to Sampling - Part 2
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Online
2.00 Credits
Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls and tests of compliance. Presented by: Melisa GalassoType: Live Webcast Replay
ACPEN: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry
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Online
2.00 Credits
Ethics is complicated, and conflicts of interest are more complicated. What are the various issues involved with conflicts of interest? What does the AICPA Code of Professional Conduct say? We will discuss several seemingly ordinary, everyday conflicts of interest and how we should be more aware that conflicts of interest are common. We will discuss the ethical priorities of a CPA and how to apply them. What should you do when facing a conflict of interest? What is the "secret weapon" to help mitigate conflicts of interest? The key to our profession remaining relevant is to maintain trust. Come and learn more about conflicts of interest and how we all can be even more trustworthy. Presented by: Don MingesType: Live Webcast Replay
ACPEN: Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids. When companies compete, those with good information win the “gravy” contracts and those with bad information lose money on “dog” jobs. Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors. Achieve your target profitability in the process. Presented by: John DalyType: Live Webcast Replay
ACPEN: Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job
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Online
2.00 Credits
At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career’s trajectory. Learn how to correct your boss’s bad behavior and actually strengthen the relationship. Presented by: John DalyType: Live Webcast Replay
Hot Topics Audit & Attest Update - 2026
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Online
2.00 Credits
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. 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.
Surgent's Introduction to Forensic Accounting
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Online
4.00 Credits
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.
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.
Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
Mastering revenue recognition It's crucial to know the key principles of revenue recognition to recognize revenue effectively. You'll gain an understanding of these key principles by exploring the five-step revenue recognition process. You'll learn more about: Identifying a customer contract Determining performance obligations Establishing a transaction price Allocating the transaction price Recognizing revenue Fulfilling performance obligations Enhancing financial acumen through practical management strategies and real-world examples can significantly improve your organization's ability to excel in revenue recognition practices. You'll cover several aspects of performance obligations, including: Identifying distinct goods and services Implications of promised goods Complexities associated with shipping and handling activities
Finance and Innovation: Reinvent Your Organization and Dept.
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Online
8.00 Credits
Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Working Parent's Guide to Prioritizing Mental Wellness
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Online
2.00 Credits
Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges head-on by providing actionable strategies to prioritize your mental health and overall well-being. The course emphasizes practical, easy-to-implement techniques tailored for busy working parents. From setting boundaries to prioritizing sleep and physical activity, you'll learn how to create sustainable habits that enhance your well-being. You'll also explore how to recognize the signs that additional support -whether from friends, family, therapy, or other resources- is necessary, and how to seek help without guilt or hesitation. Ultimately, this course will help you regain a sense of balance and control in your life by equipping you with tools to manage stress, build resilience, and rediscover joy in both your professional and personal roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating IRS Authorizations: Form 2848 & Form 8821
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Online
2.00 Credits
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How AI Is Automating Internal Control
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Online
4.00 Credits
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Embracing Neurodiversity in the Workplace
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Online
1.00 Credits
This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment. Presented by: Amy GomezType: Live Webcast Replay
ACPEN: Conducting Human Resource Investigations
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Online
1.00 Credits
Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session explores these differences and provides best practices for planning, executing, documenting, and reporting the results of an HR investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: Resolving Ethical Dilemmas—You Make the Call
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Online
1.50 Credits
By now, we should all understand the ethical obligations we have as CPAs. So, theoretically, if we just all agree to remain ethical, we should not have CPA ethical violations. But, of course, our professional ethics committees still have plenty of cases to investigate. This session will examine several ethical frameworks, including the AICPA’s Code of Professional Conduct’s and the GAO Yellow Book’s Threats and Safeguards approach to remaining ethical and resolving ethical dilemmas. The session will present several ethical case studies that illustrate the complexities of and challenges to staying ethical. By exercising our “ethical muscles”, we should be better positioned to effectively deal with the ethical dilemmas that we will inevitably encounter. Presented by: David CottonType: Live Webcast Replay
ACPEN: Scared Straight: White Collar Crime and Beyond
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Online
2.00 Credits
Fraud poses a significant risk to businesses, organizations, and individuals, leading to financial losses, reputational damage, and legal consequences. This comprehensive course, led by Dr. Richard G. Brody, an esteemed expert in forensic accounting and fraud prevention, explores the underlying mechanisms, motivations, and methods of fraudulent behavior. Through real-world case studies, expert analysis, and interactive discussions, participants will gain critical insights into the psychology of fraud, organizational vulnerabilities, and ethical breakdowns that enable misconduct. The course equips attendees with the latest fraud detection techniques, risk assessment strategies, and internal control best practices to proactively identify and mitigate fraud risks while fostering a culture of integrity and accountability. Presented by: Chuck Gallagher, Richard BrodyType: Live Webcast Replay
ACPEN: Applying the New Expected Credit Loss Model
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Online
2.00 Credits
All entities are subject to the new expected credit loss model established by recent GAAP. This course will provide highlights of the latest requirements for measurement, presentation, and disclosure. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Partnership Essentials: Tax Basis Capital Accounts
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Online
2.00 Credits
This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts. *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: Form 1120S - Preparation and Analysis
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Online
2.00 Credits
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. *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: Mary Jane HouraniType: Live Webcast Replay