CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
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.
Combatting Sexual Harassment in the Workplace
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Online
1.00 Credits
This presentation will review what sex harassment is under the law, company compliance obligations, and describe how promoting a positive company culture can prevent sexual harassment in the workplace.
Safety Synergy: Uniting Elements for a Secure Workplace
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Online
1.20 Credits
Creating a culture of safety in a workplace requires attention in many different areas. We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone.
The Ethic of Self-Esteem For Women
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Online
2.00 Credits
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Money Laundering Awareness for Accountants
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Online
2.00 Credits
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's Ten PDF Tips You Need To Know
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Online
1.00 Credits
Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.
K2's What's New With QuickBooks
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Online
1.00 Credits
QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients.
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants and financial professionals focus attention on strategy and modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles and initiating real-time reporting and insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) and Deloitte’s Center for Controllership aimed to better understand the current state of controllership and expectations of future demands for controllers and accounting professionals. They conducted a survey in late 2022 and identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight and questions to answer on the controllership transformation journey. In this segment, we will go through numerous concepts in detail.
Power BI - Bringing It All Together for Data Analysis
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Online
2.00 Credits
Power BI - Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. The course also focuses on optimizing performance for data models, utilizing advanced features of Power BI Services, and moving beyond basic data models to create advanced solutions tailored to real-world business needs. By the end of the course, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you're presenting to stakeholders, sharing insights across teams, or managing enterprise-level reporting, this course will equip you with the tools and strategies to succeed. Perfect for Power BI users looking to tie all the pieces together into a comprehensive, efficient workflow. 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 Managing Millennials
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Online
2.00 Credits
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Online
3.00 Credits
When performing a financial statement audit, auditors have always been responsible for the detection of anything that would cause a material misstatement of the financial statements whether caused by error of fraud. However, in the past the audit profession focused on material misstatements due to errors and more or less ignored the possibility of misstatements due to fraud. Now, SAS No. 122, AU 240 requires significant documentation as to what the auditor did in order to determine if there any material risk of a misstatement of the financial statements. This presentation is an overview of what the auditor is to document in there working papers on every financial audit as to the procedures they performed in order to determine the risk of a material misstatement. If a material risk is discovered, they are then required to document what they did in order to determine if the financial statements were misstated.
S Corporation Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination, as well as an update on Schedules K-2 and K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *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
All About Fraud - Examples, Prevention and Auditing
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Online
4.00 Credits
Fraud is constantly in the news. Whether it's employee retention credit mills, FTX, or the City of Dixon, it appears that fraud is everywhere. We'll start this session with a review of the common fraud schemes as identified in the 2024 Report to the Nations. We'll also review the commonalities of fraudsters. We'll then look at methods of prevention. We'll close with a look at the auditor's responsibility for the consideration of fraud in AU-C 240.
Excel Essentials for Today's Accountant: How To Become an Expert in One Day
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Online
4.00 Credits
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information and dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
Operations Level Internal Control
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Online
4.00 Credits
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider 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.
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. 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 Applying the Yellow Book to a Financial Statement Audit
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Online
4.00 Credits
Knowing just a little about the Yellow Book can hurt you! It is important to have a thorough understanding of the standards. This course covers the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. You will learn precisely what the Yellow Book does and does not require auditors to do. Updated for the 2024 Yellow Book revision, the course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of the Yellow Book.This course qualifies for yellow book credit.
Surgent's Real Estate Taxation: Critical Considerations
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Online
4.00 Credits
This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.This course qualifies for IRS credit.
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Employees, now more than ever, are experiencing stress, anxiety and other mental health challenges and all of those come with them each day to the workplace. In order to ensure the safety and security of their workplace, employers need to address these issues and support their employees. Join us to discuss the challenges to providing mental health support to employees, the potential risks of deprioritizing mental health, and tangible actions employers can take to support the mental health of their work group. The cost of providing mental health resources and support pales in comparison to the cost of NOT providing it. Make a plan. Be ProActive.
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.