CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Today’s economy and all of the digital enhancements have impacted the way companies engage with their customers as well as how the company manages their internal practices. The business control function needs to keep pace. The rising importance of analytical capability is critical when defining the role of the modern controller. Execution of analytics can vary but there are still key questions that must be asked. What are the options and what we need to understand to decide the best way forward? This course focuses on the value that can be brought by the Controller when becoming involved with data analytics powered by technology and also Big Data. The digitized world we live in has made it important for the Controller function to evolve and take on this advanced task. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Sarbanes-Oxley Overview
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Online
1.60 Credits
Sarbanes-Oxley legislation. Although there have not been any changes in the legislative concepts of the law since its release in 2002, some aspects of executing the work have evolved. Sarbanes-Oxley was passed in 2002 and year one of attestation for publicly traded companies was 2004. Years later the legislation continues to challenge companies, auditors and compliance professionals when evaluating a company's control structure. SOX 404, although the most prominent, is only one of the many requirements covered under the legislation. In addition, the impetus of COSO 2013 has re-focused companies' efforts on evaluating their key controls. Companies must continually evaluate whether they have designed and identified the proper controls and have adequate tests in place to determine control efficiency. With the evolution of technology solutions, the impact of information systems changes must be continually evaluated to ensure controls are adequately addressed. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance
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Online
2.00 Credits
Traditional budgets often consume significant time while delivering limited operational value. This session reframes budgeting as a tactical management tool rather than a once-a-year accounting exercise. Participants will explore how to redesign the budget process to improve communication, accountability, and decision-making across the organization. The session emphasizes output-based metrics, flexible budgeting approaches, benchmarking, and educating non-financial managers so budgets become a tool for managing performance, not just controlling spending. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Can You Really Do That With AI?
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Online
1.00 Credits
Artificial Intelligence has taken the world by storm. In just three short years, AI platforms such as ChatGPT, Gemini, and Copilot have revolutionized how business professionals approach everyday tasks. In this session, you will learn how you can use AI to help you solve specific problems and work more efficiently, effectively, and accurately. Throughout this session, we will focus on real-world scenarios and how AI can help you realize better results in less time. This is a must-see session for all who want to improve efficiency and effectiveness. Presented by: Dustin PaschalType: Live Webcast Replay
ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: The Risks of Artificial Intelligence - Part 1
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Online
1.60 Credits
Artificial Intelligence (AI) is rapidly transforming industries and redefining how organizations operate. While the benefits of AI-efficiency, automation, data-driven insights, and innovation-are significant, the risks are equally profound and demand careful consideration. AI introduces a range of technical risks, such as bias, lack of transparency, data dependency, and vulnerability to manipulation. Ethical risks arise in the form of workforce disruption, diminished accountability, potential misuse, and the erosion of human autonomy. On a broader societal scale, AI threatens to widen inequalities, accelerate disinformation, and erode trust in institutions, while raising concerns of cultural homogenization and disproportionate power concentration among a few entities. Governance challenges further complicate the landscape, as regulation struggles to keep pace with technological advances, and questions emerge about the long-term safety and alignment of advanced AI systems. Leaders and organizations must recognize that AI is not only a technological innovation but also a strategic risk management issue. Responsible adoption requires robust governance, transparent and ethical frameworks, ongoing monitoring, and human oversight. By proactively addressing these risks, organizations can balance innovation with accountability, safeguard trust, and position themselves for sustainable success in an AI-driven future. Note: This is Part 1 in a two-part series on the risks of AI Presented by: Lynn FountainType: Live Webcast Replay
2027 Summer Tax Rewind
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Online
2.00 Credits
The Summer 2027 installment of the Tax Rewind quarterly webcast series offers a practical review of the current tax landscape for practitioners preparing and reviewing client returns. Join us as we discuss: Practical tax planning considerations for current year returns Key tax practice and procedure updates affecting day-to-day work Recent IRS guidance, trends, and compliance considerations
Surgent's Unlimited Webinar Package
Available Until
Online
40.00 Credits
Surgent's Unlimited Webinar Package Webinars onlyMOCPA members can purchase a subscription to Surgent's Unlimited Webinar Package for just you pay $520.00– 30% off Surgent’s retail price! Why Choose the Unlimited Webinar Package?• Get unlimited access to over 1,200 + webinars • Enjoy 12 months of access, available one year from the date of purchase• Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Up to 8,000 credits!• Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays• Interactive Q&A with renowned subject matter experts• Downloadable course material and supplements & Certificate delivery within 24 hours All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching)Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away. * Note: this package does not include premium webinars.> View webinars Please note:Subscriptions are available for single users only. The Unlimited Webinar Package may not be split or shared with others.
A Human’s Guide to Artificial Intelligence
Available Until
Online
1.00 Credits
This webinar explains some of the core terminology surrounding Artificial Intelligence and offers practical advice on getting the most out of Large Language Models such as ChatGPT.
AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans
Available Until
Online
4.00 Credits
Latest employee benefit plan-related updates that need special attention in a peer review are explored with information from the 2025 Peer Review Conference session on employee benefit plans.
AICPA's Annual Federal Tax Update
Available Until
Online
11.00 Credits
All new material for tax practitioners to get updated on the most pressing tax matters affecting business entities, individuals, estates, and trusts, including H.R. 1.
Advanced Taxation of Partnerships & LLCs: Basis, Distributions, and Sales of Interest - Tax Staff Essentials
Available Until
Online
3.50 Credits
Upskilling tax professionals on essential topics in partnership taxation.
Annual Update for Controllers and Finance Managers: Driving Business Value
Available Until
Online
10.00 Credits
CFOs, controllers, and finance managers often play a key role in driving value within an organization. You'll explore best practices tailored to help enhance your impact within your organization.
Auditing Digital Assets, Part I
Available Until
Online
2.50 Credits
You'll learn specific considerations for auditing digital assets, including client acceptance and continuance; risk assessment processes and controls; and laws, regulations and related parties.
Bankruptcy, Insolvency, and Reorganization
Available Until
Online
3.00 Credits
Intricacies of bankruptcy, insolvency and reorganization and the related forensic services considerations are examined for practitioners looking to expand their service offerings to include this subspecialty.
CFO Reporting Re-Imagined — Building Interactive Excel Reporting with Gen AI Assistance (Module 2)
Available Until
Online
1.50 Credits
In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you'll learn how to transform static spreadsheets into dynamic, decision-enabling reporting.
CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action (Module 3)
Available Until
Online
1.50 Credits
In Module 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you'll move beyond spreadsheets full of numbers and examine visuals that drive decisions.
CFO Reporting Re-Imagined: The Modern Reporting Paradigm – Structures, Views & Ethical AI (Module 1)
Available Until
Online
1.50 Credits
In Module 1 of CFO Reporting Re-imagined — Modern Reporting Structures, Views & Ethical AI, you'll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today's executives expect.
CFO Reporting Re-Imagined: Unlocking Operational Insights with Excel and Gen AI (Module 4)
Available Until
Online
1.50 Credits
In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you'll explore how to uncover powerful operational insights by combining Excel's reporting tools with Gen AI support.
Considerations in Mergers and Acquisition Disputes
Available Until
Online
3.00 Credits
Forensic accountants often help clients with mergers and acquisitions (M&A). You'll gain an understanding of the critical roles forensic accountants can play in M&A transactions and disputes.