CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: HR Investigations – Episode 1 – Introduction-Assessing-Planning
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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 is an introduction to these differences and provides best practices for assessing allegations of employee misconduct and planning the investigation. Attendees will end the session with takeaways to immediately implement in future HR investigations. Episodes 2 and 3 complete the series. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: Introduction to Governmental Accounting 102
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Online
2.00 Credits
Intro to Governmental Accounting 102 is the natural follow up course to the original Intro to Governmental Accounting 101. In this session, we will tackle unique things like what makes a fund a major fund, what are the differing basis of accountings used, why geography matters in the world of state and local governmental reporting, and many other intermediate type topics. A great course to take after you have taken Intro to Governmental Accounting 101. Presented by: Frank Crawford, Christopher PembrookType: Live Webcast Replay
ACPEN: Using Psychology Secrets to Love your life and Get More Done
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Online
4.00 Credits
The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer. In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you. Presented by: Jonathan RobinsonType: Live Webcast Replay
ACPEN: Audit Skills for Beginners
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Online
4.00 Credits
Learn the basic skills new staff need to hit the ground running and efficiently complete assigned tasks, including what new auditors are expected to know and do, including the nature, timing, and extent of common audit procedures. Focus on why certain procedures are performed and perform typical procedures. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts
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Online
8.00 Credits
By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation, and response to assessed risk of material misstatement. When designing your detailed audit plan, how and where you decide to spend your time is largely a matter of professional judgment. The proven tips and techniques for critically rethinking how you plan and design your audit taught in this course will help auditors enhance audit quality and manage profitability in all engagements. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Appreciation isn’t a soft skill—it’s a strategic advantage. In today's competitive professional landscape, your ability to express appreciation effectively can be the difference between retaining top talent, building strong client relationships, and creating a thriving team culture—or not. This course introduces a powerful, research-backed framework for understanding how appreciation works—and how to use it to fuel performance, loyalty, and engagement across your firm, practice, or department. Based on the work of Dr. Gary Chapman and Dr. Paul White, you’ll explore the four core "languages of appreciation" and learn how to recognize and use them in a way that resonates with clients, colleagues, and team members. The truth is, everyone wants to feel valued—but not everyone receives appreciation the same way. In this hands-on session, you’ll discover your own appreciation style, learn to spot others’, and develop practical tools to build a more energized, connected, and committed workplace. Presented by: Roger WolkoffType: Live Webcast Replay
ACPEN: Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Now more than ever, navigating loss, grief and crisis in the workplace is a skillset that leaders must possess. Keeping the heart in human resources is so important, especially in this post-pandemic state we are living in. We will explore ways that you can show empathy to your employees while also balancing your business needs. Presented by: Kelly SimantsType: Live Webcast Replay
ACPEN: Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
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Online
2.00 Credits
Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings. Presented by: William MinickType: Live Webcast Replay
ACPEN: Let's End Business Ethics
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Online
2.00 Credits
Most ethics courses focus on unethical individuals and their terrible misdeeds. We don't need another course on lessons from Enron or individuals committing fraud. Most unethical failures result from unethical individuals. Instead, this session will focus on how good people can do better, why there is no such thing as business ethics and why we only need one rule to lead ethical lives. Presented by: John LevyType: Live Webcast Replay
ACPEN: HR Investigations – Episode 2 – Interview Techniques
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Online
2.00 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 provides best practices for interviewing to gather accurate information, such as creating and asking open ended questions, effective listening, and understanding verbal and non-verbal communication. Attendees will end the session with takeaways to immediately implement in future HR investigations. Two of three Episodes in the series. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: Preparing and Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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Online
2.00 Credits
Understand and master the various methods of medical claim reimbursements. This foundation is critical to understand health plan networks and how they function as the baseline for cost in fully insured and self-funded plans. This unit will expand on the previous unit's analysis of point solutions and how to build those into your plan design not only for the benefit if rate structures, but employees as well. The instructor will show you how to structure your medical plans to save the plan money by incentivizing the member through cost reduction programs. Presented by: William MinickType: Live Webcast Replay
ACPEN: Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process. This session will show you powerful techniques to drive your organization’s performance. Presented by: John DalyType: 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
ACPEN: Shortcuts to Personal and Professional Success
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Online
8.00 Credits
We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships. In this seminar, you will learn the most effective methods for creating the life you really want. In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not. In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career. Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level. Presented by: Jonathan RobinsonType: Live Webcast Replay
ACPEN: State of AI
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Online
1.00 Credits
Artificial Intelligence is moving fast and increasingly adopted in businesses, significantly improving efficiency in many industries, including finance, retail, healthcare and manufacturing. What is real and what is just hype? What should business leaders consider as they lead their organizations in the adoption of this technology? Why is AI governance the key to success? This webinar will cover some of the major advancements in artificial intelligence in 2025 and key insights on where AI is headed and recommend both strategic and tactical steps to take as we move into 2026. Presented by: Jon Brandt, Andrew ClarkType: Live Webcast Replay
ACPEN: Ethics - Keeping the Good from Breaking Bad
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Online
1.00 Credits
Ethics are how groups define right from wrong. Codes of Ethics define good behavior from bad behavior for professionals. When we break those codes, we "break bad." For five seasons, the popular television show "Breaking Bad" explored the transformation of one good man breaking bad. This session provides an overview of ethics and why people break bad, while using examples from the TV show as well as case studies of good people who broke bad. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: The Controller Function - Elevating the Role
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Online
1.50 Credits
This is the beginning of a series that will cover major aspects of the Controllership function. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc., the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. A Controller is an individual who has responsibility for all accounting-related activities including high-level accounting, managerial counting, and finance activities within a company. The duties of a Controller include assisting with the preparation of the operating budgets, overseeing financial reporting, and performing essential duties relating to payroll. However, in today’s evolving world, the Controller function can provide much more in-depth value to their organizations. This series is dedicated to exploring the traditional Controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. In this first course we focus on the typical Controller function and begin to identify ways to elevate the function. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Accounting and Reporting Long-Term Debt
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Online
2.00 Credits
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper presentation and disclosure of debt, including debt covenant compliance and other issues that impact classification of the liability between current vs. noncurrent. Presented by: Jennifer LouisType: Live Webcast Replay