CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: K2’s AI – Better Prompts, Better Results
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Online
1.00 Credits
Generative AI is revolutionizing the business world, and savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency and productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly and efficiently. Say goodbye to inefficient and ineffective prompts, and hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game and achieve greater gains in your business. Sign up now and learn the secrets to getting the most out of your AI tools! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Ethical Situations – What to do When?, featuring Allison McLeod and Don Minges
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Online
1.00 Credits
What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace and Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA Final Four basketball tournament and your organization will permit it? Prepare for ‘situations’ before they happen to you. Presented by: Don Minges, Allison McLeodType: Live Webcast Replay
ACPEN: Addressing Common Documentation Deficiencies
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Online
2.00 Credits
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation and provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality, and mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices and uphold the highest standards of the profession. Presented by: Jaclyn VenoType: Live Webcast Replay
ACPEN: K2's Stop Wasting Time In Excel
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Online
2.00 Credits
Are you ready to unlock Excel's full potential? In today's fast-paced world, mastering Excel isn't just a nice-to-have-it';s a must for anyone who wants to work smarter, faster, and with greater accuracy. Make plans to participate in this dynamic, Excel-centric session designed for professionals like you. Discover how you can leverage features like templates, Precision as Displayed, and PivotTables along with new tools such as Dynamic Arrays, advanced data cleaning, PIVOTBY and GROUPBY functions, and seamless Copilot integration. These features will transform the how you and your team analyze data, automate reporting, and deliver actionable insights from Excel. Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Strategic CFO – Developing Strategy and the Why
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Online
2.00 Credits
Effective CFOs and CPAs play a critical role in shaping and executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail, and how finance leaders can help organizations create focus in an increasingly complex and fast-changing environment. Participants will explore competitive advantage, the use of financial and non-financial metrics, and the importance of aligning strategy with mission, culture, and resources. Through discussion and real-world case examples, attendees will gain practical tools to evaluate, measure, and support successful strategies across for-profit and nonprofit organizations. Use of some video reels will add levity to some of the key points. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
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Online
4.00 Credits
Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants. Presented by: Jennifer LouisType: Live Webcast Replay
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
ACPEN: A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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Online
1.00 Credits
Most productivity planners could have been made in 1975. However, we have learned more about the brain in the last 5 years than in the last 500! If productivity involves filtering out distractions, focusing, and executing on what is most important, shouldn’t there be a brain-based approach that incorporates the new science to help your organization fight distractions and find time? Yes, there should be, and now there is! It is time for a new productivity for the new world. In this course, you will learn science-based whole brain approach to help people across your organization boost focus, energy, and motivation toward what matters most so they can increase their opportunity to achieve your organizations most important goals. Presented by: Christine WilsonType: Live Webcast Replay
ACPEN: Revenue Recognition - Topic 606 Disclosures
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Online
1.20 Credits
The standard also requires information about the following categories: disaggregation of revenue contract balances performance obligations This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard and deep dive into individual steps of the standards. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Cryptocurrencies for the CFO: Explaining Blockchain
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Online
2.00 Credits
What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives? Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Professional Standards to Apply?
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Online
2.00 Credits
Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Accounting & Auditing for Cryptocurrency
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Online
2.00 Credits
Cryptocurrency continues to evolve rapidly, bringing new accounting and auditing considerations for CPAs and auditors. This course provides a practical overview of the accounting and auditing issues associated with cryptocurrency, with an emphasis on recent standard-setting developments and their implications for practice. The accounting portion of the course focuses on ASU 2023-08 and related developments, including recent FASB Board discussions, the FASB's Invitation to Comment, and the addition of cryptocurrency-related topics to the FASB's research agenda. Participants will work through a practical case study to apply the guidance in ASU 2023-08, building confidence in accounting for cryptocurrency transactions and balances. The auditing portion of the course addresses key audit considerations related to cryptocurrency, including implications for engagement acceptance and continuance, risk assessment, and the design and performance of audit procedures. The course also references the AICPA's Accounting for and Auditing of Digital Assets practice aid to help bridge authoritative guidance and real-world application. Presented by: Melisa GalassoType: Live Webcast Replay
ACPEN: Measuring Audit Risks
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Online
3.00 Credits
SAS 122, AU 240 requires that auditors determine if there is a significant risk that the financial statements are materially misstated due to either error of fraud. This presentation is an overview of how to determine if there is a significant risk of a material risk; whether it is due to error or fraud; and what to do in designing your audit program to address such risk. It’s important to know that without documentation as to such determination, an auditor has no basis for performing any specific audit procedure and thus would be performing a substandard audit. The standards require that each procedure be designed to decrease the possibility of a material misstatement. This program is an overview of how an auditor determines if there is a risk of a material misstatement; how document such determination; and how to address the risk if it is due to error vs fraud, because there is a big difference. Presented by: Dennis DycusType: Live Webcast Replay
ACPEN: Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the “smart competitor” is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right, and you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself. Presented by: John DalyType: Live Webcast Replay
ACPEN: The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness – to help us make better ethical decisions. Presented by: Don Minges, Bob MimsType: Live Webcast Replay
ACPEN: K2's Introducing Artificial Intelligence To Human Resources Pros
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Online
1.20 Credits
Artificial Intelligence (AI) is the hottest topic in technology circles today. And for good reason! AI can help all business professionals – including HR professionals – work more efficiently and effectively. AI tools such as ChatGPT, Gemini, and Copilot are proving themselves daily as valuable assets. These tools can help you automate research, draft documents, summarize emails, analyze Excel data, and even create PowerPoint presentations for you. If you haven't yet explored what today's AI tools can do, you'll want to participate in this session to become more productive and efficient with this very practical technology. Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Employees Today and Tomorrow : Are Employees Assets?
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Online
2.00 Credits
As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Cost and Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
If sales increase, so should profits. Yet, the opposite result often leaves executive’s scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and under-price difficult, low-volume work. This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services. Presented by: John DalyType: Live Webcast Replay
ACPEN: Metrics Management – Linking Strategy to Performance
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Online
2.00 Credits
Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Unlock the incredible potential of Artificial Intelligence (AI) and automation tools to revolutionize your business operations. Imagine boosting productivity and accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT and Gemini are your new best friends for conducting research, drafting reports, and crafting correspondence. Meanwhile, Microsof's Power Automate platform and tools, such as Zapier, can elevate your efficiency to levels you never thought possible. Join our session to modernize your workflows and harness these powerful tools. You'll dive into practical applications of today's AI and automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity, and even boost team morale. Additionally, we'll guide you through potential pitfalls and help you avoid common mistakes when using these tools. This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don't miss out on this opportunity to transform your operations and achieve unparalleled efficiency. Sign up today and take the first step towards a smarter, more productive future! Presented by: Thomas StephensType: Live Webcast Replay