CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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Online
1.20 Credits
Session Overview: If you’re leading a small or mid-size company preparing for rapid growth — or you’ve just hit that thrilling, chaotic stretch where success creates new challenges — this session is for you. Everyone wants growth. Few are ready for what it really takes. In Scaling at the Speed of Trust, Steve Cadigan — LinkedIn’s first CHRO and architect of its legendary hyper-growth culture — shares the inside story of how the company scaled from 400 to 4,000 employees in just four years, and the lessons every growing business can apply today. Steve speaks to his experience scaling one of the most successful scaling ventures in business in the past two decades: LinkedIn. Cadigan was at the table building what many consider to be the gold standard of a high performing culture while going through rapid growth - through stories and real world examples, Cadigan provides an invaluable a unique insight into this critical phase of an organizations growth. This isn’t a talk about hiring faster — it’s about scaling smarter. Steve reveals how trust, transparency, and culture became LinkedIn’s greatest competitive advantage — and how small and mid-size firms can use the same principles to grow without losing what makes them great. Who This Session Is For: Founders and CEOs navigating early-stage or mid-stage scale HR and People leaders building culture through rapid change Executives and managers preparing their teams for the next growth phase Anyone facing the tension between speed and sustainability Presented by: Steve CadiganType: Live Webcast Replay
ACPEN: New PCAOB Quality Control Standard Overview
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Online
2.00 Credits
Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Cash Conversion Cycle: Tool and Techniques
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Online
2.00 Credits
How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization. Presented by: Richard KarwicType: Live Webcast Replay
ACPEN: The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
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Online
1.00 Credits
Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable and occur frequently for CPAs in business and industry. What will you do when they happen? Will you take the necessary steps to remain ethical and to protect your license? We will show you how in detail. You and I have a responsibility to our organizations and to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public. Presented by: Don MingesType: 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: HR Investigations – Episode 3 – Gathering-Analyzing-Reporting
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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 provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: K2’s Formatting Excel Spreadsheets The Right Way
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Online
2.00 Credits
Did you know that business professionals can spend up to half their time in Excel just formatting? It’s time to change that! Join this fast-paced, results-driven session and discover Excel formatting best practices that will save you hours and elevate your spreadsheets to a professional level. From Custom Format Codes and Templates to Styles, Precision as Displayed, and powerful date and accounting formats, you'll learn how to streamline your workflow and make your data shine. Whether you're building reports, dashboards, or financial models, these formatting techniques will help you work smarter, not harder. Don't let formatting slow you down. Transform your Excel experience, starting now! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: K2’s Getting Started With Artificial Intelligence
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Online
2.00 Credits
Are you intrigued by the buzz around Artificial Intelligence (AI) but unsure how to dive in? You're not alone! Many professionals find AI tools like Gemini, ChatGPT, and Copilot to be a mystery. But don't worry, we're here to help you unlock the potential of these powerful tools! Join K2's "Getting Started With Artificial Intelligence" session and discover how to harness the power of today's AI tools to boost your efficiency and productivity. This session will guide you through accessing and using multiple popular AI tools, making it easier than ever to integrate AI into your daily workflow. If you're new to AI, this is the perfect opportunity to get started and transform the way you work! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
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Online
2.00 Credits
The accounting profession is at a crossroads — not because of a new generation, but because the entire architecture of work is being rewritten. Smaller firms are feeling it most: recruiting has become harder, AI is changing client expectations overnight, and leadership succession looms large. In this fast-moving and practical session, global future-of-work strategist Steve Cadigan (LinkedIn’s first CHRO and author of Workquake) unpacks how small and mid-sized firms can reimagine how they attract, develop, and lead talent in a world where certainty is gone and adaptability is gold. Through real-world examples from progressive firms like Bookminders, Prestige Accounting, LedgerWise, Nova Accounting, and Insights CPAs, Steve shows how leaders are reshaping work models, leveraging AI as a time- creator, and making accounting a magnet for modern talent again. Presented by: Steve CadiganType: Live Webcast Replay
ACPEN: Preparation, Compilation and Review Engagements
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Online
2.00 Credits
This course is an introduction to preparation, compilation, & review engagements. During this course, we will compare and contrast these different engagements by reviewing the procedures that should be performed, different reports, as well as the level of assurance specific to each type of engagement. Presented by: Jaclyn VenoType: Live Webcast Replay
ACPEN: The Commonsense Approach to Auditing for Fraud
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Online
3.00 Credits
As reported by the Association of Certified Fraud Examiners 2024 Report to the Nations on Occupational Fraud and Abuse, organizations lose an average of 5% of their revenues to fraud. Yet, the report disclosed that only 3% of all frauds are detected by the external auditor. However, the thing that management depends on the detect fraud is the external audit. To detect fraud an auditor must: Know what fraud looks like; be able to think like a thief; always maintain healthy professional skepticism; be able to recognize the risk of fraud; and build your audit program to look for fraud. Auditing For Fraud addresses each of these areas as well as several others. During this presentation, I will discuss how to distinguish between an error and a fraud; how to recognize the indicators of fraud; develop and refine a hypothec as to how a fraud was committed; who steals (the basic honest person) and why and lastly; how to prove intent. If you cannot prove intent, all you have is a dumb mistake! Chances are that after this presentation, you will never look at an audit the same way you do now. Presented by: Dennis DycusType: Live Webcast Replay
ACPEN: Group Audits: Who is Responsible for What?
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Online
2.00 Credits
Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor and component auditor, including implementation of SAS No. 149 relate to group audits. Presented by: Jennifer LouisType: Live Webcast Replay
ACPEN: Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools. Presented by: John DalyType: Live Webcast Replay
ACPEN: Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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Online
1.00 Credits
Obligating Coronavirus State and Local Fiscal Recovery Funds (SLFRF) by December 31, 2024 is essential to ensure a recipient does not have to return funds to the Treasury. There are a number of requirements to properly obligate SLFRF funds and opportunities to make changes to projects after the obligation deadline. In this course, we will define what an obligation is under SLFRF, review guidance from the Treasury, learn how to meet the SLFRF obligation deadline in multiple areas, and identify when changes can be made to estimates, contracts, and subawards after the obligation deadline. Presented by: Alex RomeroType: Live Webcast Replay
ACPEN: K2's Technology's Seven (Not Quite) Deadly Sins
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Online
1.00 Credits
Let's face it: using technology is a necessity because technology permeates all our business activities. Yet, many continue to use technology unwisely, which results in declining productivity and data privacy and security concerns. Participate in this session to learn about seven specific items you can-and should-act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the "hows" and "whys" associated with implementing the seven technologies discussed. This is "must-see"; CPE for those interested in productivity, efficiency, and data privacy and security. Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily. Presented by: Richard Karwic, Don MingesType: Live Webcast Replay
ACPEN: Data Science for Accountants – Business Analytics
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Online
2.00 Credits
In today’s environment of constant volatility and complexity, organizations are inundated with data yet often lack meaningful insights. The finance and accounting function has a unique opportunity to harness Big Data and the full spectrum of analytics—descriptive, diagnostic, predictive, and prescriptive—to enhance decision-making. However, collecting and reporting data is not the same as analyzing it to extract actionable intelligence. Compared to fields like marketing, sales, and supply chain management, finance has been slower to adopt advanced analytics. This course explores how CFOs and finance leaders can close that gap and transform their function into a true driver of strategic insight. Presented by: Gary CokinsType: Live Webcast Replay
ACPEN: K2’s Top Ten Productivity Booster Apps In Microsoft 365
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Online
2.00 Credits
Are you ready to take your productivity to the next level? Join our exclusive two-hour CPE course designed for accounting professionals and technology enthusiasts. Discover how to harness the power of Microsoft 365's versatile applications to streamline your workflows and enhance collaboration. In this course, you'll explore ten essential apps, including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places. Discover how to effectively integrate these tools into your daily tasks and experience immediate improvements in your efficiency. Don't miss out on this opportunity to unlock the full potential of Microsoft 365 and transform the way you work. Sign up now and take the first step towards a more productive and collaborative work environment! Presented by: Brian TankersleyType: Live Webcast Replay
ACPEN: Sleepless Nights: In AI It's All About "The Prompt", in Careers It's All About "The Relationships"
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Online
2.00 Credits
This course focuses on the individual taking ownership for their career. It provides tools and methods to assist and guide the individual to develop the collateral necessary in navigating their career. It provides a Personal Marketing Plan that can be customized to fit the career objectives and goals of the individual. It also focuses on character self-awareness, crucial for long-tern career success. Presented by: Mario FloresType: Live Webcast Replay
ACPEN: Better Business Writing: Improve Your Speed and Quality
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Online
2.00 Credits
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message. Presented by: John DalyType: Live Webcast Replay