CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Online
2.00 Credits
Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
Surgent's Leveraging AI for Data Analytics in Accounting
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Online
2.00 Credits
This course explores the data analytics aspects of AI in accounting. Participants will develop skills in leveraging AI tools for enhanced data analytics.
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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Online
4.00 Credits
Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features. Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Creating an Ethical Work Environment
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Online
2.00 Credits
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Online
3.50 Credits
Relevant Excel methods for accounting experts In Excel, there are several opportunities to apply features, functions and methods to build a dynamic workbook. In this hands-on demonstration of several Excel skills, you'll review the following topics through engaging expert-led instruction: Dynamic headers Horizontal reports Mapping Tables Data Validation Excel error checking skill development Designed with time for you to work along with the facilitator, this webcast examines the importance of automating reporting workbooks in Excel. You will review various topics, including: Horizontal or crosstab reports Mapping tables and how they are the key to unlocking major efficiency gains. Data validation in digital reports Error Check *Session 8 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching other parts of the bundle. [Excel for Accounting Professionals Webcast Series] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-webcast-series-bundle) to further prepare to tackle real-world issues and build powerful workbooks.*
Five Ways to Improve Your Leadership Skills
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Online
1.00 Credits
This course provides practical suggestions for improving leadership skills, including self-awareness, communication, delegation, empowerment, coaching, and counseling.
K2's OneDrive's Best Practices
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Online
1.00 Credits
Although Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to their fullest potential means you can access your files when and where you need them. Further, sharing your files and collaborating with others is easy when using OneDrive correctly. In this session, you will learn best practices for taking full advantage of OneDrive.
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Managing expenses is a key for business success, and overhead costs play a pivotal role in realizing favorable profit margins. Almost all companies have some form of overhead consisting of specific categories of indirect expenses. The better organizations are able to manage overhead costs, the more competitive they are in the marketplace. It is incumbent in the Controller’s role to effectively manage, monitor and perform ongoing assessment of overhead costs, allocations and rates. Overhead refers to the ongoing business expenses not directly attributed to creating a product or service. A company must pay overhead on an ongoing basis, regardless of how much or how little the company sells. It is important for budgeting purposes but also for determining how much a company must charge for its products or services to make a profit. Overhead can be fixed, variable, or a hybrid of both. There are different categories of overhead, such as administrative overhead, which includes costs related to managing a business. In short, overhead is any expense incurred to support the business while not being directly related to a specific product or service.
K2's Time To Advance Automation - Strategies And Tools For Efficiency
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Online
2.00 Credits
Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Online
2.00 Credits
Recently issued generally accepted auditing standards were designed to enhance audit quality. This course will address the most commonly misapplied concepts and FAQ in properly implementing the new requirements in the way intended to achieve that goal.
Topic 842: FASB's Lease Accounting Standard Update
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Online
2.00 Credits
It's a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet - from buildings right down to autos and copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well. This program will dive into the new standard on leases, effective dates, and address what you need to know now.
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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 Unconscious Bias in the Workplace
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Online
2.00 Credits
This interactive professional development course explores the concept of unconscious bias and its impact on workplace dynamics, decision-making, and organizational culture. Through engaging exercises, real-world case studies, and reflective activities, participants will gain a deeper understanding of how implicit attitudes shape perceptions and behaviors - often without conscious awareness. The course empowers learners to recognize their own biases, understand their origins, and develop strategies to mitigate their effects in professional settings. Participants will leave with actionable tools to foster a more inclusive, equitable, and respectful workplace.
Federal Tax Update for Individuals with Doug Van Der Aa
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Online
4.00 Credits
This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax season. **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.
How to Build a Custom AI Chatbot and GPT in Plain English
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Online
2.00 Credits
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Online
2.00 Credits
Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews, and various organizations checklists for oversight.
How to Audit Inventory
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Online
2.00 Credits
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course qualifies for yellow book credit.
K2's The Best Kept Secrets Of Microsoft 365
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Online
2.00 Credits
Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Some less commonly known apps help you manage shared email boxes, create and use web forms, schedule appointments, trade shifts, create real-time closed captions, and translate presentations. Attend this session and learn more about the hidden features in Microsoft 365 that you can use to level up your productivity.
K2's The ABCs of Automation With Microsoft's Power Platform
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Online
2.00 Credits
Automation and standardization are two of the keys to productivity, but most people who are not programmers are unsure where to start. Microsoft’s Power Platform is a comprehensive platform for creating automated workflows, integrations, and data-driven reports. Components include Power BI, Power Apps, Power Automate, Power Pages, and Power Virtual Agents. Attend this session to learn about this platform and how everyone can use its low-code, no-code environment to solve process challenges.