CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
DEI From the Inside Out: Part 1
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Online
3.00 Credits
In this session, participants will delve into a comprehensive exploration of what Diversity, Equity, and Inclusion (DEI) truly entails. Often met with resistance due to its perceived condemnatory nature, this session aims to provide a more nuanced definition of DEI, fostering a better understanding among attendees. By demystifying the language surrounding DEI, participants will be equipped with straightforward approaches to seamlessly integrate these principles into their perspectives. This session will spotlight the distinctive features of our DEI model in comparison to other systems. Attendees will gain valuable insights into the model, understanding its unique perspective on achieving DEI success. At its core, our approach is grounded in the simple premise that we are all human beings sharing the common human experience. The goal is to convey to participants the importance of embracing DEI through this paradigm, effectively humanizing the DEI experience. One of the most remarkable DEI experiences unfolded during my son's 18th birthday celebration in our backyard. The event brought together individuals from diverse backgrounds, spanning various walks of life and races, who interacted in a profoundly humanistic manner— an encounter unlike any I had witnessed before. In this session, we will deconstruct this experience and draw parallels to its relevance in workplace dynamics.
Enterprise-Wide Risk Management in Accounting and Finance
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Online
4.00 Credits
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
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Online
2.00 Credits
Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Why People Are Irrational, Biased and Emotional With Money
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Online
2.00 Credits
In this course, we will explore the psychological and behavioral factors that contribute to irrational and biased money decision-making. We will examine the role of cognitive biases and emotions in financial decision-making, and discuss strategies for overcoming these biases to make more rational financial choices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization? What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing? How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Online
1.00 Credits
In the last year, our country has seen the passage of multiple federal laws impacting the enforceability to common employment documents. Several federal agencies have also issued opinions that could impact common employment documents. This presentation will review those new laws and opinions and discuss the potential impact they may have on arbitration agreements, severance agreements, confidentiality agreement, and non-disparagement agreements.
The Civil Advantage: Ethics and Civility in Disquieting Times
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Online
2.00 Credits
Most people dislike capricious judgment, intolerance, crime, shaming, blaming, punishing, unequal treatment and predatory opportunism. Yet we witness, hear about or directly experience one or more of these uncivil behaviors daily. What’s going on? It used to be that when incivility in our home, neighborhood, schools, or community spaces harmed us, we counted on shared ethical norms to guide and help. We confidently relied on societal guardrails like the law, regulations or corporate policies for fair remedy. But can we still? These days it sometimes feels like up is down, down is up, right is wrong, wrong is right, the sun rises in the west and sets in the east. Even our ethical compass doesn’t seem as reliable as it used to. We’re not crazy to feel unanchored or anxious. Americans live in a moment when our constitutional federal republic and Western ethics face enormous challenge from those who would prefer a different construct. Desiring change is one thing, but abandoning civility in its pursuit results in ethical chaos, societal breakdown, and individual misery. This holds true for human groups small and large, from the family to the federal government.
1065 - Understanding Partnerships Tax Returns
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Online
2.00 Credits
Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation and filing of Form 1065. The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships, and the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting, and the filing deadlines for Form 1065. Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions, and credits. The course will also cover how to report partnership income, expenses, and deductions, as well as the tax implications of buying and selling partnership interests. In addition, the course will provide an overview of common errors and omissions made when preparing Form 1065, and how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation. Overall, this course is designed for tax professionals, accountants, business owners, and individuals who need to understand the intricacies of partnership taxation and the preparation and filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation and will be able to prepare and file Form 1065 with confidence. **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.
2024 What's Changing in Risk Assessment
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Online
2.00 Credits
SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. The audit standard amends AU-C 315, including many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315. Attendees will have an opportunity to evaluate the impact on audit methodology and documentation.
IRS Cybersecurity Checklist
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Online
2.00 Credits
This course is designed to provide learners with an understanding of the Internal Revenue Service (IRS) Cybersecurity Checklist and how it can be used to protect taxpayer data. The course will cover the basics of cybersecurity, including threats, risks, and vulnerabilities. Learners will be introduced to the IRS Cybersecurity Checklist, which provides a framework for organizations to assess and enhance their cybersecurity practices. The course will cover the various elements of the IRS Cybersecurity Checklist, including access control, data protection, and employee training. Learners will gain an understanding of the importance of each element and how it contributes to the overall security of taxpayer data. The course will also cover best practices for implementing each element of the IRS Cybersecurity Checklist. Throughout the course, learners will be presented with real-world examples of cybersecurity threats and breaches, highlighting the importance of effective cybersecurity practices. Learners will also be given practical exercises and assessments to reinforce their understanding of the IRS Cybersecurity Checklist. *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.
PowerPoint Fundamentals - Create Engaging Presentations
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Online
2.00 Credits
In this course you will learn how to create presentations that look professional and clearly deliver your message to your audience. You'll benefit from a step-by-step guide for building a presentation, including understanding the PowerPoint interface. We will also dive into topics such as using themes and layouts; adding graphics, photos and other objects to engage the viewer; and tips & tricks for delivering your PowerPoint presentation. 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 The Risks and Benefits of ChatGPT and Artificial Intelligence
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Online
2.00 Credits
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute them correctly. Having conversations regarding the proper adoption of these technologies and tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful implementation and use. This course will define the state of AI tools, what benefits and risks exist, and which steps to take to begin adopting these technologies with appropriate guardrails, policies, and training. It is less likely that AI will destroy industries, and more likely that companies that embrace AI will overtake those companies that do not.
NFP Reporting and Presentation
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Online
2.00 Credits
This CPE course provides an overview and changes with respect to ASU 2016-14 Presentation of Financial Statements and ASU 2016-18 Restricted Cash and Cash Equivalents in Statement of Cash Flows for Not-for-Profit Entities. This course provides common pitfalls and tips on functional expense reporting and, how to manage liquid resources, common peer review findings related to ASU 2016-14, and tips and suggestions on a successful audit. This course also reviews items to consider, given COVID-19, when preparing for an audit and reviewing financial statements. The instructor will explain the key facts and impacts of ASU 2018-08 Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made, ASU 2019-03: Updating the Definition of Collections, ASU 2019-06: Extending the Private Company Accounting Alternatives on Goodwill and Certain Identifiable Intangibles to NFP Entities, and ASU 2020-07 Presentation and Disclosures by NFP Entities for Contributed Nonfinancial Assets. Lastly, this course will cover Cybersecurity Issues. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
DEI From the Inside Out: Part 2
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Online
3.00 Credits
In this session, we will underscore the significance of adopting a growth mindset, as conceptualized by Dr. Carol Dweck, as a cornerstone for achieving success in Diversity, Equity, and Inclusion (DEI) initiatives. A common stumbling block in DEI efforts is the resistance to altering mindsets concerning the goals and objectives of DEI. Through interactive discussions, we will concentrate on dispelling fixed mindsets and cultivating an outlook of continuous growth in the realm of DEI. Achieving success in Diversity, Equity, and Inclusion (DEI) requires a blend of motivation, synergy, and energy. This session aims to dissect the often-overlooked role of motivation in the DEI landscape, demonstrating how it serves as a catalyst for individuals and leaders to surmount obstacles and attain success. Our model disrupts the conventional discourse by placing motivation at the forefront of DEI considerations, emphasizing the importance of understanding the underlying purpose as the true north. The ultimate aim of Diversity, Equity, and Inclusion (DEI) is cultural integration. In the context of our 3M framework, the final "Memorization" component is strategically designed to imprint the necessity of prioritizing DEI and seamlessly weaving it into the organizational culture. This element is pivotal in fortifying our DEI endeavors.
If You Only Knew What Microsoft Word Could Do
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Online
2.00 Credits
Did you know that simply by utilizing the built-in headings found under Styles in Microsoft Word you can create an automatic table of contents that can be updated in a matter of seconds if the body of the document changes? Did you know that Word can be used to open, edit, and re-save PDF documents? How about the fact that by using the Insert Caption tool in conjunction with the Cross-Reference feature, users can rid themselves of the need to manually renumber figures, tables or illustrations and will not even need to update references to these in the document text? This material shows tools and features that are easy to understand and use, will save time, and add consistency to documents. Participants in this session will come away knowing the power of Microsoft Word; this knowledge will benefit them greatly! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ProActive Response Group De-Escalation Training
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Online
1.20 Credits
In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues.
Power, Influence, and Ethics
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Online
2.00 Credits
Powerful people can choose to undermine or elevate morality in their sphere of influence and authority. Why do some succumb to the dark side of power? This updated course explores the complex relationship between power and morality in our own times. It illustrates enduring ethical principles through recent examples of prominent leaders who rationalized or ignored their abuses of power and disrespected fundamental ethics. This session uses findings from modern science to explain why and how power heightens self-focus and indulges unethical tendencies. It also demonstrates how the universal law of reciprocity guarantees a countering desire and effort to exact consequences from offenders. Whether you aspire to be influential or already possess authority, understanding the insidious side of power and influence can help you walk the tightrope of leadership accountability without falling into an abyss of consequences.
2024 Yellow Book Ethics
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Online
2.00 Credits
SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. The audit standard amends AU-C 315, including many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315. Attendees will have an opportunity to evaluate the impact on audit methodology and documentation.
Cognitive Biases for Accountants
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Online
2.00 Credits
The course provides a concise overview of cognitive biases - thinking errors and "brain bugs" that may distort perceptions, compromise ethics, trigger inaccurate judgments, and spark illogical interpretations in your accounting work. Discover the most common types of cognitive biases in the profession, and how to recognize and address these flaws and blindspots in your "mental firmware". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.