CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Creating A Culture of Trust
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Online
1.00 Credits
It is the role of a leader to build and maintain a great culture in the organization. The culture is the driving force that shapes the attitudes and behaviors of everyone in the organization. A relationship driven organization is built on trust and is the most effective way to improve productivity, engagement, and the bottom line. Understand the components that enable trust to be created and maintained throughout teams and organizations.
Revenue Recognition - Recognize Revenue
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Online
1.00 Credits
This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: • Determining if a Performance Obligation is satisfied over time • Identifying indicators of transfer of control of good/services • Utilizing input and output methods to measure progress of revenue recognition • Understanding stand-ready obligations and how to apply discounts
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization’s ongoing viability. This course takes a look at some of the typical objectives involved in Cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization.
Ethics Based Leadership for Women
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Online
2.00 Credits
Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts. In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward. We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
10 Keys to Outstanding Service and More Referrals
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Online
4.00 Credits
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
Ethics: What a CPA in Business & Industry Needs to Know
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Online
2.00 Credits
Accountants in business and industry face ethical conflicts almost daily. This workshop (re-)introduces the revised AICPA Code of Professional Conduct and walks through the five basic rules of conduct and the related professional ethical principles applicable to accountants in business and industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Key Financial and Economic Issues Facing the Financial Executive
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Online
1.00 Credits
The webcast explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners.
Google Gemini AI for Accountants
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Online
2.00 Credits
This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Lessee and Lessor Accounting
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Online
2.00 Credits
What you need to know about the lessee and lessor accounting models This course explains the lessee accounting model, including Lease and non-lease components Lease classification Amortization of the right-of-use asset Interest on the lease liability This course also explains the lessor accounting model, including Transfer of risk Profit recognition Collectibility Included in this course are detailed and illustrated examples with amortization tables and journal entries.
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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Online
8.00 Credits
In this five part master series, class participants will gain a comprehensive view into the world of forensic data analytics (FDA). From understanding practical use cases of FDA in the audit, internal audit, investigations and proactive monitoring to understanding necessary data sources, validation proceudres, success factors and pitfalls to avoid. We will also explore hundreds of leading anti-fraud tests around corruption, conflicts of interest, fake vendor schemes, segregation of duties, revenue recognition and sales abuse, among dozens of other schemes. Participants will develop their own library of anti-fraud tests from various open source locations and apply them in relevant contexts such as the COSO Fraud Risk Management Guide. Finally, participants will also peek into future innovations in FDA and how technologies such as ChatGPT, data visualization, machine learning, AI and cryptocurrencies are all impacting the discipline. We can't promise you'll be a programmer after this course, but you will certainly be armed with the information needed to project manage an FDA project and "direct" the programmers to accomplish your fraud risk / FDA objectives.
Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
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Online
1.40 Credits
Properly identifying performance obligations is a critical step in the five-step revenue recognition model. It is a step that must be completed at the inception of the contract and prior to moving on to step three of the model. As discussed in segment one on performance obligations, there are many types and variations of obligations and as such, management will be required to utilize significant judgment when applying this step. However, it is important that the judgment be supported by considerations of the proper factors. The course further evaluates areas that impact performance obligations. We utilize multiple examples from various industries to illustrate the considerations that must be evaluated in line with both identifying performance obligations and allocating the transaction price appropriately.
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Today’s economy and all of the digital enhancements have impacted the way companies engage with their customers as well as how the company manages their internal practices. The business control function needs to keep pace. The rising importance of analytical capability is critical when defining the role of the modern controller. Execution of analytics can vary but there are still key questions that must be asked. What are the options and what we need to understand to decide the best way forward? This course focuses on the value that can be brought by the Controller when becoming involved with data analytics powered by technology and also Big Data. The digitized world we live in has made it important for the Controller function to evolve and take on this advanced task.
Accounting of the Soul: Making the World a Better Place
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Online
1.00 Credits
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle's virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually and organizationally and its impact on individual, organizational and world wellbeing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethical Leadership: Guiding Principles When Others Falter
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Online
2.00 Credits
This is a compelling course designed to strengthen the ethical foundations of experienced accountants in leadership roles. This course delves into the challenges and responsibilities of maintaining high ethical standards in complex and pressure-filled business environments. Participants will explore key concepts of ethical decision- making, the impact of leadership on organizational integrity, and strategies for fostering an ethical culture even when external behaviors fall short of these standards. Through engaging lectures, dynamic discussions, and real-world scenarios, this course equips leaders with the skills necessary to act as ethical pillars within their organizations, ensuring their actions influence positive change and uphold the highest standards of professional conduct.
S Corporations: How to Calculate Shareholder Basis
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Online
2.00 Credits
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans, with a focus on how to use Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *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
Surgent's Business Law for Small Business Owners
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Online
4.00 Credits
One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law, and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.
Complete Guide to Analyze Data with Excel PivotTables
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Online
4.00 Credits
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Federal Tax Update - Individuals (Form 1040)
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Online
8.00 Credits
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing 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