CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
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.
ACPEN: Introduction to Forensic Accounting
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Online
1.80 Credits
This course provides a high-level overview and introduction into the world of the forensic accountant. Most accountants have an understanding of the concept of fraud and how it impacts companies, but many individuals do not have a full comprehension of the variance in the work performed by a forensic accountant versus a typical management accountant. This course is meant for those individuals interested in understanding the variances in the job tasks and responsibilities of forensic accountants versus typical financial or management accountants. Forensic accountants or auditors take a unique focus on performing their work. Typically, when a person with forensic experience is called in to examine financial records, it is due to suspicion of fraud, evaluation of assets, or even to track down fundamentally incorrect accounting – intentional or not. As fraud continues to raise its head in business processes, forensic accountants are discovering new and unique ways to identify, examine, and support their hypotheses and investigative techniques. The work performed by a forensic specialist can be interesting and full of potential potholes if evidence isn’t examined according to proper protocols and standards. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery. Presented by: Randolph (Randy) JohnstonType: Live Webcast Replay
ACPEN: Employees Today and Tomorrow: The ROI on Your People?
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Online
2.00 Credits
Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff? Presented by: Bob MimsType: Live Webcast Replay
ACPEN: 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. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Ethical Leadership: Power, Influence, Integrity, and Trust
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Online
2.00 Credits
Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words, actions and deeds which demonstrate integrity and trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole organizations, and lives. This is why trust is a top prerequisite for principled and ethical leadership. Positive (and negative) influence is derived from the credibility trust brings. Ethical leaders who continually work to earn and keep trust reap enormous payback in all aspects of business including superior economic, competitive, and strategic performance. Presented by: Richard KarwicType: Live Webcast Replay
ACPEN: Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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Online
2.00 Credits
Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Presented by: Bob MimsType: Live Webcast Replay
ACPEN: Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. **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. Presented by: Allison McLeodType: Live Webcast Replay
Common Financial Statement Disclosures
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Online
2.00 Credits
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. 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 Strategies for Maximizing Social Security Benefits
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Online
2.00 Credits
As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.
ACPEN: CPAs and Addictions: Finding Hope and Healing
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Online
2.50 Credits
Substance abuse and mental health issues among CPAs has become of great concern among many state boards and the AICPA in recent years. This program will cover the factors that push CPAs to unhealthy behaviors, the prevalence of drug and alcohol abuse, and possible options in addressing the situation. We will also discuss steps that friends and family can take to support their struggling CPA find hope and healing. Presented by: Allison McLeodType: Live Webcast Replay
ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Are you using Word, Outlook, and PowerPoint to their full potential? Many professionals rely on these essential tools but often overlook their best features. If you find yourself using "brute force" methods and spending too much time on tasks, it's time to upgrade your skills. Join our four-hour session designed to transform how you work with Microsoft Office. You'll learn how to harness the power of Word, Outlook, and PowerPoint to achieve better results in less time. Our expert instructors will guide you through the most efficient techniques, ensuring you gain practical skills that you can apply immediately. Don't miss this opportunity to enhance your productivity and streamline your workflow. Sign up now and take the first step towards mastering Microsoft Office! Presented by: Thomas StephensType: Live Webcast Replay
Basic Individual Taxation Course
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Online
2.00 Credits
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
From Numbers to Narratives: Mastering Data Analysis for CPAs
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Online
2.00 Credits
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive, and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: The SECURE Act 2.0 – Planning Opportunities for Employers
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Online
1.00 Credits
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics. **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. Presented by: Allison McLeodType: Live Webcast Replay
ACPEN: When You Hear Hoofbeats, It May Be a Zebra
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Online
1.00 Credits
Young doctors sometimes arrive at an exotic medical diagnosis (You've got Kuru!), when a more common place explanation is likely (You've got a cold). These diagnoses are known as Zebras and doctors are taught, "When you hear hoofbeats, think of horses not zebras". Sometimes, the patient really has a rare disease and suffers from misdiagnosis and subsequent improper treatment. Similarly, managers, auditors, and investigators often see indicators of fraud, but dismiss them because they've been taught or assume based upon experience that it is just a mistake that looks like fraud. This session uses case studies to explore some of the more common symptoms of fraud that are often misdiagnosed. Presented by: Daniel PorterType: Live Webcast Replay
ACPEN: The Controllership Series - The Controllers Role in Cybersecurity
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Online
1.00 Credits
The controller's role encompasses many traditional responsibilities. The breadth and depth of the controller skill set has expanded and will continue to expand as the business world evolve. In years-gone-by, the concept of information technology and cybersecurity were left to our IT professionals. However, with the prevalent threat that exists in these areas, it is now one of the components of the controller’s skill set that should be in their toolbox. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Revenue Recognition - Determine the Transaction Price - Part 1
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Online
1.20 Credits
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. For example: Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve into further investigative procedures used including digital forensics. Future sessions will focus on computer forensics, network forensics and mobile forensics. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: Accounting for Construction Contractors
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Online
2.00 Credits
This course covers authoritative GAAP for construction contractors as addressed in FASB ASC 910 and the AICPA Guide for Construction Contractors. Jeff explains the unique aspects of accounting within the construction industry and how the applicable standards and guidance address those issues. The course includes practical examples to support understanding of key concepts, including revenue recognition and contract-related issues. Jeff presents the material in an engaging manner to help reinforce learning and maintain focus. Presented by: Jeff SailorType: Live Webcast Replay