CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
The Future of Work - The Landscape of Work Today - Micro-Credential Series Part 1
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Online
1.20 Credits
The world of work today has never before faced so many simultaneous changes. From rising turnover and rising employee disengagement to the changing psychology of the workforce, the world of work is changing fast. In order to understand how to thrive in this complex landscape - we must begin by understanding the key drivers of change. What is changing in the world of work, why are these changes happening, and what can we expect will continue to change and what may not change. These are the elements we will explore in this class.
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.
Tax Power Ethics for Tax Professionals
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Online
2.00 Credits
Award winning discussion leader, former state accountancy board chair, and lifelong tax practitioner Mark Hugh will review ethics for tax professionals: the AICPA Code of Professional Conduct and interpretations; the Statements on Standards for Tax Services; tax preparer standards in the Internal Revenue Code; the rules for practice with and before the IRS, including IRS Circular 230; new developments; and discuss examples of best practices and case studies.
ChatGPT and the ELI5 Approach for Accounting Professionals
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Online
2.00 Credits
This course provides a comprehensive overview of the ELI5 (Explain Like I'm 5) approach and its application in the accounting profession using ChatGPT, an advanced language model. Discover how to simplify complex financial information and tax regulations using this innovative approach. Explore how practitioners can effectively communicate intricate topics to their clients to add value and build trust. You'll walk away with a foundational understanding of the ELI5 approach and how to use ChatGPT to improve your communication strategies. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's 2024 Advanced Collaboration Solutions
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Online
2.00 Credits
Collaboration is more important now than ever. In this session, you will learn how to take advantage of today’s collaboration tools to improve accuracy, customer/client service, and organizational efficiency.
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022
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Online
2.00 Credits
In late 2022, Congress enacted the Inflation Reduction Act of 2022 (IRA), which provided many significant tax law changes tax practitioners should be knowledgeable about. This program will cover the tax legislation embodied in the IRA in detail so that those attending can properly advise their clients on if and how these various tax changes impact their individual and business planning.This course qualifies for IRS credit.
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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Online
2.00 Credits
The ethical challenge of trustworthy leadership has never been harder than right now. We’re living in a time of major social change, generational transition, and troubling possibilities. People are dangerously agitated by uncertainty over what leadership to trust any more. They see angry culture conflict among citizens and between nations. They witness big failures of integrity in public and private spheres of leadership. Many feel afraid and alienated from institutions across the board. Such heightened sensitivity guarantees that unethical behavior from untrustworthy leaders will inflict disproportionate harm. People trust leaders with authority only as long as that power is not abused. Leaders in our culture are duty-bound to uphold that foundational trust through their actions and words. This updated session is meant for anyone who wonders how trustworthy leadership is even possible “these days”. Don’t despair. Moral courage plus basic ethical wisdom is the answer for all times. Whether you aspire to leadership or not, the information and questions presented in this course will enlighten and encourage.
The Controllership Series - Financial Statement Preparation
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Online
2.60 Credits
One of the important roles of any member of the financial team. Including the controller, may be involvement in the preparation of the company’s financial statements. Even if that responsibility falls within the office of the CFO, the controller and other finance personnel must understand how their transitions recorded impact the financial statements. Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements accompanied by a management discussion and analysis: A balance sheet or statement of financial position reports on a company's assets, liabilities and owners’ equity at a given point in time. An income statement may have varying names including profit and loss report (P&L report), statement of comprehensive income, or statement of revenue & expenses. These report on a company's income, expenses, and profits over a stated period. A profit and loss statement provides information on the operation of the enterprise. These include sales and the various expenses incurred during the stated period. A statement of changes in equity or “statement of equity” also called “statement of retained earnings” reports on the changes in equity of the company over a stated period. A cash flow statement reports on a company's cash flow, particularly its operating, investing and financing activities over a stated period. A balance sheet represents a single point in time, where the income statement, the statement of changes in equity, and the cash flow statement each represent activities over a stated period. For large corporations, these statements may be complex and may include an extensive set of footnotes to the financial statements, management discussion and analysis and supplementary information. The notes typically describe each item on the balance sheet, income statement and cash flow statement in further detail. Notes to financial statements are considered an integral part of the financial statements.
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life.
Partnership & LLC (Form 1065) - Formation to Liquidation
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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 partnership/LLC course focusing on the hottest tax topics and most frequently encountered issues. This case driven course will deal with both partnership/LLC and partner/member developments addressing the most common, yet complex Federal partnership/LLC issues and problems. **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
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs. **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
Qualified Business Income (QBI) Deduction (199A) - The Ins & Outs
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Online
8.00 Credits
The Tax Cuts and Jobs Act (TCJA) was a major overhaul of our tax system that lowered the income tax rates for individual and corporate taxpayers and introduced the new 20% qualified business income (QBI) deduction for sole proprietors and pass-through entities. The cornerstone of this course is the comprehensive discussion of the 20% QBI deduction final regulations under IRC §199A. **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
ACPEN Signature 2024: Small Business: Hot Tax Issues Today!
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Online
8.00 Credits
In addition to the many challenges faced by small businesses in today’s Post-COVID world, with labor shortages, serious inflation and “supply-chain” issues, small businesses face a variety of tax challenges from the time of formation of the business until sale. There are numerous special rules in the Code. And the IRS plans on increasing its small business audit emphasis. **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.
World-Class Cost Accounting: A Practical Application - 8 Hour Version
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Online
8.00 Credits
Add an invaluable skill set to your career. Showcasing a comprehensive cost accounting system of an actual company. Precisely identify direct costs for individual products and services. How to link direct costs with other direct costs. Identify certain fluctuating variable and semi-fixed costs that are, in fact, direct costs. Budgeting techniques for setting accurate standard costs and guidelines for revising standards during the year. Manufacturing overhead costs - how to identify, classify, and trace products. How to handle Phantom sub-assembly costing issues. How to account for costs when manufacturing deviates from normal operations - outside temporary contractors. Applying costing principles to a process cost system and a project cost system. Example of a best-in-class chart of accounts for management reporting.
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.
The Controllership Series - The Controllers Role in Procurement Function
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Online
1.20 Credits
The procurement function is a critical area of organizations where spend is a top priority. The Controllership function is involved in spend management. It is logical that the Controller should take a role in working with the procurement function. The procurement function may report to various areas within an organization including the Chief Operating Officer (COO), Chief Procurement Officer (CPO), Chief Executive Officer (CEO) and the Chief Financial (CFO) or Accounting Officer (CAO). Regardless of the reporting line of the function, the accounting and controllership functions must have an integral understanding of all processes involved within procurement. This understanding assists the controller and accounting area in properly optimizing and controlling costs associated with the process.
CFO Series: Understand and Enhance the Employee Life Cycle
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Online
2.00 Credits
Many organizations have a documented process for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company than you think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today. A key step to winning the war for talent.
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's 2023 Accessing And Managing Data In Excel
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Online
4.00 Credits
For many business professionals, accessing and managing data in Excel is one of the biggest stumbling blocks when creating reports and analyses. Common practices include far too many manual processes and formulas, including never-ending manual processes needed to update your data and related reports. Make plans now to join us in this session to learn best practices for accessing and managing data using Excel. In this session, you will learn how you can use Power Query and other Excel tools to quickly access and manipulate your data and generate reports in record time! This is a “must-see” session for any business professional working with Excel!
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.