CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
TaxCon (Day 2)
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Online
8.00 Credits
FOR THE MOST UP TO DATE INFORMATION ON CPE HOURS, SPEAKER SESSIONS, AND FIELDS OF STUDY, PLEASE CHECK THE AGENDA: https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:APIUTILS!51004&PageID=AFEA04D1-3AC0-4DA1-A20E-E5B666FC1A2C Your source for the latest in tax policy, regulation, and planning. Join leading voices from government, industry, and private practice for this two-day conference packed with insights, analysis, and practical guidance. Tax Con offers in-depth discussions on the most pressing issues across federal, state, local, and international tax landscapes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: K2's Dynamic Arrays In Excel
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Online
1.00 Credits
Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating and updating formulas and improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations and data entry tasks. If you've yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature. If you're ready to transform your data into actionable insights and finally get the reports you need, this session is your game-changer. Join us and take control of your QuickBooks Online reporting like never before! Presented by: Thomas StephensType: Live Webcast Replay
ACPEN: Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand. Presented by: Kelly SimantsType: Live Webcast Replay
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Considerations of Fraud
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Online
2.00 Credits
This course provides an in-depth exploration of AU-C 240, Consideration of Fraud in a Financial Statements Audit. Participants will gain practical insights into identifying, assessing, and responding to fraud risks within the context of financial statement audits. Through engaging lectures, real-world examples, and case studies, the course examines the nature and characteristics of fraud, including fraudulent financial reporting and misappropriation of assets. It also delves into the auditor's responsibilities under AU-C 240 for planning and performing audits with fraud considerations, techniques for identifying fraud risk factors and assessing risks of material misstatement, and methods for designing and implementing effective audit procedures. Additionally, participants will explore best practices for communicating and documenting findings related to potential or identified fraud. Ideal for auditors at all experience levels, this course equips attendees with the knowledge and tools necessary to navigate fraud-related complexities and maintain audit integrity. Presented by: Peter ZenderType: Live Webcast Replay
ACPEN: Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
What were they thinking? Why do some people make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily attributed factors generally aren’t the true cause when leaders blunder. In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions for improved decision-making. Presented by: John DalyType: Live Webcast Replay
IRS Penalties and Abatements
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Online
2.00 Credits
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Steps to Stop External Fraud
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Online
2.00 Credits
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. 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 Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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Online
2.00 Credits
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you.
Surgent's Understanding and Testing Control and Compliance in a Single Audit
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Online
4.00 Credits
Single audits bring unique control and compliance requirements that differ from GAAS, often leaving auditors uncertain about where their responsibilities truly begin and end. This course removes that uncertainty by clearly outlining auditor responsibilities and providing practical guidance for applying single audit requirements with confidence. Through 20 focused, hands-on exercises, you'll strengthen your skills in control and compliance testing and gain the insight needed to perform single audits more efficiently and effectively.
Mastering the Art of Conflict: CPA Transformative Strategies
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Online
4.00 Credits
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master. 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 Complete Guide to the Preparation of Form 1041
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Online
8.00 Credits
Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD), and tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code and learn how to apply tax rules to real world situations. Through case studies and line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately and efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration and its impact on fiduciary taxation. *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: Arthur WernerType: Live Webcast Replay
Documenting Your EBP Audit: What You Need to Know
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Online
8.00 Credits
What you document matters Understanding different parts of the employee benefit plan (EBP) audit process can help you think holistically about your level of audit documentation. You'll learn the appropriate level of documentation when performing EBP audit procedures, which involves testing items that are not typically tested in audits of other types of entities. Real-life examples You'll also gain insights from real-life examples and solutions as you are guided by a former employee benefit plan expert panel member and peer reviewer. Additionally, reviewing these examples will help you truly understand documentation in an EBP audit and learn best practices for documentation to incorporate into your audits.
Managing Current Fraud Trends in a Shifting Environment
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Online
8.00 Credits
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
Smart Formula Selection in Excel: What to Use When
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Online
2.00 Credits
Excel gives you multiple ways to solve the same problem - but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you'll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names, and much more. Ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Annual Update for Not-for-Profit Accountants & Audit
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Online
4.00 Credits
This comprehensive annual update brings together key accounting, auditing, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit and attestation updates, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Participants will also review recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits. Finally, the course addresses recent developments impacting Single Audits for not-for-profit organizations receiving federal funding. Topics include the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, recent guidance issued through the Office of Management and Budget (OMB), and reporting changes related to SAM.gov. Designed for nonprofit preparers, auditors, and financial leaders, this course helps participants understand how recent accounting and auditing changes intersect-and what to monitor as requirements continue to evolve. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ACPEN: Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided. Presented by: Mike MirarchiType: Live Webcast Replay
ACPEN: Embracing Neurodiversity in the Workplace
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Online
1.00 Credits
This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment. Presented by: Amy GomezType: Live Webcast Replay
ACPEN: Resolving Ethical Dilemmas—You Make the Call
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Online
1.50 Credits
By now, we should all understand the ethical obligations we have as CPAs. So, theoretically, if we just all agree to remain ethical, we should not have CPA ethical violations. But, of course, our professional ethics committees still have plenty of cases to investigate. This session will examine several ethical frameworks, including the AICPA’s Code of Professional Conduct’s and the GAO Yellow Book’s Threats and Safeguards approach to remaining ethical and resolving ethical dilemmas. The session will present several ethical case studies that illustrate the complexities of and challenges to staying ethical. By exercising our “ethical muscles”, we should be better positioned to effectively deal with the ethical dilemmas that we will inevitably encounter. Presented by: David CottonType: Live Webcast Replay