CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
An Exceptional Leader C.A.R.E.S.
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Online
1.00 Credits
This session will teach leadership principles to transform a workplace into a healthy & supportive environment. By improving organizational culture, mental health conditions will improve, & burnout potential is minimized. An unhealthy workplace results in failure to attract and retain top talent. Leaders can be instruments of change. The C.A.R.E.S. approach offers leadership principles that will improve your workplace. Symptoms are hidden at work. Your employees are hurting, and you can help. If you care for your people from the bottom of your heart, you will be amazed at what it does to your bottom line.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Appreciation isn’t a soft skill—it’s a strategic advantage. In today's competitive professional landscape, your ability to express appreciation effectively can be the difference between retaining top talent, building strong client relationships, and creating a thriving team culture—or not. This course introduces a powerful, research-backed framework for understanding how appreciation works—and how to use it to fuel performance, loyalty, and engagement across your firm, practice, or department. Based on the work of Dr. Gary Chapman and Dr. Paul White, you’ll explore the four core "languages of appreciation" and learn how to recognize and use them in a way that resonates with clients, colleagues, and team members. The truth is, everyone wants to feel valued—but not everyone receives appreciation the same way. In this hands-on session, you’ll discover your own appreciation style, learn to spot others’, and develop practical tools to build a more energized, connected, and committed workplace.
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today's popular and software tools and examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.
2025 AICPA Regulatory Ethics Update (VBOA Approved)
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Online
2.00 Credits
Stay ahead of the curve with this VBOA-approved ethics course designed to meet Virginia's ethics requirements while keeping you informed on the latest developments at the AICPA. The Professional Ethics Executive Committee (PEEC) has been active recently, issuing new guidance and updating existing rules. In this session, we'll explore the most impactful changes, including updates on fees, recruiting, CPE, and NOCLAR (noncompliance with laws and regulations). CPAs in both industry and public accounting will gain the insights needed to stay compliant in an evolving regulatory environment. We'll also provide a sneak peek at key projects PEEC is expected to finalize soon, ensuring you're prepared for what's next.
State Tax Nexus: Frequently Awkward Questions
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Online
2.00 Credits
Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *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
Ethical Standards in Tax Practice: Circular 230 and Compliance
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Online
2.00 Credits
This instructor-led course offers an in-depth analysis of ethical challenges that tax professionals face, focusing on the provisions of Circular 230 and how they apply to real- world scenarios. Through the discussion of key issues such as conflicts of interest, confidentiality, diligence, contingent fees, and the handling of amended returns, participants will learn how to apply ethical principles in their practice while maintaining professional standards. Participants will gain a comprehensive understanding of how to handle ethical dilemmas, manage client pressures, and ensure compliance with regulatory expectations, all while safeguarding their professional integrity. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
Ethics, Tax Practice & The Cannabis Industry
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Online
2.00 Credits
This course provides an in-depth discussion of the ethical considerations and compliance requirements when working with taxpayers in the cannabis industry. Attendees will review the implications of Circular 230, preparer due diligence, and the specific challenges posed by conflicting federal and state laws. Federal case law, standards set by Boards of Accountancy, and guidance from the IRS Office of Professional Responsibility will also be covered to help practitioners navigate this complex area with confidence.
Form 1120S - Preparation and Analysis
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Online
2.00 Credits
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation.
The Ethical Management of Conflict
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Online
2.00 Credits
Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, shared understanding, and increased productivity. This workshop will provide an intimate understanding of how to deal with conflict in collaborative and constructive ways. Using ethical values and principles, we will explore how to move conflict from an obstacle to an opportunity. This workshop is geared toward individuals who are wanting to improve their conflict management skills and create more harmonious and positive working environments. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Statement Analysis
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Online
4.00 Credits
This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders.
Ethics - A Line in the Sand; Implications for Daily Business
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Online
4.20 Credits
Ethical behavior continues to be a problem in society and even in the CPA ranks. "Ethics - A Line in the Sand" looks at the behavioral issues that influence how CPA's act. The course will address why individuals make ethical blunders, the state of ethical conduct in business organizations, the relationship between strong cultures, policy and procedures and successful ethical work environments. In addition, the course will highlight the one behavior to watch for as an indicator of potential ethical violations.
Year-End Tax Planning: Thinking Outside the Box
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Online
4.00 Credits
Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! **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.
Navigating IRS Authorizations: Form 2848 & Form 8821
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Online
2.00 Credits
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Effective Governance for Nonprofit Success
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Online
1.00 Credits
Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical tools and insights to confidently navigate the complexities of nonprofit governance.
Let Go and Lead: The Crucial Art of Delegation
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Online
1.00 Credits
If you want to take your business to the next level, your leaders need to lead. Too often, though, they're swamped with doing someone else's work. This interactive session will show you when it's time to delegate, what you should be delegating, and to whom you should be delegating it. Most important, you'll learn the secret to delegation: It's not about your time. It's about surrounding yourselves with the right people.
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc. the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team and board. However, in this course, we delve into the various steps of the strategic plan and explore where the Controller can add strategic value through providing functional input and insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals, and the internal performance management system that will be used to monitor and evaluate progress.
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.
Ethical Tax Practice Strategies in a Crisis World
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Online
2.00 Credits
This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. Based on real life experiences. This course does not qualify for IRS credit.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s. Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2.
Listening to the Statement of Cash Flows
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Online
2.00 Credits
This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company’s accrual-basis financial statements.