CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility. Presented by: Lynn FountainType: Live Webcast Replay
ACPEN: The Risks of Artificial Intelligence - Part 1
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Online
1.60 Credits
Artificial Intelligence (AI) is rapidly transforming industries and redefining how organizations operate. While the benefits of AI-efficiency, automation, data-driven insights, and innovation-are significant, the risks are equally profound and demand careful consideration. AI introduces a range of technical risks, such as bias, lack of transparency, data dependency, and vulnerability to manipulation. Ethical risks arise in the form of workforce disruption, diminished accountability, potential misuse, and the erosion of human autonomy. On a broader societal scale, AI threatens to widen inequalities, accelerate disinformation, and erode trust in institutions, while raising concerns of cultural homogenization and disproportionate power concentration among a few entities. Governance challenges further complicate the landscape, as regulation struggles to keep pace with technological advances, and questions emerge about the long-term safety and alignment of advanced AI systems. Leaders and organizations must recognize that AI is not only a technological innovation but also a strategic risk management issue. Responsible adoption requires robust governance, transparent and ethical frameworks, ongoing monitoring, and human oversight. By proactively addressing these risks, organizations can balance innovation with accountability, safeguard trust, and position themselves for sustainable success in an AI-driven future. Note: This is Part 1 in a two-part series on the risks of AI Presented by: Lynn FountainType: Live Webcast Replay
2027 Summer Tax Rewind
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Online
2.00 Credits
The Summer 2027 installment of the Tax Rewind quarterly webcast series offers a practical review of the current tax landscape for practitioners preparing and reviewing client returns. Join us as we discuss: Practical tax planning considerations for current year returns Key tax practice and procedure updates affecting day-to-day work Recent IRS guidance, trends, and compliance considerations
Surgent's Unlimited Webinar Package
Available Until
Online
40.00 Credits
Surgent's Unlimited Webinar Package Webinars onlyMOCPA members can purchase a subscription to Surgent's Unlimited Webinar Package for just you pay $520.00– 30% off Surgent’s retail price! Why Choose the Unlimited Webinar Package?• Get unlimited access to over 1,200 + webinars • Enjoy 12 months of access, available one year from the date of purchase• Includes 1-, 2-, 3-, 4-, and 8-hour options in all the topics CPAs need. Up to 8,000 credits!• Choose from daily options at many convenient times, including evenings, lunch hours, and Saturdays• Interactive Q&A with renowned subject matter experts• Downloadable course material and supplements & Certificate delivery within 24 hours All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching)Technical support and interactive Q&A are available throughout all webinars. Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away. * Note: this package does not include premium webinars.> View webinars Please note:Subscriptions are available for single users only. The Unlimited Webinar Package may not be split or shared with others.
A Human’s Guide to Artificial Intelligence
Available Until
Online
1.00 Credits
This webinar explains some of the core terminology surrounding Artificial Intelligence and offers practical advice on getting the most out of Large Language Models such as ChatGPT.
AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans
Available Until
Online
4.00 Credits
Latest employee benefit plan-related updates that need special attention in a peer review are explored with information from the 2025 Peer Review Conference session on employee benefit plans.
AICPA's Annual Federal Tax Update
Available Until
Online
11.00 Credits
All new material for tax practitioners to get updated on the most pressing tax matters affecting business entities, individuals, estates, and trusts, including H.R. 1.
Advanced Taxation of Partnerships & LLCs: Basis, Distributions, and Sales of Interest - Tax Staff Essentials
Available Until
Online
3.50 Credits
Upskilling tax professionals on essential topics in partnership taxation.
Annual Update for Controllers and Finance Managers: Driving Business Value
Available Until
Online
10.00 Credits
CFOs, controllers, and finance managers often play a key role in driving value within an organization. You'll explore best practices tailored to help enhance your impact within your organization.
Auditing Digital Assets, Part I
Available Until
Online
2.50 Credits
You'll learn specific considerations for auditing digital assets, including client acceptance and continuance; risk assessment processes and controls; and laws, regulations and related parties.
Bankruptcy, Insolvency, and Reorganization
Available Until
Online
3.00 Credits
Intricacies of bankruptcy, insolvency and reorganization and the related forensic services considerations are examined for practitioners looking to expand their service offerings to include this subspecialty.
CFO Reporting Re-Imagined — Building Interactive Excel Reporting with Gen AI Assistance (Module 2)
Available Until
Online
1.50 Credits
In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you'll learn how to transform static spreadsheets into dynamic, decision-enabling reporting.
CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action (Module 3)
Available Until
Online
1.50 Credits
In Module 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you'll move beyond spreadsheets full of numbers and examine visuals that drive decisions.
CFO Reporting Re-Imagined: The Modern Reporting Paradigm – Structures, Views & Ethical AI (Module 1)
Available Until
Online
1.50 Credits
In Module 1 of CFO Reporting Re-imagined — Modern Reporting Structures, Views & Ethical AI, you'll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today's executives expect.
CFO Reporting Re-Imagined: Unlocking Operational Insights with Excel and Gen AI (Module 4)
Available Until
Online
1.50 Credits
In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you'll explore how to uncover powerful operational insights by combining Excel's reporting tools with Gen AI support.
Considerations in Mergers and Acquisition Disputes
Available Until
Online
3.00 Credits
Forensic accountants often help clients with mergers and acquisitions (M&A). You'll gain an understanding of the critical roles forensic accountants can play in M&A transactions and disputes.
Data Analytics Overview
Available Until
Online
1.00 Credits
Data analysis basics are decoded as you learn how data analytics can help you and your organization succeed in the modern business environment.
Digital Assets Playbook
Available Until
Online
1.50 Credits
This audio learning experience, curated from select Tax Section Odyssey podcast episodes specifically for Tax Section members, offers a deep dive into the taxation of digital assets, guiding participants through the critical taxable events that occur in digital asset transactions and conversions, as well as misconceptions about tax compliance and maintaining transaction records.
Ethical Principles and the AICPA Code of Professional Conduct
Available Until
Online
2.00 Credits
Ethical principles in the AICPA Code of Professional Conduct are paramount to the profession. The code's structure and specific rules and interpretations are reviewed for practitioners involved in valuations.
Ethics in Action - Ethical Decisions
Available Until
Online
1.50 Credits
Learn about ethical choices and decision-making for accounting & finance professionals.