CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Governmental Accounting Conference - A Virtual Event
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Online
12.00 Credits
Join us at the forefront of financial governance and accountability at the Governmental Accounting Conference, where professionals and experts come together to explore the latest developments in governmental accounting and auditing. This event is designed to provide up-to-date insights and answer questions attendees may have. Key Tracks:-Governmental Track-Auditing Track Session topics include: GASB Update, FASB Update, Fraud, Auditing Standards, Emerging Issues in Government Accounting, and more! There is also an OPTIONAL ETHICS COURSE at the end of day two. You will be asked if you would like to add this on when you reach the checkout.
Governmental Accounting Conference - Ethics: You Could Be Next: Why Good CPAs and Firms Do Bad Things
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Online
2.00 Credits
This course will provide you with 2 hours of ethics. David Schultz, Led by David Schultz, Professor of Political Science and Legal Studies | Hamline University
Employee Benefit Plans Conference - A Virtual Event
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Online
8.00 Credits
As an auditor, you need the most up-to-date information and tools to navigate your clients’ plan issues. At this specialized conference, hear the latest from the U.S.Department of Labor and other experts on current rules and regulations, and gain ideas for increasing the effectiveness and efficiency of your audits.
School Audit Conference - A Virtual Event
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Online
8.00 Credits
School districts have highly specialized needs, and whether you serve from the inside of a district or as an external auditor, it is essential that your knowledge be on the cutting-edge. This conference offers strategies to improve audit quality by offering practical tools and resources from state and local experts who know what’s going on in Missouri school districts. Featured topics include:• The Latest on GASB • Single Audit• And more!
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
“How will I EVER get this all done?" It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words! Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm! Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success. It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization. For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier. For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity. You and your team will shine. Your staff will feel appreciated and connected to their value as well as the company's goals. Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'. The quality of your question will impact the quality of your solution. Learn the 7 questions that take you from confused and frustrated to creative and focused.
Business Case for Designing an Experience-Led Organization
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Online
3.00 Credits
In an age when word-of-mouth has become weaponized, traditional marketing approaches to brand and reputation are no longer sufficient. This course educates business leaders on the changing market conditions of our Experience Economy, where experience-led brands have begun to dominate. It features an introduction to customer experience, employee experience, and intentional culture management, use cases, and metrics.
SAS 134: Exploring the New Audit Report
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Online
1.00 Credits
The standard audit report will soon receive an overhaul. This course investigates major changes to the contents and format of audit reports for private entities while exploring the influence of changes to audit reports for public companies. 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 2022 CPA Firm Technology For The Future
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Online
2.00 Credits
The next five years are going to be eventful for CPA firms. The profession has never seen such rapid change, with new and changing technologies appearing almost daily! So, what will your firm do? How can you keep up without getting overwhelmed by these fast-paced transformations in the profession and stay profitable during this turmoil? What are the best technologies to handle client interactions, PBC lists, electronic signatures, and Advisory services? How do the cloud, next-generation accounting software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.
Activity-Based Costing: Is it Right for Your Organization?
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Online
2.00 Credits
This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
What's Going on at the FASB (2024)
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Online
4.00 Credits
The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Intermediate Individual Taxation - Tax Staff Essentials
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Online
8.00 Credits
Frequent changes in legislation make it difficult to keep track of the opportunities for individuals to save on their taxes. Materials provide explanations of the latest in tax law changes and the individual and business planning opportunities they provide. Explore, in-depth, the effects of the latest tax legislation, including the SECURE Act, the SECURE 2.0 Act, the Inflation Reduction Act, tax court decisions, and IRS guidance on the hottest tax topics affecting individual taxpayers, including those with small businesses. This course provides a wealth of tax-planning tips and strategies and addresses key tax return issues to arm you with the latest guidance to better serve your new and existing clients.
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Online
8.00 Credits
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.
Walter Haig's AICPA Auditing Standards Update
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Online
8.00 Credits
This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards to audits of Small- and Medium-Sized Entities (SMEs). Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy smooth sailing in their peer reviews, guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT and IRS Taxation Law Research
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Online
2.00 Credits
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AI & You
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Online
1.00 Credits
Every organization today is facing an onslaught of pressure to master Artificial Intelligence “AI” strategies across their enterprises. Never before have we witnessed such a steep expectation for how a “technology” can transform a business, and never before have we been expected to leverage a technology so quickly and so completely. There is no denying AI presents perhaps the opportunity of a lifetime to transform and improve operations, but to date few plans or roadmaps on how to unlock the promise of AI exist. In this class, Steve Cadigan, a globally renowned future of work expert, will present a practical plan for how you can build your own AI strategy, and how you can thrive in the AI revolution. Steve will show present a roadmap of how to build your confidence with AI to address this massive change management challenge.
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Online
1.00 Credits
In this course, participants will gain a broad understanding of the various anti-fraud preventive and detective tests available to practitioners and take initial steps in building their own library of tests unique to their business or industry risks. Specific discussions and examples will include vendor analysis to look for potentially improper payments around conflicts of interests, fake vendor schemes, bribery & corruption, sanctions and trade compliance, anomalous payments, segregation of duties, among other risk categories. Participants will also explore tests around customers or distributors that include margin analysis, free goods, discounts and revenue recognition. Further, we will explore employee related test to mitigate travel & entertainment expense abuses. We will also point out various online and public resources for participants to start building their own library of tests to support both reactive investigations as well as proactive prevention and detection.
Are You Qualified? The Ethics of Practice Development and Skill Enhancement
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Online
2.00 Credits
For an accounting practice or career to thrive, it must grow and develop. But what about the "Catch-22" of practice development: expertise at anything new requires experience, and experience cannot be attained while you are a non-expert! Or can it? This workshop looks at some of the more popular pathways to practice development (e.g., cybersecurity, client advisory services and cannabis) and considers the drawbacks of reaching too far, too fast.
Creating A Coaching Culture in Your Company
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Online
3.00 Credits
This course explores the coaching principles, concepts, frameworks, techniques and competencies that will lead to a management style that emphasizes coaching as a style in lieu of a more autocratic or even more participative approach. The course illustrates how a coaching style leads to a highly desired company culture. This process takes the attendee through a coaching process that can be applied to various situations. Results from coaching are covered as are measuring the success of coaching. The attendee will walk away with the skills necessary to begin leading their company towards a coaching culture that will leave employees motivated and driven to higher levels of innovation from the empowerment of the new coaching culture.
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, switching to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB.
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.