CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Bold Moves: Thriving in a Time of Transformation
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Online
1.50 Credits
In today's rapidly evolving business landscape, accounting professionals must lead with agility and foresight to drive meaningful change. This dynamic session brings together three industry experts to provide insights into the major trends reshaping the accounting profession and how CPAs can adapt to stay ahead.
Capitalized Costs & Depreciation - Tax Staff Essentials
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Online
5.50 Credits
Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting.
Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials
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Online
8.00 Credits
A beginner's guide or a refresher on the essential elements of partnership and LLC taxation.
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations
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Online
4.00 Credits
The construction industry stands out in its need to adhere to a diverse range of accounting standards. This course explores the essential knowledge required for success in construction accounting, as well as the key issues influencing this field. Discover the implications of recent developments for yourself, your business, or your clients. In addition, we will examine the relationship between contractors and sureties. Given the construction industry's significant and ever-expanding share of the economy, staying up to date with the latest accounting updates in this sector is critical. Note: This course does not address FASB ASC 606, Revenue from Contracts with Customers, or FASB ASC 842, Leases. The AICPA offers a companion course which focuses on revenue and lease accounting for construction contractors. See Contract Accounting and Lease Accounting and Their Impact on Construction Contractors (CCREVL).
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Online
2.00 Credits
Harnessing the potential of PivotTables Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through: Practicing fundamentals with a leading expert in financial modeling Creating and using sample datasets Building PivotTables from the ground up Innovative possibilities for presenting data The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to: Extract key information and identify trends quickly Simplify the process of analyzing data Reduce the time spent on repetitive tasks *Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 2: Working with PivotTables] (https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-2-working-with-pivottables) to tackle real-world issues and create powerful workbooks.*
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Online
2.00 Credits
Unlock the full potential of your data with PivotTables PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can: Customize PivotTable options Execute advanced calculations Create insightful reports Moving beyond formula-based reports By delving into more advanced techniques for using PivotTables, you'll learn how to replace formula-based reports by: Incorporating multiple fields into the Values area Performing custom calculations using calculated fields and items Setting up PivotTable options to create sophisticated reports *Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.*
Applying the Uniform Guidance in Your Single Audits
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Online
8.00 Credits
You can learn to understand, assess and test internal control over compliance as you apply the Uniform Guidance in your single audits.
Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives
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Online
2.00 Credits
Essential techniques for displaying data in alternative ways You'll work alongside an expert instructor as you practice using PivotTables and exploring creative alternatives for insightful data presentation. You'll learn techniques for effective data presentation, including: Filtering and sorting data Cleaning and organizing data through text manipulation Using dynamic features to summarize and analyze large datasets Using slicers and filters for visual filtering Highlighting key Excel features through guided practice You'll walk through realistic scenarios that show alternative functions for greater data management, such as: GROUPBY PIVOTB PERCENTOF In addition, various text functions such as TEXTJOIN and TEXTSPLIT will be explained, highlighting how to concatenate and split text strings efficiently. *Session 3 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 4: External Data and PivotCharts](https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-4-external-data-and-pivotcharts) to tackle real-world issues and create powerful workbooks.*
Individual Income and Tax Compliance Annual Update
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Online
4.00 Credits
Tax professionals can get caught up on all the latest developments in the areas of individual, estate, trust and gift tax in this comprehensive course.
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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Online
2.00 Credits
Extracting data for richer insights You'll gain meaningful analysis techniques while working alongside an industry expert and knowledgeable instructor. This session begins with the GETPIVOTDATA function to enable report customization. It's a great starting point before moving on to more advanced techniques. Power Query introduction With its user-friendly interface, Power Query empowers Excel users to take the next step by enabling seamless data import and transformation. With Power Query, you will explore features, including: Getting and transforming data Loading data Managing columns Data source settings Layouts and parameters Visualizing with PivotCharts A well-designed chart can effectively illustrate data trends and comparisons. You'll learn how to create and customize PivotCharts to elevate your reports and make the data more accessible to others. *Session 4 is one of four individual sessions. Each session builds on the previous one, so consider watching all the sessions [Streamlined Excel Reporting Series](https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series) to tackle real-world issues and create powerful workbooks.*
AICPA Town Hall Series (Rebroadcast of 11/6/2025)
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Online
1.00 Credits
Each event is a rebroadcast of the live Town Hall webcast from the previous week. The AICPA Town Hall Series delivers: Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities **Free for AICPA members Not an AICPA or CIMA member? Become one today.
Ethics and Professional Conduct
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Online
2.00 Credits
By revisiting these fundamental principles, you will reinforce your knowledge and ensure that your professional conduct aligns with the industry's best practices. Furthermore, this seminar will equip you with the necessary skills to apply the independence rules to common situations that arise in your day-to-day work. By exploring practical scenarios, you will learn how to navigate complex ethical dilemmas, safeguarding the trust and confidence of your clients.
Conducting a Remote Audit
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Online
4.00 Credits
Understand the basics of remote auditing and how it can be used in your engagements Remote auditing has become increasingly popular in recent years. Learn how to apply auditing standards to real-life examples of remote auditing in this all-new webcast. Join us to explore ways to overcome the challenges of remote auditing and conduct efficient engagements for your clients.
Navigating the Technology Wave: Smart Strategies for Corporate Accounting & Finance in the Tech Tide
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Online
1.00 Credits
This session explores how corporate finance and accounting teams can navigate today's fast-changing tech landscape. With advanced analytics, AI, and automation reshaping the profession, we'll look at both the challenges and opportunities for controllers. The session begins with a breakdown of key technologies and their real-world impact. From there, we'll introduce a framework to assess and adopt tools that align with your organization's goals - improving accuracy and efficiency in financial reporting. We'll cover: Internal and external pressures driving tech adoption Practical steps to streamline operations The role of automation and real-time data in decision-making Strategies for leading change and managing team dynamics We'll also emphasize the importance of continuous learning and building a culture that embraces innovation. Attendees will walk away with actionable insights to lead their teams through digital transformation and position themselves as strategic leaders. This session is a rebroadcast from the 2024 AICPA & CIMA ENGAGE conference.
Preparation, Compilation, and Review Engagements: Update and Review
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Online
4.00 Credits
By reviewing the latest developments and issues relevant to preparation, compilation and review engagements, you'll be able to adhere to professional standards while performing these types of engagements.
Individual Tax Fundamentals - Tax Staff Essentials
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Online
8.00 Credits
Tax professionals can enhance their practice by studying tax-saving strategies for individual clients.
Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing
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Online
2.00 Credits
Proven communication techniques (bold) In this webcast, you will learn how to: Create a simple checklist to improve your writing and presenting skills Harness The Four Pillars of Confidence Make your presentation more engaging Incorporate non-verbal tools to present powerfully "If I were to summarize in one sentence the single most important principle I have learned in the field of interpersonal relations, it would be this: Seek first to understand, then to be understood." - Dr. Stephen R. Covey, *Seven Habits of Highly Effective People* Note: You will gain more from this course if you first take "Part One: Questioning and Listening to Discover Client Needs."
Navigating Digital Transformation: Leveraging Technology for a Competitive Edge
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Online
1.00 Credits
As technology continues to evolve at a rapid pace, firms that embrace advancements like robotic process automation and artificial intelligence can enhance efficiency, improve standard accounting processes, and create new opportunities for growth. However, challenges such as budget constraints, leadership buy-in, and staff training often hinder progress. By implementing a phased approach, firms can manage costs, secure engagement, and ensure teams are equipped with the necessary skills to succeed. In this webcast, AICPA and Boomer Consulting will provide practical tools and strategies to support your firm's digital transformation journey. You'll gain insights into best practices, innovative approaches, and budgeting considerations, as well as hear from a practitioner who has successfully integrated technology to drive efficiency and attract top talent. Don't miss this opportunity to learn how your firm can stay competitive in an evolving digital landscape.
Single Audit Fundamentals Part 1: What is a Single Audit?
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Online
2.00 Credits
This series is intended for staff new to performing single audits or those who need a refresher. Once staff are trained at a basic level, they can take advantage of other more advanced training offered by the GAQC. Part 1 walks through the basics of single audits: The background and context of a single audit engagement Tips for helping participants differentiate these engagements from traditional financial statement audit engagements Responsibilities of auditees, auditors, and federal agencies The GAQC will expand this series to four parts in 2026.
Year-End Planning Through the Lens of H.R. 1
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Online
2.00 Credits
This session will equip personal financial planners with actionable insights for 2025 year-end planning in light of H.R. 1, commonly referred to as OBBBA. We'll explore how to capture new opportunities introduced by the legislation, including: The 0.5% charitable floor The SALT deduction phaseout The senior deduction phaseout You'll learn how to: Rethink itemized deductions, Roth conversions, and charitable contributions Optimize funding of tax-advantaged accounts like retirement plans and 529s Strategically harvest gains and losses We'll also cover planning considerations for: Opportunity Zones (OZs) Forced recognition events Future rollovers The use of non-grantor trusts to shift income, increase the Section 199A deduction, and enhance the SALT benefit Whether you advise individuals, families, or trusts, this webinar will help you close out the year with clarity and compliance.