CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
You Don't Know What You Don't Know About Microsoft Excel
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Online
8.00 Credits
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Will Your Ethics Be Burned by Burnout?
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Online
2.00 Credits
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 207: Sampling - Avoiding Common Mistakes on Audits
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Online
2.00 Credits
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits. Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has sampling responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Start a Forensic Accounting Practice with Confidence
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Online
4.00 Credits
The need for a forensic accountant has grown in the last two decades, with more expected in the future. From oil well spills to divorces - from stealing trust funds to partnership disputes - forensic accountants are needed to find and calculate losses. They are financial detectives that are needed to explain the money story to attorneys, judges, and juries. If you are interested in starting a forensic accounting practice or adding on this service to your existing firm, this course is for you. In this presentation, you will know what service to provide possible clients, how to find those clients, and the cost-effective ways to start the forensic accounting practice. Your instructor has over 20 years of experience as a special agent with IRS-Criminal Investigation where he conducted investigations into tax and money laundering crimes across the globe. After his successful investigative career, he started a CPA firm from scratch that focused on forensic accounting. He shares the successes and failures in starting a forensic accounting practice, including getting the right credentials, various ways of marketing to potential clients, closing the deal with engagement letters, and delivering the service to the client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Using e-Signature Software to Process Agreements-Updated
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Online
2.00 Credits
Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Implications of Cryptocurrency
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Online
2.00 Credits
This course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. The practitioner will be helped to understand when a taxable transaction has occurred and what reports to file to satisfy IRS requirements. We will also identify tax traps for the unwary. This information is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses that use or invest in cryptocurrency. All in-house and public practice professionals involved with tax compliance and planning will benefit from this timely and insightful seminar. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 208: Audit Reporting Basics - Report Issuance Process
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Online
2.00 Credits
Audit Reporting Fundamentals - Introducing Core Concepts in the Audited Financial Statement Drafting and Issuance Process will provide tips and techniques necessary for issuing and reporting on high-quality financial statements prepared under any applicable financial reporting framework. The ultimate objective of a financial statement audit is to issue an auditor's report. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for drafting and issuing audit reports. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Auditing Your Spreadsheets for Maximum Accuracy
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Online
2.00 Credits
Did you know Excel has 400-500 functions depending on your version? Did you know there are 12 different function categories? Did you know you could create your own functions? After you attend this class, you will be in the know! In this webinar, we will focus on proofing and auditing your spreadsheets. You will learn how to build spreadsheets that validate the accuracy of your calculations and techniques to use the Data Validation feature to validate data entry. You will also learn techniques to cross-foot your data to ensure accuracy as well as how to use the various Excel Auditing Tools. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethical Performance Management
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Online
2.00 Credits
Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tactics to Find Work Life Balance in a Complex World
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Online
1.00 Credits
This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
GAAP Alternatives: The Perfect Storm of Accounting Updates
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Online
1.00 Credits
Companies operating in today's business climate are weathering a storm of major FASB updates. Companies and their advisors may want to consider non-GAAP options as they develop strategies involving revenue recognition, leasing, credit losses, and other FASB pronouncements. This session will provide an overview of special purpose frameworks that may present salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Enterprise-Wide Risk Management in Accounting and Finance
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Online
4.00 Credits
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
An Exhaustive Look At Fraud and Ways To Control It
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Online
8.00 Credits
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way. A related topic is the art of giving and receiving apologies, and we'll do a deep dive into this area as well. You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies, and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Performance Management in Challenging Times
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Online
2.00 Credits
Performance Management is about getting the best out of everyone. It's about setting the stage so staff can excel as an individual and as a team member. It's about knowing what to say, how to say it, and when to say it to inspire and elevate staff performance. For staff to hear, understand, and act on performance feedback they have to trust the person delivering the feedback. The feedback must be constructive, useful, and implementable. And surprisingly, the performance management process is as much about listening as it is about delivering feedback. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Are Your Leaders Causing Talent to Leave?
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Online
2.00 Credits
According to Gallup's CEO and Chairman, Jim Clifton, "The single biggest decision you make in your job - bigger than all of the rest - is who you name manager." Gallup cites a person's manager as one of the top reasons given for a lack of employee engagement. Old norms and methods of managing team members don't work anymore - and with today's labor shortage, it's imperative that all leaders in your firm learn new strategies to lead and manage their teams.
Audit 301: Code of Professional Conduct - Key for Auditors
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Online
2.00 Credits
Professional Requirements for Assurance Providers, Including Independence - Understanding Critical Code of Professional Conduct Concepts will dig deeper into important foundational principles, primarily focusing on threats to independence and how to avoid or appropriately safeguard them. The AICPAs Code of Professional Conduct provides guidance for ethical business conduct, as well as other potentially relevant ethical requirements from the PCAOB and international bodies. An important pillar of any Code of Professional Conduct is the rules governing independence when performing attest services, particularly when both attest and non-attest services are provided. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has audit or attest engagement responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Comprehensive Accounting and Financial Reporting Update
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Online
4.00 Credits
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.