CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Excel for Staff Level 2 - Getting More Out of Excel
-
Online
2.00 Credits
Excel can do so many things but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to do just that. To learn ALL the capabilities of Excel would take hundreds of hours of training, so this two-hour course is designed to give you a jump start on the most important features that you can immediately begin implementing in your spreadsheets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 502: The Art of Discipline and Getting Things Done
-
Online
2.00 Credits
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. Note: This course is recommended as a part of an 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for project and time management. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Payroll Essentials: Payroll Returns Done Right
-
Online
2.00 Credits
Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. This course will provide a general introduction to the workings of the payroll returns an employer is required to file. We will cover the various types of federal and state payroll taxes, what various payroll returns an employer may need to file, how to complete the most common types of payroll returns accurately, and real-life illustrations for reconciling at year end and ensuring your payroll returns are correct. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
-
Online
1.00 Credits
Join us for a transformative presentation on Microsoft 365 Copilot, an innovative tool revolutionizing the way CPAs and financial professionals create and manage digital content. Discover how Copilot enhances the efficiency and creativity of your emails, PowerPoint presentations, and Word documents. Tailored specifically for CPAs in the private sector, including controllers and CFOs, as well as those in accounting firms serving clients, this session will introduce you to the technology, showcasing its capabilities to streamline workflows and elevate the quality of your professional communication. Don't miss this opportunity to advance your digital proficiency with Microsoft 365 Copilot. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Consideration of Fraud in a Financial Statement Audit
-
Online
2.00 Credits
One of the most significant challenges facing auditors is the prevalence of fraud that exists in today's business environment. All auditors should have a working knowledge of the requirements in professional literature regarding fraud. We will cover the issues that all auditors need to know about fraud and the people who commit fraud. This course will provide horror stories about frauds that have occurred and how they were detected. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Exploring Internal Controls That Could Have Prevented Frauds
-
Online
2.00 Credits
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Create an ROI-Based Marketing Plan for Your Firm
-
Online
1.00 Credits
This course will help you develop a strategic marketing and business development plan for your firm using 7 key principles to help maximize lead generation. You will learn how to establish and grow your B2B business in any niche using time-tested strategies, proven processes for attracting and retaining customers, and how to measure your results so you can spend your money and time effectively to own your market and attract higher ROI clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Independence and Conflicts of Interest
-
Online
1.00 Credits
This course focuses on how to integrate independence and avoid conflicts of interest in situations accounting professionals face daily. Participants will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action. As part of this course, we also walk through real-world examples of individuals and companies faced with these dilemmas. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Annual Update for Accountants & Auditors
-
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Erase the Mark: Best Practices in Penalty Abatement
-
Online
2.00 Credits
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Invest in Your Mental Health and Avoid Burnout
-
Online
2.00 Credits
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 503: Management - Being a Balanced Leader-Manager
-
Online
2.00 Credits
Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization. Note: This course is recommended as a part of a 16-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for leading or managing others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Leadershift: Drive Results Through Ethical Performance Mgmnt
-
Online
4.00 Credits
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethic of Self-Esteem For Women
-
Online
2.00 Credits
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. 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
-
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.
PPP Fraud and Financial Professionals
-
Online
2.00 Credits
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey's company employed more than 100 people and generated more than $20 million in annual revenues. With a company of that size, Casey relied upon advice from his bookkeeper when filling out financial documents. As a result of representations he made on bank statements and loan documents, authorities charged Casey with criminal behavior related to PPP loan fraud. What should an accounting professional learn from Casey's story? Stay tuned to find out! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 504: Making Rain - Success with Clients and Prospects
-
Online
2.00 Credits
Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has client relationship or prospecting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Adobe Acrobat Tips for Working with PDF Files
-
Online
2.00 Credits
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Beware the Tax Enforcers: How the US Prosecutes Tax Evaders
-
Online
2.00 Credits
The Tax Division, United States Department of Justice, is responsible for enforcing the nation's tax laws fully, fairly, and consistently, through both criminal and civil litigation. This course will explore the role of the Tax Division in ensuring fair and uniform enforcement of tax laws, protecting the public, encouraging voluntary compliance with tax laws, and how their operations impact regulatory ethics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fraud Busters: Controls to Prevent & Detect Fraud
-
Online
2.00 Credits
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.