CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Top 10 Business Myths and How to Avoid Them
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Online
2.00 Credits
Every business has risks, but some myths seem to damage or kill more enterprises than others do. This session will review ten of the most problematic myths that may doom a business and discuss action steps to prevent these myths from holding your business back. This session discusses the common myths, mistakes, risks, and hidden landmines inherent in every business. We will learn from the mistakes of others who often paid a steep price so that we may learn valuable lessons. If you are a leader who wants your business to become even more successful, this session is for you.
The Controllership Series - Financial Statement Preparation
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Online
2.60 Credits
One of the important roles of any member of the financial team. Including the controller, may be involvement in the preparation of the company’s financial statements. Even if that responsibility falls within the office of the CFO, the controller and other finance personnel must understand how their transitions recorded impact the financial statements. Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements accompanied by a management discussion and analysis: A balance sheet or statement of financial position reports on a company's assets, liabilities and owners’ equity at a given point in time. An income statement may have varying names including profit and loss report (P&L report), statement of comprehensive income, or statement of revenue & expenses. These report on a company's income, expenses, and profits over a stated period. A profit and loss statement provides information on the operation of the enterprise. These include sales and the various expenses incurred during the stated period. A statement of changes in equity or “statement of equity” also called “statement of retained earnings” reports on the changes in equity of the company over a stated period. A cash flow statement reports on a company's cash flow, particularly its operating, investing and financing activities over a stated period. A balance sheet represents a single point in time, where the income statement, the statement of changes in equity, and the cash flow statement each represent activities over a stated period. For large corporations, these statements may be complex and may include an extensive set of footnotes to the financial statements, management discussion and analysis and supplementary information. The notes typically describe each item on the balance sheet, income statement and cash flow statement in further detail. Notes to financial statements are considered an integral part of the financial statements.
Managing Your Money in Retirement
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Online
3.00 Credits
You spent your life building retirement savings. Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation. Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.
Speaking For Impact
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Online
4.00 Credits
In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.
Communication Miracles At Work and In Life - Part 1
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Online
4.00 Credits
Communication is the glue that connects people, but it doesn’t come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
2024 Managerial Accounting: Your Prescription for Better Decisions
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Online
4.00 Credits
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.
The Successful Family Business
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Online
4.00 Credits
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff.
Planning for Small Business Success
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Online
4.00 Credits
Strategic Planning for SMEs
2024 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
The Not-for-Profit Advisory Committee has been busy discussing several projects that the FASB is working on and their impact on nonprofits. In this course, we will review the key issues and discussions from recent NAC meetings. We'll also take a look at ASUs issued by the FASB that may impact nonprofit financial statements. After a break, we then transition from accounting to auditing with a look at the common deficiencies found in nonprofit Yellow Book audits with a focus on CPE, reporting, and independence.
2024 Partnership Essentials: Review & Update
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Online
4.00 Credits
This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships, with a focus on reporting tax basis capital accounts. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
2024 Tax Season Update with Steve Dilley
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Online
8.00 Credits
Gear up for tax season with Steve Dilley's annual update! This program provides an update to the latest tax developments, rules and regulations affecting both business and individual taxpayers, including a review and integration of 2023-2024 legislation. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Business Valuation Fundamentals
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Online
1.00 Credits
In this course we will look at the highlights of what valuation is doing, how to go about it and what to look for in business valuation reports. Areas such as types of reports, the standards by which they are prepared and process that is used to go from data to report. We will also discuss the purposes of reports and how that purpose may impact the value. Finally, we discuss how to determine the value of minority interests.
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Online
1.00 Credits
How do you keep your team connected with the limitations of virtual meetings? Suddenly, it’s more important than ever for each member to understand and appreciate their differences; to see beyond the screen and see each other’s human-side to maintain trust. In this session, Tina Hallis, Ph.D., will explore the neuroscience of trust and why it’s critical for optimum teamwork. But more importantly, you will leave with specific strategies and tools that you can choose from to use with your people.
K2's 2024 AI Confidential - Privacy And Artificial Intelligence
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Online
1.00 Credits
AI is an extremely popular topic these days, and for good reason! However, does AI present yet another threat to your privacy? Get answers to this question and more in this session.
Anti-Bullying and Sensitivity
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Online
1.00 Credits
Unhealthy behavior in the workplace can create a drama-laden, hostile work environment, negatively impact productivity and increase turnover. When team members are focused on how they can one-up their counterparts or are fearful of their co-workers/leaders actions towards them – they are NOT focused on reaching your company’s goals.
Strategic Synergy: Unleashing HR's Impact on Business Strategy
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Online
1.00 Credits
In today's dynamic corporate landscape, HR professionals are no longer just HR experts; they are integral business strategists. This session unveils the pivotal role HR plays in shaping and influencing a company's overarching business strategy. It emphasizes the need for HR to don the hat of a businessperson first and an HR professional second. In this engaging presentation, we will delve into the critical strategic business concepts that HR leaders should not only grasp but also embrace confidently at the executive level. Moreover, we will explore how HR can navigate the fast-paced, technology-driven world by adapting to evolving strategic HR concepts. Discover how HR can transform from a support function to a strategic partner, contributing directly to the organization's bottom line. Learn how to align HR initiatives with business objectives, fostering a synergy that propels the company forward. Join us as we explore the art of blending business acumen with HR expertise to create a winning formula for success at the executive table. It's time for HR to lead the way in strategic synergy!
Navigating Leaves of Absence
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Online
1.00 Credits
What obligations does an employer have when an employee needs to take a leave of absence? This presentation will provide an overview of the complicated, intertwined compliance obligations triggered when an employee requests a medical leave of absence (including for pregnancy, mental health, or addiction).
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Managerial accounting provides economic and financial information for managers and other internal users. Managerial and Financial Accounting have similarities and differences. Each field of accounting deals with the economic events of a business. Both managerial and financial accounting require that a company’s economic events be quantified and communicated to interested parties. This another course in our series on the controller’s role. The controller’s role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting and the basic concepts that surround this discipline as it primarily relates to cost accounting issues.
Coaching & Counseling - Addressing Misconduct
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Online
1.20 Credits
The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.