CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Audit 205: Auditing Liabilities and Long-Term Debt Risks
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Online
2.00 Credits
Auditing Liabilities, Including Long-Term Debt - Addressing the Risks of Completeness, Classification, and Disclosure will discuss tips and techniques for auditing accounts payable, accrued expenses, and common long-term financing arrangements and related debt covenants. The completeness and proper classification of liabilities are the typical higher audit risks. The complexity of the debt financing arrangements may create a significant risk requiring more persuasive audit evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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Online
8.00 Credits
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.This course qualifies for IRS credit.
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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Online
1.00 Credits
We all are busy, pressed for time and we strive to do as much as we can – as fast as we can. This is our world. However, there are times when we should stop and think. When we do not analyze (one of our many talents) this inaction causes problems. We will review the penalties of moving too fast. Let’s learn from the mistakes of others.
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.
2024 The Psychology of Fraud
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Online
1.75 Credits
We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals and examine some recent high-profile fraud cases. Why did they do it? How did they do it? What were the warning signs? If you think that fraud cannot happen to your organization, this session might give you pause.
Money Laundering Awareness for Accountants
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Online
2.00 Credits
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
This program explores the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. We offer practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers, with particular emphasis on internal controls of small-to-medium clients.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Online
4.00 Credits
The Accountant role is evolving from data aggregation to knowledge extraction, with a significant emphasis on understanding and leveraging technological advancements. In this era of rapid digital transformation, it is crucial for accountants to grasp the shift towards more analytical roles, learn the tools, and integrate Business Intelligence (BI) and Data Analytics (DA) in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices, the impact of AI technologies like ChatGPT, and how these can benefit their organization. By embracing these technologies, accountants can enhance their value proposition by transitioning from traditional accounting roles to becoming strategic advisors and decision-makers.
2024 Key Tax Issues Facing Business & Industry
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Online
4.00 Credits
This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of the TCJA and other recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed. **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.
K2's 2024 Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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Online
4.00 Credits
Isn’t it time you learned how to take advantage of critical features available in your Microsoft 365/Office 365 subscription? In this session, you will learn to use tools such as Teams, Planner, Power Automate, and others to enhance productivity and efficiency.
K2's 2024 Business Intelligence, Featuring Microsoft's Power BI Tools
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Online
8.00 Credits
Business intelligence efforts continue to grow, and Microsoft’s Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.
2024 Financial Accounting for Related Party Transactions
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Online
2.00 Credits
Loans, rental agreements, business combinations – what do these all have in common? They all have the potential of creating a related party transaction. This program presents a detailed analysis of the financial accounting rules for transactions with related parties, as well as compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities.
Excel - Advanced Financial and Statistical Calculations
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Online
2.00 Credits
Depending on your version, Excel has over 500 functions already built in and ready to use. How many of those do you incorporate into your spreadsheets? After this course, you will learn some powerful functions that will take your calculating power to the next level. In this webinar, we will focus on Financial, Statistical and Math functions. In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your data. 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.
Surgent's Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Online
2.00 Credits
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
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Online
2.00 Credits
"Did you know that fraud is like a parasite, feeding on the lifeblood of the industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for 'The Many Faces of Fraud: Shedding Light on the Tactics of Modern-Day Swindlers,' a captivating two-hour course that will empower you to thwart these financial predators. Chuck will guide you through the most common forms of fraud, revealing the psychology and motivations of swindlers. Through real-life case studies and hands-on exercises, you'll learn practical strategies for identifying red flags and responding effectively to safeguard your organization. Enroll now to gain invaluable insights and join the fight against these cunning adversaries!"
Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
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Online
8.00 Credits
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Ethics: Environmental, Social and Governance for Accountants
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Online
2.00 Credits
The course provides a concise overview of Environmental, Social and Governance (ESG) reporting -- an emerging system of non-financial record-keeping and governance. Around the world, organizations of all sizes and kinds are under increasing pressure from regulators, consumers, employees, and other stakeholders to provide a fuller and more integrated picture of the way in which entities operate, invest, and create value. This includes taking into account how their operations impact financial, manufactured, intellectual, human, social, relationship, and natural capital. Participants will walk away with an increased situational awareness of ESG reporting, and an ESG starter strategy. This can be used immediately to position themselves for ESG success in an era of growing expectations for conscious capitalism, ethical investing, and moral leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Key Partnership and S Corporation Tax Planning Strategies
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Online
4.00 Credits
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.This course qualifies for IRS credit.