CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Applying the Uniform Guidance in Your Single Audits
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Online
8.00 Credits
Designed to provide you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance and the Single Audit Act, this course examines how the Single Audit Act relates to OMB Uniform Guidance, as well as the different types of guidance and requirements found in the Uniform Guidance. The course also covers responsibilities and requirements of the auditor and the auditee, how to identify federal assistance and how to determine a nonfederal entity's major programs. Make sure your skills are up to date with the latest information in this challenging audit area.
Multi-State Taxation - Tax Staff Essentials
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Online
8.00 Credits
Multistate taxation has never been a more relevant topic. This course helps professionals skillfully navigate the maze of multistate corporate tax codes.. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities.
Surgent's Social Security and Medicare: Planning for You and Your Clients
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Online
8.00 Credits
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.This course qualifies for CFP credit.
Understanding and Creating an Internal Control System
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Online
8.00 Credits
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Using Charts for a Non-Financial Audience
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Online
2.00 Credits
This webinar will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words." People tend to better understand your point when visuals are used. We will explore the many capabilities of presenting your data without showing rows and rows or columns and columns of data. Help your audience visualize the meaning of the data, whether it is a trend, an exception, a distribution or a good vs. bad relationship. 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.
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Employees, now more than ever, are experiencing stress, anxiety and other mental health challenges and all of those come with them each day to the workplace. In order to ensure the safety and security of their workplace, employers need to address these issues and support their employees. Join us to discuss the challenges to providing mental health support to employees, the potential risks of deprioritizing mental health, and tangible actions employers can take to support the mental health of their work group. The cost of providing mental health resources and support pales in comparison to the cost of NOT providing it. Make a plan. Be ProActive.
Social Media: The Bare Necessities
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Online
1.00 Credits
Social media has become a ubiquitous phenomenon in our business world. However, just because it exists is not a good reason to use it. This workshop is designed to give you an overview of the social media landscape to help you decide if you want to engage with and on social media and, if so, what channel(s) are most strategic for you and your business. The workshop ends with a simple framework to help you use social media as a credibility strategy for your business, giving you a strategy for creating a year's worth of social media content in a single day.
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
This course corresponds to our Controllership series. Within this course, we specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc. the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team and board. However, in this course, we delve into the various steps of the strategic plan and explore where the Controller can add strategic value through providing functional input and insight. Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals, and the internal performance management system that will be used to monitor and evaluate progress.
2023 Taking a Global View of Professional Ethics
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Online
2.00 Credits
Just as there is some convergence of U.S. accounting standards (GAAP) with international standards (IFRS), a convergence of U.S. professional ethics standards (AICPA Code of Professional Conduct) with the international Code of Ethics for Professional Accountants is continuing to emerge. This workshop compares these two sets of ethics standards, emphasizing both the theoretical aspects and practical implications for today's accounting professionals.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins. The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis.
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Nonprofits face unique accounting challenges. This course will introduce attendees to the financial statements and unique accounting principles applicable to not-for-profit organizations. Specifically, we will focus on the typical transactions and account balances unique to NFPs, including net assets, agency transactions, contributions, endowments, and programmatic investments.
Advanced Cost Accounting
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Online
2.00 Credits
Organizations that use primitive costing methods make predictable mistakes. They allocate too much cost to easy, high-volume "gravy" products and too little cost to difficult, low-volume "dog" products. This puts the organization with inferior information at a significant disadvantage against a competitor who has a better cost model. The secret to having a great cost model is learning how to deal with overhead. This webinar will show you how to assign 16 key categories of overhead. Whether you work in a wholesale, retail, health care, service or manufacturing business. This session will give you important insights into how to handle overhead. If you get your costing right, you will be able to give the "dogs" to your competitors and keep the "gravy" for yourself.
Surgent's Hiring and Firing of Employees - What You Can and Cannot Do
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Online
2.00 Credits
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Online
2.00 Credits
Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more. This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.
2024 Mid-Year Individual Tax Update
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Online
4.00 Credits
This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation so that the practitioner can provide solid planning advice to their clients prior to year-end. This course will provide a comprehensive review of Form 1040 issues for the current tax year. Included will be a thorough review of all Internal Revenue Code changes made by year-to-date. In addition, this course will instruct the participant as to where to expect potential changes to be made by the current administration.
ACPEN Signature 2024: Governmental Accounting & Auditing Update
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Online
8.00 Credits
Stay up-to-date on rapidly changing developments by participating in the 2024 Governmental Accounting and Auditing Update! Take advantage of this opportunity to find out about breaking government issues. This is your opportunity to hear about the latest challenges facing state and local governments and practitioners who work with them and audit them, presented by leading experts on governmental accounting and auditing, both those who work in the trenches and those from the regulatory world. With all of the fiscal, regulatory, and new standards challenges facing governments and their auditors, it is important to keep current on critical issues and developments. In 2024, governments and their auditors continue to operate in a rapidly changing environment as they continue to face the many challenges associated with significant federal funding with complex requirements. From a governmental accounting, auditing, and compliance perspective, 2024 will be a critical year for addressing the complex federal funding challenges as well as focusing on implementing new standards and requirements! Plus, it is imperative that you start planning for the significant changes coming in 2024 and beyond! Exciting new topics this year include focused discussions on addressing the new GASB pronouncement on risk disclosures and the GAO’s 2024 Yellow Book! You’ll receive an update on the most recent accounting and auditing developments affecting governments and government auditors. This includes Single Audit issues, AICPA and Yellow Book issues, new and recently effective GASB pronouncements, audit issues, and a look at what’s on the horizon. Join ACPEN’s panel of experts as they discuss, not only the technical requirements of new standards, but also the key implementation issues that must be addressed by auditors and their governmental clients! Benefit from their experience and insights from many perspectives, as well as their long experience in governmental accounting and auditing.
Nonprofit Accounting and Financial Reporting Explained
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Online
8.00 Credits
This course provides a high-level overview of the most important issues facing nonprofit entities and their auditors. The focus of this course is on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional and regulatory standards related to reliable financial reporting for nonprofit entities.
Whistleblowers and the Law
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Online
2.00 Credits
Honest people face real challenges when working in an unethical environment. Business owners may be at risk if team members feel as though policies and practices within the business violate rules, regulations, or laws. Some of those employees may contact authorities. Perhaps they work in an undercover capacity, exposing the business owner and other people that work with the business, or align with the business, to both government investigations and potentially criminal prosecutions. Participants will learn from a real story which led to criminal prosecution for Medicare Fraud. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.50 Credits
Cloud computing has become a source of cyber-crime. “Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather and preserve evidence in a way that is suitable for presentation in a court of law.” Cloud forensics is a combination of the varied types of accounting forensics including: • Digital forensics • Network forensics. • Hardware forensics In cloud crime, the cloud is considered the object when the target of the crime is the cloud service provider they are directly affected by the act. It is considered the subject of the crime when the criminal act is committed within the cloud environment. It is considered the tool when it is used to plan or conduct a crime. This course will delve into the many concepts involved in cloud forensics. The course complements other courses in the series of Becoming a Forensic Accountant.
Audit 407: Auditing Contingencies and Going Concern
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Online
2.00 Credits
Auditing Contingencies and Going Concern Uncertainty - Testing for Completeness and Proper Disclosure will provide tips and techniques for obtaining sufficient appropriate audit evidence to support conclusions related to contingencies and going concern uncertainty. Financial statements may contain significant uncertainties requiring special audit consideration for evaluating proper accounting and financial reporting treatment. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for evaluating loss contingencies and substantial doubt about going concern. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.