CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Walter Haig's SSARS Prep, Comp and Review Update
-
Online
8.00 Credits
This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to enable CPAs to comply with the standards! Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Risk Assessment for Small Business Audits
-
Online
2.00 Credits
Auditing standards require auditors to assess risk-including controls-and use that assessment as a foundation for performing the audit. Risk assessment is not just a technical GAAS requirement, it has a direct impact on realization. Audit teams that perform a thorough risk assessment are more likely to have high realization engagements than those who go through the motions. This course is designed for small business audit teams. It addresses the risk assessment procedures and responsibilities for each team member and how they fit together to create more effective and efficient audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Take Your PowerPoint From Mess to Success
-
Online
1.00 Credits
PowerPoint has become a ubiquitous tool in virtual and in-person meeting rooms around the world. However, it's a tool that is often misused, leading to boredom and frustration for audiences. A bored and frustrated audience will not receive your message, and you – the presenter – will not achieve your desired results. Many speakers know their slides are ineffective but don't know a better way. Well, here it is! This workshop is interactive, incorporating activities and exercises in order for participants to be able to apply the principles of effective communication of their ideas to real life situations. The workshop is based on current research and covers the basics of effective PowerPoint design that works for you, not against you.
HR Guide to Evolving Business Strategy, Finance and Development
-
Online
1.20 Credits
To move beyond the HR realm it is essential for HR professionals to understand planning at the strategic and tactical level. This session is designed to help HR professionals understand the overall strategic planning process so they can contribute at the executive level.
5 Steps to Cultivate a Values-Based Approach to Governance
-
Online
1.20 Credits
Emerging from the pandemic is a workplace culture governed by values. Far from a soft approach, it can drive significant business results. Organizations that embrace an empathetic culture increase performance and decrease turnover, while their customers report a more positive experience. Additionally, being more “person-focused” strongly correlates with more effective ethics and compliance programs. These insights can provide a roadmap for the "new normal" as the world emerges from the crisis. How employees and management move forward from this experience will shape the workplace for decades to come.
2024 Performance Management - Hiring to Retiring
-
Online
1.20 Credits
How you onboard a new employee is critical in ensuring they understand your company culture and are immersed properly in your organization. On the flipside, in the event you are dealing with an employee termination, this too is critical in handling with care and sensitivity.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
-
Online
2.00 Credits
ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims. *****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)*****
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
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.
2024 The New AICPA Statements on Standards for Tax Services
-
Online
2.00 Credits
The SSTS are tax standards that apply to all members who provide tax services and provide the framework for the AICPA ethical guidance for tax practitioners. This program explores the revised AICPA Statements on Standards for Tax Services, effective January 1, 2024. **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.
Cost and Pricing Models: Creating an Effective Tool
-
Online
2.00 Credits
If sales increase, so should profits. Yet, the opposite result often leaves executives scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and underprice difficult, low-volume work. This session discusses how to use activity-based costing data to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services.
K2's 2024 Small Business Accounting Solutions And Add-Ons
-
Online
2.00 Credits
Small businesses have better options now than ever before in the market of accounting solutions. Participate in this session to learn more about these options and which might be best for you or your clients.
Balance Sheet Management: The Least Understood Risk
-
Online
4.00 Credits
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the ‘hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
-
Online
4.00 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, as well an overview of K-2 and K-3 reporting requirements and effective dates. **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.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
-
Online
4.00 Credits
The effective date of FASB ASC 606, Revenue from Contracts with Customers is upon us (bold) Do you know which contracts are within the scope of the standard and when revenue should be recognized? This webcast addresses the requirements of FASB ASC 606's five-step process for recognizing revenue: 1) Identifying a contract with a customer 2) Determining the performance obligations 3) Determining a transaction price 4) Allocating a transaction price 5) Recognizing revenue
Federal Tax Update - Individual & Business Current Developments
-
Online
8.00 Credits
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax 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
2024 Creative Strategies for Buying, Selling, or Gifting a Business
-
Online
8.00 Credits
Navigating the complexities of business transactions requires a deep understanding of tax and estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios and practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities, and safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer and tax implications, gifting strategies, and the utilization of various trusts and partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax and estate planning. Join us and immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. **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 2023 Case Studies in Fraud and Technology Controls - 8 Hrs
-
Online
8.00 Credits
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk. A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
Common Financial Statement Disclosures
-
Online
2.00 Credits
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Listening to the Statement of Cash Flows
-
Online
2.00 Credits
This course will allow you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company’s accrual-basis financial statements.
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
-
Online
2.20 Credits
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.