CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
2024 Inflation Reduction Act of 2022: Review and Update
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Online
2.00 Credits
This program will examine the key provisions of the Inflation Reduction Act of 2022 that was enacted to not only curb inflation, but reduce the deficit, promote clean energy solutions, and much more. Learn how this new legislation can provide tax savings for both your individual and business clients. **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 Introduction To Excel Macros
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Online
4.00 Credits
You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, “One day, I’ll learn how to write macros.” Finally, that time has arrived because this four-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA). This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel’s Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.
IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros
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Online
2.00 Credits
This course is designed to provide an overview of the IRS Strategic Plan 2023-2026 and its impacts on the accounting profession and regulatory ethics. The course will cover the key goals and priorities of the IRS Strategic Plan, including improving service to taxpayers, enforcing the tax law fairly, transforming IRS operations, and fostering an inclusive and well-equipped workforce. Participants will learn about the specific measures the IRS plans to take to achieve these goals and the implications of these measures for tax professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Securing Your Data with a Password Management App - Updated
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Online
2.00 Credits
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Federal Tax Update for Business with Doug Van Der Aa
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Online
4.00 Credits
This program will address the important provisions, rules and concepts related to business tax returns. **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 Small Business Accounting Shootout
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Online
4.00 Credits
Small business accounting solutions have never been better, with many fantastic options. In this session, you will learn about the relative strengths of these platforms so you can make the right choice when selecting and implementing a solution.
Introduction to the Property & Casualty Insurance Industry
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Online
1.00 Credits
The insurance industry has unique accounting and regulatory requirements. This course provides an introduction to those unique requirements, including the multiple layers of regulation, statutory vs. GAAP accounting, non-admitted assets, special treatment of taxes, and more! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
This program provides in-depth coverage of SAS 145, a major standard that helps auditors enhance risk assessment procedures through improved techniques for identifying and assessing risks of material misstatement. This session is essential for CPAs that perform audits. The discussion will also be insightful for auditees and other professionals who want to maintain awareness of current auditing guidance.
2024 Individual Tax Update with Steve Dilley
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Online
2.00 Credits
This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. **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.
Organizational Effectiveness and Communication
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Online
1.00 Credits
When asked the question, “What would you like to improve about your leadership and communication style?” more than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicate leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident, compelling leader helps to inspire better relationships, promotes trust, and reduces stress in the workplace. Lack of confidence and assertiveness can lead to resentment, depression, low self-esteem, and loss of respect from colleagues and employers. Confident communication cultivates cooperation, goal achievement, and a more respectful work environment. Clear and compelling leaders are better equipped to move projects forward and make things happen while improving cooperation and respect from partners and subordinates.
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.
Diversity, Inclusion, Equity & Belonging
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Online
1.00 Credits
Many organizations unconsciously fail to exhibit diversity, inclusion and belonging. This session provides an opportunity for leaders to understand diversity language and definitions, build awareness of biases and stereotypes, recognize how our own actions protect our awareness gaps, and find a level of understanding concerning where we are and where we want to be in the future.
Minimizing Workplace Warfare
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Online
1.20 Credits
This course is designed to equip HR leaders, managers and business owners with the knowledge and skills needed to effectively minimize conflicts in the workplace. Participants will learn about the various sources of workplace conflict, how to identify and address conflicts before they escalate, and how to implement effective conflict resolution strategies. The course will also cover topics such as communication skills, active listening, and conflict management techniques. By the end of the course, leaders will be able to create a more positive and productive work environment, reduce turnover, and promote employee satisfaction.
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
This session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence. Topics include employee complaints, personality & attitude problems, performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions. You will learn how to use a unique process, “Reset the Clock,” that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future. Liability is replaced with credibility. Lawsuits are then avoided rather than won. Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders: “You should have anticipated this” after an avoidable legal claim.
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
Our session will include a discussion regarding indirect rate strategies for cost recovery. We will cover negotiating indirect rates with pass-through entities and alternative indirect cost recovery methods. A look at applying the PPP Loan Forgiveness credit. Understanding the definition of sub-awards and the MTDC allocation base, and where best to allocate bonus expense. Included in this session will be a selected review of the Uniform Guidance FAQs regarding indirect rates for States and Municipalities, as well as recently issued FAQs that impact indirect rates and cost recovery.
K2's 2023 Mastering Advanced Excel Functions
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Online
4.00 Credits
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels. In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.
Resolving Ethical Conflicts
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Online
2.00 Credits
At some point in his or her career, every financial manager will face a choice of doing the right thing or taking the easy way out. Skillfully handling a conflict, ethical or otherwise, can make a big difference your career's trajectory. Professional standards provide procedures for resolving ethical conflicts. Yet, following these procedures alone will often cause a financial professional to lose their job. This webcast will show you how to both do the right thing and keep your job.
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.
SUBSCRIPTION: Audit Skills for Beginners
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Online
16.00 Credits
*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for beginning auditors and attest providers, while it is also appropriate for anyone who has assurance responsibilities under the SSARS. This series covers the fundamentals of auditing, including internal controls, auditing cash, and discovering fraud.
SUBSCRIPTION: Audit Skills for Client Management
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Online
16.00 Credits
*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has audit or attest engagement responsibilities. This series covers intermediate audit skills, internal controls, and analytical procedures.