CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Power BI - Bringing It All Together for Data Analysis
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Online
2.00 Credits
Power BI - Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. The course also focuses on optimizing performance for data models, utilizing advanced features of Power BI Services, and moving beyond basic data models to create advanced solutions tailored to real-world business needs. By the end of the course, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you're presenting to stakeholders, sharing insights across teams, or managing enterprise-level reporting, this course will equip you with the tools and strategies to succeed. Perfect for Power BI users looking to tie all the pieces together into a comprehensive, efficient workflow. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
K2's Next Generation Excel Reporting
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Online
8.00 Credits
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
2024 PCAOB and SEC Update
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Online
2.00 Credits
It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
When You Hear Hoofbeats, It May Be a Zebra
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Online
1.00 Credits
Young doctors sometimes arrive at an exotic medical diagnosis (You've got Kuru!), when a more common place explanation is likely (You've got a cold). These diagnoses are known as Zebras and doctors are taught, "When you hear hoofbeats, think of horses not zebras". Sometimes, the patient really has a rare disease and suffers from misdiagnosis and subsequent improper treatment. Similarly, managers, auditors, and investigators often see indicators of fraud, but dismiss them because they've been taught or assume based upon experience that it is just a mistake that looks like fraud. This session uses case studies to explore some of the more common symptoms of fraud that are often misdiagnosed.
Assessing Independence Under Yellow Book
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Online
1.00 Credits
Maintaining independence and adhering to strict ethical standards are essential for professionals in governmental auditing. The Government Accountability Office's (GAO) Yellow Book sets the benchmark for ethics and independence in this field, forming the foundation of professional compliance. This course provides a focused review of key principles and independence requirements, equipping participants with the tools to identify and mitigate common risks of noncompliance. Through practical guidance and real-world examples, attendees will learn to uphold the highest ethical standards and ensure independence in governmental auditing.
Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?
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Online
1.50 Credits
Generative AI use is growing, and ChatGPT is leading the way. But what exactly is ChatGPT, and how can it help you increase your productivity? Join us for a one-hour seminar on ChatGPT. We'll guide you through everything you need to know to get started You'll learn to use ChatGPT to: Streamline your workload Save time Boost efficiency Say goodbye to tedious data entry and hello to lightning-fast responses and analysis. As with any new technology, risks and ethical concerns must be considered. Our experts will delve into these topics and provide you with the knowledge and tools you need to use ChatGPT responsibly and effectively. Don't miss this opportunity to stay ahead of the curve and take your CPA game to the next level. Discover the amazing benefits of this groundbreaking technology.
Take Command of your Time
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Online
2.00 Credits
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's Top PDF Features You Should Know
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Online
4.00 Credits
Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. In this course, you will learn how to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure PDF documents to their fullest. The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session where you will learn the top features necessary to optimize your work with PDF documents.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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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 this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.
Microsoft 365: Save More Time, Make More Money
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Online
4.00 Credits
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don't miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
What's Going on at the FASB (2025)
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Online
2.00 Credits
The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Fox in the Henhouse/Courthouse
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Online
1.00 Credits
The ancient Romans had a saying about using caution when appointing someone to a position of trust, "don't set a wolf to watch the sheep". That saying is in use today and has changed to include "don't put a fox to guard the henhouses";. The thought is similar, but the wolf and fox are vastly different animals. Wolves rely upon their strength to survive while foxes rely on their cunning. Like foxes, fraudsters rely upon their cunning to defeat or circumvent internal controls. This session reviews the investigation of a deputy court clerk who exploited a weakness in internal controls and committed fraud in the courthouse.
Best-In-Class Recruiting Strategies
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Online
1.00 Credits
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course, you'll learn practical strategies you can implement immediately to ensure you have the right tools in your toolbox to win the war on talent.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them, and how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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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.
Navigating IRS Collections: Understanding Form 433 & Offer in Compromise
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Online
2.00 Credits
This two-hour course provides a comprehensive overview of the IRS collection process, guiding tax professionals through each stage, from the initial notice to enforced collection actions. Participants will gain insights into taxpayer expectations during the collection process, as well as strategies for resolving tax debts. The course highlights when to use Form 433-A or 433-B, the documentation needed, and the criteria for submitting an Offer in Compromise (OIC) to settle tax debts for less than the full amount owed. Attendees will also learn about the various payment options available and practical approaches to advising 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
The Ethic of Teamwork
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Online
2.00 Credits
"No one cares how much you know until they know how much you care." To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn't get better than that! This ethics-based webinar examines the essence of what constitutes teams that are high functioning and highly collaborative. One essential component is the balance between content (getting the job done!) and process (how we get things done...how we treat each other). This webinar will offer concrete practical suggestions for teams both for content and process effectiveness. It will also offer opportunities for self-reflection and actions to take to enhance team performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of Judgements and Settlements
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Online
2.40 Credits
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **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.
Shortcuts to Personal and Professional Success
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Online
8.00 Credits
We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships. In this seminar, you will learn the most effective methods for creating the life you really want. In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not. In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career. Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level.