CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
DEI From the Inside Out: Part 2
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Online
3.00 Credits
In this session, we will underscore the significance of adopting a growth mindset, as conceptualized by Dr. Carol Dweck, as a cornerstone for achieving success in Diversity, Equity, and Inclusion (DEI) initiatives. A common stumbling block in DEI efforts is the resistance to altering mindsets concerning the goals and objectives of DEI. Through interactive discussions, we will concentrate on dispelling fixed mindsets and cultivating an outlook of continuous growth in the realm of DEI. Achieving success in Diversity, Equity, and Inclusion (DEI) requires a blend of motivation, synergy, and energy. This session aims to dissect the often-overlooked role of motivation in the DEI landscape, demonstrating how it serves as a catalyst for individuals and leaders to surmount obstacles and attain success. Our model disrupts the conventional discourse by placing motivation at the forefront of DEI considerations, emphasizing the importance of understanding the underlying purpose as the true north. The ultimate aim of Diversity, Equity, and Inclusion (DEI) is cultural integration. In the context of our 3M framework, the final "Memorization" component is strategically designed to imprint the necessity of prioritizing DEI and seamlessly weaving it into the organizational culture. This element is pivotal in fortifying our DEI endeavors.
Surgent's Construction Contractors: Accounting and Financial Reporting Issues
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Online
4.00 Credits
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to the many users of the financial statements (especially considering the impact of COVID-19). In this course, we will discuss why construction accounting and financial reporting are so complex and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit.
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Online
4.00 Credits
This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies
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Online
4.00 Credits
Unlike technologies we use every day, many currently emerging technologies can change how we work in the future. This session covers an assortment of technologies nearing mainstream adoption and helps you understand what they do, how they work, and some of the potential risks and rewards they offer. Attend this course, and learn the basics of blockchain, cryptocurrencies, big data, artificial intelligence, and machine learn.
Auditing Financial Statements of ERISA Plans
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Online
4.00 Credits
Conduct a compliant audit Identify proper audit procedures to test the line items of the statement of net assets available for benefits, including investments. Identify proper audit procedures to test the activity in the statement of changes in net assets available for benefits, including participant testing. Plan investments Differentiate plan investment procedures based upon the type of audit and risk assessment. Identify types and classifications of common plan investments. Identify audit procedures required for investment activity, contributions and benefit payment or withdrawals at the participant level. GAAP presentation and disclosure Understand GAAP requirements for presentation and disclosure for employee benefit plan financial statements. Other audit considerations Recognize procedures needed to determine the plan's tax status Learn how to identify related parties, parties in interest, and prohibited transactions. Recognize additional audit procedures needed for Form 11-K filers.
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Online
2.00 Credits
Maximizing Analytic Procedure Evidence - Adding Value Through Useful Financial Statement Analysis will enhance an ability to read and interpret financial information as a critical audit skill. Financial statement auditors need to be able to analyze financial results to not only enhance audit quality, but to also improve client service through being a better business advisor. 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 analyzing and interpreting financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Cognitive Biases for Accountants
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Online
2.00 Credits
The course provides a concise overview of cognitive biases - thinking errors and "brain bugs" that may distort perceptions, compromise ethics, trigger inaccurate judgments, and spark illogical interpretations in your accounting work. Discover the most common types of cognitive biases in the profession, and how to recognize and address these flaws and blindspots in your "mental firmware". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Control Frameworks for Single Audit
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Online
1.00 Credits
The Uniform Guidance identifies COSO and Green Book as best practices in internal control. This course will cover the background on COSO and its 2013 update. We’ll also review the application of COSO to Green Book. Attendees will learn how to leverage Part 6 of the Compliance Supplement for documentation of internal controls.
Accommodation Requests - Substance Abuse - Contagious Infections
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Online
1.00 Credits
Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodations regarding religious practices or disabilities, confronting employees in substance abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
You often can perform an audit in accordance with all of the standards, and still have a substandard audit IF you did not get out among the clients employees (let them know you are there and where you located), talk to as many people as you can regardless as to whether you may think that they may have any helpful information; constantly observe your surrounding where ever you are at (you never now what you might see) and lastly, listen to not only what people are saying to you but are also saying around you. This presentation is designed to illustrate the importance of making yourself available to your client’s employees, let them know that you are there and where you can be found. Talk with them because if there is a problem, somebody knows and they will often tell you all about it IF you just ask them. Look at your surrounding everywhere you go. What are you looking for? I don’t know but I’ll know it when I see it. Lastly, listen to what they have to say. Every word is important because they may say something that you had not asked about. Remember, you never want to discover something and go to an individual who you determined knew about it and ask, why didn’t you tell me about this and their response was, you never asked me!
2024 Partnership Essentials: Tax Basis Capital Accounts
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Online
2.00 Credits
This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts. **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.
ASC 842, Leases: Implementation Issues and Lessons Learned
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Online
2.00 Credits
Recall lessons learned and practical implementation challenges and complexities with the FASB's Accounting Standard Update for Leases (ASC Topic 842). Identify key differences between ASC Topic 842 and ASC Topic 840, Practical Expedients, remeasurement-triggering events. Session will go beyond the basics and will apply to specific examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Tax Season Update for Individuals with Steve Dilley
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Online
4.00 Credits
This program provides an update to the latest tax developments, rules and regulations affecting individual taxpayers, including a review and integration of late 2023 -24 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.
The Ethic of Self-Esteem For Women
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Online
2.00 Credits
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Omniverse and Metaverse for Accountants
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Online
2.00 Credits
This course provides a concise overview and non-technical explanation of the Omniverse and Metaverse - a shared virtual space that integrates various virtual, augmented, and actual realities. While futurists have been predicting and describing this concept for decades, interest and investment in this platform have recently exploded. Facebook has changed its very name to Meta - as in Metaverse - to reflect its pivot from a social media company to a virtual space company. Other tech companies, big and small, have announced ambitious plans to enable people to access digital environments and experiences through different devices. While sometimes perceived as science fiction, the metaverse is no entertainment gimmick. A growing consensus is that it will be the successor to the mobile Internet, and fundamentally transform the Internet, and perhaps even reality itself. You'll walk away with a foundational understanding of how the metaverse is transforming the modern business world, and how accountants can position themselves for success in this emerging economic digital dimension. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Practical Excel Topics for the Public Accountant
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Online
2.00 Credits
This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. 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 Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Online
2.00 Credits
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being "always on," with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys, and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state.
Communication Miracles At Work and In Life - Part 2
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Online
4.00 Credits
Following on Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate clients and co-workers to do your bidding with a minimal amount of wasted time or hassles. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
K2's 2023 Excel Best Practices
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Online
8.00 Credits
As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.