CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Form 1120S - Preparation and Analysis
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Online
2.00 Credits
This course provides an in-depth exploration of Form 1120S, the tax return form used by S corporations. Students will learn the intricacies of preparing and analyzing this form, including how to determine the taxable income of the S corporation, how to properly report and allocate income, deductions, and credits, and how to calculate the shareholder's basis in the S corporation. **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 Self-Rental Real Estate Passive Activity Rules
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Online
2.00 Credits
Loans, rental agreements, business combinations – what do these all have in common? They all have the potential of creating a related party transaction. This program presents a detailed analysis of the financial accounting rules for transactions with related parties, as well as compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities. **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 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.
2024 Performance Management - Hiring to Retiring
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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.
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.
2024 Let's Meet at the Intersection of Fraud and Ethics
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Online
4.00 Credits
This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry.
Business Longevity - Is Your Business Wobbling?
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Online
4.00 Credits
Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate. Jim will help you be aware and understand the answers to these issues: Can you describe the financial health of your company? Can you also explain what the financial health of your industry is? Do you know your Business Cycle compared to the industry business cycle? Do you have an executable plan? Do you know what the competitive, legal and technological landscape is currently, and for the future? Is your organization aligned and incentivize to be successful? Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)
2024 Spring Tax Review with Doug Van Der Aa
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Online
4.00 Credits
This course will address the most recent tax legislation, rulings and developments occurring in 2023-24 that will impact both the business and individual taxpaying client. The course is designed to prepare the practitioner for the upcoming filing season and provide useful strategies to assist in the tax preparation process. **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.
Tactics to Find Work Life Balance in a Complex World
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Online
1.00 Credits
This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Real Estate Professionals: Passive Activity Rules
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Online
2.00 Credits
When do they exist and how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. **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 Microsoft 365/Office 365 - All The Things You Need To Know
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Online
8.00 Credits
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Current and Upcoming FASB Issues
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Online
1.50 Credits
Keep up with FASB changes Learn about changes in accounting, including relevant pronouncements, exposure drafts, and projects. Identify recently issued FASB standards and guidance that cover broad and narrow issues and understand how to apply them. Learn about upcoming standards that will be effective in the near future.
Communicating Financial Information to Non-Accountants
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Online
2.00 Credits
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
“How will I EVER get this all done?" It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words! Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm! Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success. It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization. For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier. For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity. You and your team will shine. Your staff will feel appreciated and connected to their value as well as the company's goals. Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'. The quality of your question will impact the quality of your solution. Learn the 7 questions that take you from confused and frustrated to creative and focused.
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Online
4.00 Credits
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.
Surgent's Ethics for the Industry Accountant
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Online
4.00 Credits
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry.
Yellow Book Independence and Single Audit Fundamentals
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Online
4.00 Credits
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll 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. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, switching to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethical Management of Conflict
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Online
2.00 Credits
Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, shared understanding, and increased productivity. This workshop will provide an intimate understanding of how to deal with conflict in collaborative and constructive ways. Using ethical values and principles, we will explore how to move conflict from an obstacle to an opportunity. This workshop is geared toward individuals who are wanting to improve their conflict management skills and create more harmonious and positive working environments. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.