CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Monthly Federal Tax Updates - April 2025
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Online
2.00 Credits
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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 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.
Retaining Talent in a Competitive Marketplace
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Online
4.00 Credits
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Compilation, Preparation and Review Basics and Peer Reviews
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Online
2.00 Credits
Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Although organizations are trying to create and manage diverse and inclusive workplaces, many are not aware of some of the best practices and simple strategies they can incorporate to promote such an environment. We are currently living in unprecedented times. Division, bias, and exclusion, based on factors associated with social injustice and a general lack of appreciation for diversity, seems to have become our current societal norm. With the high stress and anxiety created by these current trends in society, it is even more important for organizations to provide a safe space for their employees where there is a genuine sense of belonging and fair access to opportunity. The goal of this course is to outline the relationship between diversity and inclusion, while providing very practical strategies for HR Professionals in their role to promote a culture of diversity and inclusion in the workplace.
Coaching & Counseling - Performance Management
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Online
1.00 Credits
The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.
How To Build High-Performing Teams in Challenging Times
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Online
2.00 Credits
Team development and performance are critical to leadership success. In this session, participants will examine team formation, learn about the balance between team performance and team health, develop team agreements, and understand the latest tips from Google's Perfect Team research to strengthen team experience. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits
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Online
3.00 Credits
The right tools Change can be difficult if you do not have the right tools. You can gain those tools through this course, which includes case studies that provide more insight into the changes in the auditor's report and key areas to focus on during your audits.
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 Excel PivotTables for Accountants
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Online
8.00 Credits
Isn’t it time you learned about PivotTables – Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Online
1.00 Credits
Do you ever get tired of other people's complaining and negativity? How can you stay calm, upbeat, and motivated despite other people’s grumpiness, rudeness, or pessimism? This program is all about helping you be your best. Even though you may not be able to change your colleagues, customers, or even your boss, you can reduce your stress and frustration by changing how you respond. Staying positive and calm is easier when you learn how to build your immunity. This course teaches you Tina’s proprietary five-step “Immunity to Negativity Formula™”. You’ll learn simple techniques for staying calm and choosing to respond as your best self. This is a key skill you can build for yourself so you can enjoy less stress and frustration. You can even teach others so they can improve customer service, teamwork, and relationships within your company.
2024 Business Tax Update with Steve Dilley
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Online
2.00 Credits
This course addresses the most recent legislative developments impacting business 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.
2024 Topic 842: Understanding the New Lease Accounting Standard
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Online
2.00 Credits
It’s a whole new world for lessees under ASC topic 842. Soon nearly all leases will need to be disclosed as a liability on the balance sheet – from buildings right down to autos and copiers. Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well. This program will dive into the new standard on leases, effective dates, and address what you need to know now.
Presentation Skills for Auditors
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Online
2.00 Credits
Are you comfortable giving presentations and feel good about your performance, or does the experience make you anxious and leave you feeling dissatisfied? In this session, learn how to let your best self shine during interactions with your staff, the auditee, and the governing board. Jim Comer is an accomplished speechwriter and presentations skill coach for executives. Leita Fanta has led over 1500 full-day seminars. Let Jim and Leita help you establish genuine and comfortable professional relationships and avoid mistakes that will detract from your message. *Qualifies for Yellowbook credit This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
Think about how much time you spend reviewing and creating PDF files. This course teaches you how to take advantage of a multitude of features and functions available in Adobe Acrobat to create, review, organize, edit and secure your PDF files more effectively and efficiently. Like many personal productivity software applications, it is very likely that you are using only a fraction of the potential of Adobe Acrobat when working with your PDF files. For many CPAs, a PDF file is the final presentation of your work product, whether it is a tax return, financial statement, audit report or other financial reports. This course will teach you how improve the quality of those report presentations. The tips you learn in this course will save you time on a daily basis. 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 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.
Accounting in the Wake of COVID-19
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Online
2.00 Credits
The COVID-19 pandemic has altered corporate and public accounting in ways we could never have imagined. This broad-based course will discuss accounting and auditing implications that have arisen as a result of the pandemic. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Project Management: Making Ideas a Reality
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Online
2.00 Credits
A project doesn't just happen, it takes a dedicated person to help a team create something from nothing. The best project managers incorporate the art of people management and science of execution to guide an initiative from an idea to reality. Not everyone can hire a project manager, so the great news is these skills and techniques can be learned. This class will show how a project manager breaks down a concept and applies techniques needed to effectively lead a team through the visioning, scoping, testing and rolling out of an initiative. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Coaching & Counseling - Addressing Misconduct
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Online
1.20 Credits
The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Online
1.80 Credits
HR Professionals are business leaders who, regardless of their level of experience, are responsible for maintaining a high level of interpersonal proficiency in their job function. The willingness to gain a genuine understanding and respect for diversity and the incorporation of a safe and inclusive environment of employees in the workplace, is a strong measure of the HR Professionals’ efficacy in this area. This training is geared towards improving and/ or elevating the HR Professionals’ knowledge of cultural competence in the workplace and what it means to truly adopt a culture of diversity and inclusivity. When HR professionals take responsibility for teaching others about the differences and benefits that multiple cultures and diverse backgrounds bring to the organization, research shows that companies are more likely to win top talent and yield improvement in customer orientation, employee satisfaction and decision making, as well as a cycle of increasing returns.