CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Emotional Intelligence: The Critical Factor in Success
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Online
2.00 Credits
Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CFO Solutions to IRS Problems
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Online
4.00 Credits
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges. Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today.
Audit 205: Auditing Liabilities and Long-Term Debt Risks
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Online
2.00 Credits
Auditing Liabilities, Including Long-Term Debt - Addressing the Risks of Completeness, Classification, and Disclosure will discuss tips and techniques for auditing accounts payable, accrued expenses, and common long-term financing arrangements and related debt covenants. The completeness and proper classification of liabilities are the typical higher audit risks. The complexity of the debt financing arrangements may create a significant risk requiring more persuasive audit evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
HR Guide to Evolving Business Strategy, Finance and Development
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Online
1.20 Credits
To move beyond the HR realm it is essential for HR professionals to understand planning at the strategic and tactical level. This session is designed to help HR professionals understand the overall strategic planning process so they can contribute at the executive level.
Governmental Accounting 101
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Online
2.00 Credits
Governmental Accounting 101, is a 2 hour webcast that takes the participant of a whirlwind tour of governmental accounting basics, focusing on wetting the participant’s appetite for more. This session will be the first of a series of webcasts, with each subsequent webcast delving deeper and deeper into the governmental accounting basics.
2024 Accounting & Attestation for ESG
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Online
2.00 Credits
Environmental, Social and Governance (ESG) has become a hot topic among standard setters. This session will look at the work of the FASB, GASB, and AICPA in the areas of ESG. We’ll also look at the types of engagements CPAs can provide to entities who want assurance around their ESG reporting.
Excel - Auditing Your Spreadsheets for Maximum Accuracy
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Online
2.00 Credits
Did you know Excel has 400-500 functions depending on your version? Did you know there are 12 different function categories? Did you know you could create your own functions? After you attend this class, you will be in the know! In this webinar, we will focus on proofing and auditing your spreadsheets. You will learn how to build spreadsheets that validate the accuracy of your calculations and techniques to use the Data Validation feature to validate data entry. You will also learn techniques to cross-foot your data to ensure accuracy as well as how to use the various Excel Auditing Tools. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. 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.
Balance Sheet Management: The Least Understood Risk
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Online
4.00 Credits
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the ‘hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Online
4.00 Credits
The Accountant role is evolving from data aggregation to knowledge extraction, with a significant emphasis on understanding and leveraging technological advancements. In this era of rapid digital transformation, it is crucial for accountants to grasp the shift towards more analytical roles, learn the tools, and integrate Business Intelligence (BI) and Data Analytics (DA) in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices, the impact of AI technologies like ChatGPT, and how these can benefit their organization. By embracing these technologies, accountants can enhance their value proposition by transitioning from traditional accounting roles to becoming strategic advisors and decision-makers.
2024 The Complete Guide to the Preparation for Form 1041
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Online
8.00 Credits
Navigate the intricate world of tax compliance for fiduciary entities with confidence through this comprehensive course tailored for financial professionals. Gain practical insights and expertise in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), addressing specific issues surrounding decedents' estates and trusts. Delve into the fundamentals of Subchapter J of the Internal Revenue Code and master the art of compliance while decoding complex tax regulations. With engaging case studies and line-by-line instruction, participants will acquire the skills necessary to recognize and address key components of Form 1041, ensuring accuracy and efficiency in tax preparation. Don't miss this opportunity to enhance your proficiency and advance your career in fiduciary taxation. **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.
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
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Online
1.00 Credits
In the realm of modern business, the trend of outsourcing functions or activities to third-party service providers is on the rise. While this strategy can enhance efficiency and cost-effectiveness, it also introduces inherent risks that necessitate careful identification, assessment, and management. As a result, those utilizing such outsourced services, along with their auditors, increasingly demand comprehensive insights into the effectiveness of controls within these service organizations. To fulfill this need, the AICPA offers a range of SOC (System and Organization Control) for service organizations engagements, providing assurance reports that offer vital information for evaluating and mitigating the risks tied to outsourcing, thereby fostering trust and transparency. This webcast serves as an introduction for CPA firms who are new to SOC for service organizations engagements or as a refresher for those already acquainted. It does not delve into the specifics of conducting a SOC examinations; however, it offers a general understanding of how to start up a SOC practice.
Leverage PowerBI.com to Create Data Analysis for Others
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Online
2.00 Credits
Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio. 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 Establishing State Residency and Saving Your Clients Money
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Online
2.00 Credits
Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can't afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.
PPP Fraud and Financial Professionals
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Online
2.00 Credits
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey's company employed more than 100 people and generated more than $20 million in annual revenues. With a company of that size, Casey relied upon advice from his bookkeeper when filling out financial documents. As a result of representations he made on bank statements and loan documents, authorities charged Casey with criminal behavior related to PPP loan fraud. What should an accounting professional learn from Casey's story? Stay tuned to find out! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
Introduction to Yellow Book
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Online
2.00 Credits
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or “Yellow Book”) requires additional reporting, ethics, and performance requirements. This course will identify and review the guidance found in the Yellow Book and analyze the relationship between Government Auditing Standards and the AICPA Code of Professional Conduct. We will review the Yellow Book requirements for financial statement audits while also touching upon ethical principles and independence
2024 Governmental GAAP Update
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Online
2.00 Credits
This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies.
Audit 206: Analytical Procedures - Audit Fundamentals
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Online
2.00 Credits
Analytical Procedures - Comprehending Financial Statement Audit Fundamentals will provide the tips and techniques necessary to gather sufficient appropriate audit evidence to support conclusions using analytic procedures common to financial statement audits. Properly designing, documenting and evaluating results of analytic review procedures is critical for performing an effective and efficient audit engagement. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for performing financial statement audit analytics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.