CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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Online
2.20 Credits
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
8.00 Credits
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization, and ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk and uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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Online
1.00 Credits
Most productivity planners could have been made in 1975. However, we have learned more about the brain in the last 5 years than in the last 500! If productivity involves filtering out distractions, focusing, and executing on what is most important, shouldn’t there be a brain-based approach that incorporates the new science to help your organization fight distractions and find time? Yes, there should be, and now there is! It is time for a new productivity for the new world. In this course, you will learn science-based whole brain approach to help people across your organization boost focus, energy, and motivation toward what matters most so they can increase their opportunity to achieve your organizations most important goals.
The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and
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Online
1.00 Credits
The staggering volume of accounting scandals is a scandal. What has happened and what were the root causes? Why do many financial professionals choose to do the wrong thing? What has been the cumulative impact on the profession? What can we do to enhance our professional reputation? We will discuss the many "fixes" imposed to address previous accounting scandals, including COSO; were they effective? We must understand that accounting fraud is prevalent and what should we look out for? Be aware. We do not want history to repeat itself.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Online
1.00 Credits
This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires
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Online
1.00 Credits
According to the Gallup Organization, only 10% of employees believe that their organization does a good job onboarding new employees. This means most organizations are overlooking this crucial phase of the employee lifecycle, which not only includes the often-neglected pre-boarding stage but also the continuous efforts to reduce uncertainty, bolster excitement, and foster connections for their new recruits. By streamlining these processes and crafting impactful moments from pre-boarding through the initial weeks, HR and Business leaders can significantly enhance efficiency, foster trust, and establish a foundation of psychological safety for years to come. In this session, attendees will discover strategies and resources that craft a holistic onboarding experience, mitigating risks like employee ghosting, and paving the way for heightened engagement and retention.
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!
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.
AI Revolution: The Big Picture for CPAs
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Online
2.00 Credits
Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Roles and Responsibilities in Risk Management
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Online
1.00 Credits
Developing a Strong Risk Management Culture Successful leaders are anticipatory, understanding the potential effect and wider implications of risks. You can guide staff and correct behaviors with policies and procedures. But to fully actualize a risk management culture, leaders must convey integrity and must step up their commitment to enterprise risk management (ERM). Enterprise risk management means dealing with uncertainty. It requires leaders to make informed decisions managing people, processes and technology. In this webcast, you'll learn what it means to be an anticipatory leader, the five levels of defense in risk management and much more.
Surgent's Adapting to Today's Changing Accounting Landscape
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Online
1.00 Credits
The field of accounting is undergoing rapid evolution in response to a complex interplay of technological advancements, regulatory reforms, economic fluctuations, and shifting societal dynamics. In this course, we will explore the major challenges and opportunities currently facing accountants, and we will equip you with the knowledge and skills needed to excel in this dynamic environment.
Global Internal Audit Standards (GIAS) Domain II - Part 2
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Online
2.00 Credits
The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Power Skills: Your Guide to Professionalism and Client Interactions
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Online
2.00 Credits
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client, and also walk through complicated scenarios to practice what we learn.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
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Online
2.00 Credits
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts - now required for tax form reporting. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Coursw Materials Tab and submit to kori.herrera@acpen.com
K2's Automation - Beyond The Basics With The Microsoft Power Platform
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Online
2.00 Credits
This session isfor accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including "describe it to design it." The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform's tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations.
Love it or Leave It: Engagement and Retention at Work
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Online
2.00 Credits
One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee's investment and connection to their place of work. For all the HGTV lovers out there, this session mirrors a television show where an individual/family must decide if they want to stay in their current home (after renovations and home improvements) or move to a new space. This webinar title seems apt in describing the current issues around engagement and retention. When an employee chooses to "love it" or stay with their current employer, it typically means they are engaged in their work and they feel seen, heard and valued- they are content. Conversely, the notion of "leaving it" typically symbolizes an employee who cannot wait to get out of their current job. These employees often have negative attitudes and/or behaviors at work. The purpose of this webinar is to recognize the significance of attracting and retaining employees, building your brand as an employer of choice and developing a culture where individual employees feel valued, cared for and ultimately engaged, all though an ethical lens. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
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Online
1.00 Credits
Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable and occur frequently for CPAs in business and industry. What will you do when they happen? Will you take the necessary steps to remain ethical and to protect your license? We will show you how in detail. You and I have a responsibility to our organizations and to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public.