CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
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 A Guide to Sampling - Part 1
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Online
2.00 Credits
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling and tools that can be leveraged to reduce bias in sampling.
2024 Best Practices: Conducting Meaningful Walkthroughs
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Online
2.00 Credits
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identify internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough.
2024 The New AICPA Statements on Standards for Tax Services
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Online
2.00 Credits
The SSTS are tax standards that apply to all members who provide tax services and provide the framework for the AICPA ethical guidance for tax practitioners. This program explores the revised AICPA Statements on Standards for Tax Services, effective January 1, 2024. **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.
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.
Reporting the Results of a Fraud Investigation
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Online
2.00 Credits
This course focuses on concluding a fraud examination and participating in court activity. You will learn how to draft an effective written report on a fraud investigation, including exhibits and visual aids that will help make your case. We will discuss common questions asked of financial experts and techniques for successfully testifying at deposition and trial. This is the most practical fraud investigation course you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. Reporting the Results of a Fraud Investigation is Part 4 of a series of four courses on fraud investigations. Each course is a stand-alone class that may be taken individually. For comprehensive instruction on completing a fraud investigation from start to finish, take all four. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
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Online
4.00 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, as well an overview of K-2 and K-3 reporting requirements and effective dates. **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.
Simplify Outlook Meeting Scheduling with Office 365 Bookings
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Online
1.00 Credits
Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Listening to the Statement of Cash Flows
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Online
2.00 Credits
This course will allow you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company’s accrual-basis financial statements.
Assessing Independence Under the New Yellow Book
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Online
1.00 Credits
Individuals who work in a governmental environment have many rules of ethics that must be followed. The Government Accountability Office (GAO) issues Yellow Book providing rules related to ethics and independence, which received a significant update in 2018. We'll review some of the key elements of ethics relevant to governmental entities and auditors to prevent independence noncompliance.
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Online
1.00 Credits
How do you keep your team connected with the limitations of virtual meetings? Suddenly, it’s more important than ever for each member to understand and appreciate their differences; to see beyond the screen and see each other’s human-side to maintain trust. In this session, Tina Hallis, Ph.D., will explore the neuroscience of trust and why it’s critical for optimum teamwork. But more importantly, you will leave with specific strategies and tools that you can choose from to use with your people.
Performance Targets That Deliver Results Without Burnout
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Online
1.20 Credits
Performance targets and incentives can drive breathtakingly positive results: the moon landings, the eradication of smallpox, or the repair of the ozone layer, for example. They can also have a dark side that can create stress, overload and anxiety and even drive lawbreaking. What is the difference between a healthy ‘stretch’ target and one pushes people too far? How can we spot potential problems in advance and systematically design sensible, humane and effective performance targets? Using practical examples and case studies, Bernie will give you an overview of the essential steps for designing robust, effective, and credible targets for any organization. Designing effective, practical and realistic performance targets will never be easy, but this session will introduce you to the tools that help make the process clearer, simpler and more consistent.
A Better Way to Choose Your KPIs
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Online
1.00 Credits
Selecting the right KPIs for your organization can be complex and stressful. Rather than resorting to brainstorming and internet searches, there is a better way to discover the best KPIs for your organization - the ROKS method. In this session Bernie Smith, creator of the ROKS method, walks you through the first five steps of this powerful approach, using real-world stories to bring each step to life.
Giving Feedback that Delivers Results
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Online
1.20 Credits
Many people, when they hear about feedbcak in organizations and the workplace, think immediately of performance reviews. But feedback should not be isolated to these formal structures. This workshop is about the more informal methods of feedback that managers and coworkers can use to have more productive conversations that drive behavioral change. Through understanding the importance of dialogue, strategic questions to drive conversation, and mistakes to avoid, you'll be able to have more productive feedback conversations in your workplace (and maybe even at home, too).
Maintaining a Harmonious Working Environment
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Online
1.20 Credits
A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence,such that personal and employer liability is avoided.
Measuring Audit Risks
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Online
3.00 Credits
In order not to perform an excessive number of audit procedures (over audit) auditors must perform procedures in order to determine in what areas are there weak internal controls that could result in a risk that the financial statements would be materially misstated and not be detected. SAS No. 122, AU 300 – 499, Measuring Audit Risk provides guidance as well as required procedures that must be performed in every audit in order to determine the risk of material misstatement. No longer can the auditor state that they assess the risk of material misstatement at maximum without having a basis for making such assessment. As a result, the standards now require that the auditor make such an assessment of a material misstatement of the financial statement on every audit in order to have a basis for such assessment. This program is an overview of the statement documentation requirements in assessing such a risk.
Creating Rapid Rapport for Increased Business
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Online
4.00 Credits
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.
2024 Financial & Tax Accounting for S Corporations
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Online
4.00 Credits
This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the new AICPA "small" GAAP accounting standards.
Become Rich Without Selling Your Soul
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Online
4.00 Credits
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies. And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented. By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.