CPE + Events Catalog
The Art of Engaging in Difficult Conversations (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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IFRS Update (2 hours)
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Online
2.0 Credits
Member Price: $79
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Companies reporting under International Financial Reporting Standards (IFRS) continue to face a steady flow of new standards and interpretations. The resulting changes range from significant amendments of fundamental principles to some minor changes from the annual improvements process. The changes will affect different areas of accounting, such as recognition, measurement, presentation and disclosure. It can be time-consuming and confusing to keep up-to-date on the resulting impact on financial statements and disclosures. This course will provide an executive summary of recent IFRS updates with current and upcoming effective dates.
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Google Gemini AI for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Controllership Series - The Controller's Skillset (1 hour)
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Online
1.0 Credits
Member Price: $59
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This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth and depth of the controller skill set has expanded and will continue to expand as the business world evolves. The controller position will typically lead teams of financial and accounting experts. Recognizing that leadership and team management skills are must-haves; they need to be able to command their team's respect, inspire them to act, and ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.
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Resistance to Resiliency: Striving for Technology Change Acceptance (1 hour)
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Online
1.0 Credits
Member Price: $39
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Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows.
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The Controllership Series - The Controllers Role in Financial Forecasting (1.5 hours)
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Online
1.5 Credits
Member Price: $59
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Financial forecasting is an important part of any successful business. It enables businesses to plan for the future and anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue and income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing, and how they must adjust to these changes. There are many types and methods of financial forecasting. This course will review the most prevalent forecasts and relative methods being used.
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Long-Term Care Insurance: Make the Switch (1 hour)
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Online
1.0 Credits
Member Price: $55
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How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Two Types of Goals You Need to Be Successful (1 hour) [NT]
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Online
1.0 Credits
Member Price: $79
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Do you understand the root cause for many professional and personal goals not being achieved? The SMART acronym is valuable in setting goals but insufficient for achieving them. You need two types of goals to boost your chances of success. Outcome goals focus on the results you want to attain. Process goals identify the action steps required to accomplish those desired outcomes. This session explores the essence of both types of goals, and practical examples and tips for the execution of your goals.
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Real Estate Professionals: Passive Activity Rules (2 hours)
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Online
2.0 Credits
Member Price: $79
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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
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Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation (2 hours)
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Online
2.0 Credits
Member Price: $125
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Realistic Excel training for skill development Shifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel. This webcast will focus on the following essential functions: EOMONTH MONTH and YEAR DATE CONCAT SUMIFS with CONCAT Practical hands-on Excel learning exercises taught by a highly engaging expert In this webcast, you'll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you'll gain in-depth knowledge of the following: Adding helper columns Distinguishing key function differences Combining values *Session 7 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-8--dynamic-headers-mapping-tables-and-error-check) to further prepare to tackle real-world issues and build powerful workbooks.*
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Surgent's Ethics for Tax Professionals (2 hours)
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Online
2.0 Credits
Member Price: $99
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The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements.
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Surgent's 2025 Tax Update for Client Advisory Services (4 hours)
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Online
4.0 Credits
Member Price: $159
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Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.
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Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (4 hours)
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Online
4.0 Credits
Member Price: $159
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Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. In this course, auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting in accordance with recently issued Statements on Auditing Standards (SASs), identifying best practices, and performing efficient audit engagements.
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Surgent's Essential Depreciation and Expensing Update (4 hours)
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Online
4.0 Credits
Member Price: $159
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The "permanent" changes from the TCJA may stand like a lion in the pathway of change, but Washington has its own definition of permanent. Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property. This course contains many examples and cases to illustrate the most important points of which CPAs need to be aware.
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Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements (4 hour
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Online
4.0 Credits
Member Price: $129
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The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.
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Tax Season Update for Individuals with Steve Dilley (4 hours)
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Online
4.0 Credits
Member Price: $149
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This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Advanced Staff Tax Training: Individual 25-26
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Online
8.0 Credits
Member Price: $329
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This course will elevate your individual income tax preparation skills and knowledge. It will help you go beyond the basics and will help you provide superior service to your clients. We will cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities and Alternative Minimum Tax (AMT). In addition, we will also do a review of loss limitations and much more.
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Pension and Profit-Sharing Plan Strategies 25-26
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Online
8.0 Credits
Member Price: $329
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Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Get up to speed with the recently enacted SECURE Act 2.0 and learn the rules of the game. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements, and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze!
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SSARS Codification: Preparation, Compilation and Review 25-26
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Online
8.0 Credits
Member Price: $329
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This course covers SSARS requirements for preparing, compiling and reviewing financial statements through SSARS 26. With SSARS 21, the AICPA Accounting and Review Services Committee (ARSC) introduced the Preparation service to SSARS and rewrote the Compilation and Review Standards in a clarified format. SSARS 22 and 23 made minor modifications to SSARS 21. SSARS 24 and 25 made substantive modifications to the SSARS, mainly when performing review engagements. SSARS 26 updates the SSARS with conforming changes made necessary by the new Quality Management standards.
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Titans Annual Federal Tax Planning Individual Update 25-26
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Online
8.0 Credits
Member Price: $329
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Dive into an in-depth analysis of this year's pivotal changes in Federal and California tax law. Discover the latest legislation and stay informed on crucial IRS and FTB guidance. We cover key developments from the IRS, FTB, and courts, providing essential compliance and planning lessons gleaned from recent rulings. Prepare for the tax season by thoroughly reviewing due diligence considerations relevant to all new laws. Titans of Tax 2025 Lineup: Titans of Tax Mid-Year Update 2025 Titans Annual Federal Tax Planning Individual Update 25-26 Titans Annual Federal Tax Planning: Business & Estate Update 25-26
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