CPE Catalog & Events
AICPA Town Hall Series (8/20/2026)
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Webinar
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
ACPEN: K2’s Taking Another Look At PDFs
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Webinar
2.00 Credits
Member Price: $89
Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security
ACPEN: Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
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Webinar
2.00 Credits
Member Price: $89
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
Quality Management: Performing a Root Cause Analysis
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Webinar
2.00 Credits
Member Price: $89
Broad discussion of root cause analysis, including what a root cause analysis is, how it works, and why it is understood to be an effective tool The requirements of SQMS No. 1 (QM section 10) regarding root cause analysis Applying the discussed steps of a proper root cause analysis in a real-world scenario Documentation considerations for root cause analysis
Using ChatGPT with Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
CFO & Controller Critical Skills: Budgeting & Forecasting
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps
ACPEN: Business Tax Update for Industry
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Webinar
2.00 Credits
Member Price: $89
“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments
ACPEN: 1065 – Understanding Partnerships Tax Returns
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Webinar
2.00 Credits
Member Price: $89
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
ACPEN: Global Internal Audit Standards (GIAS) Domain III - Part 2
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Webinar
2.00 Credits
Member Price: $89
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
ACPEN: Ethics: Court Orders, Confidentiality, and Compliance
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Webinar
2.00 Credits
Member Price: $89
Overview of taxpayer confidentiality requirements under IRC §§7216 and 6713 Circular 230 standards related to disclosure of taxpayer information Gramm-Leach-Bliley Act (GLBA) privacy and safeguarding requirements Legal authority and limitations of court orders and summonses Disclosure considerations in divorce proceedings and mediation settings Dual representation and conflicts of interest Ethical decision-making frameworks for disclosure situations Documentation, informed consent, and scope limitations Best practices for protecting taxpayer confidentiality
Ethical Performance Management
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
Public Procurement Basics: Protecting the People's Money
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Guidelines and requirements that will help lead you to public procurement success.Guidance on how governments can meet complicated procurement needs.Best practices to protect public and Federal funds.
Financial Planning: Auto & Homeowners Insurance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
ACPEN: Accounting Update in a Post COVID-19 World
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Webinar
2.00 Credits
Member Price: $89
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
ACPEN: Generation Intelligence: Navigating the Generational Divide
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Webinar
1.00 Credits
Member Price: $39
Generations
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
ACPEN: Leading Risk Management Practices in a Dynamic Risk Environment - Part 2
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Webinar
1.20 Credits
Member Price: $39
Risk Management
ACPEN: Functional Approach to Employee Benefits
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Webinar
1.50 Credits
Member Price: $79
Benefits Benefits Communications Total Rewards
ACPEN: Communicate Financial Concepts to Non-Accountants
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Webinar
2.00 Credits
Member Price: $89
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically