CPE Catalog & Events
ACPEN: Global Internal Audit Standards (GIAS) Domain IV - Part 1
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Webinar
2.40 Credits
Member Price: $99
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
Resistance to Resilience: Strive for Tech Change Acceptance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)
ACPEN: The Controller Function - Inventory Part 1
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Webinar
1.80 Credits
Member Price: $79
Accounting Finance Operations
What If Your Client Didn't Take Reasonable Compensation
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
Self-Rental Real Estate: Passive Activity & Section 199A
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Complete Guide to Analyze Data with Excel PivotTables
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Accounting & Attestation for ESG
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
Fundamentals of Form 1040 -- Individual
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
Invest in Your Mental Health and Avoid Burnout
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
Forensic Accounting: When The Office Is A Crime Scene
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
Cybersecurity: Protecting Your Firm's Data and Reputation
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Assessment of the current cybersecurity threat level and vulnerabilitiesDeveloping your WISP (Written Information Security Program) Deploying a password management app (PMA) to fortify the security of your login credentialsImplementing an incident response plan to minimize the damage from a cybersecurity attackUnderstanding the role of cybersecurity insurance
Reasonable Compensation for S Corps
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Calculating the Retirement Need
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of retirement expenses and needsOverview of risk tolerance, time value of money and retirement planning factorsExamples of client retirement situations
ACPEN: Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Webinar
2.00 Credits
Member Price: $89
Leadership foundations Leading downward Leading upward Practical leadership tools
ACPEN: Introduction to Governmental Accounting
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Webinar
2.00 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
LEARNING PATH: AI-Powered Accounting
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Webinar
8.00 Credits
Member Price: $259
This learning path helps CPAs move from "AI curious" to AI capable by building practical skills across prompt engineering, core AI concepts, and real accounting use cases. You'll learn how AI fits into the profession, where it can improve efficiency and judgment, and how to apply tools like Copilot in Excel to real workflows. It's ideal if you want to stay relevant as automation expands-without getting lost in jargon-while still grounding the learning in accounting and audit realities.
LEARNING PATH: Audit and Risk Fundamentals
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Webinar
10.00 Credits
Member Price: $259
If you want stronger audits with fewer surprises, this path is built around the core building blocks: risk assessment, internal controls, walkthroughs, and operating effectiveness testing. It reinforces how to identify what can go wrong, where controls fail, and how fraud risk often shows up in control gaps. CPAs take this path to sharpen planning, improve documentation quality, and make testing more meaningful—especially useful for audit seniors, managers, and internal auditors responsible for higher-risk engagements.
LEARNING PATH: Auditing Key Financial Statement Areas
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Webinar
10.00 Credits
Member Price: $259
This path is designed for CPAs who want to strengthen execution in the areas that most often drive audit risk, adjustments, and review comments. It walks through practical approaches to auditing cash, inventory, estimates, payables/expenses, and PP&E, helping you improve testing choices, evidence quality, and professional judgment. Take this path if you want a tighter, more repeatable approach to auditing the "big buckets" that can make or break engagement quality.
LEARNING PATH: CPA to CFO Leadership
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Webinar
10.00 Credits
Member Price: $259
This path helps CPAs expand from technical expertise to executive finance leadership-the mindset shift needed for controller, finance director, and CFO tracks. It blends strategic competencies (ratios, budgeting/forecasting thinking, behavioral finance) with real-world leadership topics like supplier relationships and what it takes to operate as a fractional CFO. CPAs should take this path to strengthen advisory value, communicate like a finance leader, and make more confident decisions that go beyond compliance.
LEARNING PATH: Combatting Fraud
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Webinar
6.00 Credits
Member Price: $259
Fraud risk is evolving, and this path gives CPAs a balanced toolkit across prevention, detection, and response-without making it purely theoretical. You'll explore control-based prevention ("Fraud Busters"), external fraud countermeasures, and higher-risk topics like money laundering, plus practical considerations tied to modern work patterns (like the gig economy). CPAs should take this path to better protect clients and organizations, improve skepticism, and recognize red flags early-before losses compound.