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Credit Info

CPE

For in-person attendees: To earn CPE credit, your registration badge will need to be scanned upon entry to each of your sessions. To access your CPE transcript, please log in to aicpaconferences.com, select the ‘AICPA ENGAGE 2022 Conference’, then access your session evaluations. When you’re done, click on ‘CPE transcript’ on the left-hand side of the page. You can use this transcript to submit to your state reporting authority.

For online attendees: Your participation in each session is tracked through interactive participation markers. You are required to be actively participating in the session and complete a minimum of 75% of the alertness checks in order to earn credit for the session. To access your CPE transcript, please log in to AICPAConferences.com, select the ENGAGE 2022 Conference from your list of registered events, and under the "Evaluations and CPE Transcripts" page please complete all evaluations for the sessions you attended. When you’re done, click on ‘CPE transcript’ on the left-hand side of the page. You can use this transcript to submit to your state reporting authority.

PLEASE NOTE: Each state board has its own CPE requirements. If you have questions about acceptance of CPE credit, please check with the state board with which you are licensed.

CFP

If you would like CFP credit for qualified sessions from ENGAGE 2022, please provide us with your information in the CFP Credit Request Survey. You will need to attach a transcript showing all sessions you attended to receive credit. Surveys must be completed by August 5, 2022, in order for the AICPA to have adequate time to submit to the appropriate providers. Questions should be directed to aicpacfpadministrator@aicpa.org.

Alternatively, you can self-report credit at any time after the conference has concluded. If you would prefer to self-report, or if the date above has passed, please use this guide and the list of pre-approved sessions for this conference.

Enrolled Agent (EA) Credits

If you would like EA credit for qualified sessions from ENGAGE 2022, please provide us with your information in the EA Credit Application Request. You will need to attach a transcript showing all sessions you attended to receive credit. Surveys must be completed by August 5, 2022, in order for the AICPA to have adequate time to submit to the appropriate providers. Questions should be directed to aicpacompliance@aicpa.org.

A list of approved EA credit sessions can be found here or by searching for sessions tagged with EA in closer to the event date.

Yellow Book Credits

Auditors must use professional judgment when determining what subjects and/or sessions qualify for Yellow Book CPE in accordance with the Government Accountability Office, Government Auditing Standards, July 2018 Revision (GAO-18-568G), Chapter 4: Competence and Continuing Professional Education.

Investments & Wealth Institute Credits

A few weeks out from the event, more information will be posted regarding CE credits that the Investments & Wealth Institute® have accepted towards the CIMA®, CPWA®, CIMC®, and RMA® certifications for ENGAGE 2022. Please check back after the conclusion of the event to obtain The Program ID# and reporting instructions.

Continuing Legal Education (CLE)

For CLE credits, file via self-reporting. Please refer to this document for information on self-reporting your credits by state. Please check back to this site after the conference has ended for a timed agenda and speaker bios to supplement your application. If you require further information on CLE credits, please contact credit@aicpa.org.