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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 "Review Event" under 'AICPA & CIMA ENGAGE 2022', then select "Evaluations and CPE Transcript" on the left to take evaluations for the sessions you attended. When you're finished taking the evaluations, click "Print Transcript" at the top of the page to download a PDF 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 "Review Event" under 'AICPA & CIMA ENGAGE 2022', then select "Evaluations and CPE Transcript" on the left to take evaluations for the sessions you attended. When you're finished taking the evaluations, click "Print Transcript" at the top of the page to download a PDF 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 Application. 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

The Investments & Wealth Institute┬« has accepted AICPA & CIMA ENGAGE 2022 for 20.5 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Please use this link to obtain instructions and the program code in order to self-report credit.

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. Click here to download a timed agenda and speaker bios to supplement your application. If you require further information on CLE credits, please contact credit@aicpa.org.