Credit
Information

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 2023, after the conference concludes, you’ll need to provide us with your transcript showing all sessions you attended. Submission must be completed by July 20, 2023, in order for the AICPA to have adequate time to submit to the appropriate providers. More details will be available closer to the start of the conference. 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, you can do so on your own. Find more information here on how to self-report. A list of pre-approved sessions for this conference will be posted prior to the start of the conference.

Enrolled Agent (EA) Credits

If you would like EA credit for qualified sessions from ENGAGE 2023, after the conference concludes, you’ll need to provide us with your transcript showing all sessions you attended. Surveys must be completed by August 5, 2023, in order for the AICPA to have adequate time to submit to the appropriate providers. More details will be available closer to the start of the conference. Questions should be directed to aicpacompliance@aicpa.org.

A list of pre-approved sessions for this conference will be posted prior to the start of the conference.

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

Just prior to the start of the conference, more information will be posted regarding CE credits that the Investments & Wealth Institute® will accept towards the CIMA®, CPWA®, CIMC®, and RMA® certifications for ENGAGE 2023. 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. An agenda and speaker bios will be posted closer to the start of the conference. If you require further information on CLE credits, please contact credit@aicpa.org.