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', 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', 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.

Certified Financial Planner (CFP) Credit

If you would like CFP credit for qualified sessions taking place at ENGAGE between June 5-8, 2023, please provide us with your information in the CFP Credit Request Survey. The survey will open on June 8, 2023, and must be completed by June 16, 2023, to meet the reporting deadline provided by the CFP Board.

Note that you may also locate sessions pre-approved for CFP by using the Tag filter on the agenda.

Questions should be directed to aicpacfpadministrator@aicpa.org.

IRS Enrolled Agent (EA) Credit

If you would like EA credit for qualified sessions taking place at ENGAGE between June 5-8, 2023, please provide us with your information in the EA Credit Application Request. The survey will open on June 8, 2023, and must be completed by July 7, 2023, to meet the reporting deadline.

Note that you may also locate sessions pre-approved for EA Credit by using the Tag filter on the agenda.

Questions should be directed to aicpacompliance@aicpa.org.

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 2023 for 20 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

If you hold the CIMA®, CPWA®, CIMC®, and RMA® certifications, you may report CE credit for the conference by logging in to your account at www.investmentsandwealth.org and clicking on the "Report CE" button. When reporting online, leave the Provider Name field blank. Enter the Program ID 23AICPA001 and the Date Attended.

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 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.