CPE Catalog & Events
Surgent's Virtual Currency: Keeping Up with the Tax Code
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Online
2.00 Credits
Member Price: $119
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.Delivery Method: Individual webcastCPE Credit: 2Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Using ChatGPT with Excel
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Online
2.00 Credits
Member Price: $89
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
IT Controls & SOC Reporting in Financial Audits
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs). Delivery Method: Individual webcast CPE Credit: 3Program Level: Intermediate
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Member Price: $149
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
The Successful Family Business
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Online
4.00 Credits
Member Price: $149
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Online
4.00 Credits
Member Price: $149
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships. Delivery Method: Individual webcast CPE Credit: 4Program Level: Update
The One Big Beautiful Bill: 2025 tax legislation
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Online
4.00 Credits
Member Price: $149
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of business transactions requires a deep understanding of tax and estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios and practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities, and safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer and tax implications, gifting strategies, and the utilization of various trusts and partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax and estate planning. Join us and immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
A&A Update for Nonprofits and Single Audit - 2026
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Online
8.00 Credits
Member Price: $239
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of relevant standards, and the basis for any potential changes on the horizon. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Online
8.00 Credits
Member Price: $299
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.Delivery Method: Individual webcastCPE Credit: 8Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Tactical CFO Series - Make Your Business Process Work For You
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Online
8.00 Credits
Member Price: $250
Tactical CFO is a four-part series that answers the how and execution aspects of our strategies and financials. The titles include: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance Description – Traditional budgets often consume significant time while delivering limited operational value. This session reframes budgeting as a tactical management tool rather than a once-a-year accounting exercise. Participants will explore how to redesign the budget process to improve communication, accountability, and decision-making across the organization. The session emphasizes output-based metrics, flexible budgeting approaches, benchmarking, and educating non-financial managers so budgets become a tool for managing performance, not just controlling spending. Tactical Business Systems – Getting the Most from Information Systems and ERP Description – CFOs are increasingly accountable for the effectiveness of information systems, even if IT does not formally report to them. This session focuses on the tactical role finance leaders play in evaluating, selecting, implementing, and managing information systems. Participants will gain a practical framework for understanding IT, ERP systems, security, and emerging technologies such as AI. The session emphasizes asking the right questions, aligning systems with strategy, and avoiding common pitfalls that cause system implementations to fail. Tactical Data Management – Turning Data into Actionable Information Description – Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs and CPAs can tactically manage data to generate insight, improve performance, and reduce risk. Participants will explore financial and non-financial data, data organization, and the role of analytics in understanding customers, operations, and employees. The session emphasizes clarity, simplicity, and storytelling so data supports better decisions rather than overwhelming stakeholders. Tactical Finance Leadership – Building the Finance Team of Tomorrow Description – The finance function is changing rapidly, driven by technology, demographics, and evolving business expectations. This session focuses on the tactical leadership skills CFOs and CPAs need to build and lead high-performing finance teams in the years ahead. Participants will explore how roles, skills, and expectations are shifting, and how leaders can prepare their teams for increased automation, real-time reporting, and greater strategic involvement. The session blends practical leadership guidance with forward-looking insights. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Public Procurement Basics: Protecting the People's Money
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Online
2.00 Credits
Member Price: $89
Procurement is a critical component of successful government operations. While there are challenges in public procurement, there are a number of guidelines and requirements that will help lead you to success. This course will offer guidance on how governments can meet complicated procurement needs and develop best practices that protect public and Federal funds. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
2026/27 Single Audit Update
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Online
1.00 Credits
Member Price: $39
Stay current on significant developments affecting Single Audits with this focused update on recent regulatory and professional guidance. This course reviews the 2024 Uniform Guidance overhaul, including the increase in the Single Audit threshold to $1 million and other changes impacting audit planning and execution. The course also examines Appendix B of the 2025 GAS/Single Audit Guide issued by the AICPA, highlighting updates that affect audit efficiency and compliance considerations. In addition, participants will receive updates on recent guidance issued through Office of Management and Budget (OMB) memoranda, as well as reporting-related changes, including the transition from the Federal Audit Clearinghouse's prior systems to SAM.gov-based reporting. This course is designed to help auditors understand how these developments affect Single Audit requirements and what to watch for as expectations continue to evolve. Delivery Method: Individual webcast CPE Credit: 1Program Level: Update
Financial Planning: Auto & Homeowners Insurance
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Online
1.00 Credits
Member Price: $55
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Awesome Business Lessons from the Past: Learn from the Best!
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Online
2.00 Credits
Member Price: $89
Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today’s world? Ford’s solution worked! We see today’s problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; ‘How to Win Friends and Influence People,’ ‘Today and Tomorrow,’ and ‘The Art of War.’ Let's learn from the very best, as these lessons have been battle-tested and proven over time. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
Member Price: $89
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Taxation of Judgements and Settlements
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Online
2.40 Credits
Member Price: $99
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Delivery Method: Individual webcast CPE Credit: 2.4Program Level: Basic
Not-For-Profit Organizations: Financial Overview 26-27
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Online
4.00 Credits
Member Price: $175
Not-for-profit organizations always need volunteers as treasurers or members of the financial oversight committee! CPAs are often asked to fulfill these roles. This course highlights the financial accounting needs of such organizations. Along with covering the status of the not-for-profit organizations, an update on recent ASC updates affecting nonprofit entities is covered. This course is geared toward hands-on, or future hands-on, treasurers of service clubs and similar not-for-profit organizations.Delivery Method: Individual webcastCPE Credit: 3Program Level: Overview
Financial & Tax Accounting for Partnerships & LLCs
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Online
4.00 Credits
Member Price: $149
This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities, with a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed. This course does not qualify for IRS credit. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Federal Tax Update: Business Comprehensive 26-27
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Online
8.00 Credits
Member Price: $329
This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting all business entity types, including S corporations, Partnerships, C corporations and Sole Proprietorships. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.Delivery Method: Individual webcastCPE Credit: 8Program Level: Update