CPE Catalog & Events
Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 3: Blockchain and Financial Risks
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Online
1.20 Credits
Member Price: $39
This is Part 3 of 5 in our Emerging Risk and Resilience Series for Accountants and Finance The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
Risk Assessment Under SAS No. 145
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Online
1.50 Credits
Member Price: $69
Get familiar with SAS No. 145 (bold) In October 2021, the AICPA Auditing Standards Board issued Statement on Auditing Standards (SAS) No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. SAS No. 145 does not fundamentally change the key concepts underpinning audit risk. Rather, it clarifies and enhances certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and, therefore, enhance your audit quality. Hear from members of the Auditing Standards Board's risk assessment task force as they help you learn to navigate SAS No. 145 and examine new and updated concepts including: A new definition of significant risk New guidance on maintaining professional skepticism Revised requirements to evaluate the design of certain controls Separately assessing inherent risk and control risk Revised requirements regarding audit documentation New guidance on scalability
Employees Today and Tomorrow : Are Employees Assets?
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Online
2.00 Credits
Member Price: $89
As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Metrics Management – Linking Strategy to Performance
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Online
2.00 Credits
Member Price: $89
Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Guide to Preparing Form 1041 for Estates and Trusts
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Online
4.00 Credits
Member Price: $149
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income. *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 terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Member Price: $149
Unlock the incredible potential of Artificial Intelligence (AI) and automation tools to revolutionize your business operations. Imagine boosting productivity and accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT and Gemini are your new best friends for conducting research, drafting reports, and crafting correspondence. Meanwhile, Microsof's Power Automate platform and tools, such as Zapier, can elevate your efficiency to levels you never thought possible. Join our session to modernize your workflows and harness these powerful tools. You'll dive into practical applications of today's AI and automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity, and even boost team morale. Additionally, we'll guide you through potential pitfalls and help you avoid common mistakes when using these tools. This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don't miss out on this opportunity to transform your operations and achieve unparalleled efficiency. Sign up today and take the first step towards a smarter, more productive future! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
The Essential FASB Update with Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course is essential and designed to assist those who want to remain up to date on guidance issued by the Financial Accounting Standards Board (FASB). Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting, and hedging. Hear about the results and findings of the FASB's post implementation review report involving the lease standard, and much more. Delivery Method: Individual webcast CPE Credit: 4Program Level: Update
Revenue Recognition Determine the Transaction Price Part 2
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Online
1.00 Credits
Member Price: $39
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Emerging Risks and Resilience - How Accounting and Finance are Leading the Way - Part 4: Managing Supply Chain Risks, Data Analytics, and Busines
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Online
2.00 Credits
Member Price: $89
This is Part 4 in our 5 part series on Emerging Risk and Resilience - How Accounting and Finance is Leading the Way The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
2.00 Credits
Member Price: $89
This comprehensive course provides a focused update on key auditing developments affecting governmental and Single Audit engagements. The course integrates recent changes to the Yellow Book issued by the U.S. Government Accountability Office with major updates to Uniform Guidance and related Single Audit requirements. Participants will begin with an overview of significant revisions to the 2024 Yellow Book, including changes related to quality management, key audit roles, and effective dates. The course also addresses the GAO's implementation delay and its implications for audit planning, along with recent updates to the Green Book that may affect internal control considerations for governmental entities and Single Audits. The course then shifts to recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and guidance issued through the Office of Management and Budget (OMB). Reporting-related changes, including the transition to SAM.gov-based reporting, are also discussed. Designed for auditors working with governmental entities and federal awards, this course helps participants understand how recent auditing and compliance changes intersect-and what to monitor as expectations continue to evolve. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
Accounting for Credit Losses – Getting to Know CECL
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Online
2.00 Credits
Member Price: $89
The accounting for credit losses has changed significantly as a result of ASU 2016 13. While some practitioners believe this update applies only to financial institutions, it also impacts many other entities with financial assets such as loans and trade receivables. In this course, Jeff explains the concept of CECL and how it is used to account for credit losses. The course focuses primarily on the accounting, while incorporating enough finance concepts to provide context and understanding of the standard. In addition, the course provides practical insight on coordinating the efforts of the accounting staff with those of the finance department. As in all his courses, Jeff incorporates a light and engaging approach to help maintain focus. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Reasonable Compensation for S Corps
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Online
2.00 Credits
Member Price: $89
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. 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 Yellow Book Update
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Online
1.00 Credits
Member Price: $55
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also addresses the GAO's implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. In addition, the course includes an overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. 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.
Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressures
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Online
2.00 Credits
Member Price: $99
This is Part 5 in our series of Emerging Risks and Resilience - How Accountants and Finance are Leading the Way The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This five-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
CONFERENCE: Insurance & Financial Institutions
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Online
16.00 Credits
Member Price: $779
FOR THE MOST UP TO DATE INFORMATION ON CPE HOURS, SPEAKER SESSIONS, AND FIELDS OF STUDY, PLEASE CHECK THE AGENDA: https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:APIUTILS!51004&PageID=E738CB8C-CEE7-4AEA-833C-6810A252AFB6 This dynamic two-day event, designed for CPAs and industry professionals, offers a wealth of knowledge across multiple tracks. Join experts on insurance and financial institutions to discuss key issues and opportunities and discover new sectors on the rise. Receive insurance and banking industry updates on regulations, tax, investing, and more so you are the best equipped to serve clients in these industries. Access education tailored to your specific needs so that you can implement meaningful insights and strategies.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.
Insurance & Financial Institutions Conference (Day 1)
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Online
8.00 Credits
Member Price: $389
FOR THE MOST UP TO DATE INFORMATION ON CPE HOURS, SPEAKER SESSIONS, AND FIELDS OF STUDY, PLEASE CHECK THE AGENDA: https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:APIUTILS!51004&PageID=E738CB8C-CEE7-4AEA-833C-6810A252AFB6 This dynamic two-day event, designed for CPAs and industry professionals, offers a wealth of knowledge across multiple tracks. Join experts on insurance and financial institutions to discuss key issues and opportunities and discover new sectors on the rise. Receive insurance and banking industry updates on regulations, tax, investing, and more so you are the best equipped to serve clients in these industries. Access education tailored to your specific needs so that you can implement meaningful insights and strategies. 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.
Volume to Value: A New Era of Precision Hiring in Accounting
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Online
1.00 Credits
Member Price: $55
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication, and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment, and retention forecasting, and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring, and a high-level implementation roadmap with metrics to evaluate quality of hire, performance, and retention. 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.
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $89
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Generative AI Strategy for Accountants
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Online
2.00 Credits
Member Price: $89
This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement. 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 Guide to the AICPA Quality Management Standards
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Online
2.00 Credits
Member Price: $99
The Quality Management Suite of Standards was required to be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.Delivery Method: Individual webcastCPE Credit: 2Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.