CPE Catalog & Events
2026/27 Annual Update for Accountants & Auditors
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with an overview of recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. The course also highlights issued ASUs with future effective dates and provides high-level insight into recent exposure drafts to support implementation planning. The course then shifts to auditing and attestation developments, including the next phase of quality management with a focus on monitoring and remediation requirements. Participants will also review recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits. Designed for preparers, auditors, and firm professionals, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as standards and expectations continue to evolve. 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.
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Online
4.00 Credits
Member Price: $149
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. 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.
An Exceptional Leader C.A.R.E.S.
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Online
1.00 Credits
Member Price: $39
This session will teach leadership principles to transform a workplace into a healthy & supportive environment. By improving organizational culture, mental health conditions will improve, & burnout potential is minimized. An unhealthy workplace results in failure to attract and retain top talent. Leaders can be instruments of change. The C.A.R.E.S. approach offers leadership principles that will improve your workplace. Symptoms are hidden at work. Your employees are hurting, and you can help. If you care for your people from the bottom of your heart, you will be amazed at what it does to your bottom line. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $89
This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s. Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Accounting and Reporting Long-Term Debt
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Online
2.00 Credits
Member Price: $89
Debt is typically a critical component of the financial statements, impacting the economic decisions of financial statement users. This course will address common issues that may impact the proper presentation and disclosure of debt, including debt covenant compliance and other issues that impact classification of the liability between current vs. noncurrent. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. 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.
The Leadership Skills of Tomorrow: Delegate and Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. 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.
10 Keys to Outstanding Service and More Referrals
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Online
4.00 Credits
Member Price: $149
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
How Recent Auditing Standards Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. 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.
IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
Member Price: $300
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns. *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: 8Program Level: Intermediate
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
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Online
8.00 Credits
Member Price: $250
There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
The Single Audit from Beginning to End Update
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Online
8.00 Credits
Member Price: $250
This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Shortcuts that Excel Users Love
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Online
2.00 Credits
Member Price: $89
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! 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.
Steps to Stop External Fraud
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Online
2.00 Credits
Member Price: $89
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. 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.
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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.
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. 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.
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. 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.
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.
Taxation of Business Entities
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Online
2.50 Credits
Member Price: $99
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics. **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: 2.5Program Level: Basic
Fraud’s Greatest Hits!
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Online
3.00 Credits
Member Price: $109
Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future. In addition to the cases, Jeff will cover various aspects, both authoritative and guidance, related to fraud to further improve your awareness and skills. He will also cover a couple of other significant fraud cases as well as a couple of interesting historical notes. The entire presentation is packaged into Jeff’s unique blend of teaching with humor. Each case has its own “Greatest hit”, a song parody to help you remember the case as well as other surprises along the way to keep your interest. If you are looking for a course that will keep awake and engaged and will better prepare you for detecting fraud, then this course is a must. Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic