CPE Catalog & Events
AI Prompt Engineering Masterclass for Accountants
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Online
2.00 Credits
Member Price: $89
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. 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.
New Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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Online
2.00 Credits
Member Price: $89
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen (“NSB”) that the CTA is unconstitutional. This course will discuss the CTA’s provisions and the court’s decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. **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: 2Program Level: Basic
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $39
Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Business Valuation - Asset Approach
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Online
1.00 Credits
Member Price: $39
This course provides a comprehensive introduction to the business valuation process, beginning with key terminology, professional standards, and the rules that guide the appraisal profession. Participants will explore the three primary approaches to value—Asset, Income, and Market—before focusing in depth on the Asset Approach. The course examines when and why this method is used, its advantages and limitations, and how to apply it effectively in real-world scenarios. Through practical examples and clear explanations of each of the three methods within the Asset Approach, learners will gain both the confidence and competence to apply valuation principles in their professional practice. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Getting SASsy - A Look at Recent Auditing Standards
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Online
1.00 Credits
Member Price: $39
This session provides an overview regarding recent standards that should be top-of-mind for auditors in addition to providing insight regarding auditing standards that will soon be effective. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Member Price: $39
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course, you'll learn practical strategies you can implement immediately to ensure you have the right tools in your toolbox to win the war on talent. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $89
What you need to know about the lessee and lessor accounting models This course explains the lessee accounting model, including Lease and non-lease components Lease classification Amortization of the right-of-use asset Interest on the lease liability This course also explains the lessor accounting model, including Transfer of risk Profit recognition Collectibility Included in this course are detailed and illustrated examples with amortization tables and journal entries.
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Online
2.00 Credits
Member Price: $89
Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. 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.
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Online
4.00 Credits
Member Price: $149
This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored. This course only qualifies for 2 IRS credits. *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: 4Program Level: Intermediate
Unlock the Power of AI with Copilot in Excel
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Online
2.00 Credits
Member Price: $89
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. 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.
K2's Harnessing ChatGPT 26-27
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Online
1.00 Credits
Member Price: $55
Are you ready to maximize the utility of ChatGPT" If so, participate in this session to learn how to leverage this tool's best features and options.Delivery Method: Individual webcastCPE Credit: 1Program Level: Intermediate
Private Company Simplified GAAP Alternatives
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Online
2.00 Credits
Member Price: $89
The FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits. This course will provide insight into when adopting the accounting and financial reporting alternatives would be to the advantage of private companies. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Internal Control Changes for Remote Workers
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Online
2.00 Credits
Member Price: $89
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. 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.
S Corporations: Calculating Shareholder Basis
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Online
2.00 Credits
Member Price: $89
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. 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.
Overcoming Tech Adoption Challenges in CPA Firms
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Online
1.00 Credits
Member Price: $55
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications, and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics, and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. 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.
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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Online
2.00 Credits
Member Price: $89
What can we learn from one of the largest municipal frauds in U.S. history? Rita Crundwell stole nearly $54 million from the citizens of Dixon, Illinois over the course of two decades. This course examines circumstances that allowed this landmark fraud to occur. We will explore internal control deficiencies and other circumstances that hindered prevention or timely detection of Rita's scheme. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
K2’s AI – Better Prompts, Better Results
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Online
1.00 Credits
Member Price: $39
Generative AI is revolutionizing the business world, and savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency and productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly and efficiently. Say goodbye to inefficient and ineffective prompts, and hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game and achieve greater gains in your business. Sign up now and learn the secrets to getting the most out of your AI tools! Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
CPA to CFO: Essential Competencies for Finance Leaders
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Online
1.00 Credits
Member Price: $55
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. 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.
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $89
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation and provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality, and mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices and uphold the highest standards of the profession. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
AI 101 for CPAs: Core Concepts and Practical Applications
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Online
2.00 Credits
Member Price: $89
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. 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.