CPE Catalog & Events
Surgent's A Complete Guide to the Yellow Book
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Online
8.00 Credits
Member Price: $279
A thorough understanding of the Yellow Book is essential for anyone working with governments and not-for-profits. This course provides comprehensive coverage of Yellow Book requirements while building confidence and proficiency in performing Yellow Book audits. The course uses a highly illustrative and engaging format, featuring more than 25 focused exercises designed to strengthen practical application and enhance working knowledge.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.
CPAs as AI Systems Evaluators
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of the emerging role of CPAs as independent evaluators of artificial intelligence systems. Participants will explore how established accounting competencies-including professional skepticism, assurance, internal controls, risk assessment, and evidence evaluation-can be applied to AI. The course introduces major AI standards and frameworks, common AI failure modes, evaluation techniques, governance considerations, regulatory developments, and opportunities for CPAs to provide credible AI assurance and advisory services. 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.
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. 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.
Risk Wrangling: Surviving the Modern Business Rodeo
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Online
2.00 Credits
Member Price: $89
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. 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.
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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Online
1.00 Credits
Member Price: $39
You have more to do than time to do it. When you finally find the time, distractions steal it away again. As a leader with multiple layers of demands on your time, how can you possibly get it all done? In this course, I will help you learn practical productivity strategies so you can tame your to do list and multiply your time. It’s just wrong for a to-do list to rule your life. Learn how to take back your time…and your life. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Revenue Recognition Topic 606 - Identify the Contract Part 1
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Online
1.20 Credits
Member Price: $39
On May 28, 2014, the Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing and uncertainty of revenue from contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Intermediate
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
Member Price: $89
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments. Delivery Method: Individual webcast CPE Credit: 2Program Level: Advanced
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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Online
2.00 Credits
Member Price: $89
You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you. This is a great and fun course on its own, but is also part three of a four part series on budget mastery. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2's Taking A Fresh Look At Teams
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Online
2.00 Credits
Member Price: $89
Just because Microsoft Teams is no longer a new tool doesn't mean it hasn't evolved & it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more from Teams and enhance your ROI on the platform. In this session, you will learn about the core options available in Teams and how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features, and integration with Microsoft's Copilot platform. If you use Teams and want a deeper understanding of the platform, don't miss your opportunity to participate in this session. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Accounting for People: Workforce Trends, Costs, and Talent
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Online
2.00 Credits
Member Price: $89
Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends, and risks associated with today’s ever-changing workforce has changed. From recruiting and retention to engagement and compensation alternatives. The modern leader must understand how employee-related decisions drive both performance and profitability. This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We will also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you? Join for some interesting research and entertaining mix of videos to understand the people around you in the workforce. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
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Online
2.00 Credits
Member Price: $89
This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs, and uphold ethical standards in today's fast-paced digital environment. 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.
Introduction to Governmental Accounting 103
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Online
2.00 Credits
Member Price: $89
Intro to Governmental Accounting 103 is the natural follow up course to the first two Intro to Governmental Accounting courses, 101 and 102, and will take a dive into more complex issues surrounding the reporting of capital assets and long-term debt, investment accounting, and a little introduction to grant accounting and reporting. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Metrics Which Every CFO, Controller and CPA Advisor Should Know
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Online
2.00 Credits
Member Price: $89
Metrics represent a framework of ratios and key performance indicators used to evaluate financial performance and operational effectiveness. In this course, Jeff covers the most common and useful metrics that every CFO, Controller, and CPA advisor should understand. The discussion is organized by the type and use of each metric. The course includes practical examples to support understanding and application. Jeff presents the material in an engaging manner to help reinforce key concepts and maintain focus. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Data Analytics & Journal Entry Testing for Auditors
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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
Partnership Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $149
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, as well an overview of K-2 and K-3 reporting requirements and effective dates. *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
2026/27 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting, auditing, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit and attestation updates, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Participants will also review recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits. Delivery Method: Individual webcast CPE Credit: 4Program Level: Update
K2’s Mastering Advanced Excel Functions
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Online
4.00 Credits
Member Price: $149
With approximately 500 functions now available in Excel, some newer and more powerful tools are easily overlooked. But if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more advanced features-some new and some legacy-to elevate your productivity to higher levels. In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel's FORECAST.ETS function. Regardless of your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online
4.00 Credits
Member Price: $149
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. 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.
Fringe Benefits & Compensation Planning - Today and Beyond
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Online
8.00 Credits
Member Price: $250
In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses and individual clients. With evolving tax laws and shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being and compliance. This course offers a comprehensive overview of essential tools and techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence and precision. By attending this course, practitioners will gain invaluable insights into various planning tools and techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting and disclosure requirements, to unraveling the complexities of IRC §132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans, and strategies for financing retiree medical benefits, among others. With a focus on practical application and real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools and knowledge needed to optimize benefits for both business and personal needs, now and in the future. **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: Basic
Financial Statement Presentation, Disclosure, and Analysis
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Online
8.00 Credits
Member Price: $239
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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.