CPE Catalog & Events
Supervised AI Agents as Internal Audit Team Members
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Online
1.00 Credits
Member Price: $39
How should internal auditors and finance team leaders use Agentic AI? What are the dos and do nots? When deployed properly AI is wonderful. Can AI help with SOX testing? We review how to avoid the common mistakes that eliminate the benefits that AI can provide. Join us to learn about those expensive lessons. Agentic AI (‘Artificial Intelligence’) is rapidly being deployed by leading audit, compliance, and finance teams. While AI agents are not yet replacing all of today’s knowledge workers like auditors, accountants, and IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth and scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk, and compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality. Of critical importance is training and supervision so that the AI agents accomplish their testing to mee the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal and external assurance. Be prepared and learn from others. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
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.
Elevate & Engage Series: Feedback that Works How Effective Leaders Give, Receive and Grow
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Online
1.00 Credits
Leadership is not limited to a title, and feedback is not limited to a performance review. This session provides practical strategies for giving constructive feedback, receiving it without defensiveness, implementing what you learn, and following up to reinforce growth. Participants will explore how ownership, humility and mutual influence can strengthen performance, trust and leadership at every level. Want to grow as a leader but you're not sure where to start? Looking to level up your soft skills that will propel you further in your career? You'll need more than technical expertise — you need leadership abilities. Learn from experts in the field and engage with peers around elusive soft skills like effective networking, motivational communication, professional social media presence and more! During this session, we'll discuss the skill that affects them all: effective communication. Explore all our upcoming Elevate and Engage events at vscpa.com/elevate-and-engage.
EPICenter Webcast Series: The Leadership Mulligan—How to Reset and Thrive After Setbacks
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Online
1.00 Credits
Leadership resilience is like mastering your golf game — every setback is an opportunity to adjust your swing and improve your strategy. In this session, Cindy Miller, a Ladies Professional Golf Association (LPGA) golfer and coach, brings her unique perspective to explore how the principles of the game apply to leadership. Learn how to: Recover from professional "bogeys" Stay focused under pressure Lead with confidence when the course gets tough She will be joined by Candice Miller, a seasoned business development coach, who brings practical strategies for rebuilding momentum, strengthening client relationships, and leading with confidence when plans stall. Alexandria Romero, Director - CPA Pipeline at AICPA and CIMA, who is also a graduate of our AICPA Leadership Academy Program, Chair of the EDGE Leadership Track at ENGAGE, and a 2025 Global Women to Watch Honoree, rounds off an incredible list of female finance professionals. Together, they'll equip you with tools to bounce back stronger and keep your leadership game on course.This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.
Surgent’s Weekly Expert Hour
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Online
1.00 Credits
Member Price: $59
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.Delivery Method: Individual webcastCPE Credit: 1Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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Online
1.00 Credits
Member Price: $39
Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself consistently taking care of your customers, your family, and your friends, and you are left with no time to take care of yourself? In this session, we will explore controlling your chaos and managing your energy. Make no mistake, this isn't your parent's time management class. It's an energy management class developed on behalf of and with tired, frustrated, and burned-out Professionals like yourselves! If you find yourself drained and drinking far too much coffee and approaching burnout, this is the session for you! Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Don Farmer's Section 199A Deduction: Complex Ownership & Aggregation Rules
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Online
2.00 Credits
Member Price: $89
This course addresses advanced §199A issues affecting partnerships, S corporations, and complex ownership structures. Participants will examine aggregation elections, SSTB limitations, W-2 wage and qualified property tests, and tiered entity complications. The course emphasizes practical application and documentation requirements to support the qualified business income deduction.
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
Audit Skills for Beginners
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Online
4.00 Credits
Member Price: $149
Learn the basic skills new staff need to hit the ground running and efficiently complete assigned tasks, including what new auditors are expected to know and do, including the nature, timing, and extent of common audit procedures. Focus on why certain procedures are performed and perform typical procedures. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
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Online
4.00 Credits
Member Price: $149
Many entities prepare their financial statements using non-GAAP frameworks, such as tax and cash basis. Participants who attend this course will learn the unique reporting and disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $149
Strategic Planning for SMEs Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Partnership & S Corporations: How to Calculate Basis
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Online
4.00 Credits
Member Price: $149
The IRS has recently increased the pressure on how to calculate and report partner and shareholder basis. Changes in the forms reflect these developments. This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest and S corporation shareholder shares and loans. How to use the Form 1065, Schedule K-1 and Form 1120S, Schedule K-1 information for basis determination. Illustrated examples with filled in forms will demonstrate how the process works and their many potential pitfalls. *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
Comprehensive Accounting and Financial Reporting Update
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Online
4.00 Credits
Member Price: $149
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. 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.
How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts
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Online
8.00 Credits
Member Price: $250
By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation, and response to assessed risk of material misstatement. When designing your detailed audit plan, how and where you decide to spend your time is largely a matter of professional judgment. The proven tips and techniques for critically rethinking how you plan and design your audit taught in this course will help auditors enhance audit quality and manage profitability in all engagements. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Agentic AI for CPAs: Automate Workflows with Intelligence
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Online
2.00 Credits
Member Price: $89
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business. 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.
Effective Governance for Nonprofit Success
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Online
1.00 Credits
Member Price: $39
Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical tools and insights to confidently navigate the complexities of nonprofit governance. Delivery Method: Individual webcast CPE Credit: 1Program Level: Overview
How to Make Difficult People Disappear...Without Breaking the Law
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Online
1.00 Credits
Member Price: $39
Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. Leaders walk a tightrope of being strong, but not aggressive, polite, but not a pushover. It is exhausting! In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Member Price: $39
Now more than ever, navigating loss, grief and crisis in the workplace is a skillset that leaders must possess. Keeping the heart in human resources is so important, especially in this post-pandemic state we are living in. We will explore ways that you can show empathy to your employees while also balancing your business needs. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Current Cybersecurity Risk Management Trends
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Online
2.00 Credits
Member Price: $89
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them. 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 AI Accounting And Fraud Detection
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Online
2.00 Credits
Member Price: $89
As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io, and Docyt. It examines how new technologies, like vibe coding and low-code/no-code automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics, and develop an automation strategy that enhances accuracy, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate