CPE Catalog & Events
Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $250
Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges. Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts 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.
How to Audit: Property, Plant, & Equipment
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Online
2.00 Credits
Member Price: $89
Property, Plant, & Equipment is often one of the largest balances on the financial statements. This course will cover the foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 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 Microsoft Copilot, Including Agentic AI
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Online
2.00 Credits
Member Price: $89
Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting and Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook, and Teams-can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
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Online
2.00 Credits
Member Price: $89
Which Excel function is your go-to? This session invites you to actively engage and practice with the instructor, exploring exercises demonstrated. In doing so, you'll gain a firmer grasp of common Excel functionalities, including: Data validation Conditional formatting Enhanced summing options Skinny rows Achieving proficiency in Excel features Gaining proficiency in Excel means learning to design workbooks that are both functional and streamlined. The facilitator will lead you through an array of formatting skills, formula functions, and beyond as we expand upon foundational Excel knowledge with topics such as: Managing data input for individual cells Using conditional formatting to prevent errors Enhancing productivity via the Subtotal feature Ensuring total formulas refresh automatically *Session 2 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 3: Workbook Design Principles and Organization] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-3--workbook-design-principles-and-organization) to further prepare to tackle real-world issues and build powerful workbooks.*
Strategic CFO – Strategic Risk Management
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Online
2.00 Credits
Member Price: $89
Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO and CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy and performance, how organizations identify and assess risk, and how leaders respond to uncertainty in a disciplined way. Using examples, polling, and case discussions, this session equips financial professionals to communicate risk effectively and help organizations protect and create value. Some funny video clips will be used to focus on the learning material. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
This program explores the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. We offer practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers, with particular emphasis on internal controls of small-to-medium clients. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Build Your Team: Get Results 26-27
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Online
8.00 Credits
Member Price: $329
Is teamwork the ultimate competitive advantage" Every manager's primary purpose is to lead a team. This seminar will help you get every member of your team on the same page, improve performance and realize the potential of the talent you have.Delivery Method: Individual webcastCPE Credit: 8Program Level: Intermediate
K2's Business Intelligence with Microsoft Power BI Tools 26-27
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Online
8.00 Credits
Member Price: $329
Business intelligence efforts continue to grow, and Microsoft's Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.Delivery Method: Individual webcastCPE Credit: 8Program Level: Advanced
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Online
8.00 Credits
Member Price: $300
This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations. **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: Intermediate
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.
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Online
8.00 Credits
Member Price: $299
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.Delivery Method: Individual webcastCPE Credit: 8Program 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.
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
Behavioral Finance Biases
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Online
1.00 Credits
Member Price: $55
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with 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.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Online
1.00 Credits
Member Price: $39
This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Effective Communication Skills
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Online
1.00 Credits
Member Price: $39
When asked the question, "What would you like to improve about your leadership and communication style?". More than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicate leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident, compelling leader helps to inspire better relationships, promotes trust, and reduces stress in the workplace. Confident communication cultivates cooperation, goal achievement, and a more respectful work environment. Clear and compelling leaders are better equipped to move projects forward and make things happen while improving cooperation and respect from partners and subordinates. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
The Controllership Series: The Controller's Role in Artificial Intelligence
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Online
1.40 Credits
Member Price: $39
Here's a more detailed look at the controller's role in AI: 1. Data Integrity and Quality: • Controllers are responsible for ensuring the quality and integrity of data used to train and inform AI models. • They work to establish data governance frameworks, implement data quality initiatives, and ensure data lineage (tracking data from source to downstream systems). 2. Risk Management: • Controllers assess potential risks associated with AI implementation, including inaccuracies, vulnerabilities, and ethical considerations. • They help define and implement risk management frameworks for AI, ensuring that AI systems are used responsibly and ethically. 3. Compliance: • Controllers stay informed about relevant regulations and ensure AI systems are compliant with those regulations. • They monitor AI systems to ensure they are not violating any laws or policies. 4. Transparency and Auditability: • Controllers work to ensure that AI decisions are transparent and auditable. • They establish processes to review AI decisions and identify potential biases or errors. 5. Collaboration and Training: • Controllers work with IT and business teams to understand AI's capabilities and limitations. • They provide training to teams on how to use and manage AI tools effectively. 6. Value Creation: • Controllers can leverage AI to identify areas for automation, improve efficiency, and gain real-time insights into financial operations. • They can use AI to make more informed decisions and create more strategic recommendations for action. 7. Emerging Role: • The role of the controller is evolving with the rise of AI, with controllers becoming more hands-on throughout the implementation process. • They are increasingly seen as catalysts for AI-enabled transformation, helping to identify potential use cases and build confidence in the technology This course will explore many of these topics. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Member Price: $89
Many practitioners dealing with government and not-for-profit issues are asked to serve as expert witnesses in courts of law or other adjudicatory venues. This session will discuss key issues you need to know when you are asked to serve in this capacity, including: Applicable standards and other engagement acceptance considerations. Preparation requirements and techniques. Dos and don'ts of testifying. Avoiding commons traps and tricks designed to undermine your effectiveness. The session will conclude with a “mock cross-examination” with participants serving as the jury to identify what our witness does right and what he does wrong. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Financial Acumen for Today's HR Leader
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Online
2.00 Credits
Member Price: $89
Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance and Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results and implications for the business. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Deep Dive into Quality Management
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Online
2.00 Credits
Member Price: $89
Quality management represents a significant shift in how CPA firms design, implement, and evaluate audit and attestation quality. This course provides a focused, practical deep dive into the quality management standards and related engagement-level requirements that firms are now operating under. The course covers SQMS 1 and SQMS 2, along with related engagement-level standards, including SAS 146, SAS 145, SSARS 26, and SSAE 23. Emphasis is placed on post-implementation responsibilities, including evaluating the effectiveness of quality management systems and addressing monitoring and remediation requirements. Participants will also examine engagement-level quality management responsibilities, including the auditor’s responsibilities under SAS 146 and the engagement partner's responsibilities in SSARS engagements. The course is designed to help firms navigate the second phase of implementation, moving beyond design and rollout to ongoing evaluation, monitoring, and continuous improvement. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate