CPE Catalog & Events
New Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
-
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
K2’s Better Reporting With QuickBooks Online
-
Online
1.00 Credits
Member Price: $39
With over 7 million businesses relying on QuickBooks Online, one thing is clear: excellent financial reporting isn't optional - it's essential. Yet many users struggle to access the insights they need, often limited by subscription tiers or simply unaware of the powerful tools at their fingertips-that's where this session comes in. This session is your fast track to mastering QuickBooks Online's reporting capabilities. Whether you're a small business owner, accountant, or financial manager, you'll discover how to: Build and customize Standard, Custom, and Management Reports Leverage the new Spreadsheet Sync tool to create dynamic, multi-company reports in Excel Uncover hidden features that help you make smarter, faster decisions If you're ready to transform your data into actionable insights and finally get the reports you need, this session is your game-changer. Join us and take control of your QuickBooks Online reporting like never before! Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
K2's Ten Questions To Ask Your IT Team
-
Online
1.00 Credits
Member Price: $39
Business leaders often struggle to engage meaningfully with their IT teams about critical technology decisions that impact organizational success. This structured program presents ten essential questions every executive should discuss with their technology professionals to ensure proper oversight of cybersecurity, infrastructure, and strategic technology initiatives. Participants will gain confidence in addressing complex topics including network security protocols, backup procedures, cloud governance, and remote work policies through targeted questioning frameworks that drive actionable outcomes. The course systematically addresses ten critical areas where executive oversight proves essential for business continuity and growth. Attendees will develop practical communication strategies to bridge the gap between business objectives and technology capabilities, ensuring their organizations maintain competitive advantage while managing digital risks effectively. Each question framework provides executives with the tools needed to evaluate current technology practices, identify vulnerabilities, and guide strategic technology investments that support organizational goals in today's rapidly evolving digital landscape. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
-
Online
1.00 Credits
Member Price: $59
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.Delivery Method: Individual webcastCPE Credit: 1Program 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.
A Guide to Sampling - Part 1
-
Online
2.00 Credits
Member Price: $89
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling and tools that can be leveraged to reduce bias in sampling. Delivery Method: Individual webcast CPE Credit: 2Program Level: Overview
How to Audit Cash
-
Online
2.00 Credits
Member Price: $89
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash 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.
Improve Spreadsheets by Building Controls in Excel
-
Online
2.00 Credits
Member Price: $89
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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.
Recognizing Lies: How to Detect and Prevent
-
Online
2.00 Credits
Member Price: $89
Trust is the glue that binds all relationships. Regardless, humans tell lies, a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How are the cues properly interpreted? How can you protect yourself from lies? Learn how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Taxation of Judgements and Settlements
-
Online
2.40 Credits
Member Price: $99
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **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: 2.4Program Level: Basic
ChatGPT Vision for Financial Analysis
-
Online
2.00 Credits
Member Price: $89
This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes. 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.
Balancing Employee and Employer Rights
-
Online
1.00 Credits
Member Price: $39
Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits. Delivery Method: Individual webcast CPE Credit: 1Program Level: Advanced
A Strategic Approach to Understanding Compensation Structures
-
Online
1.50 Credits
Member Price: $79
Understanding the principles and practices of compensation is essential for creating a motivated and satisfied workforce. In this webinar, we'll explore how these crucial elements drive fairness and engagement in HR practices. This program is designed for HR professionals and business leaders seeking to enhance their compensation strategies. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Intermediate
The New Quality Management Standards - What Everyone Needs to Know
-
Online
2.00 Credits
Member Price: $89
The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Risk Wrangling: Surviving the Modern Business Rodeo
-
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. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Tax Procedure
-
Online
2.00 Credits
Member Price: $89
This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. **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
Accounting for the Gig Economy
-
Online
2.00 Credits
Member Price: $89
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy 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.
Self-Rental Real Estate: Passive Activity & Section 199A
-
Online
2.00 Credits
Member Price: $89
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. 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.
Financial Statement Analysis
-
Online
4.00 Credits
Member Price: $149
This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Microsoft 365 Application Lightning Round Review-Updated
-
Online
1.00 Credits
Member Price: $55
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. 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.
Staff Retention Keep the Best People
-
Online
3.00 Credits
Member Price: $109
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now and the things you should do forever! Delivery Method: Individual webcast CPE Credit: 3Program Level: Intermediate