CPE Catalog & Events
The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course addresses frequently encountered disclosures associated with the preparation of private company financial statements prepared in accordance with generally accepted accounting principles (GAAP) issued by the Financial Accounting Standards Board (FASB), or a "Special Purpose Framework"; (SPF), such as cash or tax basis. Learn to research presentation and disclosure requirements and examples using the FASB Codification and other resources. Understand frequent disclosure requirements such as contingencies, risks and uncertainties, accounting policies, revenue recognition, leases, credit losses, impairment, fair value, and much more. Know the additional disclosure requirements needed when preparing private company financial statements using a special purpose framework, such as cash or tax basis. Delivery Method: Individual webcast CPE Credit: 4Program Level: Update
K2’s Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $149
In today's world of "Big Data" every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up and investigation. Those who master the tools and techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools and techniques, including Excel, multiple Excel add-ins, and Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. Don't miss this opportunity to elevate your data analysis skills and stay ahead in your field. Enroll now and transform your approach to data analytics! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Federal Tax Update – Individuals (Form 1040)
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Online
8.00 Credits
Member Price: $300
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. *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 terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 8Program Level: Update
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $250
A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.” The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits. Delivery Method: Individual webcast CPE Credit: 8Program Level: Update
How Changes in Business Methods Affects Internal Control
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Online
8.00 Credits
Member Price: $239
New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible. 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 Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
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Online
8.00 Credits
Member Price: $279
The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.Delivery Method: Individual webcastCPE Credit: 8Program Level: AdvancedThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Winter Excel Conference
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Online
8.00 Credits
Member Price: $347
Excel remains the most critical tool in any accounting professional's arsenal — but the platform keeps evolving, and most practitioners aren't tapping into even half of what's now possible. This specialized conference cuts through the noise to focus exclusively on Microsoft Excel's latest capabilities that matter most to your daily workflow. These aren't theoretical exercises — they're real-world techniques you can implement immediately to handle larger datasets, reduce errors and reclaim hours every week.Whether you're still relying on methods from five years ago or you're already pushing Excel's boundaries, these sessions will equip you with practical skills that make an immediate difference. Don't let your Excel knowledge stagnate while the platform races ahead.
Five Ways to Improve Your Leadership Skills
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Online
1.00 Credits
Member Price: $39
This course provides practical suggestions for improving leadership skills, including self-awareness, communication, delegation, empowerment, coaching, and counseling. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Tricks and Treats to Avoid Litigation
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Online
1.00 Credits
Member Price: $39
This session provides HR Professionals and leaders with scripts for handling employee relations situations with sensitivity, good judgment, and high confidence. Topics include balancing employee & employer rights, key concepts of effective employe relations, handling employee complaints, personality & attitude problems, addressing misconduct due to mental conditions. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Introduction to Forensic Accounting
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Online
1.80 Credits
Member Price: $79
This course provides a high-level overview and introduction into the world of the forensic accountant. Most accountants have an understanding of the concept of fraud and how it impacts companies, but many individuals do not have a full comprehension of the variance in the work performed by a forensic accountant versus a typical management accountant. This course is meant for those individuals interested in understanding the variances in the job tasks and responsibilities of forensic accountants versus typical financial or management accountants. Forensic accountants or auditors take a unique focus on performing their work. Typically, when a person with forensic experience is called in to examine financial records, it is due to suspicion of fraud, evaluation of assets, or even to track down fundamentally incorrect accounting – intentional or not. As fraud continues to raise its head in business processes, forensic accountants are discovering new and unique ways to identify, examine, and support their hypotheses and investigative techniques. The work performed by a forensic specialist can be interesting and full of potential potholes if evidence isn’t examined according to proper protocols and standards. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Basic
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Employees Today and Tomorrow: The ROI on Your People?
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Online
2.00 Credits
Member Price: $89
Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff? Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Member Price: $89
This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role. In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization’s ongoing viability. This course takes a look at some of the typical objectives involved in Cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. 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.
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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Online
2.00 Credits
Member Price: $89
Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Monthly Federal Tax Updates - December 2026
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 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.
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure 26-27
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Online
2.00 Credits
Member Price: $99
Part 1 of a 2-part series is an overview of GAAP requirements for nonprofit organizations and will help you become proficient in nonprofit financial reporting. This webcast focuses on presentation and disclosure unique to nonprofit organizations. Be sure to register for the next in the series: Nonprofit A&A Series Part 2: Revenue Recognition.Delivery Method: Individual webcastCPE Credit: 2Program Level: Basic
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
Compliance with standards Do you perform preparation, compilation, or review engagements? Staying in compliance with all professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs) is essential to your engagements. You'll gain insight into how to perform these engagements in accordance with the relevant guidance. Building a foundation for successful engagements You'll cover several key topics to help you complete preparation, compilation, or review engagements successfully and compliantly. Topics covered include: Frameworks, objectives, and general principles Standards and guidance Documentation
Surgent's A Guide to Nonqualified Deferred Compensation
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Online
2.00 Credits
Member Price: $99
This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA, and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives, and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.Delivery Method: Individual webcastCPE Credit: 2Program 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.
Acquisitions for Business Growth: Strategy, Integration, and Due Diligence 26-27
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Online
4.00 Credits
Member Price: $99
Mergers, acquisitions and alliances have been — and will continue to be — major avenues to organizational growth and increased competitive advantage. Yet, despite the great initial promise of many business mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps CFOs, controllers and their advisors identify, negotiate and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.Delivery Method: Individual webcastCPE Credit: 4Program Level: Intermediate