CPE Catalog & Events
Surgent's Representing a Client in an IRS Audit
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Online
3.00 Credits
Member Price: $169
The Inflation Reduction Act of 2022 called for delivering nearly $80 billion to the IRS over 10 years to allow the IRS to purchase new technology and hire employees. This funding would have provided the IRS with new equipment and new employees, possibly to handle more audits, many of them involving very complex tax issues. The Trump Administration has reversed this with prospects for a reduction in IRS employees and less money to fund the purchase and development of new software. This program discusses the current state of IRS audits. Trump administration changes will of course have enormous impacts on these audits going forward.Delivery Method: Individual webcastCPE Credit: 3Program 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.
2026/27 Annual Update for Governments and Not-for-Profits
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks, and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. Participants will begin with an overview of recent accounting developments affecting not-for-profit organizations, including Accounting Standards Updates issued by the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. The course then shifts to governmental accounting developments, covering recent pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105, along with a high-level overview of active GASB exposure drafts and projects. Participants will gain insight into how these changes affect financial reporting, disclosures, and communication with governing bodies. Finally, the course addresses recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB). Reporting changes related to SAM.gov are also discussed. Designed for auditors, preparers, and financial leaders working with governmental and not-for-profit entities, this course helps participants understand how recent accounting and auditing changes intersect-and what to monitor as requirements continue to evolve. 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.
From Numbers to Narratives: Mastering Data Analysis for CPAs
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Online
2.00 Credits
Member Price: $89
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive, and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. 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.
A Human’s Guide to Artificial Intelligence
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Online
1.00 Credits
Member Price: $49
This webinar is a great opportunity to boost your digital literacy and feel more confident around AI. The webinar explains some of the core terminology surrounding Artificial Intelligence and offers practical advice on getting the most out of Large Language Models such as ChatGPT. It concludes with simple, practical steps to future-proof your career as technology continues to revolutionize the workplace.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.
Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Member Price: $89
This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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Online
2.00 Credits
Member Price: $89
GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s Taking Another Look At Power BI
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Online
2.00 Credits
Member Price: $89
Although Power BI has been available for ten years, most business professionals don't fully appreciate all it can do and its easy use. Further, many are intimidated by the platform and continue to use less efficient and effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately. In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial and operational reporting processes, this session is for you! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Five Amazing Business Books in 100 Minutes
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Online
2.00 Credits
Member Price: $89
If you are efficient and want to learn lessons from the best in a short time, this seminar is for you. Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective. The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think? These lessons are valuable for every business leader. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Cash Conversion Cycle: Tool and Techniques
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Online
2.00 Credits
Member Price: $89
How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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Online
2.00 Credits
Member Price: $89
This session explores how leaders can elevate risk management from a compliance-driven exercise to a strategic capability that enhances resilience and performance. Participants will examine how to establish clear risk governance and appetite, implement continuous risk sensing, and prioritize risks based on impact, velocity, and interconnectedness. The program emphasizes integrating risk considerations into strategic planning, capital allocation, and operational decisions, rather than treating risk as a standalone process. Through practical frameworks and real-world examples, attendees will learn how to assign clear ownership for key risks, design effective response strategies, and use meaningful key risk indicators (KRIs) alongside performance metrics. The session also highlights the importance of learning and adaptation—using scenario analysis, stress testing, and post-event reviews to continuously refine assumptions and adjust strategy in a rapidly changing risk landscape. By the end of the program, leaders will be equipped to guide their organizations with confidence through complexity, uncertainty, and ongoing disruption. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Surgent's Excel Budgeting Ideas
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Online
2.00 Credits
Member Price: $99
Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.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.
The Leadership Skills of Tomorrow: Delegate and Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. 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.
Foundations of IT Audit for CPAs
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Online
3.00 Credits
Member Price: $109
This course introduces CPAs, financial auditors as well as technology auditors to the foundational concepts of IT auditing. Participants will learn how IT systems support financial reporting, how to assess risk in IT environments, and how IT General Controls (ITGCs) and application controls impact audit procedures. The course also introduces IT audit planning and scoping to help auditors determine what systems and controls to evaluate. Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
Corporate Transparency Act Developments
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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. 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.
ProActive Response Group De-Escalation Training
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Online
1.20 Credits
Member Price: $39
In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
Mastering Form 7217: A Guide to Partnership Property Distribution
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Online
1.00 Credits
Member Price: $39
This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner’s interest, Section 751, and how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. *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: 1Program Level: Intermediate
Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Member Price: $39
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
The Entrepreneurial Spirit - A Leadership Perspective
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Online
1.20 Credits
Member Price: $39
In today’s rapidly changing business environment, organizations need professionals who think beyond traditional roles and demonstrate initiative, innovation, and strategic thinking. The entrepreneurial spirit is no longer limited to business founders—it is a mindset that drives creativity, problem-solving, and opportunity recognition within any organization. By understanding and embracing the entrepreneurial spirit, professionals can enhance their ability to lead initiatives, adapt to uncertainty, and contribute meaningfully to the long-term success of their organizations. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Online
1.20 Credits
Member Price: $39
This course will examine certain qualities a leader must exhibit to set an ethical tone from the top. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
Global Internal Audit Standards (GIAS) Domain V - Part 1
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Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service Delivery Method: Individual webcast CPE Credit: 2Program Level: Update