CPE Catalog & Events
Mid-Atlantic Tax Forum
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Online
7.50 Credits
Member Price: $315
Get ahead of the sweeping tax changes at the first-ever Mid-Atlantic Tax Forum, presented by the VSCPA in partnership with the Maryland Association of CPAs (MACPA). This timely, one-day virtual event is packed with essential updates and insights to help tax professionals navigate today’s fast-evolving landscape with confidence. Expert speakers will guide you through the latest developments in: Crypto taxation in the new regulatory age. Individual and business tax updates that impact planning and compliance. Multi-state tax and nexus considerations. And more. Whether you serve individuals or businesses — or both — this forum delivers the critical knowledge you need to start 2026 strong. Don’t miss your chance to learn from leading tax minds and connect with fellow professionals across the region.
AI Ethics 2025 (VBOA-Approved)
Available Until Feb. 1, 2026
Online
2.00 Credits
Member Price: $62
The rapid evolution of artificial intelligence (AI) is reshaping industries, including accounting, with profound implications for professionals and firms. This Virginia Board of Accountancy-approved ethics course on responsible AI for the accounting profession explores the integration of AI in accounting, emphasizing ethical principles like transparency, accountability, privacy and fairness. The course offers a comprehensive overview of AI technologies, their applications in streamlining processes and improving decision-making within the profession. It also addresses the challenges of regulatory compliance, data privacy and mitigating risks such as bias and security breaches. Through real-world case studies, you will gain insights into resolving ethical dilemmas, ensuring responsible AI usage, and fostering trust with clients and stakeholders.By completing this course, you will develop strategies to navigate the complexities of AI governance and regulation, create robust frameworks for ethical decision-making, and adopt sustainable practices to balance innovation with responsibility. Designed for accounting professionals at all levels, this course equips learners with the tools to harness AI's potential while upholding the profession's ethical standards, ensuring compliance with legal obligations, and contributing to a more inclusive and accountable AI future. Please note: After registering, you will receive a separate email with instructions on how to access the course. This course contains review questions and a final test to assess knowledge of course objectives. Successful completion of the final test is required to receive CPE credit. This course has been approved by the Virginia Board of Accountancy (VBOA) to fulfill your 2025 ethics requirement. Delivery Method: QAS Self-StudyCPE Credit: 2 Regulatory EthicsProgram Level: Intermediate
Accounting Ethics 2025 (VBOA-Approved)
Available Until Feb. 1, 2026
Online
2.00 Credits
Member Price: $62
This Virginia Board of Accountancy-approved ethics course provides a thorough exploration of ethical principles, challenges and best practices essential to the accounting profession. You will gain a deep understanding of the AICPA Code of Professional Conduct, including its guiding principles of integrity, objectivity and independence. The course highlights key ethical frameworks, such as managing conflicts of interest, safeguarding client confidentiality, and responding to noncompliance with laws and regulations (NOCLAR). Explore real-world scenarios and case studies that illustrate common ethical dilemmas accountants face, and obtain practical strategies for navigating these situations while upholding professional standards. You will also learn how to apply professional skepticism, maintain independence when providing non-attest services, and manage risks associated with ethical conflicts. The course emphasizes the importance of fostering a culture of ethics within firms and explores updates to tax standards and reporting requirements. By the end of the course, you will be equipped with the knowledge and tools to address ethical challenges effectively, ensuring your practice aligns with professional expectations and public trust. Please note: After registering, you will receive a separate email with instructions on how to access the course. This course contains review questions and a final test to assess knowledge of course objectives. Successful completion of the final test is required to receive CPE credit. This course has been approved by the Virginia Board of Accountancy (VBOA) to fulfill your 2025 ethics requirement. Delivery Method: QAS Self-StudyCPE Credit: 2 Regulatory EthicsProgram Level: Intermediate Virginia Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Online
4.00 Credits
Member Price: $159
Specifically designed for preparation, compilation, and review practitioners, this course provides 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 additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews 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 SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: UpdateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent.
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Member Price: $59
Why do for profit organizations exist??? To make money!!!!! What a great concept. But if the organization does not have the proper collections and credit procedures in place, they may not be able to access that money. Hence the importance of the credit and collection process.Credit and collections are critical areas for the financial statement controllers. Customer credit is a form of payment that allows small business customers to purchase a product or service before paying for it in full. The process works similarly to the way a credit card does - you procure something and pay it back later. Collections is a term used by a business when referring to money owed to that business by a customer. When a customer does not pay within the terms specified, the amount of the bill becomes past due and is sometimes submitted to a collection agency. The sales and collection process includes business activities related to selling products and services, maintaining customer records, billing customers, and recording payments from customers. It also includes activities necessary to manage accounts receivable, such as aging accounts and authorizing credit. This course delves into the topics that impact the sales, credit and collections process for management. We discuss strategic steps management can take to ensure their processes are efficient and that they are able to actually collect their revenue. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Update
Don Farmer's Sec. §199A QBID: Advanced Applications & Maximizing the 20% Deduction
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Online
2.00 Credits
Member Price: $79
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Member Price: $79
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Intermediate
Individual Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $79
This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. *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 webcastCPE Credit: TaxesProgram Level: Intermediate
Accounting for digital assets under US GAAP: Derivatives and mining
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Online
2.00 Credits
Member Price: $125
Derivatives, embedded derivatives and mining (Bold) Complexities with digital assets increase when you move away from the fundamentals and start evaluating contracts to determine if they involve derivatives or have embedded derivatives. In addition, recording mining revenue has many unique considerations, especially if you have questions about differences related to transaction fees and block rewards or if you or your client are mining independently or within a mining pool. Part three of a series (bold) This webcast is part three of a series that will bring to life the content incorporated in the AICPA practice aid Accounting for and Auditing of Digital Assets. This webcast will walk you through: A specific fact pattern when evaluating whether or not there is an embedded derivative within the contract The difference between recording revenue for transaction fees and block rewards A flow chart for determining how to recognize revenue when participating in a mining pool Add more value (bold) Whether you're a CPA working with clients or an industry accountant responsible for corporate accounting policy, this webcast will give you a clear path to help your clients or entity by applying the appropriate accounting standards to your digital asset derivative and mining activities. Detailed examples and use cases will demonstrate the real-world application of this guidance. Note: FASB issued ASU No. 2023-08, Intangibles-Goodwill and Other-Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets, which is effective for all entities for fiscal years beginning after December 15, 2024. This ASU is not yet reflected in this webcast.Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.
Excel for Accounting Professionals Session 6: List Comparisons and Indenting
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Online
2.00 Credits
Member Price: $125
Major benefits of detailed Excel workbooks Understanding list comparisons in Excel is vital for improved workbook efficiency. In this webcast, the facilitator will walk you through comprehensive learning exercises that provide an overview of the following topics: Performing list comparisons Building multicolumn list comparisons Using lookups Indenting commands In-depth training for Excel upskilling This webcast is crafted to enable active participation as you follow the demonstrations. It will navigate you through the intricacies associated with working Excel columns, helping you to apply key functions effectively for significant improvements through the following: ISERROR COUNTIFS SUMIFS *Session 6 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 7: Data- Driven Workbooks and Concatenation] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-7--date-driven-workbooks-and-concatenation) to further prepare to tackle real-world issues and build powerful workbooks.*Delivery Method: Individual webcastCPE Credit: Specialized knowledgeProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.
Surgent's Anatomy of a Ransomware Event and Incident Response
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Online
2.00 Credits
Member Price: $99
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken, and how the chances of experiencing one can be reduced. Join us to learn about these topics so you can be prepared with the best response and the knowledge to avoid common mistakes in a ransomware event.Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041
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Online
2.00 Credits
Member Price: $99
Some of your clients have estate plans that provide for testamentary trusts. Other clients make gifts to irrevocable trusts during their lifetime. And some will die with probate estates. Therefore, you should have a basic understanding of how the income tax applies uniquely to trusts and estates. For example, "distributable net income" (DNI) is a trust-only concept that is essential to understand. Plus, the deductions for fiduciary fees, charitable deductions and certain miscellaneous deductions (such as investment advisory fees, and attorney/accountant fees) are treated differently than for individual taxpayers. However, with a decent understanding of the basic income tax and net investment income tax (NIIT) rules, you can add significant value to your clients.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: AdvancedThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Online
2.00 Credits
Member Price: $99
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This course looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.Delivery Method: Individual webcastCPE Credit: Personnel / human resourcesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Unlock the Power of AI with Copilot in Excel
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Online
2.00 Credits
Member Price: $89
In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Member Price: $129
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Intermediate
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
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Online
4.00 Credits
Member Price: $129
Whether you asked for it (or not) and its here! The One Big Beautiful Bill Act was signed on July 4. This program will dig into the meat of the Act that will matter to your clients, including No Tax on Tips, No Tax on Overtime, increased Section 199A Deduction, 100% Section 168(k) Bonus and much, much more! *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 webcastCPE Credit: TaxesProgram Level: Intermediate
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: OverviewThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Getting SASsy - A Look at Recent Auditing Standards
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Online
1.00 Credits
Member Price: $39
This session will explore newly-issued auditing standards. Particular emphasis will be devoted to the reformatted audit report and key audit matters. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Intermediate
Embracing Neurodiversity in the Workplace
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Online
1.00 Credits
Member Price: $39
This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment. Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: Intermediate
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $79
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Basic