CPE Catalog & Events
Financial Accounting for Related Party Transactions
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Online
2.00 Credits
Member Price: $89
Loans, rental agreements, business combinations - what do these all have in common? They all have the potential of creating a related party transaction. This program presents a detailed analysis of the financial accounting rules for transactions with related parties, as well as compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities. This course does not qualify for IRS credit. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Surgent's A Complete Guide to Reporting Form 1099-DA
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Online
2.00 Credits
Member Price: $119
For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.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.
AI Prompt Engineering Masterclass for Accountants
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Online
2.00 Credits
Member Price: $89
An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. 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 What’s New With QuickBooks 26-27
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Online
1.00 Credits
Member Price: $55
The entire QuickBooks product family continues to evolve at a very rapid rate. Participate in this session to learn about the significant changes affecting QuickBooks Desktop, Online, and Enterprise Solutions users.Delivery Method: Individual webcastCPE Credit: 1Program Level: Intermediate
Global Internal Audit Standards (GIAS) Domain II – Part 2
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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
Becoming a Fractional CFO: What to Do and How?
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Online
2.00 Credits
Member Price: $89
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. 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.
HR Investigations – Episode 2 – Interview Techniques
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Online
2.00 Credits
Member Price: $89
Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for interviewing to gather accurate information, such as creating and asking open ended questions, effective listening, and understanding verbal and non-verbal communication. Attendees will end the session with takeaways to immediately implement in future HR investigations. Two of three Episodes in the series. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Individual Tax Update: OBBA and Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. 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.
Excel Essentials for Today’s Accountant: How To Become an Expert in One Day
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Online
4.00 Credits
Member Price: $149
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information and dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. 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.
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $89
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. 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.
The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
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Online
1.20 Credits
Member Price: $39
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations, and financial outcomes. This can sometimes appear to be accuracy-focused and not necessarily decision useful insight. Controllers must move away from just variance explanation and include performance interpretation. To do this, the controller must understand business models and value drivers, be able to translate strategy into financial growth and align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts and controllers will come away with insightful ideas regarding how to elevate their roles. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
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
Better Business Writing: Improve Your Speed and Quality
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Online
2.00 Credits
Member Price: $89
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Reviewing Individual Tax Returns
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Online
2.00 Credits
Member Price: $139
Catch errors on individual returns The sheer volume of individual tax returns requiring preparation can create a work environment that invariably leads to errors or omissions. A trained eye can spot mistakes. A case-based approach to learning return review Two case studies focus on issues that individual return preparers and reviewers will frequently encounter in their practice: Section 199A (qualified business income deduction) Home office deduction Rental properties Hobby losses Organization and start-up costs In-course application Learners get access to two 2025 individual returns to review for: Errors Areas for improvement Opportunities to educate or advise the client Developed with H.R. 1, commonly referred to as OBBBA, in mind, these returns are designed to provoke planning ideas for the modern client.
Steps to Stop External Fraud
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Online
2.00 Credits
Member Price: $89
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. 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 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: 4Program 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.
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
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Online
4.00 Credits
Member Price: $159
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term "basis," we really could be referring to one of three different things. This course will explore the differences between inside basis, outside basis, and 704(b) basis. Through several examples and practice problems, we will show you how to easily distinguish among these terms. We will also explore the tax implications of initial contributions of property to a partnership as well as the different types of partnership distributions.Delivery Method: Individual webcastCPE Credit: 4Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. 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.