CPE Catalog & Events
Financial Statement Presentation, Disclosure, and Analysis
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Online
8.00 Credits
Member Price: $239
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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 Employer's Handbook: Legal, Tax, and Health Care Issues
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Online
8.00 Credits
Member Price: $279
The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.Delivery Method: Individual webcastCPE Credit: 8Program 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.
Improve Spreadsheets by Building Controls in Excel
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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.
Fundamentals of Form 1040 -- Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. 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.
On the Dash: Why Your Nonprofit Needs a Dashboard
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Online
1.00 Credits
Member Price: $39
Collecting data is easy; visualizing it is an entirely different concept, which is why dashboards have become an important tool among nonprofit board members and staff. Identify practical uses for dashboards, including the organization of data, monitoring trends, tracking key performance indicators (KPIs) and more. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Understanding the Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $39
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. **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: 1Program Level: Intermediate
The Radar Phenomenon
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Online
1.00 Credits
Member Price: $39
This session reviews the three elements of fraud, how fraudsters think, how proper internal controls can prevent and detect fraud, and the red flags to look for to identify fraud. It looks at Radar O'Reilly, one of the most beloved characters of the TV show M*A*S*H. He was trusted by his boss to run the administrative side of the US Army medical unit. Were there red flags all around Radar? Did he have the opportunity to steal? Was he a fraudster? We'll find out? Attendees learn to recognize the traits of this type fraudster that are present in many organization. Case studies of various Radars are included. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
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Online
1.80 Credits
Member Price: $79
It's been 20 years and counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed and as a result, execution of the processes has most likely changed. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Update
Businesses Receiving Government Assistance
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Online
2.00 Credits
Member Price: $89
Many for-profit entities receive government assistance or are required to have financial statement or compliance audits due to law or regulation. This course will discuss the requirements under Generally Accepted Auditing Standards relevant to for-profit entity audits. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. 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 to the AICPA Quality Management Standards
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Online
2.00 Credits
Member Price: $99
The Quality Management Suite of Standards was required to be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.Delivery Method: Individual webcastCPE Credit: 2Program 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.
The Controllership Series - Financial Statement Preparation
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Online
2.60 Credits
Member Price: $99
One of the important roles of any member of the financial team. Including the controller, may be involvement in the preparation of the company’s financial statements. Even if that responsibility falls within the office of the CFO, the controller and other finance personnel must understand how their transitions recorded impact the financial statements. Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements accompanied by a management discussion and analysis: A balance sheet or statement of financial position reports on a company's assets, liabilities and owners’ equity at a given point in time. An income statement may have varying names including profit and loss report (P&L report), statement of comprehensive income, or statement of revenue & expenses. These report on a company's income, expenses, and profits over a stated period. A profit and loss statement provides information on the operation of the enterprise. These include sales and the various expenses incurred during the stated period. A statement of changes in equity or “statement of equity” also called “statement of retained earnings” reports on the changes in equity of the company over a stated period. A cash flow statement reports on a company's cash flow, particularly its operating, investing and financing activities over a stated period. A balance sheet represents a single point in time, where the income statement, the statement of changes in equity, and the cash flow statement each represent activities over a stated period. For large corporations, these statements may be complex and may include an extensive set of footnotes to the financial statements, management discussion and analysis and supplementary information. The notes typically describe each item on the balance sheet, income statement and cash flow statement in further detail. Notes to financial statements are considered an integral part of the financial statements. Delivery Method: Individual webcast CPE Credit: 2.6Program Level: Basic
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Online
3.00 Credits
Member Price: $149
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.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.
Fraud Assessment for Small and Medium Sized Businesses
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Online
4.00 Credits
Member Price: $149
It is virtually impossible to pick up the daily newspaper and not find an article on some type of fraudulent event. In the wake of the “Era of Fraud, Waste and Excess,” one might suspect that potential fraudsters would think twice before committing illegal acts. However, just the opposite seems to be the case. Is there really more fraud or is there simply more fraud awareness? The harsh reality is that it is a little bit of each. Not only has fraud worldwide reached a level of over $7.0 billion in lost revenue but savvy C-level executives now realize that it could happen to their companies—very easily. When you put these facts together, it adds up to a completely new era of vigilance. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Building Security and Efficiency With Internal Control
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Online
8.00 Credits
Member Price: $239
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session. 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.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! 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.
Power Skills: Professionalism and Client Interactions
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Online
2.00 Credits
Member Price: $89
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client and also walk through complicated scenarios to practice what we learn. 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.
Government Accounting Technology Virtual Conference
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Online
8.00 Credits
Member Price: $347
In an era where technology is rapidly reshaping the public sector, governmental accounting professionals must stay ahead of evolving tools, emerging risks and increasing expectations for data-driven decision-making. The Governmental Accounting Technology Virtual Conference is designed to equip finance leaders and practitioners with the knowledge and practical skills needed to navigate today’s complex digital landscape with confidence.This conference brings together cutting-edge insights on leveraging technology to enhance productivity, strengthen internal controls, and drive smarter financial outcomes. Attendees will explore how to use everyday tools more efficiently and securely, while gaining exposure to the latest innovations in artificial intelligence, automation and Microsoft applications. Sessions will also dive into advanced data transformation techniques using Power Query and Power BI, enabling participants to turn raw data into meaningful, actionable insights.Beyond productivity and analytics, the conference addresses the growing importance of cybersecurity, fraud prevention and ethical governance. Through real-world case studies and emerging threat scenarios — including AI-enabled fraud — participants will learn how to identify risks, close control gaps, and protect organizational integrity.Looking ahead, the program also introduces forward-thinking concepts such as Agentic AI and intelligent automation within modern integration platforms, offering a glimpse into the future of financial operations and workflow design.Whether you’re focused on improving efficiency, enhancing data capabilities, or safeguarding your organization, this conference delivers practical strategies and forward-looking perspectives to help you lead with confidence in a technology-driven world.
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders, and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. 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 Risks of Artificial Intelligence - Part 2
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Online
1.80 Credits
Member Price: $79
As artificial intelligence (AI) becomes deeply integrated into business operations and decision-making, organizations must recognize that effective oversight extends beyond technical safeguards.The governance, risk and control (GRC) responsibilities of AI also carry a cultural dimension requiring alignment with corporate ethical values ethical principles and accountability structures.Cultural governance emphasizes leadership commitment, employee engagement and cross-function ownership of AI practices to ensure trust and transparency. AI-related risks – ranging from bias and ethical concerns to regulatory compliance, reputational exposure and operational vulnerabilities necessitate robust control frameworks and proactive mitigation strategies. These include governance structures, policies, risk assessments, transparency measures, and continuous monitoring. By embedding cultural governance and mitigation responsibilities into enterprise AI initiatives, organizations can responsibly harness innovation while safeguarding stakeholders, protecting reputation and ensuring sustainable long-term value. Note: This is Part 2 in a two-part series on the risks of AI Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Basic