CPE Catalog & Events
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 webcast CPE Credit: 1Program Level: Intermediate
Revenue Recognition - Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. This course is designed to provide an overview of the technical guidance and outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step and then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step and provide example and scenarios that should be considered to properly apply the step. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Intermediate
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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Online
2.00 Credits
Member Price: $89
Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s Excel Tips – Today’s Best Features
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Online
2.00 Credits
Member Price: $89
Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel - the business professional's tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday's practices for working in Excel. In this session, you will learn how to use many of Excel's latest features to work more efficiently and effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel - and who doesn't - this session is necessary to help you improve your efficiency and effectiveness when using Excel. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them, and how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
The Three Million Dollar Ribbon
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Online
2.00 Credits
Member Price: $89
Two conmen used lies and falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing and rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle and invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized, and analyzed hundreds of documents, identified the falsifications and misrepresentations, conducted multiple interviews, and ultimately convicted the conmen. This case study provides multiple takeaways for detecting and investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite
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Online
2.00 Credits
Member Price: $89
The cash flow statement is one of the most confusing financial reports—yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most: how cash is generated and deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that, and include some amusing videos to drive the points home. We will use the Apple Corporation as an example company in presenting. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Introduction to Risk Assessment
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Online
2.00 Credits
Member Price: $89
Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures, and observation and inspection techniques. Emphasis is placed on understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. Designed for auditors seeking a structured introduction or refresher, this course builds foundational knowledge necessary for effective engagement planning and execution. 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 The Risks and Benefits of ChatGPT and Artificial Intelligence
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Online
2.00 Credits
Member Price: $119
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute them correctly. Having conversations regarding the proper adoption of these technologies and tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful implementation and use. This course will define the state of AI tools, what benefits and risks exist, and which steps to take to begin adopting these technologies with appropriate guardrails, policies, and training. It is less likely that AI will destroy industries, and more likely that companies that embrace AI will overtake those companies that do not.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.
How to Develop Your System of Quality Management Using the AICPA Practice Aids
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Online
3.00 Credits
Member Price: $109
This course provides an overview of the Quality Management standards and the requirements under SQMS 1. The AICPA requires CPA firms with accounting and auditing practices to implement a system of quality management, including firms performing preparation and compilation engagements. While the objective is to improve quality within the profession, implementation may seem overwhelming. To assist, the AICPA has developed practice aids to guide firms through the development and documentation process. In this webcast, Jeff walks through where to find the practice aids, how to use them, required documentation, use of the risk assessment template, and development of final documentation. Practical guidance is provided throughout to simplify implementation. Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
Year-End Tax Planning: Thinking Outside the Box
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Online
4.00 Credits
Member Price: $149
Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! **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: 4Program Level: Intermediate
Proper Financial Accounting for Partnerships and LLCs
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Online
4.00 Credits
Member Price: $149
Although they are the most common entities for small and mid-sized business, financial (book) accounting for partnerships and LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Enhancing Performance Through Effective Coaching
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Online
4.00 Credits
Member Price: $149
This business coaching course is designed to enhance your coaching effectiveness by integrating innovative tools like ChatGPT (Generative AI) to support and elevate your coaching practice. You'll explore the key differences and similarities between coaching and managing, uncover the most important skill every coach should master, and learn how to get to the root cause of any problem. With hands-on coaching strategies, including neuro-linguistic programming (NLP) techniques, you'll enhance your ability to drive results. Additionally, you’ll discover how to use performance gap analysis to identify and bridge gaps, ensuring the success and growth of the individuals you coach. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
2024 Revision to Government Auditing Standards Impact
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Online
4.00 Credits
Member Price: $149
This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial 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.
Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
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Online
4.00 Credits
Member Price: $149
This course reviews the legal, fiduciary, and federal tax responsibilities of an executor or personal representative during the administration of a decedent’s estate. Participants will examine the executor’s duties from initial appointment through final distribution, including identifying and managing estate assets, settling creditor claims, and administering distributions to beneficiaries. The course also reviews filing requirements for the decedent’s final Form 1040, the estate’s Form 1041, and the federal estate tax return, Form 706, along with the treatment of income in respect of a decedent (IRD) and basis adjustments. Participants will also examine IRS procedural requirements, including obtaining an EIN for the estate, responding to IRS notices, and recognizing potential audit risks. Emphasis is placed on practical estate administration procedures, executor liability considerations, and maintaining proper estate accounting records and documentation to support compliance with federal tax requirements. *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: 4Program Level: Intermediate
K2’s Implementing Internal Controls In QuickBooks Online Environments
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Online
4.00 Credits
Member Price: $149
The QuickBooks Online (QBO) ecosystem is rapidly expanding, with millions of small businesses now relying on it for their accounting and business management needs. However, many QBO implementations lack adequate internal control infrastructures, which can lead to potential risks and inefficiencies. This is often due to a lack of understanding of the internal control options available in the cloud-based version of QuickBooks and how to implement them effectively. Join our session to learn about the four common types of internal controls and how to assess the internal control structure of a small business. We'll guide you through the opportunities to enhance internal controls in QBO environments using features found within the application. Additionally, you'll discover additional internal control procedures for situations where adequate controls cannot be established in QBO. Contrary to popular belief, QBO-based organizations can indeed benefit from strong internal controls, and this session will show you how. Don't miss this opportunity to strengthen your QuickBooks Online implementation and ensure your business is safeguarded against risks. Sign up now and take the first step towards a more secure and efficient QBO environment! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Risk Wrangling: Surviving the Modern Business Rodeo
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Online
2.00 Credits
Member Price: $89
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today's enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today's organizations. 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.
New Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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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. **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: 2Program Level: Basic
10 Keys to Outstanding Service and More Referrals
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Online
4.00 Credits
Member Price: $149
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
VSCPA Town Hall Roanoke (In-Person Only)
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Roanoke
2.00 Credits
The Virginia Society of CPAs (VSCPA) is coming to you! Learn from experts, engage with VSCPA leadership and network with your peers at the VSCPA in-person town hall coming to Roanoke Sept. 28! Join us for a half day of learning, networking and innovation — all while earning 2 CPE credits. And the best part? It's completely free. The VSCPA exists to help you form critical connections — both with VSCPA leadership and your peers. Don't miss this opportunity to chat about your pain points, form meaningful connections and expand your expertise. Register today! Please note this event is only in-person. Can't make this one? We have virtual options every quarter. Sign up and learn more at vscpa.com/freeCPE. Must be a VSCPA member to register. Not a member? Join today and gain exclusive benefits, like 30+ hours of free CPE, critical advocacy, networking events and more!