CPE Catalog & Events
K2's Productivity Life Hacks
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Online
2.00 Credits
Member Price: $89
Today's busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails, and more work projects. Outside of work, we have increased family and social obligations. Simply, there aren't enough hours in the day to get everything done. We all could benefit from an extra hour of productivity throughout the day. Effectively using technology in your personal and business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications, and more. Participants will leave this class with tips and tricks on shaving hours of time per week. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Inventory Observation - Cretaceous Conservatory Simulation
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Online
3.00 Credits
Member Price: $109
Step into the heart of the Cretaceous Conservatory for an unforgettable inventory observation adventure! In this immersive simulation, you'll travel to a remote island where the inventory isn't just vast, it's alive. As an auditor responsible for ensuring accuracy in the company's dinosaur-development operations, you'll face wild risks, navigate complex inventory procedures, and confront the unexpected. Through hands-on scenarios, you'll learn to identify misstatements, evaluate unique inventory challenges, and apply standard observation techniques all while staying one step ahead of potential disaster. Can you survive the wilds of the Cretaceous and emerge as the ultimate inventory explorer, or will the risks prove too much to handle? Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
The Preparation of Form 706 - Line-by-Line
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Online
3.00 Credits
Member Price: $109
Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules, and compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estate taxes while ensuring compliance with IRS regulations. Participants will explore key components, including gross estate calculations, deductions, tax computation, and portability elections. With real-world examples and practical guidance, attendees will gain confidence in preparing Form 706, even in complex scenarios. This course will also cover any recent legislative changes introduced by the new administration and their impact on estate tax planning and compliance. *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: 3Program Level: Basic
K2's Business Intelligence with Microsoft Power BI Tools 26-27
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Online
8.00 Credits
Member Price: $329
Business intelligence efforts continue to grow, and Microsoft's Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.Delivery Method: Individual webcastCPE Credit: 8Program Level: Advanced
S Corporation (Form 1120S) — Formation to Liquidation 26-27
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Online
8.00 Credits
Member Price: $329
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. This class will review S corporation tax law by looking at case studies addressing issues and problems at both the S corporation and shareholder level. Each attendee will receive the most comprehensive reference manual with numerous practice aids and real-world examples and case studies.Delivery Method: Individual webcastCPE Credit: 8Program Level: Intermediate
SSARS Codification: Preparation, Compilation and Review 26-27
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Online
8.00 Credits
Member Price: $329
This course covers SSARS requirements for preparing, compiling and reviewing financial statements through SSARS 27. With SSARS 21, the AICPA Accounting and Review Services Committee (ARSC) introduced the Preparation service to SSARS and rewrote the Compilation and Review Standards in a clarified format. SSARS 22 and 23 made minor modifications to SSARS 21. SSARS 24 and 25 made substantive modifications to the SSARS, mainly when performing review engagements. SSARS 26 updates the SSARS with conforming changes made necessary by the new Quality Management standards. SSARS 27 modifies the applicability of AR-C 70 when engaged to prepare financial statements.Delivery Method: Individual webcastCPE Credit: 8Program Level: Intermediate
Navigating IRS Collections: The Collection Process
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Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. 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.
How CPAs Can Protect Their Names, Brands, Logos, and Taglines
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Online
1.00 Credits
Member Price: $39
Most businesses are identified in the marketplace by the different symbols, logos, words, etc., that they use. These devices, also known as trademarks, are also used by CPAs whether knowingly or unknowingly. This course seeks to inform CPAs on what trademarks are, and how they can use trademarks in identifying their practices in the marketplace. The course also seeks to illustrate the advantages of trademarks and why CPAs should be aware of them and their use. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
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.
Corporate Accounting Peer Learning Group
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Online
0.00 Credits
Are you an accounting professional working in the corporate sector? Do you want to connect with your peers to solve real business problems? The Corporate Accounting Peer Learning Group was built with you in mind. Every quarter, we come together for one hour to receive expert insight and dialogue in small groups about specific issues we're facing so you can create meaningful connections around business solutions. These sessions are designed and led by your peers to take your professional life to the next level. Collaborate with your peers, share pain points, gain insights, create results — all in a safe space delivering the support you deserve. Register for all upcoming dates on our networking webpage. 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!
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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Online
1.00 Credits
Member Price: $39
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are the right fit for your team, even from a distance. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Section 174: New Rules for R&E and OBBA Update
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Online
1.00 Credits
Member Price: $39
This course introduces the new OBBA standards that redefine how research and experimentation are reported. Participants will learn key regulatory updates, compliance expectations, and best practices for aligning research activities with OBBA's principles of transparency, accountability, and innovation. **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
Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $79
Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives. Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth. This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit. Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
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Online
2.00 Credits
Member Price: $89
The difference between star performers and average ones in leadership roles is attributable largely to emotional intelligence (EQ). It’s surprising, then, that EQ is underrated as an essential ingredient for success in life and leadership. This presentation highlights the importance of EQ and provides participants with actionable tools to develop better relationships within and outside of the workplace, build healthy teams, and navigate constant change. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
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.
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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Online
4.00 Credits
Member Price: $149
There is simply no denying that a sufficiently designed and effectively operating system of internal controls over reliable financial reporting is more important than ever. The primary objective of this course is to give participants "hands-on" practice in designing, evaluating, and communicating conclusions related to design and operating effectiveness of internal controls over reliable financial reporting and other risks for nonprofit environments. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Online
4.00 Credits
Member Price: $149
The Accountant role is evolving from data aggregation to knowledge extraction, with a significant emphasis on understanding and leveraging technological advancements. In this era of rapid digital transformation, it is crucial for accountants to grasp the shift towards more analytical roles, learn the tools, and integrate Business Intelligence (BI) and Data Analytics (DA) in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices, the impact of AI technologies like ChatGPT, and how these can benefit their organization. By embracing these technologies, accountants can enhance their value proposition by transitioning from traditional accounting roles to becoming strategic advisors and decision-makers. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
How to Audit Cash
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Online
2.00 Credits
Member Price: $89
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 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.
Applying AI in A&A: Creating Effective Prompts
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Online
1.00 Credits
Member Price: $49
When you ask someone in accounting and finance how often they use generative AI, it's no longer a "sometimes" -- it's usually daily. Effective use of the AI tools may vary, though. This webcast can help improve both efficiency and effectiveness for accounting and assurance professionals by unlocking the key to well-structured AI prompts. Examples of effectively written prompts will illustrate how to craft prompts that improve AI outputs and create even more efficiency in your work.
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
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. 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.