CPE Catalog & Events
The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
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Online
4.00 Credits
Member Price: $149
Many entities prepare their financial statements using non-GAAP frameworks, such as tax and cash basis. Participants who attend this course will learn the unique reporting and disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. 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.
Instant Audit? Just Add Risk Assessment
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Online
1.00 Credits
Member Price: $39
What would you do if you only had one workday to complete a financial statement audit? How would you optimize just a handful of hours? What would you test? More importantly, what would you minimize or eliminate? Although one day is unrealistically short, it illustrates how risk-based auditing can help auditors optimize professional effort. This course emphasizes the importance of risk assessment for enhancing both the effectiveness and efficiency of audit procedures. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
How to Make Difficult People Disappear...Without Breaking the Law
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Online
1.00 Credits
Member Price: $39
Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. Leaders walk a tightrope of being strong, but not aggressive, polite, but not a pushover. It is exhausting! In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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Online
1.20 Credits
Member Price: $39
Session Overview: If you’re leading a small or mid-size company preparing for rapid growth — or you’ve just hit that thrilling, chaotic stretch where success creates new challenges — this session is for you. Everyone wants growth. Few are ready for what it really takes. In Scaling at the Speed of Trust, Steve Cadigan — LinkedIn’s first CHRO and architect of its legendary hyper-growth culture — shares the inside story of how the company scaled from 400 to 4,000 employees in just four years, and the lessons every growing business can apply today. Steve speaks to his experience scaling one of the most successful scaling ventures in business in the past two decades: LinkedIn. Cadigan was at the table building what many consider to be the gold standard of a high performing culture while going through rapid growth - through stories and real world examples, Cadigan provides an invaluable a unique insight into this critical phase of an organizations growth. This isn’t a talk about hiring faster — it’s about scaling smarter. Steve reveals how trust, transparency, and culture became LinkedIn’s greatest competitive advantage — and how small and mid-size firms can use the same principles to grow without losing what makes them great. Who This Session Is For: Founders and CEOs navigating early-stage or mid-stage scale HR and People leaders building culture through rapid change Executives and managers preparing their teams for the next growth phase Anyone facing the tension between speed and sustainability Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Intermediate
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Debt Management: Debt management often involves administering loan agreements and ensuring bank compliance. Compliance: Controllers help ensure compliance with federal and local laws, provisions, and financial regulations. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
K2’s Data Security And Privacy Issues And Solutions
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Online
2.00 Credits
Member Price: $89
Data security and privacy issues persist as a significant concern for businesses of all sizes. No matter where you look, the numbers are bad - really bad! But that doesn't mean you can't take steps to reduce these risks. In this session, you will learn about the key security and privacy risks facing businesses today and the steps you can take to mitigate these risks. This session begins with a review of how cybercriminals target businesses of all sizes and the associated costs of these attacks. From there, you will progress to discussions of practical tools, policies, and other solutions that can be used to mitigate cybersecurity risks to prudently acceptable levels. This is a "must-see" session for all concerned about data security and how to mitigate threats to sensitive and confidential data. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Internal Control Fundamentals
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Online
2.00 Credits
Member Price: $89
AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process and the various audit procedures to evaluate controls and to determine whether to test the operating effectiveness of controls. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Leverage PowerBI.com to Create Data Analysis for Others
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio. 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.
Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations
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Online
1.00 Credits
Member Price: $39
Join us for a dynamic training session tailored for leaders seeking to cultivate a culture of accountability while fostering respect and trust within their teams. High morale is intrinsically linked to high accountability in today’s fast-paced work environment. Through this session, leaders will explore the intersection of accountability, psychological safety, boundaries, and trust, gaining practical insights and actionable strategies to effectively hold their employees accountable while maintaining a positive and supportive work environment. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
The Controllership Series: The Controller's Role in Digital Transformation
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Online
1.40 Credits
Member Price: $39
A controller's role in digital transformation is to act as a key facilitator in integrating new technologies within the finance function. This process moves beyond traditional accounting tasks to actively analyze data, provide insights based on financial information. This will ensure the smooth implementation of new systems that streamline financial operations, all while maintaining compliance and financial control within the organization. This course will introduce some of those topics and methods Controllers are beginning to turn to. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
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Online
2.00 Credits
Member Price: $99
The accounting profession is at a crossroads — not because of a new generation, but because the entire architecture of work is being rewritten. Smaller firms are feeling it most: recruiting has become harder, AI is changing client expectations overnight, and leadership succession looms large. In this fast-moving and practical session, global future-of-work strategist Steve Cadigan (LinkedIn’s first CHRO and author of Workquake) unpacks how small and mid-sized firms can reimagine how they attract, develop, and lead talent in a world where certainty is gone and adaptability is gold. Through real-world examples from progressive firms like Bookminders, Prestige Accounting, LedgerWise, Nova Accounting, and Insights CPAs, Steve shows how leaders are reshaping work models, leveraging AI as a time- creator, and making accounting a magnet for modern talent again. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Tax Depreciation: How to Optimize Deductions
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Online
2.00 Credits
Member Price: $89
Following the ever-changing tax deprecation rules is not a game for the faint hearted! This course analyzes the current landscape of depreciating, capitalizing and disposing of business assets, with examples and illustrated case studies to enhance the CPAs understanding of the most current tax depreciation provisions. *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: Intermediate
Accounting for Credit Losses – Getting to Know CECL
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Online
2.00 Credits
Member Price: $89
The accounting for credit losses has changed significantly as a result of ASU 2016 13. While some practitioners believe this update applies only to financial institutions, it also impacts many other entities with financial assets such as loans and trade receivables. In this course, Jeff explains the concept of CECL and how it is used to account for credit losses. The course focuses primarily on the accounting, while incorporating enough finance concepts to provide context and understanding of the standard. In addition, the course provides practical insight on coordinating the efforts of the accounting staff with those of the finance department. As in all his courses, Jeff incorporates a light and engaging approach to help maintain focus. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
How to Build a Custom AI Chatbot and GPT in Plain English
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Online
2.00 Credits
Member Price: $89
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. 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.
Reasonable Compensation for S Corps
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Online
2.00 Credits
Member Price: $89
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. 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.
Creating A Coaching Leadership Style
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Online
3.00 Credits
Member Price: $109
This course explores the leadership and coaching principles, concepts, frameworks, techniques, and competencies that will lead to a Coaching Leadership Style. While it is often said that effective leadership is situational, the leadership style that is employed in the everyday workplace is typically the dominant style of the leader. The leadership style that emphasizes coaching in lieu of others that are more autocratic, affiliative, or even more participative can be more fulfilling for the leader, employee, and team. The course illustrates how a Coaching Leadership Style leads to a highly desirable organization culture. This course takes the attendee through a coaching process and discovery that can be applied to various situations. Results one can expect from the Coaching Leadership Style are covered as are measurements depicting the success of this leadership style. The attendee will walk away with the knowledge and skills necessary to begin leading their company towards a coaching culture that will leave employees motivated, transformed and driven to higher levels of innovation and performance from the empowerment of the Coaching Leadership Style. Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
Internal Controls for Small and Medium-Sized Entities
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Online
1.00 Credits
Member Price: $39
This session explores the importance of internal controls with an emphasis on best practices for small- and medium-sized entities. We will examine the roles of both preventive and detective controls and practical, cost-effective suggestions for implementing effective internal controls will be addressed. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Wired Differently - An Introduction to Neurodivergence
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Online
1.00 Credits
Member Price: $39
Neurodivergence isn't just something that shows up in childhood or in headlines. It's already in your workplace, quietly shaping how people communicate, create, and collaborate. From autism to ADHD to dyslexia and beyond, neurodivergence shows up in many forms, and chances are, you're already working alongside neurodivergent employees... whether you realize it or not. This session gives professionals a clear, candid introduction to what neurodivergence really is (and isn't), what it can look like in adults, and why many traditional assumptions just don't hold up. We'll bust some big myths, explore real-world examples, and give you a fresh, more human lens for understanding the full spectrum of how brains work. Whether you're brand new to the topic or just want a better foundation, this is your crash course in neurospicy thinking. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. 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.