CPE Catalog & Events
Relationship Networking: The Art Of Conversation
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Online
1.00 Credits
Member Price: $39
In the fast moving world where everyone is communicating through email, text and instant messaging we have forgotten the power of face-to-face conversation. Communication and connection is the foundation for building a thriving network and business. During this talk, The Connector’s Advantage author, Michelle Tillis Lederman will inspire you to leverage the power of personal connection in the digital age while still incorporating the efficiency of virtual communication. Delivery Method: Individual webcastCPE Credit: Personnel / human resourcesProgram Level: Basic
Aligning Analytics to COSO's Fraud Risk Management Principles
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Online
1.00 Credits
Member Price: $39
In this course, participants will learn about the five principals of COSO's Fraud Risk Management Guide and the linkages each principal has to the use of forensic data analytics to measurably demonstrate effectiveness and ROI. We will also explore key elements to a successful program that is sustainable as well as pitfalls to avoid. Finally, we will cover several case studies that demonstrate the key concepts discussed. Delivery Method: Individual webcastCPE Credit: Specialized knowledgeProgram Level: Basic
The Controllership Series: The Controllers Role in Internal Controls
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Online
1.50 Credits
Member Price: $59
This course in part of our series on the Controllership Role. Internal control is relevant to everyone in the workplace. It represents our moral responsibility to understand and comply with organization policies and procedures. It also provides the means to hold individuals accountable for their work. The controller is an impactful position that affects a company's processes including financial, compliance and operational. Controller functions vary across companies often following the size and complexity of the business and the industry. Smaller companies require more versatility for the controller Larger companies are more able to segregate job responsibilities across other employees. The controller should be knowledgeable of the various controls to create a control system that will appropriately safeguard company assets and processes. Internal controls are typically comprised of control activities such as authorization, documentation, reconciliation, security and segregation of duties. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Update
Form 706 Preparation Part 1: Overview Including Portability 25-26
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Online
2.00 Credits
Member Price: $99
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided. Form 706 Series: Form 706 Preparation Part 1: Overview Including Portability Form 706 Preparation Part 2: Reporting Assets Form 706 Preparation Part 3: Reporting Deductions ?Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & CreditsDelivery Method: Individual webcastCPE Credit: TaxesProgram Level: Overview
K2's Taking A Fresh Look At Teams
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Online
2.00 Credits
Member Price: $79
Just because Microsoft Teams is no longer a new tool doesn't mean it hasn't evolved & it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more from Teams and enhance your ROI on the platform. In this session, you will learn about the core options available in Teams and how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features, and integration with Microsoft's Copilot platform. If you use Teams and want a deeper understanding of the platform, don't miss your opportunity to participate in this session. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Intermediate
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Online
2.00 Credits
Member Price: $79
Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions. Delivery Method: Individual webcastCPE Credit: Personal developmentProgram Level: Basic
Post H.R. 1 Charitable and Trust Planning Strategies
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Online
2.00 Credits
Member Price: $125
H.R. 1, commonly referred to as OBBBA, made sweeping changes to tax law. The indirect planning implications are significant for both income and estate planning. This webinar assumes attendees are already familiar with the basic H.R. 1 changes and builds on that foundation with a discussion of how and when to use non-grantor trusts in post-H.R. 1 planning, especially in charitable strategies. With the high exemption now permanent, estate planning will shift from minimizing estate taxes to using trusts to reduce income taxes. Non-grantor trusts will play a central role in that shift.This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.
Taking Advantage of Array Formulas in Excel
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Online
2.00 Credits
Member Price: $89
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Audits Under Uniform Guidance?Single Audit & NPOs 25-26
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Online
4.00 Credits
Member Price: $175
Audits conducted under the Uniform Guidance for Federal Awards continue to be among the most challenging audit engagements as the number of federally funded programs for not-for-profit organizations continues to increase. This course will provide you with what you need to know to prepare for Single Audits conducted during 2025, including performing the compliance audit and auditor reporting responsibilities.Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Intermediate
Not Just Your Everyday FASB Update
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Online
4.00 Credits
Member Price: $129
This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 25-26
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Online
8.00 Credits
Member Price: $329
This 8-hour program covers recent promulgations of the FASB and AICPA. In addition to the latest ASU, SAS and Ethics interpretations, the course includes the 2-hour SSARS Highlight Reel and 2-hour SQMS programs available as stand-alone courses.Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
How AI Fits into the Accounting World
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Online
2.00 Credits
Member Price: $89
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending 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.Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Balancing Employee and Employer Rights
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Online
1.00 Credits
Member Price: $39
Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits. Delivery Method: Individual webcastCPE Credit: Personnel / human resourcesProgram Level: Advanced
Two Types of Goals You Need to Be Successful
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Online
1.00 Credits
Member Price: $79
Do you understand the root cause for many professional and personal goals not being achieved? The SMART acronym is valuable in setting goals but insufficient for achieving them. You need two types of goals to boost your chances of success. Outcome goals focus on the results you want to attain. Process goals identify the action steps required to accomplish those desired outcomes. This session explores the essence of both types of goals, and practical examples and tips for the execution of your goals. Delivery Method: Individual webcastCPE Credit: Personal developmentProgram Level: Basic
Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Fram
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Online
1.60 Credits
Member Price: $79
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. 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 webcastCPE Credit: AuditingProgram Level: Update
Tax Talks: January 2026
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Online
1.50 Credits
Member Price: $55
Join the Team from Hochman, Salkin, Toscher, & Perez for a LIVE tax-based series with a new topic at each Session. Past conversations have included crypto tax compliance, BBA Partnerships, Federal and State Residency issues, Partnership examinations, Form 8300, and more. Check back regularly for topics, and be sure to register for them all. June 2025 August 2025 November 2025 December 2025 January 2026 April 2026Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Overview
Employees Today and Tomorrow : Are Employees Assets?
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Online
2.00 Credits
Member Price: $79
As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both. Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: Intermediate
Introduction to Yellow Book
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Online
2.00 Credits
Member Price: $79
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS), commonly referred to as the "Yellow Book," involves additional reporting, ethics, and performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book and explores its relationship with the AICPA Code of Professional Conduct. Participants will gain an understanding of the unique CPE requirements for GAGAS engagements and review the Yellow Book standards for financial statement audits, with a focus on ethical principles and independence. This course is designed to equip professionals with the foundational knowledge needed to navigate the complexities of Yellow Book engagements effectively. Delivery Method: Individual webcastCPE Credit: Auditing (governmental)Program Level: Basic
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Online
2.00 Credits
Member Price: $79
Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure. Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: Intermediate
Planning in an Uncertain World
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Online
2.00 Credits
Member Price: $79
We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate