CPE Catalog & Events
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Online
1.00 Credits
Member Price: $39
This course is a continuation of our series on preparing to become a forensic accountant. Within this segment we focus on elements of computer forensics. This session is designed to delve into further investigative procedures used in computer forensics. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $79
This course is an introduction to preparation, compilation, & review engagements. During this course, we will compare and contrast these different engagements by reviewing the procedures that should be performed, different reports, as well as the level of assurance specific to each type of engagement. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Basic
ChatGPT and Advanced Policy Manual Development for ACCTs
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and expertise. 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: Information technologyProgram Level: OverviewThis 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.
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $79
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process. This session will show you powerful techniques to drive your organization’s performance. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Member Price: $79
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients' Needs
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Online
2.00 Credits
Member Price: $125
The importance of listening (bold) Whether you're trying to pitch a prospective client on an engagement or convince an employee to work over the weekend, your success hinges on your ability to identify their needs. Part one of this two-part webcast concentrates on three communication challenges leaders face: Adapting a message to different constituencies and clients Coaching employees Business development A former *Wall Street Journal* reporter who teaches marketing at the Johns Hopkins School of Public Health, Greg Conderacci will introduce you to proven communication techniques. "If I were to summarize in one sentence the single most important principle I have learned in the field of interpersonal relations, it would be this: Seek first to understand, then to be understood." - Dr. Stephen R. Covey, author, Seven Habits of Highly Effective PeopleDelivery Method: Individual webcastCPE Credit: Communications & marketingProgram 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 AICPA.
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.Delivery Method: Individual webcastCPE Credit: Accounting, AuditingProgram Level: UpdateThis 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 Surgent.
Surgent's Simply Auditing Not-for-Profits Efficiently
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Online
4.00 Credits
Member Price: $159
It's crazy to try to audit not-for-profits in the same manner that you do for-profits! The sane approach to auditing not-for-profits is to incorporate what makes them unique into the planning and performance of the audit. This course is designed to help you do just that! Obtain a superior working knowledge of auditing not-for-profit entities effectively and efficiently.Delivery Method: Individual webcastCPE Credit: Auditing (governmental)Program 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 Surgent McCoy.
Estate & Trust Primer - Tax Staff Essentials
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Online
4.00 Credits
Member Price: $225
A comprehensive guide to estate planning and the taxation of trusts.Delivery Method: Individual webcastCPE Credit: TaxesProgram 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 AICPA.
Yellow Book: Application of GAGAS Principles
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Online
6.00 Credits
Member Price: $275
As an auditor of state or local governments, or not-for-profit entities, you'll gain an understanding of the requirements and application guidance for engagements conducted in accordance with Government Auditing Standards.Delivery Method: Individual webcastCPE Credit: Auditing (governmental)Program 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 AICPA.
Titans Annual Federal Tax Planning: Business & Estate Update 25-26
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Online
8.00 Credits
Member Price: $329
Explore an in-depth analysis of this year's key federal and California tax changes impacting C and S corporations, partnerships, estates, trusts, and exempt organizations. We'll break down the latest legislative updates and guidance from the IRS and FTB, highlighting crucial compliance and planning considerations. Stay informed on recent law changes and due diligence practices to ensure you're prepared for the latest developments. Titans of Tax 2025 Lineup: Titans of Tax Mid-Year Update 2025 Titans Annual Federal Tax Planning Individual Update 25-26 Titans Annual Federal Tax Planning: Business & Estate Update 25-26Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Intermediate
Understanding and Creating an Internal Control System 25-26
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Online
8.00 Credits
Member Price: $329
Successful organizations understand the importance of effective internal controls and develop a system to stay on the intended course. Those who design policies and procedures benefit by knowing why control measures are necessary. First, we'll examine critical concepts and the importance of strong internal control policies. Then, we'll look at why standards are needed and control creation methods. Finally, discuss strategies to implement policies and procedures.Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Finance Business Partnering: Influence to Impact
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Online
8.00 Credits
Member Price: $349
Drive business success forward This webcast offers finance professionals an advanced application-based approach to finance business partnering. You will: Acquire essential problem-solving skills that can positively affect all areas of the business Learn how to leverage analytics tools and techniques to aid in decision-making Become accomplished in presenting and influencing key business decision-makers You also will enhance your interpersonal, communication, and leadership skills, so you are more proficient in executing strategic visions.Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram 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 AICPA.
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Online
8.00 Credits
Member Price: $279
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.Delivery Method: Individual webcastCPE Credit: TaxesProgram 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 Surgent McCoy.
Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
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Online
8.00 Credits
Member Price: $279
The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter, we illustrate various parts and areas of interest when preparing a 1065, including examples and corresponding tax forms. We bring it all together in the final two chapters with a comprehensive example that integrates and links all previous chapters. The course and instruction delivery are geared toward a basic understanding and progress to more complex issues via Surgent's "Step-by-Step" preparation guide.Delivery Method: Individual webcastCPE Credit: TaxesProgram 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 Surgent McCoy.
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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Online
8.00 Credits
Member Price: $309
This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. 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: 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.
K2's Small Business Accounting Solutions And Add-Ons
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Online
2.00 Credits
Member Price: $79
Small businesses have better options now than ever before in the market of accounting solutions. Participate in this session to learn more about these options and which might be best for you or your clients. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Update
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.Delivery Method: Individual webcastCPE Credit: AuditingProgram 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.
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $225
A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.” The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits. Delivery Method: Individual webcastCPE Credit: Accounting (governmental), Auditing (governmental)Program Level: Update
PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $79
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course’s author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Basic