CPE Catalog & Events
Benford’s Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $79
Numbers and especially the digits within those numbers can conceal a lot of information. Benford's Law and other digital analysis techniques can be the keys to unlocking that information. This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data. Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques. But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Basic
Shortcuts that Excel Users Love
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Online
2.00 Credits
Member Price: $89
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take 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.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.
Foundations of IT Audit for CPAs
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Online
3.00 Credits
Member Price: $109
This course introduces CPAs, financial auditors as well as technology auditors to the foundational concepts of IT auditing. Participants will learn how IT systems support financial reporting, how to assess risk in IT environments, and how IT General Controls (ITGCs) and application controls impact audit procedures. The course also introduces IT audit planning and scoping to help auditors determine what systems and controls to evaluate. Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
Fundamentals of Form 1040 -- Individual
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Online
4.00 Credits
Member Price: $149
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns. 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.
The Current and Future Landscape of Audit Technology
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Online
2.00 Credits
Member Price: $89
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. 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.
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $89
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Business Tax Update 2026: Compliance and Planning
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Online
2.00 Credits
Member Price: $89
This course addresses the most recent legislative and regulatory developments impacting business taxpayers, with a focus on important OBBBA 2025 provisions, rules and concepts to apply when preparing client returns. *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: 2Program Level: Intermediate
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and explores the underlying causes of these issues. Through practical strategies, engaging case studies, and regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution, and protect plan participants and beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality and ensure regulatory compliance. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. 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.
Prevention & Detection of Fraud in Small Businesses
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Online
5.00 Credits
Member Price: $149
As a small business owner, would you be interested if I could tell you how to increase your profit each year by an average of 5%? If you were a practicing CPA, do you think your small business clients would be interested if you could tell them how to increase their profits by an average of 5% each year? That is the amount of revenue lost to fraud as reported by the Association of Certified Fraud Examiners’ (ACFE) in their 2024 Report to the Nations on Occupational Fraud. It is no secret as to how to prevent fraud from occurring. But we must first convince the small business owner that fraud is occurring in their organization. During this presentation we will discuss the many ways fraud can occur; how fraud occurs; who commits fraud; how to recognize the indicators of fraud; what to do if you suspect fraud; and lastly, how to prevent fraud from occurring in the first place. Most small businesses owners are very reluctant to admit that fraud might occur in their business because they know and trust their employees. Know this: Under the right circumstances (which we will discuss) most individuals will steal, and I will prove it. If you view this program, chances are as a small business owner, you will never look at your operation the same way. As an auditor, chances are you will never conduct an audit of a small business the same way. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 Credits
Member Price: $250
The budgeting process can be a time consuming and frustrating process for accountants. The constraints and pressures can lead to poor decisions in both the technical and human components. This series will offer solutions to the budgeting woes from both the big picture and in the details. Budget Mastery: Process, Problems, and Solutions The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets to Value This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling. From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series. Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you. This is a great and fun course on its own, but is also part three of a four part series on budget mastery. Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting 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: 8Program Level: Intermediate
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
Member Price: $89
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. 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 Transparency Act Developments
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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. 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.
ChatGPT Vision for Financial Analysis
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Online
2.00 Credits
Member Price: $89
This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes. 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.
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.
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $89
Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Accounting for Leases
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Online
2.60 Credits
Member Price: $99
In February 2016, FASB issued ASU 2016-02, Leases, which provides new guidelines that change the accounting for leasing arrangements. To be able to properly account for leases, financial professionals must understand ASU 2016-02 (also referred to as Topic 842). This guidance covers information on how leases should be accounted for. The previous leasing standard (ASC 840) had been in existence for almost 40 years. Under ASC Topic 842, lessors continue to classify leases as operating, direct financing, or sales-type. While lessees now classify leases as operating or financing leases. Previous guidance only required capital leases to be reflected on the BS. The new guidance requires all leases to be reflected on the BS. This is a major change for organizations and will cause their balance sheets to swell as leases must now be disclosed on the balance sheet. The standards original effective dates were prior to 2019. In April 2020, due to COVID-19, FASB voted to defer the effective date for ASC 842 for private companies and certain not-for-profit's for one year. For private companies and private not-for-profits, the leasing standard will be effective for fiscal years beginning after December 15, 2021, and interim periods within fiscal years beginning after December 15, 2022. For public companies the leasing standard is effective for fiscal years beginning after December 15, 2019, including interim periods within those fiscal years. The course covers elements of lease classification for both lessees and lessors. Also, numerous examples are incorporated as reference. Delivery Method: Individual webcast CPE Credit: 2.6Program Level: Basic
IT Controls & SOC Reporting in Financial Audits
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs). Delivery Method: Individual webcast CPE Credit: 3Program Level: Intermediate
White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $89
According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.” CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators. This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $89
Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids. When companies compete, those with good information win the “gravy” contracts and those with bad information lose money on “dog” jobs. Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors. Achieve your target profitability in the process. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate