CPE Catalog & Events
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $225
FASB ASC 842, *Leases* explained Understanding lease fundamentals is essential to applying FASB lease requirements appropriately. As such, you'll delve into key concepts that define what a lease is, as well as basic lease accounting topics, such as: Contracts containing leases Lease classification Amortization of the right-of-use asset Impairment considerations Lease presentation and disclosure requirements Comprehensive examples and case studies will guide you through approaches to help you adopt accounting guidance for FASB ASU 2023-01. You'll also review the presentation and disclosure requirements, and other topics, including: Lease versus non-lease components Sales-type lease Direct financing lease Operating lease Lease terminationsDelivery 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 AICPA.
Navigating IRS Authorizations: Form 2848 & Form 8821
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Online
2.00 Credits
Member Price: $89
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. 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: 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 CPA Crossings.
Microsoft 365: Save More Time, Make More Money
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Online
4.00 Credits
Member Price: $149
Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don't miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend. 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: 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.
Cybersecurity for the Digital Transformation Era
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Online
1.00 Credits
Member Price: $49
This fireside chat will provide a practical overview of today's cybersecurity landscape, emphasizing the operational realities that organizations of all sizes face. The discussion will examine: Current threat trends How adversaries are evolving their tactics, techniques, and procedures What these shifts mean for defenders who must adapt their security posture in real time Attendees will gain insight into the importance of proactive incident readiness, including the value of: Clear response playbooks Cross-functional coordination Regular testing to validate both technical and procedural preparedness The conversation includes seasoned practitioners across diverse environments providing observations on: Recurring compromise patterns Indicators of emerging risks The pressures created by increasingly complex endpoint ecosystems A significant portion of the dialogue will address common misconceptions that undermine effective response, such as: Overreliance on tools without operational discipline Assumptions about detection coverage Gaps between documented processes and real-world executionThis 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.
How to Audit Prepaid Expenses
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Online
2.00 Credits
Member Price: $79
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions and common risks and threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy and reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools and confidence needed to navigate prepaid expense audits with proficiency. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Basic
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
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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Online
2.00 Credits
Member Price: $79
What can we learn from one of the largest municipal frauds in U.S. history? Rita Crundwell stole nearly $54 million from the citizens of Dixon, Illinois over the course of two decades. This course examines circumstances that allowed this landmark fraud to occur. We will explore internal control deficiencies and other circumstances that hindered prevention or timely detection of Rita's scheme. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Basic
Hot Topics Accounting Update
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Online
2.00 Credits
Member Price: $89
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. 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.
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
Surgent's Introduction to Required Minimum Distributions
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Online
2.00 Credits
Member Price: $99
Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer plan accounts so as to help IRA owners, plan participants, and beneficiaries meet their RMD obligations and avoid penalties that apply to RMDs not taken by their applicable deadline. Accounting and finance professionals should also be able to demonstrate tax-efficient solutions for RMDs. This course will walk accounting and finance professionals through the fundamental concepts and rules that apply to RMDs, demonstrate how to calculate RMDs, and explain how to correct RMD errors. It can be taken by anyone, including those without any experience working with RMDs. The course will include cases to promote understanding of the rules.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.
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. 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.
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 Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Member Price: $39
Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
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Online
1.20 Credits
Member Price: $39
This course is meant to complement the course that evaluates all aspects of the five steps to revenue recognition. The course "Understanding the new revenue recognition rules" examines the five-step model outlined in the standard that organizations must utilize when recognizing revenue. The new standard applies to all companies. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Accounting Update in a Post COVID-19 World
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Online
2.00 Credits
Member Price: $79
The COVID-19 pandemic has altered corporate and public accounting in ways we could never have imagined. This broad-based course will discuss accounting and auditing implications that have arisen as a result of the pandemic. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
An In-Depth Understanding of the Generation Skipping Transfer Tax
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Online
2.00 Credits
Member Price: $79
This course provides a focused and practical overview of the Generation Skipping Transfer (GST) Tax, designed specifically for professionals involved in estate and gift tax planning. As Part 4 of the Form 706 and 709 series, this session zeroes in on the rules, definitions, and application of GST tax, including the mechanics of calculating the inclusion ratio and how the GST exemption operates in real-world planning scenarios. Participants will gain clarity on how to identify skip persons, the types of transfers subject to the GST tax, and the proper treatment of direct skips, taxable terminations, and taxable distributions. Through clear examples and practical instruction, this course walks participants through voluntary, timely, late, and retroactive GST exemption allocations. With increasing regulatory complexity and heightened exemption limits, understanding the GST tax is critical for practitioners assisting clients in multigenerational wealth transfers. This course supports more accurate return preparation and strategic allocation of exemptions to minimize tax exposure. *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 webcastCPE Credit: TaxesProgram Level: Basic
K2's Advanced Topics In Power BI
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Online
2.00 Credits
Member Price: $79
So, you've been using Power BI to create fundamental reports and dashboards, and now you're ready for even more advanced reporting & if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool. Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: Intermediate
K2's Top Ten Productivity Booster Apps In Microsoft 365
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Online
2.00 Credits
Member Price: $79
This two-hour CPE course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365's versatile applications. Participants will explore ten key apps - including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places - and learn to integrate them effectively into their workflows. The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Overview
Introduction to Governmental Accounting
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Online
2.00 Credits
Member Price: $79
Governmental accounting is distinct from other forms of accounting, requiring a unique approach to financial reporting. This course introduces the fundamentals of governmental accounting, including fund accounting principles and the modified accrual basis of accounting. Participants will explore the structure and purpose of fund financial statements alongside government-wide financial statements, gaining a comprehensive understanding of their layouts and key elements. The course also delves into critical topics such as the concept of component units, the role and structure of Management Discussion & Analysis (MD&A), and the preparation and importance of the Annual Comprehensive Financial Report (ACFR). Perfect for those new to governmental accounting, this course provides a solid foundation for understanding and applying these essential principles. Delivery Method: Individual webcastCPE Credit: Auditing (governmental)Program Level: Basic
Internal Controls That May Have Prevented Fraud
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Online
2.00 Credits
Member Price: $79
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Basic