CPE Catalog & Events
Mastering the Excel Lookup Functions
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. 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.
Fringe Benefits & Compensation Planning - Today and Beyond
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Online
8.00 Credits
Member Price: $225
In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses and individual clients. With evolving tax laws and shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being and compliance. This course offers a comprehensive overview of essential tools and techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence and precision. By attending this course, practitioners will gain invaluable insights into various planning tools and techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting and disclosure requirements, to unraveling the complexities of IRC §132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans, and strategies for financing retiree medical benefits, among others. With a focus on practical application and real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools and knowledge needed to optimize benefits for both business and personal needs, now and in the future. **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
Getting SASsy - A Look at Recent Auditing Standards
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Online
1.00 Credits
Member Price: $39
This session will explore newly-issued auditing standards. Particular emphasis will be devoted to the reformatted audit report and key audit matters. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Intermediate
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $79
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 webcastCPE Credit: Auditing (governmental)Program Level: Basic
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
Member Price: $79
In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins. The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis. Delivery Method: Individual webcastCPE Credit: Information technology, Specialized knowledgeProgram Level: Intermediate
Advanced Excel: Hidden Secrets and Gems
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Online
2.00 Credits
Member Price: $89
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. 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: AdvancedThis 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.
Cost and Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $79
If sales increase, so should profits. Yet, the opposite result often leaves executive’s scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and under-price difficult, low-volume work. This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Intermediate
Surgent's Governing Agentic AI: Cybersecurity, Data, and Risk
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Online
2.00 Credits
Member Price: $119
As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance, and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as well as case studies on AI-powered cyber incidents. The course equips professionals to assess agentic system vulnerabilities, implement controls, and integrate risk insights into enterprise compliance strategies. This course equips CPAs to fulfill their oversight responsibilities in safeguarding financial data and ensuring the reliability of autonomous systems within the enterprise's control environment.Delivery Method: Individual webcastCPE Credit: Information TechnologyProgram 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.
K2's Technology For CPAs - Don't Get Left Behind
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Online
8.00 Credits
Member Price: $225
How good are you with the technology you use daily? What new technology tools are available that could save you time and make you more effective? Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively, this course is for you! In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment. Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Basic
Navigating IRS Collections: The Collection Process
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Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. 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: 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.
CPA to CFO
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Online
1.00 Credits
Member Price: $55
This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings. 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.
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Member Price: $39
Managerial accounting provides economic and financial information for managers and other internal users. Managerial and Financial Accounting have similarities and differences. Each field of accounting deals with the economic events of a business. Both managerial and financial accounting require that a company’s economic events be quantified and communicated to interested parties. This another course in our series on the controller’s role. The controller’s role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting and the basic concepts that surround this discipline as it primarily relates to cost accounting issues. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
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
Strategic Government Budgeting: Tools for Long-Term Sustainability
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Online
2.00 Credits
Member Price: $79
This course equips participants with the tools and strategies needed to create sustainable, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue and expenditures, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on experience with scenario planning, enhancing budget transparency and resilience. By the end of the session, attendees will have the knowledge and confidence to design and implement budgets that support long-term governmental priorities and strengthen financial stability. Delivery Method: Individual webcastCPE Credit: FinanceProgram Level: Basic
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
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Online
2.00 Credits
Member Price: $119
Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.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 Surgent McCoy.
Generative AI in Practice-Boost Efficiency and Profitability
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Online
2.00 Credits
Member Price: $89
Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. 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: 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.
Digging Deep with Excel Pivot Tables
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Online
1.00 Credits
Member Price: $39
This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables. Delivery Method: Individual webcastCPE Credit: Computer software & applicationsProgram Level: Intermediate
Introduction to Single Audit
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Online
2.00 Credits
Member Price: $79
Single Audits are a critical area of focus under the AICPA's Enhancing Audit Quality Initiative, requiring a thorough understanding of the Uniform Guidance's unique audit requirements for federal funds. This course examines the distinctive performance and reporting standards in Single Audits, equipping participants with foundational knowledge to navigate these complex audits effectively. Key topics include an overview of internal controls over compliance, understanding compliance requirements, using the Compliance Supplement, and identifying the elements of a finding in a Single Audit. This course is ideal for professionals seeking a clear and practical introduction to the essentials of Single Audits. Delivery Method: Individual webcastCPE Credit: Auditing (governmental)Program Level: Basic
Defining Where and Why Internal Controls are Needed
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Online
2.00 Credits
Member Price: $89
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly 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.
Get Started with Power BI
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Online
2.00 Credits
Member Price: $125
This is the first webcast in the 2020 Power BI Series. Please see below for the suggested viewing order. Excel is a popular data analysis tool, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks. In 2010, after much development and little hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since 2010, Microsoft has continued their development of end-user data analytic tools. This entire suite of products is called Power BI. During this webcast... We will provide an overview of the various Power BI tools and discuss Microsoft's Power BI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool. This is an overview of the various Microsoft Power BI tools and should be your first step in learning the complete set of Power BI tools. As an overview, we will not be teaching the details of each tool but you will receive a thorough understanding of what each tool can accomplish. This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. Explore the other webcasts in the Microsoft Power BI Series: Power BI - Prepare Your Data Efficiently for Excel Analysis Power BI - Analyze Your Data With Excel Pivot Tables Power BI - Create Excel Dashboards for Maximum Impact Power BI - Use Power Query to Transform Your Data Power BI - Go Beyond PivotTables with Power Pivot Power BI - Use Advanced Calculations with DAX Formulas Power BI - Use PBI Desktop to Create Reports and Dashboards Power BI - Share Your Data Analysis using PowerBI.comDelivery 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 AICPA.