CPE Catalog & Events
Working Through Grief and Loss - How to Build a Supportive Workplace
-
Online
1.00 Credits
Member Price: $39
Now more than ever, navigating loss, grief and crisis in the workplace is a skillset that leaders must possess. Keeping the heart in human resources is so important, especially in this post-pandemic state we are living in. We will explore ways that you can show empathy to your employees while also balancing your business needs. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax
-
Online
2.00 Credits
Member Price: $89
When do they exist and how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. *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
How to Audit Cash
-
Online
2.00 Credits
Member Price: $89
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 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.
K2's AI Accounting And Fraud Detection
-
Online
2.00 Credits
Member Price: $89
As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io, and Docyt. It examines how new technologies, like vibe coding and low-code/no-code automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics, and develop an automation strategy that enhances accuracy, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
-
Online
2.00 Credits
Member Price: $89
This session dives into real-world cases of financial fraud, cybercrime, and ethics breaches that captivated the business and accounting world. This session analyzes how these crimes unfolded, the warning signs that were missed, and the internal control and technology failures that enabled them. Participants will explore modern threats, including AI-enabled deception, and learn practical steps to strengthen fraud prevention, data protection, and governance. From shocking embezzlements to headline-making cyberattacks, this course turns true stories into powerful lessons for today's accounting and finance professionals. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
-
Online
2.00 Credits
Member Price: $99
Do you ever import data into Excel, and then spend a bunch of time manually preparing it for use? Perhaps you delete extra columns or rows. Maybe you need to split a single column into multiple columns, or, combine multiple columns into a single column. The good news is that many of these transformations can be fully automated with Excel! The Get & Transform tools built-in to Excel 2016 for Windows, formerly available as the Power Query add-in, are incredibly powerful. At a high level, they enable us to retrieve data from a variety of sources and prepare it for use as needed. In this session, we'll use Get & Transform queries to help with several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. If you frequently export/import data from one system to another, you will want to understand how to use a Get & Transform query to streamline your work. Delivery Method: Individual webcastCPE Credit: 2Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Taxation of Judgements and Settlements
-
Online
2.40 Credits
Member Price: $99
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **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 webcast CPE Credit: 2.4Program Level: Basic
Mastering Rapport Skills for Fun and Profit
-
Online
4.00 Credits
Member Price: $149
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Al Capone to Cybercrime: The Journey of IRS Special Agents
-
Online
4.00 Credits
Member Price: $149
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. 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.
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
-
Online
1.00 Credits
Member Price: $39
You have more to do than time to do it. When you finally find the time, distractions steal it away again. As a leader with multiple layers of demands on your time, how can you possibly get it all done? In this course, I will help you learn practical productivity strategies so you can tame your to do list and multiply your time. It’s just wrong for a to-do list to rule your life. Learn how to take back your time…and your life. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Big Picture Mega-Trends, Big Data, and World We Now Face
-
Online
2.00 Credits
Member Price: $89
It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Risk Wrangling: Surviving the Modern Business Rodeo
-
Online
2.00 Credits
Member Price: $89
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today’s enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today’s organizations. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Tax Procedure
-
Online
2.00 Credits
Member Price: $89
This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. **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 webcast CPE Credit: 2Program Level: Basic
Steps to Stop External Fraud
-
Online
2.00 Credits
Member Price: $89
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. 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.
Surgent's Tax and Advisory with Agentic AI
-
Online
2.00 Credits
Member Price: $119
This course examines how agentic AI is revolutionizing tax compliance, planning, and advisory services. Participants will explore real-world deployments by leading firms such as EY, which has developed agents that handle millions of global tax transactions. The course also delves into cross-border compliance issues, transfer pricing automation, and emerging advisory models powered by agent-led simulations. Risks related to bias, unauthorized practice, and data privacy will be addressed, with guidance on aligning autonomous operations with professional and regulatory standards. CPAs must understand these advancements to ensure tax compliance, manage client expectations, and mitigate professional liability risks when providing agent-assisted advisory services.Delivery Method: Individual webcastCPE Credit: 2Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
The Art of Engaging in Difficult Conversations
-
Online
2.00 Credits
Member Price: $89
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. 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.
Preparing and Reviewing Workpapers for Higher Quality Audits
-
Online
4.00 Credits
Member Price: $149
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Partnership Checkup: Tax Issues & Forms Reporting
-
Online
4.00 Credits
Member Price: $149
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts & now required for tax form reporting, as well an overview of K-2 and K-3 reporting requirements and effective dates. *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 webcast CPE Credit: 4Program Level: Intermediate
The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
-
Online
4.00 Credits
Member Price: $149
This course addresses frequently encountered disclosures associated with the preparation of private company financial statements prepared in accordance with generally accepted accounting principles (GAAP) issued by the Financial Accounting Standards Board (FASB), or a "Special Purpose Framework"; (SPF), such as cash or tax basis. Learn to research presentation and disclosure requirements and examples using the FASB Codification and other resources. Understand frequent disclosure requirements such as contingencies, risks and uncertainties, accounting policies, revenue recognition, leases, credit losses, impairment, fair value, and much more. Know the additional disclosure requirements needed when preparing private company financial statements using a special purpose framework, such as cash or tax basis. Delivery Method: Individual webcast CPE Credit: 4Program Level: Update
Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
-
Online
8.00 Credits
Member Price: $250
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement. This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet efficient, nature. Delivery Method: Individual webcast CPE Credit: 8Program Level: Basic