CPE Catalog & Events
The Preparation of Form 706 - Line-by-Line
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Online
3.00 Credits
Member Price: $109
Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules, and compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estate taxes while ensuring compliance with IRS regulations. Participants will explore key components, including gross estate calculations, deductions, tax computation, and portability elections. With real-world examples and practical guidance, attendees will gain confidence in preparing Form 706, even in complex scenarios. This course will also cover any recent legislative changes introduced by the new administration and their impact on estate tax planning and compliance. *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: 3Program Level: Basic
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." 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.
Understanding the Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $39
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. **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: 1Program Level: Intermediate
The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Member Price: $79
Financial forecasting is an important part of any successful business. It enables businesses to plan for the future and anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue and income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing, and how they must adjust to these changes. There are many types and methods of financial forecasting. This course will review the most prevalent forecasts and relative methods being used. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Businesses Receiving Government Assistance
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Online
2.00 Credits
Member Price: $89
Many for-profit entities receive government assistance or are required to have financial statement or compliance audits due to law or regulation. This course will discuss the requirements under Generally Accepted Auditing Standards relevant to for-profit entity audits. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
How to Audit Cash
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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.
Resistance to Resilience: Strive for Tech Change Acceptance
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Online
1.00 Credits
Member Price: $55
Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. 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 Controller Function - Inventory Part 1
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Online
1.80 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership series. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we will discuss the area of inventory. This specific segment in the first part of a two-part series on inventory. We explore how the controller can move these responsibilities into more of a strategic role. This course takes a look at some of the typical concepts and duties involved in the inventory function that is sometimes viewed as operational roles. We explore how these areas are strongly tied to the importance of the controllership role and how the controller can add value in each area. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Basic
K2’s Top Ten Productivity Booster Apps In Microsoft 365
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Online
2.00 Credits
Member Price: $89
Are you ready to take your productivity to the next level? Join our exclusive two-hour CPE course designed for accounting professionals and technology enthusiasts. Discover how to harness the power of Microsoft 365's versatile applications to streamline your workflows and enhance collaboration. In this course, you'll explore ten essential apps, including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places. Discover how to effectively integrate these tools into your daily tasks and experience immediate improvements in your efficiency. Don't miss out on this opportunity to unlock the full potential of Microsoft 365 and transform the way you work. Sign up now and take the first step towards a more productive and collaborative work environment! Delivery Method: Individual webcast CPE Credit: 2Program Level: Overview
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Member Price: $89
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 webcast CPE Credit: 2Program Level: Basic
Internal Controls Over Compliance vs Compliance
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Online
1.00 Credits
Member Price: $55
Accurately identifying and testing controls over compliance is critical, yet it remains a common deficiency highlighted in peer reviews. This course offers a comprehensive overview of internal controls over compliance, with a focus on their application to Single Audits. Participants will learn how to effectively align internal controls with specific compliance requirements. Additionally, we will address one of the most frequent findings in audits of governmental entities receiving federal grants: the misidentification of controls and the confusion between compliance and control processes. This course will help clarify the distinction, equipping you with the tools to enhance audit quality and ensure compliance effectiveness. 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.
Decoding Medical Plan Structures: Fully Insured vs. Self-Funded
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Online
1.50 Credits
Member Price: $79
Learn the history of medical plans and how the American health insurance system developed into it's current state. This section will help HR and Finance professionals actually understand the mechanisms behind traditional fully insured plans and their self funded plan counterparts. It will also introduce some key concepts around Stop Loss, Third Party Administration, and Medical Plan Underwriting Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Intermediate
Depreciating & Expensing Business Assets
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Online
2.00 Credits
Member Price: $89
This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. *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
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Member Price: $89
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 webcast CPE Credit: 2Program Level: Intermediate
Employees Today and Tomorrow: The ROI on Your People?
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Online
2.00 Credits
Member Price: $89
Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff? Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Indirect Cost Rates 2026: What Nonprofits Must Know to Build NICRA-Proof Proposals
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Online
2.00 Credits
Member Price: $89
Indirect costs are an important aspect of obtaining full cost recovery on grants and cooperative agreements. An indirect rate is a mechanism for recovering allocable indirect costs. Have you struggled to understand how indirect rates work? We will show you Uniform Guidance theory and the mechanical aspects of how indirect rates are constructed. This session will cover the two of the most widely used indirect cost rate proposal templates to obtain Negotiated Indirect Cost Rate Agreements (NICRA) for both the U.S. Department of Health and Human Services (HHS) and U.S. Department of Interior (DOI). We will address: • Fringe and indirect rate examples, • The power of an indirect rate multiplier, • What is an ideal indirect rate, • Mandatory requirements for constructing an indirect rate, • The importance of the Statement of Functional Expense, and • Understanding the HHS and DOI model templates. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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Online
2.00 Credits
Member Price: $89
Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. 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.
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
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Online
4.00 Credits
Member Price: $159
Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.Delivery Method: Individual webcastCPE Credit: 4Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.