CPE Catalog & Events
What's Going on at the AICPA (2026/27)
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Online
2.00 Credits
Member Price: $89
Stay current on key developments affecting audit and attestation engagements with this comprehensive update on what's happening at the AICPA. This course begins with the next phase of quality management, with a particular focus on firms' monitoring and remediation responsibilities and what those requirements mean in practice. Participants will also review recent and upcoming standards impacting audit, attestation, and consulting engagements, including SSAE No. 24 and SSARS No. 26, along with high-impact exposure drafts related to confirmations and fraud. The course concludes with an overview of SAS No. 149 and its implications for group audits. Designed as a timely update for practitioners, this course helps participants understand how recent and proposed changes may affect engagement planning, execution, and compliance in the years ahead. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
K2’s Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $149
In today's world of "Big Data" every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up and investigation. Those who master the tools and techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools and techniques, including Excel, multiple Excel add-ins, and Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. Don't miss this opportunity to elevate your data analysis skills and stay ahead in your field. Enroll now and transform your approach to data analytics! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
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
SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Member Price: $89
This program provides in-depth coverage of SAS 145, a major standard that helps auditors enhance risk assessment procedures through improved techniques for identifying and assessing risks of material misstatement. This session is essential for CPAs that perform audits. The discussion will also be insightful for auditees and other professionals who want to maintain awareness of current auditing guidance. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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Online
2.00 Credits
Member Price: $89
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 webcast CPE Credit: 2Program Level: Basic
The Preparation of Form 706 and 709 – Understanding the Law
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Online
2.00 Credits
Member Price: $89
Understanding the complexities of estate and gift taxation can be challenging for many financial professionals, especially those who lack direct experience in this area. In this comprehensive course, participants will gain a solid foundation in Federal estate and gift tax law, providing them with the necessary tools to confidently handle tax compliance issues related to Forms 706 and 709. By exploring the details of the Internal Revenue Code sections pertinent to estate and gift taxation, attendees will gain a thorough understanding of key concepts, including deductions, valuations, and tax credits. This practical knowledge will not only enhance their expertise but also empower them to provide effective tax planning strategies for their clients. Throughout the course, participants will investigate essential topics such as the valuation of assets, deductions for funeral and administrative expenses, charitable and marital deductions, and the calculation of tax credits. By mastering these critical areas, financial professionals will be better equipped to navigate the challenges of estate and gift taxation, ultimately enabling them to provide comprehensive and effective tax planning services for their clients. Whether you're looking to expand your expertise or deepen your understanding of tax compliance issues, this course offers invaluable insights and practical knowledge that can immediately be applied in your practice. **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
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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Online
1.00 Credits
Member Price: $39
Obligating Coronavirus State and Local Fiscal Recovery Funds (SLFRF) by December 31, 2024 is essential to ensure a recipient does not have to return funds to the Treasury. There are a number of requirements to properly obligate SLFRF funds and opportunities to make changes to projects after the obligation deadline. In this course, we will define what an obligation is under SLFRF, review guidance from the Treasury, learn how to meet the SLFRF obligation deadline in multiple areas, and identify when changes can be made to estimates, contracts, and subawards after the obligation deadline. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
K2's Technology's Seven (Not Quite) Deadly Sins
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Online
1.00 Credits
Member Price: $39
Let's face it: using technology is a necessity because technology permeates all our business activities. Yet, many continue to use technology unwisely, which results in declining productivity and data privacy and security concerns. Participate in this session to learn about seven specific items you can-and should-act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the "hows" and "whys" associated with implementing the seven technologies discussed. This is "must-see"; CPE for those interested in productivity, efficiency, and data privacy and security. Delivery Method: Individual webcast CPE Credit: 1Program Level: Update
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 Art of Engaging in Difficult Conversations
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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.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies
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Online
4.00 Credits
Member Price: $149
Ready to elevate your career as an Accountant, Controller, or CFO? This course helps you build the core competencies needed to excel in these roles—focusing on technical expertise, business acumen, leadership, people skills, and the integration of AI tools. Learn how to go beyond tracking financial results to analyze business dynamics, uncover insights, and drive strategic decisions with AI-driven analysis. Develop the vision and strategy to lead organizational growth, while honing leadership skills to inspire teams and navigate change. Strengthen your ability to communicate effectively, collaborate across departments, and influence key stakeholders, with a focus on using AI to enhance decision-making and operational efficiency. With a practical, real-world approach, this course empowers you to master the skills that make you a successful leader in finance. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Fundamentals of Form 1040 -- Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. 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.
2025-2026 Federal Tax Updates - Business Entities
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Online
8.00 Credits
Member Price: $239
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. 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 Key Current Financial and Economic Issues Facing the Financial Executive
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Online
8.00 Credits
Member Price: $279
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.Delivery Method: Individual webcastCPE Credit: 8Program 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.
Accounting for and Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area. 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.
S Corporations: Calculating Shareholder Basis
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Online
2.00 Credits
Member Price: $89
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. 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.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. 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.
Nonprofit Technology Conference
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Online
8.00 Credits
Member Price: $347
Nonprofit professionals are being asked to do more than ever — with tighter budgets, leaner teams and increasing expectations for impact, transparency and efficiency. This dynamic conference is designed to help you rise to that challenge by equipping you with the tools, insights and strategies needed to navigate today’s rapidly evolving technology landscape.Through a series of practical, real-world sessions, you’ll explore how to build a cost-effective technology stack that truly supports your mission — without overspending or overcomplicating your systems. You’ll gain clarity on how to evaluate your organization’s needs, prioritize smart investments, and avoid common pitfalls that drain time and resources. Dive into the rapidly growing world of artificial intelligence and automation, and move beyond the buzzwords to understand how these tools can drive efficiency, improve accuracy and strengthen internal controls within your organization. Learn from real examples and discover how to safely and effectively implement these technologies in your day-to-day operations. You’ll also examine powerful case studies of financial fraud, cybercrime and ethical breakdowns — uncovering the warning signs, control failures and emerging threats (including AI-driven risks) that nonprofits must be prepared to face. Walk away with practical strategies to protect your organization, strengthen governance and safeguard your data. And because strong data skills are essential in today’s environment, you’ll enhance your Excel capabilities with modern tools and techniques that help you analyze data faster, automate reporting and generate meaningful insights with confidence. Whether you’re a finance leader, operations professional or nonprofit executive, this conference will empower you to make smarter decisions, leverage technology with confidence, and build a more resilient, future-ready organization.
The New Leadership Playbook: From Stability to Agility
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Online
1.00 Credits
Member Price: $39
Leading on New Terms is a fast- paced, one-hour course that challenges leaders to rethink everything they thought they knew about leadership. Built on Steve Cadigan’s Workquake philosophy, it confronts the collapse of the old stability-based leadership model and equips leaders with a new mandate: fuel growth, build trust, and lead with agility in a world where certainty no longer exists. Through provocative stories, real-world case studies, and practical “plays,” participants will learn how to shift from command to connection, harness technology without losing humanity, and redefine loyalty as learning and movement. Leaders will walk away with a sharper understanding of today’s realities and a personal “Future Leadership Charter” to start leading confidently on new terms. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Business Etiquette & Mindfulness
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Online
1.20 Credits
Member Price: $39
In today's fast-paced and interconnected workplace, success depends as much on how we show up as what we know. Business Etiquette and Mindfulness is a training designed to help professionals strengthen their communication, presence, and emotional intelligence. Participants will learn practical strategies to demonstrate professionalism, navigate workplace relationships with respect, and stay composed under pressure. Through engaging discussions, real-world scenarios, and mindfulness exercises, this course helps individuals build the awareness and confidence needed to lead with empathy, manage stress effectively, and represent their organization with excellence. Whether you're an emerging professional or an experienced leader, this session provides actionable tools to enhance focus, foster collaboration, and create a more mindful, inclusive workplace culture. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic