CPE Catalog & Events
Applying the Uniform Guidance in Your Single Audits
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Online
8.00 Credits
Member Price: $319
Performing efficient single audits You will learn how to be more efficient and effective at planning and performing audits in accordance with the Uniform Guidance. Highlights include: Performing a compliance audit under the Uniform Guidance Auditee and auditor responsibilities Federal assistance and nonfederal entities' major programs Internal control over compliance Reporting your findings
Spring Tax Update with Steve Dilley
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Online
8.00 Credits
Member Price: $239
This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. 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 Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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Online
8.00 Credits
Member Price: $279
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.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.
Surgent's Preparing Not-for-Profit Financial Statements
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Online
8.00 Credits
Member Price: $279
Accurate and effective financial reporting is essential for every not-for-profit organization, and it requires a solid understanding of today's reporting requirements. This course equips professionals with the knowledge and tools to confidently navigate not-for-profit accounting standards. You'll learn how requirements are applied in financial statements, explore available reporting options, and gain clarity on key areas such as net assets, contributions, and functional expense reporting. Through a highly illustrative format and over 30 targeted exercises, this course provides a practical, hands-on approach to building expertise in not-for-profit accounting and reporting.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.
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. 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.
State of AI
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Online
1.00 Credits
Member Price: $39
Artificial Intelligence is moving fast and increasingly adopted in businesses, significantly improving efficiency in many industries, including finance, retail, healthcare and manufacturing. What is real and what is just hype? What should business leaders consider as they lead their organizations in the adoption of this technology? Why is AI governance the key to success? This webinar will cover some of the major advancements in artificial intelligence in 2025 and key insights on where AI is headed and recommend both strategic and tactical steps to take as we move into 2026. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Conflict Resolution and Effective Communication Training
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Online
1.20 Credits
Member Price: $39
Strong teams communicate openly, listen actively, and handle conflict with respect. This engaging session helps participants recognize different communication styles, manage misunderstandings, and turn tough conversations into opportunities for collaboration. Through discussions and practical tools, team members will build confidence in addressing challenges while strengthening trust and connection in the workplace. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Intermediate
The Controllership Series: The Controller's Role in Digital Transformation
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Online
1.40 Credits
Member Price: $39
A controller's role in digital transformation is to act as a key facilitator in integrating new technologies within the finance function. This process moves beyond traditional accounting tasks to actively analyze data, provide insights based on financial information. This will ensure the smooth implementation of new systems that streamline financial operations, all while maintaining compliance and financial control within the organization. This course will introduce some of those topics and methods Controllers are beginning to turn to. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
The AI Advantage: Leveraging AI for Efficiency and Impact
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Online
1.50 Credits
Artificial Intelligence is no longer a future concept—it's transforming the accounting and finance profession today. In this fast-paced session, discover how AI-driven tools and strategies are revolutionizing workflows, improving decision-making, and driving business impact.
K2’s Collaboration – Best Platforms And Practices
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Online
2.00 Credits
Member Price: $89
Collaboration remains one of today's hottest topics. Technology has fueled today's collaboration options, and work-from anywhere environments virtually demand collaboration platforms. In this session, you will learn today's best tools and practices to facilitate more effective collaboration in your organization. In this session, you will learn about today's mainstream collaboration platforms & Microsoft 365, Google Workspace, and Zoho - and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Become a Data Analysis Expert
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Online
2.00 Credits
Member Price: $89
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. 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 Now Is The Time to Automate
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Online
2.00 Credits
Member Price: $78
The term “automate” has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. In this session, you will learn how to crank up your automation projects and see first-hand how easy and effective automation can be. More specifically, this session shows you exactly how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.
Procurement Standards 2026: What You Need To Know
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Online
2.00 Credits
Member Price: $89
Federal procurement requirements under the Uniform Guidance were significantly revised effective October 1, 2024, introducing new expectations for procurement methods, internal controls, contractor oversight, and domestic sourcing preferences. This session will provide grant recipients and subrecipients with practical guidance on implementing compliant procurement procedures under 2 CFR SS200.317-200.327 and aligning procurement policies with updated federal standards, and thresholds from the FAR. Attendees will learn how to strengthen procurement documentation, apply revised competition requirements, and prepare for federal agency or Single Audit procurement system reviews. This session provides the regulatory application to develop your own SOP. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Smarter Tax Services with Artificial Intelligence (AI) Tools
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Online
2.00 Credits
Member Price: $89
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research, and enhance client advisory services with AI too 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 Forms 7217 and 7203
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Online
2.00 Credits
Member Price: $119
IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated.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.
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Online
2.00 Credits
Member Price: $99
How much can clients contribute to a Roth IRA, Roth 401(k), Roth SEP IRA, or Roth SIMPLE IRA? When do enhanced (super) catch-up contributions apply, and when must those catch-up contributions be made on a Roth basis? How does a Roth distribution qualify as tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 fundamentally change Roth funding and distribution rules? These are among the core Roth questions advisors must be able to answer with confidence. As Roth accounts continue to play an increasingly central role in retirement savings strategies — and as contribution rules become more layered and complex — Roth proficiency is no longer optional. In addition, new rules governing age-based enhanced catch-up contributions and the Roth mandate for certain higher-income participants have added a new level of coordination between tax planning, payroll, and retirement plan design. In this course, Denise Appleby simplifies the critical rules that govern Roth funding and Roth distributions across Roth IRAs, Roth 401(k)s, and related employer plans. Emphasis is placed on understanding how the rules interact, where advisors commonly make mistakes, and how recent legislative changes affect real-world planning.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.
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Online
2.00 Credits
Member Price: $99
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure "equality of opportunity" and "economic self-sufficiency" for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines, and examples of the key concepts under both laws.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.
Advanced IT Audit & Real-World Testing
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Online
3.00 Credits
Member Price: $109
This advanced course focuses on executing IT audits in real-world environments. Participants will learn how to perform walkthroughs, design testing procedures, evaluate control effectiveness, and prepare audit-ready documentation. Delivery Method: Individual webcast CPE Credit: 3Program Level: Intermediate
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
Member Price: $149
This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic