CPE Catalog & Events
ACPEN: Partnership Checkup: Tax Issues & Forms Reporting
-
Online
4.00 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations
What's Changing in A&A for Governmental Entities (2026/27)
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105.Overview of active GASB exposure drafts and ongoing projects.Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.
Mastering the Excel Lookup Functions
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
ACPEN: How to Make Difficult People Disappear...Without Breaking the Law
-
Online
1.00 Credits
Conflict Management Interpersonal Relationships Personality Styles
ACPEN: K2's Ten Questions To Ask Your IT Team
-
Online
1.00 Credits
Ten Strategic Question Frameworks for Technology Assessment Cybersecurity and Infrastructure Oversight Through Targeted Dialogue Cloud Governance and Remote Work Technology Evaluation
ACPEN: A Guide to Sampling - Part 1
-
Online
2.00 Credits
Auditing Yellowbook
Surgent's Unconscious Bias in the Workplace
-
Virtual
0.00 Credits
Introduction to Unconscious Bias The “5 Things To Know” Framework Schemas and Mental Shortcuts Types of Unconscious Bias Bias in Action: Workplace Impacts Microaggressions and Language The Four Stages of Competence Strategies for Change Tools and Resources
ACPEN: Maximizing the Tax Benefits of an Installment Sale
-
Online
1.00 Credits
Installment sale treatment eligibility When to elect out of installment sale treatment Installment sales of business assets Installment sale default and the rules for personal property vs real property Depreciation recapture
Workforce Transformation and Talent Management in 2025
-
Virtual
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
ACPEN: Cost and Pricing Models: Boost Your Bottom Line
-
Online
2.00 Credits
Cost Accounting Activity-based Costing
Tax Implications of Retirement Plan Distributions
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
Hot Topics Accounting Update - 2026
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Advanced Excel for Staff - Build Reports and Analyze Data
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.
ACPEN: A Strategic Approach to Understanding Compensation Structures
-
Online
1.50 Credits
Compensation
ACPEN: GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
Online
2.00 Credits
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
ACPEN: FASB Update and Review
-
Online
2.00 Credits
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Partnership/LLC Taxation: Tax Basis Capital Accounts
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps
Overcoming Tech Adoption Challenges in CPA Firms
-
Virtual
1.00 Credits
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms
ACPEN: Communicate Financial Concepts to Non-Accountants
-
Online
2.00 Credits
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
