CPE Catalog & Events
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
Unlock the Power of AI with Copilot in Excel
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot
ACPEN: Private Company Simplified GAAP Alternatives
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Online
2.00 Credits
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
S Corporations: Calculating Shareholder Basis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Overcoming Tech Adoption Challenges in CPA Firms
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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
CPA to CFO: Essential Competencies for Finance Leaders
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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: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
ACPEN: Addressing Common Documentation Deficiencies
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Online
2.00 Credits
AU-C 230 Auditing Yellowbook
Surgent's New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
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Virtual
2.00 Credits
The graduated holding periods and the related graduated capital gain exclusions Raising the per-issuer gain exclusion cap to $15 million Raising the corporate-level aggregate gross asset threshold to $75 million Qualifications for a corporation to issue Section 1202 stock Using multiple non-grantor trusts to unlock the $15 million exclusion cap The 10% test associated with non-operating real estate and investment securities The 50% working capital test The 80% test relative to an active qualified trade or business QSBS attestation letter Excluded businesses Permissible businesses, including manufacturing, retailing, technology, and wholesaling How Section 1202 applies in the context of a transfer to other taxpayers
Finance and Innovation: Reinvent Your Organization and Dept.
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Virtual
8.00 Credits
The major topics that will be covered in this course include:What is innovation?The different forms of innovation, e.g., sustaining and disruptive.The five discovery skills needed to be innovative?The value of why we need to find ways to say, “Yes!” How to change your processes, rules and departments to be more innovative? Lessons learned from innovative businesses with examples.How does innovation happen and how to make innovation stick?The need to improvise and embrace broad experiences.
ACPEN: The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.00 Credits
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Surgent's Real Estate for Accounting and Finance Professionals
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Virtual
2.00 Credits
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases
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Virtual
0.00 Credits
Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services
Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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Virtual
2.00 Credits
Marginal tax rates effective in 2025 and beyond The QBI deduction Qualified residential interest Child Care Credit Miscellaneous itemized deductions, including the educator deduction Rollovers from 529 plans to ABLE accounts Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Termination of credits for environmentally clean autos and expenditures Other timely topics
What's Changing in A&A for Governmental Entities (2026/27)
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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.
ACPEN: Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
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Online
8.00 Credits
Legislative and regulatory updates affecting fringe benefit planning Employer-sponsored fringe benefits and tax compliance under evolving regulations IRC §132 fringe benefit options and applications Cafeteria plans: benefits, limitations, and tax considerations Tax treatment of dependent care and educational assistance programs Flexible spending accounts and health savings accounts Group term life insurance: design features and tax treatment Financing strategies for retiree medical benefits Comparing health care benefits: insured plans vs. HMOs ERISA reporting and disclosure requirements Common control rules and nondiscrimination regulations
ACPEN Signature 2026: The Risk of Fraud in State & Local Government
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Online
8.00 Credits
Types of Fraud in State and Local Government (financial fraud, procurement fraud, corruption, abuse of power) Fraud Risk Assessment and Internal Control Systems Regulatory Frameworks and Compliance Requirements Fraud Investigation Techniques and Forensic Accounting Ethics, Governance, and Organizational Culture in Fraud Prevention
The 10 Must Know Excel Features
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
ACPEN: K2's Ten Questions To Ask Your IT Team
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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
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Virtual
1.00 Credits
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
Auditing digital assets: Entity’s use of a service organization
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Virtual
1.00 Credits
Understanding the entity and its environment and the service organizations role related to digital assets SOC 1® and SOC 2® reports as sufficient appropriate evidence Risks and challenges associated with performing audit procedures involving service organizations.
