CPE Catalog & Events
LEARNING PATH: Government and NFP Specialist
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Virtual
10.00 Credits
Government and Not-For-Profit work has unique standards, reporting expectations, and compliance requirements-this path focuses specifically on those realities. It pairs Yellow Book ethics with governmental accounting updates and what's changing in A&A for governmental entities, giving CPAs a current, practical view of the landscape. Take this path if you serve public-sector or NFP clients (or want to) and need specialized CPE that aligns with their standards and oversight environment.
LEARNING PATH: Staff Accountant Core Foundations
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Virtual
10.00 Credits
This path is built for early-career CPAs and staff who need a solid base across the essentials: core accounting, tax basics, audit fundamentals, and practical spreadsheet accuracy. It includes topics like compilation preparation, keeping up with standard-setting, finding errors in Excel, and foundational individual taxation. CPAs should take this path to ramp faster, reduce common mistakes, and become more dependable across multiple engagement types early in their careers.
LEARNING PATH: Strategic Growth and Personal Development
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Virtual
10.00 Credits
Technical skills aren't enough for advancement-this path builds the leadership and business development capabilities that help CPAs grow into advisory and partner-track roles. You'll cover change leadership, executive presence/personal brand, talent management, client database monetization, and navigating modern business risk and tech adoption challenges. CPAs should take this path to strengthen influence, drive initiatives, and contribute to firm growth-especially if they're moving into management or client-facing leadership.
LEARNING PATH: Technology and Innovation
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Virtual
0.00 Credits
This path gives CPAs a practical, current foundation in the technologies reshaping the profession-AI usage, cybersecurity risk, major tech trends, and even data ethics for modern accountants. It's designed to build confidence in evaluating tools, understanding risk, and adopting technology responsibly, rather than just "keeping up" passively. CPAs should take this path to stay future-ready, improve tech-informed judgment, and better advise clients and stakeholders in a rapidly changing environment.
LEARNING PATH: Compliance in a Box
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Virtual
20.00 Credits
This is the "coverage path" for CPAs who want a streamlined way to make major progress toward annual requirements in one purchase. This 20-credit bundle is positioned as an efficient way to earn CPE while checking multiple boxes-ethics/professional skepticism, tax updates, audit technology awareness, fraud exposure, and accounting/reporting refreshers. Take this Learning Path if you want broad renewal coverage at a lower cost.
ACPEN: Corporate Ethics Cases: Discuss Real Life Conflicts
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Online
4.00 Credits
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Unlimited Webinars
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Virtual
1.00 Credits
Get all of your CPE at one low price. Dive into our Unlimited Pack and start your journey of uninterrupted learning today at a more economical price than purchasing each webinar individually. With a huge selection of courses tailored to meet diverse learning needs, you can access our entire webinar catalog for only $599. Say goodbye to the stress of purchasing individual courses and hello to continuous learning and growth. How Does It Work ...The CPA Crossings Unlimited Pack gives you the opportunity to take unlimited scheduled webinars on our state-of-the-art learning platform. Once you purchase this pack, you will then be able to register for any course on our platform*, without any additional cost. Instructions will be sent to your email. Start saving and start learning today! *Courses in the CFO Series are not included in this unlimited pack.
ACPEN: Recognizing Lies: How to Detect and Prevent
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Online
2.00 Credits
Lies abound Why is it so difficult to call out a liar? How lies devastate Why do we despise lies? What sets liars apart? Deciphering the signals that indicate dishonesty How short-term thinking leads to lies and leads to uncovering lies Analyzing the cues Differentiating concerns and guilt The deception paradox What makes a great lie so great? Proven processes to uncover lies
Surgent's Assessing the Risk of Fraud in a Financial Statement Audit
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Virtual
8.00 Credits
The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds Cyber fraud schemes and how to prevent and detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Virtual
8.00 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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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
ACPEN: The Ethics of How We Treat People; Why it Matters?
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Online
1.00 Credits
Is it ethical to mistreat others? What are the signs and consequences of mistreatment? Why does treating people ethically matter for finance and business professionals? The consequences of mistreating people? What is the return on treating people well?
ACPEN: Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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Online
1.00 Credits
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit
Microsoft 365 Application Lightning Round Review-Updated
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Virtual
1.00 Credits
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
ACPEN: Digital Resilience: Building Stronger, Smarter Organizations
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Online
1.00 Credits
Digital resilience Resilience frameworks Risk management Leadership & Cross-Functional Strategies
ACPEN: International Tax Treaties
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Online
2.00 Credits
Tax treaties Tax impact of cross-border transactions
How to Audit Accounting Estimates
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Procedures to test the process used by management to develop estimates.Common examples of accounting estimates that are included in the financial statements.Updated requirements in SAS 143.
Surgent's Getting Ahead: The Art of Marketing for CPAs
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Virtual
0.00 Credits
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Independence for Auditors - AICPA, PCAOB, GAO & DOL
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL), and the Public Company Accounting Oversight Board / SEC. Common areas of confusion, nuanced differences among the frameworks, and considerations auditors should keep in mind when performing attest services for different types of clients.
Avoiding the Most Misapplied Audit Concepts
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Virtual
8.00 Credits
The major topics that will be covered in this course include:Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type.Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details.Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling.Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance.
