CPE Catalog & Events
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?
Volume to Value: A New Era of Precision Hiring in Accounting
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability
Surgent's Management Fundamentals
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Virtual
0.00 Credits
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
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.
Spring Tax Update with Steve Dilley
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Virtual
8.00 Credits
The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
How to Build a Custom AI Chatbot and GPT in Plain English
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
ACPEN: Let's End Business Ethics
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Online
2.00 Credits
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Ethics: 10 Crucial Qualities of High Character CPAs
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Virtual
2.00 Credits
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Surgent's Ethics for Tax Professionals
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Virtual
0.00 Credits
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Excel Tables and Conditional Summing
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Virtual
0.00 Credits
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Surgent's Tax Research - Intermediate Concepts
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Virtual
2.00 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
ACPEN: Creating A Coaching Leadership Style
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Online
3.00 Credits
What the Coaching Leadership Style Coaching Leadership Style Competencies Solution Focused Coaching Framework Leadership Competency Pillars Historical and Current Views of Coaching Coaching Culture Definition and Framework Coaching Results Measuring Success of Coaching
ACPEN: 2026 Tax Season Update for Individuals with Steve Dilley
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Online
4.00 Credits
Update and integration of recent tax legislation impacting 2026 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2027 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
ACPEN: The CPA as Strategic Advisor: Leading the Client Advisory Team
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Online
4.00 Credits
The CPA as team leader Roles of key advisory professionals Identifying cross-disciplinary planning opportunities Coordinating planning strategies Communication and collaboration Structuring advisory relationships Risk and professional responsibility
Yellow Book Independence and Single Audit Fundamentals
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Virtual
4.00 Credits
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
The Future of Audit: Technology, Talent & Transformation
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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: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Virtual
2.00 Credits
ACPEN: K2’s Artificial Intelligence For Accounting And Financial Professionals
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Online
4.00 Credits
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
ACPEN: 2026 Tax Season Update with Steve Dilley
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Online
8.00 Credits
Update and integration of recent tax legislation impacting 2026 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2026 and 2027 tax rate schedules and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
