CPE Catalog & Events
Exploring the New Lease Accounting Standard
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
Internal Controls for Small and Medium-Sized Entities
-
TBD
1.0 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
The Controller Function - Elevating the Role
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
The Controller Function - Inventory Part 1
-
TBD
1.8 Credits
Member Price: $59
Accounting Finance Operations
K2'S Top Tech Productivity Tips And Tricks
-
TBD
2.0 Credits
Member Price: $79
Microsoft 365 tricks and tips Best practices for virtual meetings Productivity-enhancing apps and tools that you should consider using
Are You Qualified? The Ethics of Practice Development and Skill Enhancement
-
TBD
2.0 Credits
Member Price: $79
The Catch-22 of Practice Development and Skill Enhancement The Ethics of Education and Experience Requirements Examples of Skill-Expansion Resources Practice- and Skill-Expansion Cases to Consider Conclusion
IRS Cybersecurity Checklist
-
TBD
2.0 Credits
Member Price: $79
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
ChatGPT and Advanced Accounting Research
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
Independence Requirements for CAAS Engagements
-
TBD
2.0 Credits
Member Price: $79
CAAS Auditing & Accounting Yellowbook Ethics
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 - 2 hrs
-
TBD
2.0 Credits
Member Price: $79
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
-
TBD
2.0 Credits
Member Price: $99
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
-
TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
Employment Law 101
-
TBD
1.0 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Preparing for & Conducting Discharge Meetings
-
TBD
1.0 Credits
Member Price: $39
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
2025 AICPA Regulatory Ethics Update (VBOA Approved)
-
TBD
2.0 Credits
Member Price: $79
Ethics Yellowbook Code of Professional Conduct
Self-Rental Real Estate: Passive Activity & Section 199A
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Effective Governance for Nonprofit Success
-
TBD
1.0 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
Tech It to the Next Level: Slim Your Team for Max Efficiency
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.
The Controller Function - Strategic and Annual Planning
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Procurement Inventory