CPE Catalog & Events
This will generate a PDF of the current filtered catalog
ACPEN: Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
TBD
1.8 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words
-
TBD
2.0 Credits
Member Price: $89
Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations
ACPEN: What's Going on at the GASB (2026/27)
-
TBD
2.0 Credits
Member Price: $89
GASB Statement No. 103 (financial reporting model improvements) GASB Statement No. 104 (capital asset disclosure enhancements) GASB Statement No. 105 (subsequent events) Recent GASB pronouncements and updates Active GASB exposure drafts and ongoing projects
ACPEN: Where to Hide Fraud Inventory – Expenses – Payroll
-
TBD
2.0 Credits
Member Price: $89
Fraud Concealment Inventory Fraud Expense Fraud Payroll Fraud Internal Controls Risk Assessment Audit Testing
Schedule K-1: What is it & What do I do with it?
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
Workforce Transformation and Talent Management in 2025
-
TBD
1.0 Credits
Member Price: $55
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: Preparing to be a Forensic Accountant - Cloud Forensics
-
TBD
1.4 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
TBD
1.5 Credits
Member Price: $79
Accounting Finance Cashflow
ACPEN: SAS 145: Modern Risk-Based Auditing
-
TBD
2.0 Credits
Member Price: $89
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
ACPEN: Cash Management: Strategies for Long-Term Success
-
TBD
2.0 Credits
Member Price: $89
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
ACPEN: Generation Intelligence: Navigating the Generational Divide
-
TBD
1.0 Credits
Member Price: $39
Generations
2026/27 Yellow Book Update
-
TBD
0.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
ACPEN: Functional Approach to Employee Benefits
-
TBD
1.5 Credits
Member Price: $79
Benefits Benefits Communications Total Rewards
ACPEN: K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
-
TBD
2.0 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
ACPEN: Employees Today and Tomorrow: The ROI on Your People?
-
TBD
2.0 Credits
Member Price: $89
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
ACPEN: Better Business Writing: Improve Your Speed and Quality
-
TBD
2.0 Credits
Member Price: $89
Writing Communications
ACPEN: Metrics Management – Dashboards, Performance Tools, and Open-Book Management
-
TBD
2.0 Credits
Member Price: $89
Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity
Build Better Budgets: Fundamental Techniques
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Surgent's Fraud In Single Audits
-
TBD
4.0 Credits
Member Price: $159
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
-
TBD
4.0 Credits
Member Price: $149
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint