CPE Catalog & Events
Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements.
CPA to CFO: Essential Competencies for Finance Leaders
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Online
1.00 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: 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
Relationship Networking: The Art Of Conversation
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Online
1.00 Credits
Member Price: $39
Networking Replatinship Management
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.20 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
OBBA of 2025: Individual Overview
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Online
2.00 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including casualty losses, individual tax rates, alternative minimum tax Provisions of existing law extended or made permanent with substantial change, including: child tax credit, earned income credit, standard deduction, state and local tax deduction New law provisions applicable to individuals, including deductions for: Tip income and overtime pay Social security income Car loan interest AGI charitable contribution deduction Trump account Repeal existing law provisions, including electric car credit and home energy credits
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Online
2.00 Credits
Member Price: $89
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
Claude Fundamentals for Accountants (2026 Update)
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding Claude and Large Language ModelsPrompt Engineering Fundamentals for AccountantsWorking with Documents, Contracts, and SpreadsheetsProjects, Artifacts, and Reusable AI WorkspacesClaude Connectors and Business System IntegrationMicrosoft 365 Add-ins and Workflow AutomationProfessional Skepticism, Ethics, Privacy, and Verification
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
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Online
2.00 Credits
Member Price: $89
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
From Numbers to Narratives: Mastering Data Analysis for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Evolving Role of CPAs in a Data-Driven WorldWhy Data Analysis Matters for CPAsKey Data Analysis Skills and Concepts for CPAsLeveraging Microsoft 365 Tools for Data AnalysisBuilding a Data Analytics Mindset
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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Online
1.00 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
Design Flexible Work Options To Attract & Retain Your Workforce
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Online
1.00 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
Ethics, Tax Practice & The Cannabis Industry
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Online
2.00 Credits
Member Price: $89
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Business Tax Update 2026: Compliance and Planning
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Online
2.00 Credits
Member Price: $89
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
Excelling at Excel: The Magic of Power Query
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Online
2.00 Credits
Member Price: $89
Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query
Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax
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Online
2.00 Credits
Member Price: $89
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How ""real estate business"" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the ""grouping"" election for passive activities and the flow-through deduction
Hot Topics Accounting Update - 2026
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Online
2.00 Credits
Member Price: $99
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
Surgent's Purchase and Sale of a Residence: Critical Tax Issues
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Online
2.00 Credits
Member Price: $99
General rules relating to the sale of a residence under § 121 Sale of a taxpayer’s main home Qualifying for a partial exclusion of gain on the sale of a home How a taxpayer meets the residence requirement Meeting the look-back requirement Separated, divorced, and widowed taxpayers Work-related moves and unforeseeable events Inherited homes and homes received in a divorce Impact of business or rental use of home on the gain exclusion Reporting gain or loss on the sale of a home
Surgent's Understanding Non-Compete Agreements
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Online
2.00 Credits
Member Price: $99
Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements