CPE Catalog & Events
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
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $59
Emotions Relationships Emotional Intelligence Communication
Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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Online
1.00 Credits
Member Price: $59
Communications Self-Awareness Leadership
Tax Depreciation: How to Optimize Deductions
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Online
2.00 Credits
Member Price: $109
Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Section 179 deduction and its use to depreciate real property Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules
CFO Series: Ethical Decisions Made Easier: Blurred Lines?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ethics and moral principles.Identifying ethical dilemmas.Analyzing consequences and the impact on stakeholders.Applying ethical decision-making models.Effectively using the Code of Professional Conduct.Managing ethical conflicts and resolutions.
Fraud Case Studies: Professional Misbehavior in the 21st Century
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Online
4.00 Credits
Member Price: $159
AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice
Create Visuals in Power BI to Successfully Analyze Data
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.
How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Member Price: $275
Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book Understand risk assessment factors above those associated with a financial statement audit only Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance Master designing, performing and documenting effective and efficient tests of compliance requirements Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client Common peer review deficiencies
Tax Season Update for Individuals with Steve Dilley
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Online
4.00 Credits
Member Price: $245
Update and integration of recent tax legislation impacting 2025 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 2026 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
Group Audits: Who is Responsible for What?
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Online
2.00 Credits
Member Price: $109
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
2025 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Member Price: $159
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $59
Appreciation Languages of appreciation Appreciation strategies
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
PowerPoint: Tips & Tricks for Today's Accountant
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Online
2.00 Credits
Member Price: $109
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Real Estate Professionals: Passive Activity Rules
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Online
2.00 Credits
Member Price: $109
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
Ethical Intelligence for Artificial Intelligence
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Online
2.00 Credits
Member Price: $109
Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations
IRS Penalties and Abatements
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Individual Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses