CPE Catalog & Events
BUNDLE: CFO Series - February 2026
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Online
6.00 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: Cash Flow: How to Enhance the Statement Everyone Ignoreshttps://webinars.cpacrossings.com/KIRMCFS2 CPE: 2Field of Study: AccountingDiscussion Leader: Bob Mims, CPADate: Friday, February 6, 11:00 amDescription: The cash flow statement is one of the most confusing financial reports, yet it has the potential to deliver the most essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision-makers drive smarter results. Week 2: Improving Profitability the Right Way: Cut the Right Costshttps://webinars.cpacrossings.com/KIDMIPC2 CPE: 2Field of Study: FinanceDiscussion Leader: Don Minges, MBADate: Friday, February 13, 2026, 11:00 amDescription: Most cost-cutting exercises fail, either by cutting the wrong costs, cutting too much, cutting too little, ignoring interrelated impacts, taking shortcuts, or waiting too long. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives. Planning is essential. We will show you how to cut the right costs correctly and avoid career-killing blunders. Week 3: How to Survive an Audit With Confidence and Avoid Pitfalls!https://webinars.cpacrossings.com/KIRBHSA2 CPE: 2Field of Study: AuditingDiscussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, February 20, 2026 11:00 amDescription: This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs, and what you can do to make the audit process smoother, less stressful, and more productive.You'll learn what to expect during each phase of the audit-planning, fieldwork, and reporting and walk away with practical strategies to improve your communication, documentation, and overall preparedness. Week 4: Beyond Likes & Shares: Can Social Media Really Work at Work?https://webinars.cpacrossings.com/KIJMBLS2 CPE: 2Field of Study: Communications and MarketingDiscussion Leader: Jane Mims, PhDDate: Friday, February 27, 2026, 11:00 amDescription: Social media often drives cultural trends and conversations. Even if someone isn't directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We will review what is and is not acceptable for a professional to do.
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
1040 Tax Prep Automation with AI Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.
Disrupt to Dominate: Mastering Change Leadership
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
Rewards & Recognition Strategies for Leaders
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Online
1.00 Credits
Member Price: $59
Leadership Recognition Total Rewards Employee Engagement
Powerful Public Speaking
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Online
1.50 Credits
Member Price: $59
Communications
Mastering Communication Skills for the CPA
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Online
2.00 Credits
Member Price: $109
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
Member Price: $109
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
Best Non-Google Search Tools for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search
Mastering Microsoft 365 Copilot for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
Surgent's Skills to Enhance Personal and Professional Networks
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Online
2.00 Credits
Member Price: $99
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Surgent's What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Corporate Ethics Cases: Discuss Real Life Conflicts
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Online
4.00 Credits
Member Price: $159
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?
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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Online
3.00 Credits
Member Price: $159
Leadership Management
S Corporation (Form 1120S) - Formation to Liquidation
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Online
8.00 Credits
Member Price: $400
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution?)
The Value of Conflict
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Online
1.00 Credits
Member Price: $59
Conflict resolution
Revenue Recognition - Topic 606 Overview
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Online
1.50 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Member Price: $109
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
CFO Series: Cash Flow Stmnt: Enhancing the Ignored Statement
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The importance and structure of the cash flow statementUnderstanding operating, investing, and financing activitiesPresenting the statement using the “Sources and Uses” approachHow to tell the business story through cash flows and alternative reporting methodsIdentifying key drivers of cash and liquidityBridging the gap between accrual accounting and understanding cashCommunicating effectively with CEOs, boards, and non-financial stakeholders
The Controllership Series - Financial Statement Preparation
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Online
2.60 Credits
Member Price: $119
Accounting Finance Financial Statement Preparation