CPE Catalog & Events
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Excel for Accounting Professionals Session 6: List Comparisons and Indenting
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Online
2.00 Credits
Member Price: $89
List Comparisons The ISERROR Function Multicolumn Lists with COUNTIFS Indentation Perform Lookups with SUMIFS
Fiduciary Accounting Part 3: Special Accounting Elections & Distributions 26-27
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Online
2.00 Credits
Member Price: $99
• Analyze a traditional fiduciary accounting situation • Determine the use of the reserve for depreciation • Become acquainted with the special accounting rule for business assets • Review the accounting treatment of distributions from entities
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Online
4.00 Credits
Member Price: $149
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Corporate Storytelling in Financial Reporting
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
Tax Update: "One Big Beautiful Bill"
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesEducation Incentives: Student loan discharge, 529 plan expansion, new “TRUMP Accounts”Business Taxation: Bonus depreciation, 199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption threshold, charitable deduction changesCompliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes
Strategic Government Budgeting: Tools for Long-Term Sustainability
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Online
1.00 Credits
Member Price: $39
Forecasting & Budgeting Auditing & Accounting Yellowbook
The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
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Online
1.00 Credits
Member Price: $39
Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do
The Controllership Series: The Controllers role in ESG
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Online
1.50 Credits
Member Price: $79
Environmental Social Sustainability Governance Accounting
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
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Online
8.00 Credits
Member Price: $89
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Member Price: $89
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
Interview Techniques & Detecting Deception
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Online
2.00 Credits
Member Price: $89
Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview
Asset Misappropriation You Have It - They Want It
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Online
2.00 Credits
Member Price: $89
Asset Misappropriation Fraud Opportunities Internal Control Weaknesses Fraudster Mindset Concealment Methods Fraud Risk Assessment Investigative Procedures
Procurement Standards 2026: What You Need To Know
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Online
2.00 Credits
Member Price: $89
Updated micro purchase and simplified acquisition thresholds as of October 2025 General procurement standards under 2 CFR S200.318 Informal and formal procurement methods under S200.320 Competition requirements under S200.319 Domestic preference requirements under S200.322 Contractor oversight and procurement documentation requirements
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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Online
2.00 Credits
Member Price: $89
Overview of Trump Account structure and purpose Eligibility and contribution limitations Tax treatment and reporting considerations Planning strategies for individuals and businesses Common pitfalls and audit considerations
The CFO Who Went to Prison
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
Valuing A Business: What is This Company Worth” 26-27
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Online
2.00 Credits
Member Price: $99
• The weighted average cost of capital • Discounted Cash Flow analysis • Valuation methods • The issues and the pros and cons of each method • How do you increase the value of a business?
Ways to Detect AI Fraud and Deception
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How AI is used for deception.Specific ways to determine when AI is being employed.Controls measures to aid in efforts to thwart AI fraud.
Workforce Transformation and Talent Management in 2025
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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: 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
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
Unlock the Power of AI with Copilot in Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot