Professional Development and Event Catalog
CPAxPACK: AI-Powered Accounting - February
Online
12.00 Credits
Member Price: $299
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*** This CPAx Pack includes five individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Transform your accounting practice with our cutting-edge course bundle, designed to harness the power of artificial intelligence. "Unlock the Power of AI with Copilot in Excel" to streamline your data analysis and reporting. Dive deeper with the "AI Prompt Engineering Masterclass for Accountants," where you'll learn to craft effective AI prompts tailored to your needs. Explore "AI for CPAs - How it Works and How to Apply it" to understand the fundamentals and practical applications of AI in accounting. Automate your tax preparation process with "1040 Tax Prep Automation with AI Tools," and discover how AI seamlessly integrates into the accounting world with "How AI Fits into the Accounting World." Each course is meticulously crafted to provide you with the knowledge and skills needed to leverage AI for increased efficiency, accuracy, and innovation in your practice. Join us and become a future-ready CPA, equipped with the tools to excel in the evolving landscape of accounting. Enroll today and unlock the transformative potential of AI in your accounting career!
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CPAxPACK: Audit Essentials: Cash, Expenses, Inventory - February
Online
6.00 Credits
Member Price: $149
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*** This CPAx Pack includes three individual sessions for a total of 6 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Elevate your auditing skills with our specialized course bundle, designed to provide you with in-depth knowledge and practical expertise in auditing cash, expenses, payables, and inventory. Whether you're a seasoned auditor looking to refine your skills or a newcomer eager to learn the essentials, this bundle offers comprehensive coverage of key auditing areas. Discover the intricacies of auditing cash transactions, master the techniques for auditing expenses and payables, and gain a thorough understanding of inventory auditing. Each course is crafted to equip you with the tools and insights needed to conduct effective and efficient audits, ensuring accuracy and compliance. Join us on this learning journey and transform your auditing capabilities, making you an invaluable asset in the field of finance and accounting. Enroll today and take the first step towards mastering the art of auditing!
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CPAxPACK: Combatting Fraud: Master Prevention and Detection - February
Online
8.00 Credits
Member Price: $199
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*** This CPAx Pack includes three individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Equip yourself with the essential tools to combat fraud with our comprehensive course bundle, designed specifically for CPAs and financial professionals. Dive into the world of fraud prevention with "Fraud Busters: Controls to Prevent & Detect Fraud," where you'll learn effective strategies to safeguard your organization. Take proactive steps to protect against external threats with "Steps to Stop External Fraud," and gain a thorough understanding of anti-money laundering practices with "Money Laundering 101 for CPAs." Each course is meticulously crafted to provide you with practical insights and actionable techniques to identify, prevent, and respond to fraudulent activities. Join us and become a fraud-fighting expert, ensuring the integrity and security of your financial operations. Enroll today and take the first step towards mastering fraud prevention and detection!
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CPAxPACK: Forensic Accounting: Investigate, Analyze, Report - February
Online
12.00 Credits
Member Price: $299
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*** This CPAx Pack includes three individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Dive into the intricate world of forensic accounting with our comprehensive course bundle, designed to equip you with the skills and knowledge needed to excel in legal and investigative settings. "Forensic Accounting: Court Approved Methods of Proof," will teach you the essential techniques for gathering and presenting evidence that stands up in court. "Forensic Accounting: When the Office Is a Crime Scene," provides valuable intel on how to investigate financial crimes within an organization, identifying fraudulent activities and tracing illicit transactions. Master the art of "Forensic Accounting: Crafting Expert Reports," is where you'll learn to compile your findings into clear, compelling reports that can withstand legal scrutiny and support your expert testimony. Each course is meticulously crafted to provide you with practical insights and hands-on experience, ensuring you can confidently navigate the complexities of forensic accounting. Join us and become a forensic accounting expert, ready to tackle financial crimes and support legal proceedings with precision and authority. Enroll today and take the first step towards mastering forensic accounting!
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CPAxPACK: Monthly Federal Tax Updates: Stay Informed on Tax! - February
Online
24.00 Credits
Member Price: $499
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*** This CPAx Pack includes 12 individual sessions for a total of 24 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live every monday beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour monthly program in order to stay abreast of these developments! Approximately one-half of each program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. The Monthly Federal Tax Updates occur every Monday at 11am and are presented by Allison M. McLeod, LL.M., CPA. These courses provide a concise look at the hottest topics affecting every tax practitioner.
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CPAxPACK: Tax Pro's Guide: Essential Courses for Tax Mastery - February
Online
12.00 Credits
Member Price: $299
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*** This CPAx Pack includes seven individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Unlock the secrets of taxation with this comprehensive course bundle, designed to take you from a novice to a tax expert. Whether you're just starting with the basics of individual taxation or diving deep into the complexities of income tax analysis and IRS audit techniques, this bundle will deliver. Learn to teach tax concepts effectively, automate 1040 tax preparation with cutting-edge AI tools, and navigate the tax implications of retirement plan distributions with confidence. With detailed insights into Schedule C of Form 1040, you'll gain the knowledge and skills needed to handle diverse tax scenarios. This bundle is your ultimate guide to mastering taxation, offering a blend of foundational knowledge and advanced strategies. Join us and transform your tax expertise into a powerful skill set that will set you apart in the field, ensuring you stay ahead in the ever-evolving world of taxation. Enroll today to take steps to master becoming an expert Tax Pro in your field!
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CPAxPACK: The Ultimate IRS Guide: Forms and Collections - February
Online
8.00 Credits
Member Price: $199
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*** This CPAx Pack includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Navigate the complexities of IRS procedures with our comprehensive course bundle, designed to equip you with the knowledge and skills needed to handle various IRS interactions with confidence. From understanding the nuances of Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) to mastering the intricacies of IRS collections through Form 433 and Offer in Compromise, this bundle covers it all. Learn the step-by-step process of navigating IRS collections and gain insights into effectively responding to IRS correspondence. Each course is meticulously crafted to provide you with practical tools and strategies for managing IRS authorizations, collections, and communications. Join us and transform your understanding of IRS procedures, ensuring you are well-prepared to tackle any IRS-related challenges. Enroll today and take control of your IRS interactions with confidence!
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CPAxPACK: Unlimited Webinars - February
Online
0.00 Credits
Member Price: $599
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Get all of your CPE at one low price. Dive into our Unlimited Pack and start your journey of uninterrupted learning today at a more economical price than purchasing each webinar individually. With a huge selection of courses tailored to meet diverse learning needs, you can access our entire webinar catalog for only $599. Say goodbye to the stress of purchasing individual courses and hello to continuous learning and growth. How Does It Work ... The CPA Crossings Unlimited Pack gives you the opportunity to take unlimited scheduled webinars on our state-of-the-art learning platform. Once you purchase this pack, you will then be able to register for any course on our platform*, without any additional cost. Instructions will be sent to your email. Start saving and start learning today!
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CPAxPACK: Unlocking AI Potential for Business Innovation - February
Online
10.00 Credits
Member Price: $249
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*** This CPAx Pack includes six individual sessions for a total of 10 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Transform your business with our comprehensive AI-powered course bundle, designed to elevate your firm's efficiency, profitability, and compliance. Discover how to implement an AI-enabled marketing strategy to attract and retain clients and explore the practical applications of generative AI to boost your firm's efficiency and profitability. Learn how to instantly transform ideas into revenue streams using AI, and master the essentials of AI privacy, security, and compliance to protect your business. Discover how to slim your team for maximum efficiency with cutting-edge technology and unlock the power of AI with Copilot in Excel to streamline your data analysis and reporting. Each course is meticulously crafted to provide you with the knowledge and skills needed to leverage AI for business innovation and success. Join us and take your firm to the next level with AI-driven strategies. Enroll today and unlock the transformative potential of AI for your business!
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CPAxPACK: Unlock Power BI with Comprehensive Data Analysis - February
Online
10.00 Credits
Member Price: $249
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*** This CPAx Pack includes four individual sessions for a total of 10 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Unlock the full potential of your data with our comprehensive Power BI course bundle, designed to take you from a beginner to an advanced data analyst. Get started with Power BI to familiarize yourself with the basics of setting up your workspace and learn how to clean, transform, and load data in Power BI. You will master the essential techniques for preparing your data for analysis. This bundle dives deeper into how to create measures in Power BI to help master the art of tracking and analyzing key performance indicators. Learn how to bring Power BI and Data Analysis together to integrate your skills to perform sophisticated data analysis and create compelling visualizations. Each course is meticulously crafted to provide you with practical knowledge and hands-on experience, ensuring you can confidently use Power BI to transform raw data into actionable insights. Join us and elevate your data analysis skills to new heights. Enroll today and become a Power BI expert!
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CPAs and Addictions: Finding Hope and Healing
9:00am - 11:00am
Online
2.00 Credits
Member Price: $79
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Substance abuse and mental health issues among CPAs has become of great concern among many state boards and the AICPA in recent years. This program will cover the factors that push CPAs to unhealthy behaviors, the prevalence of drug and alcohol abuse, and possible options in addressing the situation. We will also discuss steps that friends and family can take to support their struggling CPA find hope and healing.
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Surgent's Understanding How the IRS Rewards Whistleblowers
9:00am - 11:00am
Online
2.00 Credits
Member Price: $99
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In 2006, Congress passed the Tax Relief and Health Care Act. Prior to the Act's passage, rewards to individuals who provided information to the IRS regarding tax fraud were capped at $10 million. The Tax Relief and Health Care Act authorized the IRS to create a Whistleblower Office dedicated to investigating, processing and recovering claims concerning the underpayment of taxes. Under the IRS' new program, whistleblowers may recover 15 to 30 percent of the amount collected provided the taxes and amounts in dispute exceed $2 million. If the whistleblower's claim does not meet these criteria, the IRS may still consider granting an award under its pre-2006 Tax Relief Act discretionary authority. Given the rapid growth of this program, practitioners should have a basic understanding of the procedure and content for IRS Whistleblower claims, both from the perspective of a claimant's potential to recover and a taxpayer's exposure to liability.
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Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
9:00am - 11:00am
Online
2.00 Credits
Member Price: $99
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Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.
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The Ethic of Recruitment and Selection
9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Buying and Selling a Business: Tax and Structuring Overview
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.
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Microsoft Teams - Everything You Need to Know from A to Z
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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Microsoft Teams is one of the most popular tools for communication, collaboration, and knowledge sharing. If you use Microsoft Teams in your practice or business, this is a "must attend" course. You will learn everything you need to know to optimize the features of Teams and maximize your productivity. We will cover everything from how to effectively design your teams and channels configuration. How to utilize all the Teams features for posting conversations and working with your Office documents, PDF files and more. You will leave this course with the skills to master all the features of Teams! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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2025 Annual Update for Governmental Accountants and Auditors
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. We'll then switch gears to review the GASB standards coming down the pike, including major projects of the GASB. When considering the audit side of the house, Yellow Book and Single Audit engagements are considered must-select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor performs a Yellow Book or Single Audit even when the engagement is for a for-profit entity. The session will also cover the changes to the Uniform Guidance. We'll close with a look at the key changes in the 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Beyond the Basics: Financial Ratios You Might Be Overlooking
9:30am - 10:30am
Online
1.00 Credits
Member Price: $55
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Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Unlock the Power of AI with Copilot in Excel
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Tax Season Update for Business with Steve Dilley
9:30am - 1:30pm
Online
4.00 Credits
Member Price: $149
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This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.