CPE Catalog & Events
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Welcome to our online catalog. LCPA offers thousands of live and online courses to satisfy your professional development needs. Our easy-to-use filter enables you to find just the right courses to enhance your knowledge and help you succeed even more.
Whether you have an hour during lunch or an entire day, LCPA provides quality, flexible options to fit your schedule. Look for the "See more dates" dropdown to view availability. Several events/classes produced by LCPA can be taken either LIVE (In-Person) or VIRTUAL—please ensure you register for the correct one.
LCPA is proud to partner with ACPEN, CPA Crossings, Surgent, AHI, AICPA, and K2 Enterprises to deliver high-quality webcast and self-study content in a convenient and cost-effective manner. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
ACPEN: The Controllership Series - The Financial Close Process
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Online/Webcast
1.50 Credits
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A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and efficiency. In today’s digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process and how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary’s books and another two to three weeks to roll up and consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems and general ledger and consolidate software. Within this segment we will discuss the elements of the financial close and also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash, and the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages and accruals for vacation time, account reconciliations, deprecation and overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
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ACPEN: The Controllership Series - The Controllers Role in Financial Forecasting
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Online/Webcast
1.50 Credits
Financial forecasting is an important part of any successful business. It enables businesses to plan for the future and anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue and income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing, and how they must adjust to these changes. There are many types and methods of financial forecasting. This course will review the most prevalent forecasts and relative methods being used.
ACPEN: The Controllership Series: The Controller's Role in Debt Management
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Online/Webcast
1.50 Credits
Debt Management: Debt management often involves administering loan agreements and ensuring bank compliance. Compliance: Controllers help ensure compliance with federal and local laws, provisions, and financial regulations.
ACPEN: The Controllership Series: The Controllers role in ESG
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Online/Webcast
1.50 Credits
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As ever more jurisdictions move toward mandatory disclosure of ESG metrics, (ex: the European Union’s new Corporate Sustainability Reporting directive and impending U.S. SEC requirements) the urgency to get those disclosures right has gone up. This course to as an introduction to the concept of requirements for Controllers and financial personnel to understand ESG disclosures .Whether the role related to ESG disclosures and information falls into the job responsibility of the controller or not is yet to be seen. However, it is clear the Controller must maintain some level of knowledge and expertise around the types and timing of such disclosures.
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ACPEN: The Controllership Series – The Controller’s Skillset
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Online/Webcast
1.00 Credits
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This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth and depth of the controller skill set has expanded and will continue to expand as the business world evolves. The controller position will typically lead teams of financial and accounting experts. Recognizing that leadership and team management skills are must-haves; they need to be able to command their team's respect, inspire them to act, and ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.
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ACPEN: Critical Technical Skills for CFOs and Controllers
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Online/Webcast
4.00 Credits
Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be!
ACPEN: Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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Online/Webcast
2.00 Credits
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
AI & Accounting in Manufacturing
Available Until
On Demand Only
2.00 Credits
Description: This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics, and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI technologies intersect with core financial functions-cost accounting, audit, tax compliance, and financial planning-while enabling real-time reporting, fraud detection, and predictive decision-making. Drawing on current global trends and real-world case studies, the course offers actionable insights into integrating AI into financial operations, elevating the strategic role of accounting in manufacturing enterprises. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Analyze the benefits and limitations of predictive analytics in cost managementApply AI tools to improve audit accuracy and timelinessEvaluate the role of AI in real-time financial reporting and forecastingDesign frameworks for ethical AI governance in financial systemsInterpret AI-generated insights for tax compliance and strategic decisionsFormulate strategies for integrating AI into traditional accounting workflow Program Content: The major topics that will be covered in this course include:Intelligent automation and dark factoriesPredictive maintenance and real-time cost trackingAI-enabled financial reporting and dashboardsContinuous auditing and anomaly detectionTax compliance automation and transfer pricing AIData governance and cybersecurity in financial systemsWorkforce reskilling and AI-augmented financial roles Who should attend: This course is ideal for accountants, auditors, controllers, CFOs, and finance professionals in manufacturing who seek to understand and lead AI-powered transformation in financial oversight. Developed By: Garrett Wasny Instructor: Garrett Wasny CPE Credit: 2.00 Field of Study: Information Technology (2.00) Prerequisites: Basic understanding of accounting principles and familiarity with manufacturing operations is recommended. Advanced Preparation: None Format: QAS Self Study
CFO & Controller Critical Skills: Budgeting & Forecasting
Available Until
On Demand Only
2.00 Credits
Description: The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Distinguish between a forecast and a budgetRecognize the difference between top-down and bottom-up budgetingRecognize the key elements of a flexible budgeting approach Utilize key forecast driversApply judgement when it may be appropriate to make a forecast adjustment Program Content: The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques Who should attend: CFOs & Controllers who are involved in the budgeting and forecasting process. Developed By: Peters Professional Education LLC Instructor: David Peters CPE Credit: 2.00 Field of Study: Finance (2.00) Prerequisites: A basic understanding of budgeting techniques. Advanced Preparation: None Format: QAS Self Study
CFO Solutions to IRS Problems
Available Until
On Demand Only
4.00 Credits
Description: Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to...Identify the authority and regulations of the IRS.Develop a plan of action to prepare for an audit.Recognize questionable tax strategies by owners.Develop a plan for unpaid taxes.Recognize possible criminal tax violations. Program Content: The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners. Who should attend: CFO, controllers, finance professionals, CPAs, and attorneys. Developed By: Nordlander CPA, PLLC Instructor: Robert Nordlander CPE Credit: 4.00 Field of Study: Taxes (4.00) Prerequisites: A basic understanding of the responsibilities of a CFO. Advanced Preparation: None Format: QAS Self Study
CPA to CFO: Essential Competencies for Finance Leaders
Available Until
On Demand Only
1.00 Credits
Description: The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruitersCritical thinking frameworks and strategy creation techniques for financial leadershipForward-looking financial skills including capital management, forecasting, and funding strategiesIndustry-specific requirements for high-growth companies and nonprofit organizationsPractical career development strategies to build CFO-ready competencies Program Content: The major topics that will be covered in this course include:Identify the top general competencies most valued by hiring executives for CFO positionsRecognize the shift from compliance-focused to forward-looking financial skills in CFO requirementsList specific sub-competencies that rank highest in the research findingsCompare traditional CPA skills with modern CFO competency requirementsIdentify actionable steps from the report's recommendations for career development Who should attend: Senior managers, directors, controllers, VPs of finance, assistant controllers, finance managers, accounting managers, CPAs in industry, public accounting professionals considering corporate roles, financial analysts, treasury managers, FP&A professionals, professionals aspiring to CFO positions Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Accounting (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
Available Until
On Demand Only
4.00 Credits
Description: Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Indicate how different stakeholders utilize financial statementsRecognize how flexible budgeting may be used by CFOs and ControllersRecall how time series analysis and common size financial statements are used in trend analysisCalculate liquidity, leverage, and profitability ratiosIdentify the uses and limitations of ratio analysis Program Content: The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios Who should attend: Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills. Developed By: Peters Professional Education LLC Instructor: David Peters CPE Credit: 4.00 Field of Study: Finance (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study
Surgent's Business Law Essentials for Practitioners and Controllers
Available Until
On Demand Only
8.00 Credits
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This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential legal ramifications.
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Surgent's Business Law Essentials for Practitioners and Controllers
Available Until
On Demand Only
8.00 Credits
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This course covers basic legal principles that every accountant should be familiar with to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, this course will help you develop an approach to client and practice issues with a sensitivity and appreciation for potential legal ramifications.
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Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues
Available Until
On Demand Only
8.00 Credits
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.
Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until
On Demand Only
6.00 Credits
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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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Surgent's Buying and Selling a Business: Tax and Structuring Overview
Available Until
On Demand Only
4.00 Credits
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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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Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Available Until
On Demand Only
4.00 Credits
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In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand, they need the best skills to motivate, manage, and lead people. Being pigeonholed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
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Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Available Until
On Demand Only
4.00 Credits
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In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
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Surgent's Controllership Skills Update – Budgeting, Forecasting, and Big Data
Available Until
On Demand Only
1.00 Credits
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Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management's decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant's further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data, and reinforces the status quo. Budgets are about the organization's story, not just the raw numbers!
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