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, and Surgent to deliver high-quality webcast and self-study content conveniently and cost-effectively. Stand-alone courses and all-access packages are available. Filter using the Vendor name. Learn more.
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Check back soon for our extensive list of hundreds of courses to fit your learning goals.
Surgent's Simply Auditing Not-for-Profits Efficiently
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Online/Webcast
4.00 Credits
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It's crazy to try to audit not-for-profits in the same manner that you do for-profits! The sane approach to auditing not-for-profits is to incorporate what makes them unique into the planning and performance of the audit. This course is designed to help you do just that! Obtain a superior working knowledge of auditing not-for-profit entities effectively and efficiently.Speaker - Charlie Blanton, CPA
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Estate & Trust Primer - Tax Staff Essentials
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Online/Webcast
4.00 Credits
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The tax strategies behind estate planning Estate planning is vast and complicated. A fundamental understanding of estate and trust taxation is essential to helping clients plan for their futures. Topics include: Tax obligations of trusts and estates, and how these obligations affect beneficiaries The federal income taxation of trusts and decedents' estates, along with the tax effects of specific scenarios for beneficiaries Planning options that can minimize your clients' taxes while accumulating income and the distribution or transfer of wealth to intended beneficiaries Detailed explanations of complex estate and trust concepts Learners build their understanding of the unique tax issues affecting trusts and estates, including: The taxation of simple and complex trusts, grantor trusts, and electing small business trusts Fiduciary accounting and the Uniform Principal and Income Act Deductions and credits available to trusts and estates
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Finance Business Partnering: Influence to Impact
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Online/Webcast
8.00 Credits
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Drive business success forward This webcast offers finance professionals an advanced application-based approach to finance business partnering. You will: Acquire essential problem-solving skills that can positively affect all areas of the business Learn how to leverage analytics tools and techniques to aid in decision-making Become accomplished in presenting and influencing key business decision-makers You also will enhance your interpersonal, communication, and leadership skills, so you are more proficient in executing strategic visions.
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Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Online/Webcast
8.00 Credits
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This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.Speaker - Michael Frost, CPA
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Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms
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Online/Webcast
8.00 Credits
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The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. Common to advanced issues of partnerships are explored in the current course that can double as a quick and practical reference guide for tax treatment and tax preparation guidelines. Within each chapter, we illustrate various parts and areas of interest when preparing a 1065, including examples and corresponding tax forms. We bring it all together in the final two chapters with a comprehensive example that integrates and links all previous chapters. The course and instruction delivery are geared toward a basic understanding and progress to more complex issues via Surgent's "Step-by-Step" preparation guide.Speaker - Michael Frost, CPA
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Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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Online/Webcast
8.00 Credits
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This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Walter J. Haig
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Improve Spreadsheets by Building Controls in Excel
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Online/Webcast
2.00 Credits
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In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Bryan L. Smith, CPA.CITP, CISA
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2025 Governmental GAAP Update: Navigating GASB Standards
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Online/Webcast
2.00 Credits
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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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Melisa F. Galasso, CPA
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Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
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Online/Webcast
2.00 Credits
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Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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Surgent's Skills to Enhance Personal and Professional Networks
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Online/Webcast
2.00 Credits
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Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to strengthen and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals. Speaker - Jason Cornell, Esq.
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Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests
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Online/Webcast
4.00 Credits
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This program focuses on two parts of Subchapter K, partnership distributions and sales of partnership interests - topics that tax practitioners are often asked about by clients. Tax practitioners are called upon to advise both the partnership which makes distributions and the partners receiving the distributions regarding the tax consequences of these transactions. Additionally, tax practitioners will be deeply involved in decisions regarding the sale and purchase of a partnership interest. These topics are thoroughly covered in this program. The presenters also discuss several types of partnership distributions and the tax rules relating to them, as well as analyze the tax rules relating to the sale of a partnership interest. Tax practitioners will be given an in-depth analysis of these complex topics, so that they can effectively answer their clients' questions.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Live Webinar K2's Technology for CPAs - Don't Get Left Behind
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Online/Webcast
8.00 Credits
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How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively! In this fast-paced, update-style course, you will survey today's IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment. Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this "don't miss" opportunity to get the skills required to enhance the value of your IT investment.Speaker - Lawrence "Mac" McClelland
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Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Online/Webcast
8.00 Credits
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Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.Speaker - Ken Levine
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Entertainment, Meals & Travel Expenses: Review and Update
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Online/Webcast
2.00 Credits
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This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Steven C. Dilley, CPA, JD, PhD
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Income Tax Analysis: Exploring In-Depth Concepts
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Online/Webcast
2.00 Credits
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Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. - Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. - Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. - Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Eric Knight, CPA, DBA
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Enterprise-Wide Risk Management in Accounting and Finance
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Online/Webcast
4.00 Credits
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Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
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Coaching the Next Generation of CPAs
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Online/Webcast
2.00 Credits
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Attracting and retaining staff is critical to an organization's success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise a growing percentage or the workforce. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jennifer F. Louis, CPA
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Surgent's Annual Accounting and Auditing Update
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Online/Webcast
8.00 Credits
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Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.Speaker - Jason Carney, CPA, PMP, CISA
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The Best Federal Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Speaker - Bob Lickwar, CPA
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Navigating Supplier Sustainability Information Requests
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Online/Webcast
1.00 Credits
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Effective sustainability reporting Requests for supply chain reporting of detailed sustainability data have increased substantially in recent years. The surge has been driven by the need for companies to assess the environmental impact and sustainability practices of their supply chain operations and the products they deliver. Increased regulations and voluntary reporting requests from the largest retailers and manufacturers necessitate cooperation from suppliers in providing accurate data. This webcast will address challenges organizations face with managing multiple fragmented data requests and the difficulties in responding to complex and evolving requirements. We will explore best practices for supporting clients in collecting accurate, comprehensive data. This webcast includes: -An overview of requests from platforms like CDP, EcoVadis, and other proprietary systems High-level strategies for effective sustainability reporting and tools Resources to streamline the reporting process and enhance an organization's sustainability profile to meet customer reporting requirements