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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Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Online/Webcast
2.00 Credits
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This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.Speaker - Ciro Poppiti, Esq.
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Live Webinar K2's Better Productivity Through Artificial Intelligence And Automation Tools
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Online/Webcast
4.00 Credits
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Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft's Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools. This session will teach you practical applications of today's AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is "must-see CPE," and you should plan to participate in this class today.Speaker - Brian Tankersley
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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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Exploring the New Lease Accounting Standard
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Online/Webcast
2.00 Credits
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It's a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA
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Using ChatGPT with Excel
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Online/Webcast
2.00 Credits
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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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Disrupt to Dominate: Mastering Change Leadership
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Online/Webcast
4.00 Credits
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In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Tammy Daugherty
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Take Command of your Time
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Online/Webcast
2.00 Credits
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Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Stephanie Wachman
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Fraud Busters: Controls to Prevent & Detect Fraud
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Online/Webcast
2.00 Credits
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This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Keely Gohl, CPA, CGMA
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Auditing digital assets: Entity's use of a service organization
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Online/Webcast
1.00 Credits
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Auditing entities that hold or transact digital assets and use service organizations Although the use of digital assets is rapidly expanding, guidance on how to effectively account for and audit digital assets has not kept pace. This is where the AICPA can help. Based on the AICPA Practice Aid Accounting for and Auditing of Digital Assets, this webcast can help you determine what to do when your client uses a service organization to help transact in, safeguard, or account for its digital assets. You'll discover: How to identify whether a service organization is present, including how to determine the nature of the services provided Key considerations when a service organization provides services related to digital assets, including the role of a SOC report in understanding the control environment The risks, challenges and factors to consider when performing audit procedures when service organizations are being utilized
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Surgent's Forms 7217 and 7203
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Online/Webcast
2.00 Credits
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IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA
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Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
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Online/Webcast
2.00 Credits
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Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less, and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This course instructs accounting managers on how to deal with change and stress in the workplace. Before it affects them in a negative way, the accounting professional will learn how to best manage the changing work environment and the stress that comes with it. "The first wealth is health," remarked Ralph Waldo Emerson, but for many of us, stressful jobs are putting our health at jeopardy.Speaker - Tina DePrisco
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How SAS Nos. 134-145 Improve Risk-Based Audits
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Online/Webcast
4.00 Credits
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. 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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Build Better Budgets: Fundamental Techniques
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Online/Webcast
2.00 Credits
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This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Dr. Christopher J. Harper, CPA, MBA
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Recruit. Retain. Engage. Mastering LinkedIn for HR Success
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Online/Webcast
2.00 Credits
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Today's savvy executives use LinkedIn to accelerate hiring, as well as, to promote employee retention and engagement. This interactive session is for the financial executive who is actively growing and nurturing a team or company and wants to leverage LinkedIn, which is the best digital resource available. Join us for this powerful webinar and unlock the full potential of LinkedIn as your HR secret weapon for recruiting top talent, retaining your best employees, and elevating overall team engagement. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Sandra Long
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Live Webinar K2's Technology Update
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Online/Webcast
4.00 Credits
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Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2's Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals. In this session, you will learn about significant issues such as: • Hardware trends, • Software innovations, • Communication and collaboration tools, • Security issues and solutions, • Key products to consider for implementation, and • Unusual and emerging technologies you may have missed. If you're taking just one technology-focused training session this year, this should be it!Speaker - Brian Tankersley
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Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Online/Webcast
4.00 Credits
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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.Speaker - David Peters
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2024 PCAOB and SEC Update
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Online/Webcast
2.00 Credits
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It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern. 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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Taxation of the Cannabis Industry
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Online/Webcast
2.00 Credits
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This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Mary Jane Hourani, MM, EA, NTPI Fellow
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Guide Strategy, Attract Investments with Financial Forecasts
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Online/Webcast
2.00 Credits
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Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth. - Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management. - Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth. - Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth. Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications in real-world scenarios. 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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Forgotten Managerial Accounting Tools for CPAs
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Online/Webcast
2.00 Credits
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This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Chris Harper, CPA