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 Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
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Online/Webcast
2.00 Credits
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One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate with stakeholders, including investors, clients, boards of directors, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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Surgent's Excel Budgeting Ideas
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Online/Webcast
2.00 Credits
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Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.Speaker - Jeff Lenning
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Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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Online/Webcast
2.00 Credits
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Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe, and well-versed in the attacks that we face in our personal lives.Speaker - Mark McCreary, CIPP/US
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Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties
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Online/Webcast
2.00 Credits
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Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS an excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided. Additionally, the recent changes that affect RMDs must be considered when advising clients about their RMD obligations.Speaker - Denise Appleby, MJ, APA, CISP, CRPS, CRC
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Live Webinar K2's QuickBooks For Accountants
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Online/Webcast
8.00 Credits
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The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues like setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager.Speaker - Brian Tankersley
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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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How to Audit Cash
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Online/Webcast
2.00 Credits
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Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Jaclyn M. Veno, CPA
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Contract Accounting, Lease Accounting, and their Impact on Construction Contractors
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Online/Webcast
1.50 Credits
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Construction accounting is not just about revenue, but it is a lot about revenue. Leases too. Diving deep into the five-step approach for revenue recognition in the construction industry, this course has all of the rules and interpretations that you might need. Further, practical examples help to drive home the learning. Additionally, leases are critical for contractors. From equipment to warehouse space, leases appear prominently on many contractors' book. Review the current guidance and begin to understand the new guidance under ASC 842. Program features: Detailed discussion of the guidance under FASB ASC 606, Revenue from Contracts with Customers. Examples and exercises to understand the five-step recognition process. Detailed discussion of the guidance under FASB ASC 842, Leases. Reasons why leases are so important to contractors. A walkthrough of both current and future lease guidance.
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Risk Assessment Under SAS No. 145
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Online/Webcast
2.00 Credits
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Get familiar with SAS No. 145 (bold) In October 2021, the AICPA Auditing Standards Board issued Statement on Auditing Standards (SAS) No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. SAS No. 145 does not fundamentally change the key concepts underpinning audit risk. Rather, it clarifies and enhances certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and, therefore, enhance your audit quality. Hear from members of the Auditing Standards Board's risk assessment task force as they help you learn to navigate SAS No. 145 and examine new and updated concepts including: A new definition of significant risk New guidance on maintaining professional skepticism Revised requirements to evaluate the design of certain controls Separately assessing inherent risk and control risk Revised requirements regarding audit documentation New guidance on scalability
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Microsoft Teams - Everything You Need to Know from A to Z
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Online/Webcast
4.00 Credits
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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.Speaker - John Higgins, CPA.CITP
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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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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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Hot Topics Audit & Attest Update
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Online/Webcast
2.00 Credits
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Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. 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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Business Partnerships: Managing Supplier Relationships
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Online/Webcast
1.00 Credits
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As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. 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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Decoding Trusts and Wills: Provisions for PFP Practitioners
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Online/Webcast
1.50 Credits
Join us for a PFP Section webinar exploring the world of trusts. Experts Laura Hinson, CPA, and Natalie M. Perry, CPA, JD, will guide you through why trusts are created, how they function, and key tax considerations. Gain insights into trust roles, types, and complexities to enhance your financial planning expertise. Topics covered: The big picture: Understand why trusts are created and how they're used, including revocable trusts, ILITs, GRATs, SLATs, and more. Explore bespoke documents tailored to taxpayer needs. Roles in a trust: Overview of key roles, including grantor, trustee, beneficiary, and protector. Income tax concerns: Dive into grantor trusts, provisions, sample language, non-grantor trusts, simple versus complex trusts, Section 678, and state taxation. Gift tax considerations: Learn about withdrawal rights, gift splitting, spousal beneficiary complications, and the 5x5 power. GST tax considerations: Explore GST tax intent, Section 2632(c), and election strategies. Estate tax considerations: Understand string provisions and tax apportionment. Trustee powers: Gain insights into trustee authorities and responsibilities. Irrevocability: Assess whether irrevocable really means irrevocable, including potential decanting and modifications.
AI Revolution: The Big Picture for CPAs
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Online/Webcast
2.00 Credits
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Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - John Higgins, CPA.CITP
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Surgent's Excel: Mastering PivotTables
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Online/Webcast
2.00 Credits
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PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.Speaker - Jeff Lenning
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Use of technology in an audit of financial statements - Risk Assessment
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Online/Webcast
2.00 Credits
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How technology can help auditors improve efficiency, effectiveness and quality [bold] Auditors are perpetually in pursuit of enhancing the efficiency and effectiveness of their audits while upholding consistently high standards of quality. The integration of technology into the audit process can seamlessly accomplish these objectives. Join us as we delve into the insights of two distinguished members of the AICPA Auditing Standards Board's Technology Working Group, including its chairperson. You'll learn how technology can empower auditors to navigate the escalating demands of modern audits, particularly in the face of overwhelming data volumes, by harnessing available tools. Our presenters discuss common reasons auditors may resist using technology and why those reasons, even more commonly, are not always valid. Once you have an understanding that overcoming barriers to entry is possible, the Technology Working Group experts will guide you through the audit process. You'll explore key junctures where automated tools, techniques and commercial software solutions can revolutionize your audit methodology for the better. Our presenters then return to examine, in detail, how technology can help auditors during one of the most important steps in the process, the risk assessment. Highlighting benefits to efficiency and effectiveness, the new AICPA practice aid "Use of technology in an audit of financial statements" is the focus. Part I of this evolving practice aid takes a deep dive into risk assessment procedures. Walking through examples allows you to see how the guidance in the practice aid can assist in your daily work.
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Surgent's Fraud Case Studies: Schemes and Controls
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Online/Webcast
4.00 Credits
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Fraud is prevalent - especially since COVID-19 relief packages passed by legislatures around the world opened the till. The overwhelming majority of fraud cases are never publicized. In this course we will build on our knowledge of why people commit fraud to dissect the schemes and discuss transactional controls to help stop fraud faster.Speaker - Frank Gorrell, MSA, CPA, CGMA
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Surgent's Weekly Expert Hour
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Online/Webcast
1.00 Credits
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As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA