CPE Catalog & Events
Start Here and Get on Course
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.
Deep Dive into Quality Management
-
Online/Webcast
2.00 Credits
See more dates
Quality management will have a big impact on CPA firms. This course will cover both SQMS 1 and 2 as well as the related engagement level standards (SAS 146 and SSARS 26). The new standards will require a risk-based approach to quality management as well as the documentation of an information & communication process. SQMS 1 is required to be implemented at all accounting firms by December 15, 2025 but due to the size of the effort, firms should start their implementation process ASAP. SQMS 2 covers the appointment and eligibility of the engagement quality reviewer and the performance of the reviews. SAS 146 addresses the specific responsibilities of the auditor regarding quality management at the engagement level for an audit of financial statements and the related responsibilities of the engagement partner. SSARS 26 amends AR-C Sections to be consistent with these new standards. This two hour class will provide a deep dive into what you need to know to start your implementation process! Speaker - Melisa Galasso
More Dates
Cryptocurrency 15 Years Later - A Market Update
-
Online/Webcast
1.00 Credits
See more dates
Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it. 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
More Dates
Leverage PowerBI.com to Create Data Analysis for Others
-
Online/Webcast
2.00 Credits
See more dates
Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio. 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
More Dates
Surgent's Coaching Skills for Managers and Supervisors
-
Online/Webcast
4.00 Credits
See more dates
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.Speaker - Sarah Acuna
More Dates
Walter Haig's Business Financial Health Checkup
-
Online/Webcast
8.00 Credits
See more dates
This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. 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
More Dates
Defining Where and Why Internal Controls are Needed
-
Online/Webcast
2.00 Credits
See more dates
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Karl Egnatoff, CPA.CITP
More Dates
Master the Art of CPA Communication: Boost Your Influence!
-
Online/Webcast
4.00 Credits
See more dates
Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact. 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
More Dates
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
-
Online/Webcast
1.00 Credits
See more dates
Cybercrime is on the rise and CPAs that handle sensitive client data are often the target of cybercrimes. By attending this session you'll learn what the eight biggest threats are to your business and uncover the three pillars of cybersecurity that you can build your firm's defense around. Speaker - Jon Melloy
More Dates
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
-
Online/Webcast
2.00 Credits
See more dates
Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0, SECURE Act 2.0, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.Speaker - Denise Appleby, MJ, APA, CISP, CRPS, CRC
More Dates
ChatGPT and Advanced Accounting Research
-
Online/Webcast
2.00 Credits
See more dates
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Garrett Wasny, MA, CMC, CITP/FIBP
More Dates
Auditing digital assets: Entity's use of a service organization
-
Online/Webcast
1.00 Credits
See more dates
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
More Dates
Monthly Federal Tax Updates - March 2026
-
Online/Webcast
2.00 Credits
See more dates
Seismic changes in tax legislation is 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 the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Allison M. McLeod, LL.M., CPA
More Dates
The Role of Internal Control in the Risk-Based Audit
-
Online/Webcast
4.00 Credits
See more dates
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. 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 for your questions during the event.Speaker - Chris Harper, CPA
More Dates
Accounting and Disclosure Issues After a Natural Disaster
-
Online/Webcast
2.00 Credits
See more dates
The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements. 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
More Dates
Introduction to Single Audit
-
Online/Webcast
2.00 Credits
See more dates
Single Audits are a critical area of focus under the AICPA's Enhancing Audit Quality Initiative, requiring a thorough understanding of the Uniform Guidance's unique audit requirements for federal funds. This course examines the distinctive performance and reporting standards in Single Audits, equipping participants with foundational knowledge to navigate these complex audits effectively. Key topics include an overview of internal controls over compliance, understanding compliance requirements, using the Compliance Supplement, and identifying the elements of a finding in a Single Audit. This course is ideal for professionals seeking a clear and practical introduction to the essentials of Single Audits. Speaker - Melisa Galasso
More Dates
Partnership/LLC Taxation: Tax Basis Capital Accounts
-
Online/Webcast
2.00 Credits
See more dates
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. 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
More Dates
Retaining Talent in a Competitive Marketplace
-
Online/Webcast
4.00 Credits
See more dates
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. 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
More Dates
What You Can Learn From the Statement of Cash Flows
-
Online/Webcast
2.00 Credits
See more dates
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. 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
More Dates
Surgent's Tax Planning for Rental Real Estate
-
Online/Webcast
4.00 Credits
See more dates
The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know if someone is a real estate professional? In this course, we will explore all these issues and many more. Through real-world examples and discussion, this course will delve into exceptions to rental status, qualifications for material participation, and requirements for active status. Additionally, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
More Dates
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
-
Online/Webcast
3.00 Credits
See more dates
Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Tax practitioners who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.Speaker - Mike Tucker, Ph.D., LL.M., J.D., CPA