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 Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online/Webcast
2.00 Credits
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A challenge for many small business owners is choosing the `right' type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to establish, maintain, and communicate with employees; have minimal administrative costs; and are practical and efficient ways to start a retirement plan. These IRA-based plans - SEP IRAs and SIMPLE IRAs - have low maintenance costs and are easy to communicate to employees. With IRA-based employer plans, employer contributions are sometimes discretionary, giving business owners the choice of whether to fund every year. Despite the simplicity of these plans, employers must ensure that applicable compliance requirements are met to avoid penalties. To that end, this course will cover some key provisions of SEP and SIMPLE IRAs. Speaker - Denise Appleby, MJ, APA, CISP, CRPS, CRC
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Live Webinar K2's Advanced QuickBooks Tips And Techniques
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Online/Webcast
4.00 Credits
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The QuickBooks platform - including the desktop and online environments - is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks' "deep" features to maximize your effectiveness with QuickBooks.Speaker - Steve Yoss
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Avoiding the Most Misapplied Audit Concepts
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Online/Webcast
8.00 Credits
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Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. 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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Unlock the Power of AI with Copilot in Excel
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Online/Webcast
2.00 Credits
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In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. 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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What's Changing in A&A for Governmental Entities (2025)
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Online/Webcast
4.00 Credits
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We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits and the changes to the Uniform Guidance. We close with a look at common deficiencies found in Single Audits. 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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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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The Best Individual Income Tax Update Course by Surgent
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Online/Webcast
8.00 Credits
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Speaker - Bob Lickwar, CPA
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Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online/Webcast
4.00 Credits
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Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Robert Nordlander, CPA, CFE
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2025 Not-for-Profit GAAP Update
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Online/Webcast
2.00 Credits
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This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. 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 to answer your questions during the event.Speaker - Melisa F. Galasso, CPA
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Self-Rental Real Estate: Passive Activity & Section 199A
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Online/Webcast
2.00 Credits
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This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. 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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Surgent's Hiring New Workers and Payroll Taxes
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Online/Webcast
2.00 Credits
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When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course, we will explore the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms, we have you covered if you are a new practitioner or new business owner. We will even discuss the surprisingly difficult-to-navigate world of unemployment insurance.Speaker - Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA
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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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Surgent's Business Writing: Professional & Effective Emails
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Online/Webcast
2.00 Credits
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Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.Speaker - Margaret Uhrich
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Live Webinar K2's Case Studies In Fraud And Technology Controls
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Online/Webcast
4.00 Credits
Fraud plagues businesses at epidemic levels, and technology control failures are a major contributing factor. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk. A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be better positioned to reduce fraud risk.Speaker - Steve Yoss
Build a Data Model for Analysis in Power BI
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Online/Webcast
4.00 Credits
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This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions. Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex datasets. Attendees will be introduced to advanced concepts such as the strategic use of calculated columns versus measures, and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and Key Performance Indicators (KPIs), essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application. "Build a Data Model for Analysis in Power BI" is an essential course for professionals aiming to leverage the full potential of Power BI 's data model. Whether you're looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge. 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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Synchronize Your Files to the Cloud with SharePoint -Updated
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Online/Webcast
2.00 Credits
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One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader, John Higgins, will take you through the step-by-step process of setting up and using the Sync app. 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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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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Cryptocurrency 15 Years Later - A Market Update
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Online/Webcast
1.00 Credits
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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
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Current and Upcoming FASB Issues
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Online/Webcast
1.50 Credits
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Keep up with FASB changes Learn about changes in accounting, including relevant pronouncements, exposure drafts, and projects. Identify recently issued FASB standards and guidance that cover broad and narrow issues and understand how to apply them. Learn about upcoming standards that will be effective in the near future.
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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