CPE Catalog+Events
Our comprehensive, easy-to-search list of all LCPA-sponsored courses helps you find exactly what you're looking for, or even a course on a new topic to expand your competencies. TIP: When doing multiple searches for different events, be sure to clear filters between searches.
Winter Tech Fest - Webcast
December 9, 2022 8:00am - 4:30pm
Online/Webcast
8.00 Credits
One of the biggest professional challenges for CPAs, CFOs, controllers and auditors today, is keeping current with the rapid pace of change in information technology. This program explores the new and emerging technologies impacting the fields of accounting, finance, auditing and business overall. Covering the full landscape, from the ground level of personal technology devices to the 5,000-foot level of emerging mega technologies like blockchain, digital and crypto currencies, artificial intelligence (AI), data analytics, robotic process automation (RPA) and more. This presentation will provide you with the latest updates on all these mega trends.Investing a day to attend this course prepares you to actively participate in discussions with clients, colleagues, management, IT and service providers on the current state of technology and its impact on business. Particularly in our new "remote working" paradigm.
Surgent's Buying and Selling a Business: Tax and Structuring Overview
November 28, 2022 8:00am - 11:30am
Online/Webcast
4.00 Credits
One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.Speaker - Michael Frost, CPA
Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges
November 28, 2022 8:00am - 11:30am
Online/Webcast
4.00 Credits
For those entities who formerly recognized revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1/ASC 605-35), understanding the basics of Topic 606 is not enough. In order to effectively apply Topic 606, you need a detailed understanding of how to recognize revenue over time under Topic 606's Five-Step model. Even though Topic 606 is currently effective, changes in business and contracts will always require the need to stay current on this topic. Now is the time to get the answers to your application questions. In this course we'll explore Topic 606 from the perspective of entities that currently recognize revenue under SOP 81-1/ASC 605-35, highlighting how the accounting for revenue recognition changed following the adoption of ASC Topic 606. Next, the course will address challenging sections of the ASC 606 guidance such as identifying performance obligations and when and how you recognize revenue over time. Applying Topic 606 successfully to your long-term contracts is an ongoing exercise. This course will keep you up to date with the latest guidance and best practices in this critical area.Speaker - Richard Daisley, CPA
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
November 28, 2022 8:00am - 4:00pm
Online/Webcast
8.00 Credits
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.Speaker - Bob Lickwar, CPA
Networking Works: Build Relationships to Build Your Business
November 28, 2022 9:00am - 10:00am
Online/Webcast
1.00 Credits
Networking strikes fear into the heart of even the most confident business leader. What if you don't know anyone? How do you introduce yourself? How do you enter a group conversation in progress, and how do you exit when you're ready to move on? How soon should you follow up and what's the best way to stay in touch? And: “Can't I just stay home, sit at my computer, and network on LinkedIn?” Networking is a critical tool for spreading your message and growing your organization, yet many business and nonprofit leaders don't represent themselves or their companies effectively. This workshop covers the nitty gritty of talking to strangers and building relationships and partnerships through networking. Speaker - Lisa Braithwaite
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
November 28, 2022 9:00am - 11:00am
Online/Webcast
2.00 Credits
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.Speaker - Jason Cornell
S Corporation Essentials: Review and Update
November 28, 2022 9:00am - 12:45pm
Online/Webcast
4.00 Credits
This program addresses the critical issues and special opportunities facing S corporations, with a focus on the new IRS guidelines on shareholder stock and loan basis reporting. The impact of recent legislation, including the CARES Act and COVID-19 developments, on the tax filings of S corporations will be addressed, as well as the significant impact of the new Section 199A flow-through entities deduction on S corporations. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com. Speaker - Doug Van Der Aa, CPA, JD
The Yellow Book: From Beginning to End
November 28, 2022 9:00am - 5:00pm
Online/Webcast
8.00 Credits
A comprehensive review of the July 2018 version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.” The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits. Speaker - J. Michael Inzina
Take Your PowerPoint From Mess to Success
November 28, 2022 11:00am - 12:00pm
Online/Webcast
1.00 Credits
PowerPoint has become a ubiquitous tool in virtual and in-person meeting rooms around the world. However, it's a tool that is often misused, leading to boredom and frustration for audiences. A bored and frustrated audience will not receive your message, and you – the presenter – will not achieve your desired results. Many speakers know their slides are ineffective but don't know a better way. Well, here it is! This workshop is interactive, incorporating activities and exercises in order for participants to be able to apply the principles of effective communication of their ideas to real life situations. The workshop is based on current research and covers the basics of effective PowerPoint design that works for you, not against you. Speaker - Lisa Braithwaite
Driving Performance with Metrics
November 28, 2022 11:00am - 12:45pm
Online/Webcast
2.00 Credits
Do you struggle to keep budgets current in the face of an ever-changing business climate? Do you recognize that actual spending can be far from what a department’s spending should be? Twenty-first century performance metrics reduce work, reduce politics, provide flexibility and substantially improve the performance management process. This valuable session will show you how to drive organizational performance using these powerful techniques. Speaker - John Daly
Fundamentals of Microsoft Excel
November 28, 2022 11:00am - 12:45pm
Online/Webcast
2.00 Credits
This program introduces the basic features of Excel, with a focus on workbook structure, navigating within workbooks, understanding how to use formulas, formatting, and other introductory concepts. Speaker - Chris Harper
K2'S The Power Of Array Formulas In Excel
November 28, 2022 11:00am - 12:45pm
Online/Webcast
2.00 Credits
Array formulas have been available in Excel for decades. But recent enhancements to Excel have breathed new life into this feature. With the new “dynamic array” concept, you can leverage Excel’s array formulas in ways that you may have never imagined possible. In this session, you will learn how you can put the power of array formulas to work for you. This session begins with an overview of Excel’s “legacy” array features and shows you how you can continue to take advantage of these tools. The course then discusses the recent enhancements to Excel that facilitate “dynamic arrays” and why these enhancements are so significant. To wrap up the conversation, you will learn from numerous practical examples of dynamic arrays and how you can put them to work for you. Speaker - Thomas Stephens
Not-for-Profit GAAP Update
November 28, 2022 11:00am - 12:45pm
Online/Webcast
2.00 Credits
This course covers FASB Accounting Standard Updates (ASUs) that impact not-for-profit entities. It includes a deep dive into the new disclosure requirements for contributed nonfinancial assets in ASU 2020-07. We also review the impact of COVID19 on accounting for various federal funding in response to the global pandemic. Speaker - Melisa Galasso
The How's and Why's of Creating User Defined Functions in Excel
November 28, 2022 11:00am - 12:45pm
Online/Webcast
2.00 Credits
With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations. Speaker - Thomas Stephens
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
November 28, 2022 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
Getting ready for busy season involves not only knowing the tax rules for 2022, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2022 tax returns. This course provides tax return preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2022 and IRS filing issues and deadlines as they relate to 2022.Speaker - Mike Tucker, Ph.D., LL.M., J.D.
Surgent's Understanding Non-Compete Agreements
November 28, 2022 12:00pm - 2:00pm
Online/Webcast
2.00 Credits
More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition to employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles. Whether you advise individual clients or work for an employer, the presentation provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.Speaker - Jason Cornell
K2's Understanding Workflow and Automation Essentials
November 28, 2022 1:00pm - 2:45pm
Online/Webcast
2.00 Credits
Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now. Speaker - Randolph (Randy) Johnston
Tactical Cash Management
November 28, 2022 1:00pm - 2:45pm
Online/Webcast
2.00 Credits
Cash does not manage itself. It is up to the CFO to establish practices and procedures for the short-term, mid-term, and long-term management of cash. Every organization needs to control the availability of the right amount of cash, at the right time, at the right place. This webcast will help you gain insights in cash management that will allow you to function at the highest level. Speaker - Richard Karwic
Surgent's The Inflation Reduction Act's Changes to Auto and Energy-Related Tax Credits
November 28, 2022 1:00pm - 3:00pm
Online/Webcast
2.00 Credits
The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits as well as new credits and old credits that have been renamed. Many if not most of these credits reduce the cost of individual- and business-related expenses. As a result of the changes brought about by the IRA, tax advisors have a full set of new and reformed credits to understand and explain to their clients. This program covers the mechanics of all the new and revised energy-related credits clients will be asking about, such as credits related to personal autos, energy-efficient commercial vehicles, and household-related utilities and improvements. This program will cover the new IRA changes related to electric car credits in detail so that those attending can properly advise their individual and business clients. The program will also cover the transition rules applying to clean vehicles purchased after enactment.Speaker - Mike Tucker, Ph.D., LL.M., J.D.
Cash Forecasting, Reporting and Metrics - Managing the Lifeblood of the Business
November 28, 2022 1:30pm - 3:30pm
Online/Webcast
2.00 Credits
Financial managers and executives need to create cash projections that are relevant, current, and accurate. Too often cash planning is reactive, leading to inefficient, chaotic, and unreliable forecasts. Organizations never want to find themselves short in the availability or timing of cash. Proper cash forecasting and planning can avoid such cash shortfalls. This session will explore proactive approaches to cash forecasting. Speaker - Richard Karwic