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.
How-To Guide to Fraud Investigations
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Online/Webcast
2.00 Credits
Learn how to investigate an asset misappropriate scheme. We will dig into asset misappropriation by learning some of the most common schemes and red flags. Learn data analysis techniques used in the early stages of a fraud investigation. You will be guided through a detailed case study to see forensic accounting techniques in action. This is the most practical fraud investigation course you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. How-To Guide to Fraud Investigations is Part 3 of a series of four courses on fraud investigations. Each course is a stand-alone class that may be taken individually. For comprehensive instruction on completing a fraud investigation from start to finish, take all four. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Tracy L. Coenen, CPA, CFF
Surgent's Excel Shortcuts for Accountants
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Online/Webcast
2.00 Credits
This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.Speaker - Jeff Lenning
AICPA's Tax Research II - Tax Staff Essentials
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Online/Webcast
4.00 Credits
Ask the right questions Finding the right answer to a tax question starts with asking the most important questions, which are rarely the most obvious ones. Learn to examine a unique set of facts in light of the tax law so that you can develop those precise questions that help your clients understand their options. Learn to identify and phrase critical tax questions as you structure your searches and formulate the questions to make your research more effective. Client-specific Understand how to analyze your client's situation and place in the context of previous cases through research. Learn how to talk with clients about your findings in their cases.Speaker - William Harden
Surgent's Basics of the Valuation of a Closely Held Business
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Online/Webcast
4.00 Credits
An understanding of the basics of business valuation is an invaluable tool for practicing accountants to better assist clients who are considering buying or selling their business or an interest therein, contemplating estate tax planning or creating a buy-sell agreement, or dealing with the death of an owner, a shareholder dispute, or a divorce. Business valuation may also be a practice area an accountant would be interested in pursuing for increased billables. Many forward-thinking closely-held business owners are currently looking at possibly higher capital gain rates, particularly with a Democratic regime. Take this course to be well advised and prepared in order to better assist that potential selling owner. Speaker - Sandy Klevan
Business Tax Update for Industry
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Online/Webcast
2.00 Credits
This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also be discussed. **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
Auditing Impairment of Long-Lived Assets
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Online/Webcast
2.00 Credits
Long-lived assets may be either finite or indefinite-lived, tangible or intangible in nature. The carrying value of these long-lived assets should be evaluated at each measurement date to determine whether there is an impairment loss necessary due to declines in an asset's fair value. This course describes the tips and techniques for determining whether an impairment loss risk exists, and how to calculate, record, and disclose any such loss. 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
The Omniverse and Metaverse for Accountants
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Online/Webcast
2.00 Credits
This course provides a concise overview and non-technical explanation of the Omniverse and Metaverse - a shared virtual space that integrates various virtual, augmented, and actual realities. While futurists have been predicting and describing this concept for decades, interest and investment in this platform have recently exploded. Facebook has changed its very name to Meta - as in Metaverse - to reflect its pivot from a social media company to a virtual space company. Other tech companies, big and small, have announced ambitious plans to enable people to access digital environments and experiences through different devices. While sometimes perceived as science fiction, the metaverse is no entertainment gimmick. A growing consensus is that it will be the successor to the mobile Internet, and fundamentally transform the Internet, and perhaps even reality itself. You'll walk away with a foundational understanding of how the metaverse is transforming the modern business world, and how accountants can position themselves for success in this emerging economic digital dimension. 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
Your Front-Row Ticket to the 2023 Accounting & Auditing Season
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Online/Webcast
4.00 Credits
This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements. Speaker - Chris Harper
Using Microsoft Teams to Host Virtual Meetings Online
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Online/Webcast
1.50 Credits
One of the most important aspects of transforming your practice or business to a digital model is to know how to prioritize the applications and initiatives that you should focus on and invest in. There is an abundance of "low hanging fruit" initiatives that can provide useful benefits quickly and economically. Using the Microsoft Teams meeting app is a perfect example. Chances are pretty good that you are already investing in Microsoft 365 subscriptions for your office. This course will show you how to increase your Microsoft 365 subscription ROI by fully utilizing the meetings app and eliminate the unnecessary cost of a separate third-party meeting 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
What You Can Learn From the Statement of Cash Flows
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Online/Webcast
2.00 Credits
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
The AB5s of Employee vs Independent Contractor
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Online/Webcast
2.00 Credits
This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief. The game changing impact of the Dynamex case and AB5 will also be discussed. **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
Internal Controls That Could Have Prevented Frauds
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Online/Webcast
2.00 Credits
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters’ ability to accomplish their nefarious acts. Speaker - Chris Harper
Excel - Feature Review in 100 minutes
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Online/Webcast
2.00 Credits
Over the years, Excel has added MANY new features and functionality, yet most people still use it the same way they first learned it. Many of the features were added to Excel to enhance your ability to create spreadsheets more efficiently and with more accuracy. However, if you aren't aware of these new features, how can you use them? This class will focus on walking through each ribbon (menu) to explain the capability of various features in Excel. It is a great overview for both new and advanced Excel users to make sure you know all the capabilities of Excel. You may have seen many of the features but had no idea what they could do for you. This class will help you to understand these features and determine how you might take advantage of their capabilities. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of 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
Common Yellow Book & Single Audit Deficiencies - 2023
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Online/Webcast
4.00 Credits
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds. Speaker - Melisa Galasso
Shorten Month-End: Closing Best Practices
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Online/Webcast
4.00 Credits
Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. 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 L. Daly, MBA, CPA, CMA, CPIM
Talk This Way - Communication Skills for the CPA
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Online/Webcast
2.00 Credits
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences. 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
Steps to Stop External Fraud
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Online/Webcast
2.00 Credits
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. 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
K2's 2023 Testing and Auditing Excel Workbooks
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Online/Webcast
4.00 Credits
Excel errors continue to plague organizations of all sizes. As spreadsheets become more common, these errors will continue to impact virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before adversely affecting reports and decision-making processes. In this session, you will learn how to apply best practices to reduce the error rate in workbooks you and others on your team create and edit. Equally important, you will learn how to use add-ins for Excel to programmatically scan and audit your spreadsheets to identify potentially costly errors while there is still time to correct them. Finally, you do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team identify and correct potentially disastrous spreadsheet errors. Speaker - Thomas Stephens
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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Online/Webcast
8.00 Credits
In this five part master series, class participants will gain a comprehensive view into the world of forensic data analytics (FDA). From understanding practical use cases of FDA in the audit, internal audit, investigations and proactive monitoring to understanding necessary data sources, validation proceudres, success factors and pitfalls to avoid. We will also explore hundreds of leading anti-fraud tests around corruption, conflicts of interest, fake vendor schemes, segregation of duties, revenue recognition and sales abuse, among dozens of other schemes. Participants will develop their own library of anti-fraud tests from various open source locations and apply them in relevant contexts such as the COSO Fraud Risk Management Guide. Finally, participants will also peek into future innovations in FDA and how technologies such as ChatGPT, data visualization, machine learning, AI and cryptocurrencies are all impacting the discipline. We can't promise you'll be a programmer after this course, but you will certainly be armed with the information needed to project manage an FDA project and "direct" the programmers to accomplish your fraud risk / FDA objectives. Speaker - Vincent Walden
CFO Series: Successful System Implementations: Planning!
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Online/Webcast
2.00 Credits
System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.Speaker - Tracy Cooper, CPA