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.
Surgent's Weekly Expert Hour
-
Online/Webcast
1.00 Credits
See more dates
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
More Dates
2025 Yellow Book Update
-
Online/Webcast
2.00 Credits
See more dates
More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS. We'll also review the recent changes to quality management in Yellow Book. We'll close with a reminder of common deficiencies found in Yellow Book engagements. 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
More Dates
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
-
Online/Webcast
2.00 Credits
See more dates
You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you. This is a great and fun course on its own, but is also part three of a four part series on budget mastery. Speaker - Bob Mims
More Dates
Surgent's Artificial Intelligence for Accounting and Finance Professionals
-
Online/Webcast
2.00 Credits
See more dates
Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy, while providing more value for businesses and customers alike. In the long term, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI.Speaker - Jason Cornell, Esq.
More Dates
Surgent's Six Common Barriers to Investment Success
-
Online/Webcast
2.00 Credits
See more dates
Many of us expect to use logic when it comes to how we allocate our investments. The adage of "buy low, sell high" is a saying that makes logical sense. So, why do we always seem to do the opposite? Every day we are faced with decisions, and we are often influenced by two seemingly opposing voices that come from two different parts of our brain. The frontal cortex processes lots of information to help us make logical and informed choices. But there's also a small part of the brain, known as the reflexive brain, that is responsible for emotions and survival instincts. Often, this reflexive brain can have a detrimental effect on the way we handle our investments. This course will discuss some behavioral biases that affect our financial decisions. As humans, we need to be aware of how our reflexive behavior impacts our investment decision-making ability. By uncovering and understanding these biases, we may have a better chance of meeting our long-term financial goals.Speaker - T.J. Zak, CFP?, AIF?
More Dates
ChatGPT Bootcamp for CPAs with John Higgins
-
Online/Webcast
4.00 Credits
See more dates
ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks. 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
Steps to Stop External Fraud
-
Online/Webcast
2.00 Credits
See more dates
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
More Dates
The Art of Accountability: Effective Strategies for Tough Conversations
-
Online/Webcast
1.00 Credits
See more dates
The Art of Accountability is a dynamic training session tailored for leaders seeking to cultivate a culture of accountability while fostering respect and trust within their teams. High morale is intrinsically linked to high accountability in todays fast-paced work environment. Speaker - Summer Jelinek
More Dates
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
-
Online/Webcast
2.00 Credits
See more dates
Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational. Speaker - Bob Mims
More Dates
Surgent's Guide to the AICPA Quality Management Standards
-
Online/Webcast
2.00 Credits
See more dates
With only a few months to go before the AICPA's Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, SAS 146, and SSAE 23 are required to be implemented, this course can help you meet the deadline. It focuses not simply on theory but on HOW to perform the steps involved. The Quality Management Suite of Standards must be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.Speaker - Marci Thomas, CPA
More Dates
Using AI to Instantly Transform Ideas into Revenue Streams
-
Online/Webcast
2.00 Credits
See more dates
Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. 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
Becoming Conflict Competent
-
Online/Webcast
2.00 Credits
See more dates
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Julie G. Holunga, MBA, CPCC, ACC and Stephanie Wachman
More Dates
Finding Errors in Excel Spreadsheets
-
Online/Webcast
2.00 Credits
See more dates
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles. 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
Learning to Teach "Tax" as a Second Language
-
Online/Webcast
1.00 Credits
See more dates
Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. 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
More Dates
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
-
Online/Webcast
1.00 Credits
See more dates
Most productivity planners could have been made in 1975. However, we have learned more about the brain in the last 5 years than in the last 500! If productivity involves filtering out distractions, focusing, and executing on what is most important, shouldn’t there be a brain-based approach that incorporates the new science to help your organization fight distractions and find time? Yes, there should be, and now there is! It is time for a new productivity for the new world. In this course, you will learn science-based whole brain approach to help people across your organization boost focus, energy, and motivation toward what matters most so they can increase their opportunity to achieve your organizations most important goals. Speaker - Christine Wilson
More Dates
Tax Procedure
-
Online/Webcast
2.00 Credits
See more dates
This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. **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 kori.herrera@acpen.com. Speaker - Allison McLeod
More Dates
Surgent's Fraud In Single Audits
-
Online/Webcast
4.00 Credits
See more dates
With all the planning, procedures, and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records, and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of six real-world frauds which seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!Speaker - Charlie Blanton, CPA
More Dates
CFO Solutions to IRS Problems
-
Online/Webcast
4.00 Credits
See more dates
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. 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
More Dates
Form 990: Best Practices for Accurate Preparation
-
Online/Webcast
8.00 Credits
See more dates
Take an in-depth look at Form 990. Dive into the 12-parts of Form 990 and its 16 schedules with a line-by-line analysis that offers explanations and tips for accurate completion. Updated for changes in 1099-MISC and 1099-NEC reporting, the webcast shows participants the ins and outs of reporting on Form 990.
More Dates
S Corporations: Comprehensive walk through of Form 1120S
-
Online/Webcast
8.00 Credits
See more dates
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Mary Jane Hourani, MM, EA, NTPI Fellow