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.
Payroll Essentials: The Payroll Cycle of Life
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Online/Webcast
2.00 Credits
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Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you pull back the curtain, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on various government forms. This course will provide a general introduction to the payroll cycle of life, including real life examples of how to process payroll, the withholding and payroll tax deposit regime, common payroll forms, and tips and tricks for tying it all together. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Elizabeth Bystrom, CPA
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The Social Media Blueprint for Accounting Firms
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Online/Webcast
1.00 Credits
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Social media - it's a buzzword, but is it beneficial for your firm's brand? And more importantly, your bottom line? This course focuses on the latter and takes a deep dive into which social media platforms are best for accounting firm lead generation, recruitment, client retention and more. Attendees will take away a practical framework and actionable tactics for integrating social media into your firm's overall marketing and communications strategy to help you grow your revenue without having to spend hours on social media or even be on it personally if you don't wish to! This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.Speaker - Gaynor Hardy (Meilke), MS, CBC
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Taxation of Judgements and Settlements
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Online/Webcast
2.40 Credits
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In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **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
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SUBSCRIPTION: Audit Skills for Beginners
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Online/Webcast
16.00 Credits
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*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for beginning auditors and attest providers, while it is also appropriate for anyone who has assurance responsibilities under the SSARS. This series covers the fundamentals of auditing, including internal controls, auditing cash, and discovering fraud.Speaker - Jennifer F. Louis, CPA
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SUBSCRIPTION: Audit Skills for Client Management
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Online/Webcast
16.00 Credits
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*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has audit or attest engagement responsibilities. This series covers intermediate audit skills, internal controls, and analytical procedures.Speaker - Jennifer F. Louis, CPA
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SUBSCRIPTION: Audit Skills for Emerging Leaders
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Online/Webcast
16.00 Credits
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*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for supervisory and managerial auditors, while it is also appropriate for anyone who has responsibilities by finding creative audit solutions. This series covers critical audit skills including fraud trends, designing internal controls, as well as management skills for coaching staff on conducting thorough audits.Speaker - Jennifer F. Louis, CPA
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SUBSCRIPTION: Audit Skills for Experienced Staff
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Online/Webcast
16.00 Credits
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*** This subscription includes eight individual sessions for a total of 16 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the eight courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of a 16-hour audit skills curriculum for experienced staff, while it is also appropriate for anyone who has the need to better understand how to link risk assessments to the detailed audit plan. This series covers common risks, as well as analytical procedures, sampling, and proper reporting methods during an audit.Speaker - Jennifer F. Louis, CPA
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Trust Fund Recovery Penalty And Request For Refund
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Online/Webcast
1.00 Credits
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You are likely familiar with the Trust Fund Recovery Penalty or TFRP, BUT - aside from appealing the proposed assessment, did you know that you can make a request to remove the TFRP by making an administrative request on Form 843 (Claim for Refund and Request for Abatement)? This program will provide an overview of the Trust Fund Recovery Penalty with an emphasis on evidence gathering and using Form 843 to prevail on the IRS as to why they should accept your request for refund, effectively undoing the TFRP. This will include what to request in a FOIA, what criteria need to be met for refund, analyzing the IRS' TFRP file, and reconciling requirements in the IRM. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Billy L. Fauller, III, EA, CTRS, NTPI
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Emotional Intelligence: The Critical Factor in Success
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Online/Webcast
2.00 Credits
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Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Speaker - Don Minges, MBA
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Surgent's Getting Ahead: The Art of Marketing for CPAs
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Online/Webcast
2.00 Credits
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To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out more to the outside world? Through surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan beyond just relying on referrals. We look at the pluses and minuses of various marketing channels, regulatory constraints, and how to measure success in the competitive financial services space.
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Business Tax Update & Recent Developments
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Online/Webcast
4.00 Credits
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This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. 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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SUBSCRIPTION: Project Management Skills
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Online/Webcast
4.00 Credits
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*** This subscription includes two individual sessions for a total of 4 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** Managing projects happens every day in accounting firms, but few people are educated on the principles from the field of project management. Take advantage of this project management subscription to learn best practices and then apply the lessons to enhancing ongoing client engagements. Sign up for both webinars and save 20% while having the flexibility to choose the date and time that works best for you! Leverage tips that lead project managers to achieving higher project success rates.Speaker - Samantha Mansfield/Jessica Hartsfield
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Introduction to Yellow Book: 8-Credit Boot Camp
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Online/Webcast
8.00 Credits
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This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. 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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SUBSCRIPTION: Advanced Managerial Skills for Auditors
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Online/Webcast
8.00 Credits
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*** This subscription includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the four courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This subscription consists of an 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. This series covers advanced management skills and proper engagement techniques to deliver success for your team.Speaker - Jennifer F. Louis, CPA
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SUBSCRIPTION: Investigating Fraud
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Online/Webcast
8.00 Credits
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*** This subscription includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the four courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This series is comprised of the most practical fraud investigation courses 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. Each course is a stand-alone class that may be taken individually, but for comprehensive instruction on completing a fraud investigation from start to finish, take all four.Speaker - Tracy L. Coenen, CPA, CFF
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SUBSCRIPTION: Microsoft 365 Digital Skills Series for CPAs
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Online/Webcast
9.00 Credits
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*** This subscription includes four individual sessions for a total of 9 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the four courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** Join us for a 4-course subscription featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don't miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this series will provide you with an ROI many times greater than your investment to attend.Speaker - John Higgins, CPA.CITP
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SUBSCRIPTION: Getting Started With Microsoft Power BI
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Online/Webcast
14.00 Credits
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*** This subscription includes five individual sessions for a total of 14 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the five courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This Power BI intensive series is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. These five courses delve into Microsoft Power BI, a tool known for its robust data processing capabilities. This series will take you from an entry-level overview of Power BI and lead you through building an actual data model for analysis. Once you have completed the courses in this series, consider taking the advanced subscription, "Taking Power BI to the Next Level".Speaker - Bryan L. Smith, CPA.CITP, CISA
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SUBSCRIPTION: Taking Power BI To The Next Level
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Online/Webcast
14.00 Credits
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*** This subscription includes five individual sessions for a total of 14 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the five courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** This advanced Power BI series is designed specifically for those aiming to master data analysis skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. These five courses delve into Microsoft Power BI, a tool known for its robust data processing capabilities. After learning how to build a data model in the previous series, this series will take you through using advanced calculations to create, manage and effectively use your data analysis. This is an advanced subscription and if you are new to Power BI or not confident using the tool, consider taking the basic series, "Getting Started With Microsoft Power BI".Speaker - Bryan L. Smith, CPA.CITP, CISA
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ChatGPT for Accountants: 50+ Use Cases
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Online/Webcast
2.00 Credits
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This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. 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
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Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online/Webcast
2.00 Credits
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Join us for an in-depth webcast on Charitable Remainder Trusts (CRTs) and the essential aspects of preparing Form 5227. This course will provide a comprehensive overview of CRTs, including their purpose, benefits, and practical considerations. Moreover, we will delve into the intricacies of Form 5227, the informational return for charitable remainder trusts, ensuring you have the necessary knowledge to accurately complete and file this crucial document. During this webcast, Art Werner will guide you through the fundamental concepts of Charitable Remainder Trusts, illustrating how they can be utilized as a strategic tool for tax planning. We will explore various types of CRTs, their formation, and the different scenarios in which they are most beneficial. A significant portion of the webcast will be dedicated to Form 5227, the reporting requirement for charitable remainder trusts. We will provide an in-depth analysis of the form's components, line by line, ensuring you gain a comprehensive understanding of the information it requires. From trust assets and income to distributions and charitable beneficiaries, we will cover each section, discussing common pitfalls and best practices for accurate reporting. Mr. Werner will address the recent updates and changes to Form 5227, enabling you to stay up to date with the latest compliance requirements. Speaker - Arthur Werner