CPE Catalog & Events

This practical course demystifies revenue recognition for nonprofits. You'll learn how to confidently distinguish between exchange transactions and contributions, master the five-step process for recognizing exchange transactions, and get clear guidance on accounting for contributions. Real-world examples will help you apply these principles with ease and accuracy. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

This course equips you with practical strategies to boost your organization's resilience by pinpointing, assessing, and minimizing operational risks. You'll dive into six critical risk areas—from processes and people to technology and compliance—and explore real-world case studies, proven internal controls, and tools to build a strong risk-aware culture. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits.

You'll establish an understanding of the unique aspects of accounting, financial reporting, governance, and tax compliance issues that apply to NFPs. Part of the Not-for-Profit Certificate I Program.

You'll set yourself apart with this comprehensive program that covers the essentials of not-for-profit financial management, including accounting and financial reporting, tax compliance, governance and assurance. This 40-hour CPE program offers an affo

Part of the Not-for-Profit Certificate I Program, this track provides a comprehensive grounding on the key not-for-profit issues in accounting and financial reporting.

Part of the Not-for-Profit Certificate I Program, this track will provide a foundation in board governance, auditing and financial oversight of NFPs with a focus on governance practices, risk management, internal control, audit planning and preparation

Complexities of not-for-profit accounting & financial reporting, governance & assurance, and tax are decoded to help exhibit your leadership and bolster your skills in the field with the NFP II certificate.

You'll develop the financial reporting skills needed to prepare, consolidate, and analyze not-for-profit financial statements. Part of the Not-for-Profit Certificate II Program.

Governance and assurance skills will be honed through dynamic learning activities related to mission, strategy, budgeting, ethics, performance and risk. Part of the Not-for-Profit Certificate II Program.

Tax compliance considerations and heavily scrutinized sections of Form 990 are examined for practitioners looking to elevate their NFP tax knowledge. Part of the Not-for-Profit Certificate II Program.

Part of the Not-for-Profit Certificate I Program, this track provides a comprehensive grounding on key tax and compliance requirements for tax-exempt, not-for-profit entities.

This bonus conference session enhances a CPA's understanding of financial reporting within not-for-profit organizations. Gain actionable insights to navigate disclosure requirements, revenue recognition challenges, and compliance hurdles, ensuring your organization maintains transparency and fiscal integrity.  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

This course provides CPAs with a comprehensive overview of the latest updates from the Financial Accounting Standards Board (FASB) relevant to not-for-profit organizations. In this session, the FASB's lead staff person for not-for-profits will guide you through recent and potential upcoming changes to GAAP affecting not-for-profits. We'll focus on some recent ASUs (including ones on common control leases and on crypto assets), implementation matters on the new credit losses (CECL) standard, and some noteworthy current FASB projects (including ones on software costs and on environmental credit programs).  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

Explore the critical role of the nonprofit sector in shaping public policy (and why elections matter!). This session will cover the power and purpose of nonprofits. Current federal issues such as donor disclosure rules, the Johnson Amendment, and Donor Advised Funds (DAFs) will be addressed. Learn about key developments in Sacramento, and legislation that affects nonprofits in the current 2023-2024 session. We'll also discuss how nonprofits can engage in policy-making to drive positive change and address pressing issues.  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

The 2024 Not-for-Profit Conference: Single Audit Update aims to deepen CPAs' understanding of the changing landscape of single audits in the nonprofit sector by providing the most current information on compliance requirements. This session will provide a comprehensive update on the Single Audit, focusing on the 2024 compliance supplements, the current status of uniform guidance updates, and the latest developments with the federal audit clearing house. Gain crucial insights to ensure compliance and streamline audit processes, empowering your organization to navigate regulatory changes effectively in the ever-evolving landscape.  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence, and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Gain a basic understanding of internal control and how it relates to risk assessment, through the lens of a financial statement auditor but also insightful for entity management and internal auditors.

Explore ongoing tax issues that frequently arise during divorce, including uncooperative spouses, inconsistent income reporting, and allocation of RSUs and other compensation. This session also covers innocent spouse relief and key considerations when amending previously filed joint tax returns. Topics covered include dealing with a non-cooperative spouse during separation, inconsistent positions on income, allocating RSUs and other income during and after divorce, the concept of innocent spouse, and the process of amending previously filed joint returns — with or without a former spouse. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.