Professional Development and Event Catalog
7 Essentials For Effective Online Meetings and Trainings
Thursday, January 27th, 3:30pm - 4:30pm
Online
1.00 Credits
The major topics that will be covered in this class include:Presentation skillsManaging technologyCommunication skillsInstructor Name: Keely A. Gohl
ACPEN Signature: 2021 Business Fraud Update
Thursday, January 27th, 10:00am - 6:00pm
Online
8.00 Credits
• Business Fraud• Accounting and auditing developments related to fraud detection responsibilities• COVID/CARES Act/PPP fraud and ACFE’s Benchmarking Reports• The ACFE Report to the Nations• Fraud Risk Management and Fraud Risk Assessments• Data analytics• Money laundering and AML initiatives• Digital analysisInstructors Name: Margie Reinhart, CPA, CFF, CFE,, David L. Cotton, CPA, CFE, CGFM, Paul Coggins, JD, John D. Gill, J.D., CFE, Sandra Johnigan, Katherine Miller, JD, Kevin M. Rockecharlie, Vincent Walden
ACPEN Signature: 2021 Business Fraud Update
Thursday, January 27th, 2:00pm - 10:00pm
Online
8.00 Credits
• Business Fraud• Accounting and auditing developments related to fraud detection responsibilities• COVID/CARES Act/PPP fraud and ACFE’s Benchmarking Reports• The ACFE Report to the Nations• Fraud Risk Management and Fraud Risk Assessments• Data analytics• Money laundering and AML initiatives• Digital analysisInstructors Name: Margie Reinhart, CPA, CFF, CFE,, David L. Cotton, CPA, CFE, CGFM, Paul Coggins, JD, John D. Gill, J.D., CFE, Sandra Johnigan, Katherine Miller, JD, Kevin M. Rockecharlie, Vincent Walden
Bumper Sticker Ethics v. Professional Ethics
Thursday, January 27th, 4:00pm - 5:00pm
Online
1.00 Credits
Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics ResourceInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF
Cases in Corporate Ethics: Discuss Real Life Conflicts
Thursday, January 27th, 9:00am - 1:00pm
Online
4.00 Credits
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?Instructor Name: John L. Daly, MBA, CPA, CMA, CPIM
Ethics: How to Attract and Keep the Best Clients
Thursday, January 27th, 2:00pm - 3:00pm
Online
1.00 Credits
We'll do a deep dive into the four elements of accountability:Keeping your promisesConsidering the consequences of your actionsTaking responsibility for your mistakesCorrecting your mistakes We'll also discuss the differences between good and bad clients. Hint: it's not just about how long it takes for you to get paid.We'll conclude with a Call to Action so that you can put a few of the lessons from this webinar into practice immediately. Even doing one of the items that Bruce suggests will enrich your accounting practice and your life.Instructor Name: Bruce Weinstein
Excel - Feature Review in 100 minutes
Thursday, January 27th, 9:30am - 11:30am
Online
2.00 Credits
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for youInstructor Name: Bryan L. Smith, CPA.CITP, CISA
Excel - New Features That Benefit Excel 2019 & O365 Users
Thursday, January 27th, 1:30pm - 3:30pm
Online
2.00 Credits
The major topics that will be covered in this class include:The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new featuresInstructor Name: Bryan L. Smith, CPA.CITP, CISA
Handling Complex Related Org Issues: Schedule R's Parts II-V
Thursday, January 27th, 3:00pm - 5:30pm
Online
2.50 Credits
The major topics that will be covered in this class include:Quick refresher of what conditions yield "parent," "subsidiary" or "sibling" status in the case of a party who is a nonprofit/nonstock entityReview of the definition of "control" applied to: stock corporations, entities taxed as a partnership, and trusts Deep dive into the nuances of "indirect control" under IRC section 318's constructive ownership rulesFinding "sibling" organizations due to "joint control" in place under multiple partiesHandling bifurcated "questionnaire needs" with a filer's Trustees/Directors and employees regarding Board service on other nonprofits versus those necessary with current and former Part VII-A managers (including High 5s) regarding compensationAddressing related organization impacts on the count of independent Directors (query made on Core Form Part VI, Line 1) and with respect to potential excise tax exposure under IRC section 4960 Disclosure specifics for the R's Parts II-IV, and those relating to "transactions" general address on Part V's Line 1 and via dollar amount when Line 2's relevant triggers applyInstructor Name: Eve R. Borenstein, J.D.
Implementation Challenges with the new FASB Lease Standard
Thursday, January 27th, 1:00pm - 3:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:FASB's Accounting Standard Update for Leases Topic 842Key differences between FASB ASC Topic 842 and ASC Topic 840Commitments that are on the balance sheet - Operating leases and finance leasesAllocating consideration to lease and non-lease componentsLease payments, discount rate, inception date, commencement date, lease termImpairments of right of use asset, modifications, subleasesPolicy elections and disclosuresInstructor Name: Allison M. Henry, CPA, CGMA
IRS Internet Resources for Accountants
Thursday, January 27th, 11:30am - 1:30pm
Online
2.00 Credits
IRS.gov Overview:Hidden IRS GemsForms and PublicationsElectronic FilingPayment SystemsRefund TrackingOnline ToolsOnline Estimators and CalculatorsAssistance ServicesAffordable Care Act Tax ProvisionsForeign Account Tax Compliant ActIdentity Protection and Tax Fraud AlertsProfessional Development and AccreditationTax StatisticsSocial MediaIRS Jobs and CareersIRS Strategic Plan Third Party IRS ResourcesInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP
K2's Advanced Topics in Power BI
Thursday, January 27th, 12:00pm - 1:50pm
Online
2.00 Credits
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members Instructor Name: Thomas Stephens
K2's A Scary Ride Through the Dark Web
Thursday, January 27th, 2:00pm - 3:50pm
Online
2.00 Credits
The origin of the Dark Web and the Deep Web and their relationship to the “ordinary” Internet How to connect to and browse the Dark Web Security risks associated with accessing the Dark Web Potentially useful sites and applications on the Dark Web Instructor Name: Thomas Stephens
K2's Data Analysis Using Power Pivot
Thursday, January 27th, 2:00pm - 3:49pm
Online
2.00 Credits
Connecting to external data sources Relating multiple tables to create Data Models Summarizing and analyzing data Using DAX to create user-defined calculations Instructor Name: Thomas Stephens
K2'S Evaluating Technology Controls
Thursday, January 27th, 10:00am - 11:49am
Online
2.00 Credits
Differentiating between information technology general controls and information technology application controls How to identify and evaluate information technology general controls, including deficiencies How to identify and evaluate information technology application controls, including deficiencies Analyzing technology controls relative to risk Creating catalogs of controls Instructor Name: Thomas Stephens
K2'S Excel Financial Modeling Best Practices
Thursday, January 27th, 12:00pm - 1:52pm
Online
2.00 Credits
Design considerations for Excel-based models Advanced options for analyzing your models Troubleshooting your models Formatting reports for improved readability Instructor Name: Thomas Stephens
K2's Working Remotely- The New Normal
Thursday, January 27th, 2:00pm - 5:44pm
Online
4.00 Credits
Remote working stratagies Remote access tools Monoriting remote workflows Instructor Name: Thomas Stephens
Partnership/LLC Taxation: Tax Basis Capital Accounts
Thursday, January 27th, 12:00pm - 2:00pm
Online
2.00 Credits
The major topics covered in this class include:Discussion of the impact of the Section 199A flow-though entities on partnerships and their partnersThe meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one anotherDistinguishing "recourse" loans from "nonrecourse" loansReview of the Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingReview of the Section 465 "at-risk" rules ad how they impact Schedule K-1 reportingInstructor Name: Steven C. Dilley, CPA, JD, PhD
Resolving Payroll Tax Debts
Thursday, January 27th, 10:00am - 12:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:The basics of resolving an outstanding payroll tax debt Handling personal liability for owners and key employees Issues pursuant to the trust fund recovery penaltyInstructor Name: Eric L. Green, Esq
Surgent's Annual Accounting and Auditing Update
Thursday, January 27th, 9:00am - 5:00pm
Online
8.00 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda Leases -- Topic 842 Financial accounting and reporting considerations related to Going Concern Recently issued SASs and other AICPA activity SSARS No. 21, Clarification and Recodification and other recently issued SSARS Peer review and other audit quality issues Other important A&A practice matters Instructor Name: Richard Daisley, CPA