Skip to main content

Professional Development and Event Catalog

Not finding the class you're looking for?

The circled number on the tabs below indicate the number of programs that match your search in each category. Click on the tabs to find the perfect program!

Showing 3250 All Results

Class Pass

Available Until Sunday, March 31st, 2024

Purchase your professional development program credits in advance (as either a 40-hour Class Pass or 80-hour Class Pass) and enjoy significant savings. This year’s pass applies to seminars, conferences, webinars, and livestream programs now through March 31, 2024. Class Pass is also a great way to get your staff the training they need at a discounted price.

Upholding Independence While Holding Your Client's Hand

Saturday, February 24th,
 2:00pm - 3:49pm

Online

2.00 Credits

Member Price: $79

Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing and credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review and audit clients with such matters, as well as with compilation engagements. This course addresses these issues and explores best practices and guidance provided by the AICPA's Code of Professional Conduct.

Go to Details

Registration for this event is closed.

Communication Skills for CPAs

Saturday, February 24th,
 4:00pm - 5:46pm

Online

2.00 Credits

Member Price: $79

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.

2023 Federal Tax Update for Individuals

Saturday, February 24th,
 4:00pm - 7:39pm

Online

4.00 Credits

Member Price: $129

This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax season. **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.

K2's Accounting Solutions And Add-Ons For Small Businesses

Monday, February 26th,
 9:00am - 10:46am

Online

2.00 Credits

Member Price: $79

Working with a small business, you know that keeping the company's finances in order is critical to success. While numerous software programs and tools are available to help you do this, they vary substantially in many significant aspects. In addition to conventional options like QuickBooks and Sage 50, you can choose from Cloud-based tools such as Zoho Books, QuickBooks Online, Spire Systems, Xero, Accounting Suite, Accounting Power, and many more. In this session, we'll look at the best accounting tools for small businesses and discuss the benefits of each one. This session covers accounting solutions that should work for startups and companies with up to $10 million in annual revenue. We also cover various add-on solutions that can enhance the overall functionality of your accounting platform. Join us to learn your options for achieving your small business management financial goals.

Payroll Essentials: De-mystifying Form W-4

Monday, February 26th,
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

With the roll out of a new Form W-4 in late 2019, the IRS made significant changes to employers' withholding and payroll reporting requirements. In addition to the myriad of changes brought about by COVID-19 legislation, carried out through the payroll function, the IRS fundamentally revamped Form W-4 for employee reporting, doing away with the concept of allowances and requiring changes to payroll administration and employee communications. Now more than ever, employers need to know that the W-4 they are working with is working to withhold income taxes correctly for their employees. In addition, it is the employer's responsibility to ensure Form W-4 is filled out correctly and accurately. Employers need to understand the nuances and requirements that come with this obligation. This course will review the Form W-4 in all its glory, including all the changes that were made to the format and substance of the form, understanding what an employer can and cannot do, and how to actually fill out the Form W-4. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Introduction to Forensic Accounting

Monday, February 26th,
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.

Intermediate Individual Taxation

Monday, February 26th,
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $332

Congress continues to create uncertainty with its frequent legislative changes. Stay up to date with the tax law changes and the planning opportunities they provide for individuals and businesses. Gather a wealth of tax-planning tips and strategies, and learn about key tax return issues so you have the latest guidance to better serve your clients. Explore in-depth the effects of the latest tax legislation, including SECURE 2.0, and IRS guidance on the hottest tax topics affecting individual taxpayers. Key Topics Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Tax credits The qualified business income deduction under Section 199A Learning Outcomes Determine the various items that should be included or excluded in an individual's gross income and their proper tax treatment. Identify the specific rules that apply under the "passive activity" rules. Identify and calculate the business deduction for home office expenses and deduction limitations on vacation homes and other ordinary business expenses. Recognize the tax implications of having rental real estate classified as an active or passive activity. Determine the amounts allowable for deducting travel, transportation, and meals expenses. Identify the rules for depreciation and amortization deductions. Differentiate between capital and ordinary income treatment on property transactions. Identify tax consequences for self-employed retirement plans and IRAs. Gather the information required to include the claim for a tax credit on an individual income tax return. Calculate the qualified business income deduction. Who Will Benefit CPAs working with clients or employers requiring up-to-date expertise in individual income taxation for the current tax season

Walter Haig's SSARS Prep, Comp and Review Update

Monday, February 26th,
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to enable CPAs to comply with the standards! Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Managing with a CEO Mentality

Monday, February 26th,
 9:30am - 10:30am

Online

1.00 Credits

In this session, Sharrin Fuller of Glass Wallet Ventures will help attendees identify how to overcome the most common and challenging mental roadblocks standing in the way of success, starting with one of the most limiting F-words of all: fear. Sharrin, who has built and grown multiple businesses and scaled and sold her own accounting firm, will show attendees how to tap into their own uninhibited business potential by focusing on being fearless, financially savvy, and future-oriented while empowering business owners to foster a culture of forgiveness and learning from failures. She will also support their vision for the future via a standardized approach to managing people and processes; and take the emotion out of key decisions so that the business wins over personal interests. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Go to Details

This event is cancelled

K2's Understanding Your Ransomware Risk

Monday, February 26th,
 10:00am - 10:57am

Online

1.00 Credits

Member Price: $39

Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.

Introduction to Yellow Book

Monday, February 26th,
 10:00am - 11:49am

Online

2.00 Credits

Member Price: $79

Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or “Yellow Book”) requires additional reporting, ethics, and performance requirements. This course will identify and review the guidance found in the Yellow Book and analyze the relationship between Government Auditing Standards and the AICPA Code of Professional Conduct. We will review the Yellow Book requirements for financial statement audits while also touching upon ethical principles and independence

Peer Reviews of SSARS Engagements

Monday, February 26th,
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $89

Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Legal Planning for Care Giving of Elderly/Disabled Clients

Monday, February 26th,
 10:30am - 11:30am

Online

1.00 Credits

Member Price: $39

It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and care giving options, guardianships, conservatorships, financial and health care powers of attorney, Medicaid qualification and asset protection planning. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Accounting & Auditing Update - 2023

Monday, February 26th,
 10:30am - 2:08pm

Online

4.00 Credits

Member Price: $129

The course will start off with a look at the Accounting Standard Updates (ASUs) issued by the FASB that will be effective in 2023. We'll also review late breaking changes to the lease standard that may impact common control entities. We'll then turn our attention from accounting to auditing where we will cover the key SASes effective this year including new standards around auditing accounting estimates an risk assessment. This course focuses on what you need to know this year to be ready for 2023 year end financial reporting and audits. 

Accounting & Auditing Update For Small Business - 2023

Monday, February 26th,
 10:30am - 2:10pm

Online

4.00 Credits

Member Price: $129

For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement this year, including changes to auditing accounting estimates and risk assessment. 

K2's Collaboration - Portals, Payments, and Signatures

Monday, February 26th,
 11:00am - 12:46pm

Online

2.00 Credits

Member Price: $79

Demands for an excellent user experience are at an all-time high. But how do you solve for easy collaboration, compliance, and workflow? What features do you need to be effective? How do you integrate payments, eSignatures, and other technologies to make interaction convenient? This session will explain the necessary features, provide an overview of the best technologies for collaboration, and help you think through how to solve your business problems. You'll learn about the options available from client portals, workflow management, payments, eSignatures, and more. Attend this session and arm yourself with the tools you need to succeed!

Crucial Tax Topics 2021-2022 with Art Werner - Mergers and Acquisitions: Complete Guide to Relevant Issues

Monday, February 26th,
 11:00am - 12:49pm

Online

2.00 Credits

Member Price: $79

Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization.

Monthly Federal Tax Updates - February 2024

Monday, February 26th,
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $89

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.

Analytical Procedures: Practical Applications and Standards

Monday, February 26th,
 11:30am - 1:30pm

Online

2.00 Credits

Member Price: $89

This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.