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Professional Development and Event Catalog

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The circled number on the tabs below indicate the number of programs that match your search in each medium. Click on the tabs to find the perfect program! Prefer a PDF?  Download the Spring/Summer Professional Development Catalog. 

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Class Pass

Available Until Friday, March 31st, 2023

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, 2023. Class Pass is also a great way to get your staff the training they need at a discounted price.

Critical Thinking for Financial Professionals

Friday, October 7th, 9:00am - 10:00am

Online

1.00 Credits

What were they thinking? Why do business leaders sometimes make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that poor choices must be due to someone's incompetence, inexperience, bad character, or low intelligence. Yet, when we make a mistake ourselves, we someone rationalize it as a choice other people would make under the same circumstances. This session will discuss the common decision-making errors people make and to help you avoid making these blunders yourself. 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 Construction Contractors: Accounting and Financial Reporting Issues

Friday, October 7th, 9:00am - 12:30pm

Online

4.00 Credits

Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to the many users of the financial statements (especially considering the impact of COVID-19). In this course, we will discuss why construction accounting and financial reporting are so complex and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit.

Surgent's Managing People Through Motivation

Friday, October 7th, 9:00am - 12:30pm

Online

4.00 Credits

Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.

Surgent's Preparation and Compilation Engagements Under the SSARS

Friday, October 7th, 9:00am - 12:30pm

Online

4.00 Credits

Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.

Power BI: Advanced Data Analytics with Power Pivot

Friday, October 7th, 9:00am - 5:00pm

Online

8.00 Credits

This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data such as: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. We will also demonstrate the hottest tips and tricks that will take your data analysis to the next level. Although our focus will be on using Power Pivot, we will review some of the other Power BI Tools including: Power Query (Get & Transform), Power BI Desktop and Power BI Services (PowerBI.com). NOTE: If you want to apply the concepts presented, you will need Excel 2013, 2016 or 2019/Office 365 AND the Power Pivot add-in pre-installed. To see our full prerequisite recommendations, see PROGRAM CONTENT section below. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. 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 Technical Business Practice Issues and Tax Forms for Experienced Practitioners

Friday, October 7th, 9:00am - 5:00pm

Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Tactical Cash Management

Friday, October 7th, 9:30am - 11:22am

Online

2.00 Credits

Cash does not manage itself.  It is up to the CFO to establish practices and procedures for the short-term, mid-term, and long-term management of cash.  Every organization needs to control the availability of the right amount of cash, at the right time, at the right place.   This webcast will help you gain insights in cash management that will allow you to function at the highest level.

The Ethical Management of Conflict

Friday, October 7th, 9:30am - 11:30am

Online

2.00 Credits

Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, shared understanding, and increased productivity. This workshop will provide an intimate understanding of how to deal with conflict in collaborative and constructive ways. Using ethical values and principles, we will explore how to move conflict from an obstacle to an opportunity. This workshop is geared toward individuals who are wanting to improve their conflict management skills and create more harmonious and positive working environments. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Build Your Practice with Effective Presentation Skills

Friday, October 7th, 10:00am - 11:00am

Online

1.00 Credits

Does speaking in front of groups make you nervous? Not sure how to present your services? It's time to break through your fears about speaking once and for all! This session addresses your mindset around speaking and helps you identify your compelling story. You will learn how to design a powerful presentation and how to present your services both in person and virtually with confidence, conviction, and passion! In no time, you will expand your business reach and revenue through presenting your message with confidence and ease. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

How to Support Employees Through Loss, Crisis & Grief

Friday, October 7th, 10:00am - 11:13am

Online

1.40 Credits

Often times as HR professionals, we can get caught up in the laws, the processes, the paperwork, and the “rules”. How do we keep the HUMAN in HR and have heart, all while respecting the law, the processes, and the paperwork? In this session, we’ll talk about dealing with difficult employee relations issues while balancing the need for process and procedures. How do you deal with an employee who walks into your office and tells you they’re diagnosed with cancer? How do you handle an employee who just lost a loved one and is grieving in the workplace? What is appropriate and not appropriate to say to someone who is dealing with a difficult situation? What are some practical, tangible, and helpful ways to help employees during crisis and keep the HUMAN and the HEART in HR? Learn how to walk away with strategies that you can implement in the workplace right away.    

K2's Formatting Excel Spreadsheets The Right Way

Friday, October 7th, 10:00am - 11:50am

Online

2.00 Credits

Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel.  In this session, you will learn the right way to apply formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.

K2's Turbocharging Small Business Reporting With Power Query

Friday, October 7th, 10:00am - 11:53am

Online

2.00 Credits

Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of these same professionals periodically export data to Excel, text, or other file formats to create custom reports to manage their business.  The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly.  Participate in this session to learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.  

K2's Hosting, Self-Service, And Managed Service Options

Friday, October 7th, 10:00am - 11:59am

Online

2.00 Credits

Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. In this session, you will learn about supporting tools needed, too, including multi-factor authentication, VOIP telephony, video conferencing, document management systems, portals, and Microsoft 365. Learn about options from Self-Serve to hosting to managed service provider options. Of course, the goal is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work.

Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1

Friday, October 7th, 10:00am - 1:36pm

Online

4.00 Credits

This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life.

Year-End Tax Planning: Thinking Outside the Box

Friday, October 7th, 10:00am - 2:00pm

Online

4.00 Credits

Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2020-21 tax developments and discuss key tax-planning ideas for your clients as you prepare for the upcoming tax season. As many clients have interests in partnerships, S-corporations and Schedule C activities, the course will guide you on flow-through entity planning and key individual 1040 issues. Don’t wait until late December to start planning for your clients! **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.

Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action

Friday, October 7th, 10:00am - 2:04pm

Online

4.20 Credits

This course will walk you through Strategic Planning for Small and Medium Sized Businesses, and how to move your ideas into action. 

Shortcuts to Success: Secret Techniques of Highly Effective People

Friday, October 7th, 10:00am - 5:46pm

Online

8.00 Credits

We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships.  In this seminar, you will learn the most effective methods for creating the life you really want.  In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not.  In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career.  Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level. 

The Single Audit from Beginning to End Update

Friday, October 7th, 10:00am - 6:02pm

Online

8.00 Credits

This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. 

K2's Microsoft Teams

Friday, October 7th, 10:30am - 2:13pm

Online

4.00 Credits

Microsoft Teams is one of the most exciting personal and organizationally productivity tools to ever appear on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few clicks of the mouse. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle with deploying and using Teams.  In this session, you will learn how you can get up and running quickly in Teams so that you can take full advantage of this powerful tool. More specifically, you will learn how you can get started in Teams and critical decisions that will affect your deployment. Also, you will learn how to work in Teams, including how to take advantage of the chat, voice, and video call services and how to share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how you can add other applications into Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!