Professional Development and Event Catalog
What's Going on at the AICPA (2025)
3:00pm - 6:00pm
Online
3.00 Credits
Member Price: $99
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The AICPA is buzzing with activity in 2025, and this course will ensure you stay ahead of the curve. We'll begin by exploring the new quality management standards which will be effect this year and their impact on practice management. From there, we'll dive into the latest ethics standards, recent SSARS updates, and changes to the Peer Review Program driven by quality management requirements. To round out the session, we'll examine common deficiencies in employee benefit plan (EBP) audits and highlight the initiatives of the National Pipeline Advisory Group to address the talent pipeline challenge. Don't miss this comprehensive overview of what's happening at the AICPA!
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Global Internal Audit Standards (GIAS) Domain V - Part 1
9:00am - 10:54am
Online
2.00 Credits
Member Price: $79
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The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
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Global Internal Audit Standards (GIAS) Domain V - Part 2
11:00am - 12:38pm
Online
2.00 Credits
Member Price: $79
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The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
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2025 AICPA Regulatory Ethics Update
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ACPEN Signature 2025: Not-for-Profit Accounting, Auditing & Tax Update
12:00pm - 8:00pm
Online
8.00 Credits
Member Price: $250
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The tax laws keep changing and nonprofit entities must continue to adjust to new rules. As part of the Inflation Reduction Act of 2022, passed in August 2022, hundreds of billions of dollars in government funding and costs were allocated to energy and climate initiatives. As part of the legislation, for the first-time, tax-exempt organizations (including not-for-profits and government agencies) can claim certain energy credits on their federal income tax returns and receive a refund from the federal government even if they have zero federal income tax liability. Now, there are proposals to roll back Inflation Reduction Act Initiatives. There are also proposals to change tax rates affecting the ability of not-for-profits to raise money. Other proposals would apply the corporate tax rate to the endowment funds of large private universities. Still other proposals would affect IRS funding compounding problems that practitioners already have in getting IRS customer service on exempt organization issues. This year’s Annual Not-for-Profit Update will include a tax update and review of any new key issues in completing IRS Form 990, and related Schedules. It is more important than ever for non-profits to understand and complete this annual tax form to ensure that the organization and its donors are also protected so they can accomplish their corporate intentions and goals. On the accounting standards front, some nonprofits will still be implementing the FASB’s new Credit Losses standard (Accounting Standards Codification [ASC] Topic 326), the last of the FASB’s recent wave of major standards. This standard primarily affects two groups of nonprofits: (1) those making loans or financial guarantees (e.g., foundations, community development financial institutions, universities) and (2) those with accounts receivable arising from service (or goods) delivery rather than grants and contributions (e.g., hospitals, universities). Meanwhile, the FASB has been progressing through its next generation of projects, informed by a public agenda consultation in 2021, as well as preparing for a follow-on public agenda consultation to be conducted beginning later this year. Although many of these projects are focused on business enterprises and the needs of their investors, there are several recent standards (Accounting Standards Updates [ASUs]) and current projects that have or could have significant applicability to some or many nonprofits. These include recent ASUs on Crypto Assets (2023-08) and on Income Tax Disclosures (2023-09) and current projects on Software Development Costs and on two specific Environmental, Social, and Governance (ESG) issues with potential financial statement impact, Financial Instruments with ESG-linked Features (part of a project on Derivatives Scope Refinements) and Environmental Credit Programs. This year’s FASB Update will include helpful implementation reminders for Credit Losses, and for Leases between Entities under Common Control (ASU 2023-01), which was important follow-on guidance for another of the FASB’s major recent standards, Leases (ASC Topic 842). The Update will also provide background information and discuss key provisions of the ASUs on Crypto Assets and Income Tax Disclosures, and a summary of efforts to-date on the Software Development Costs and ESG-related projects, as well as provide a brief preview of upcoming 2024 agenda consultation. Auditing Update - a review of Statements on Auditing Standards 142 (Audit Evidence), 143 (Accounting Estimates), 144 (Amendments to AU-C 501, 540 and 620); 145 (Understanding the Entity and Assessing Risk), 146 (Quality Management),148 (Amendments to AU-C 935), that will impact audits conducted in 2023 and beyond, with emphasis on practical application to NFP organizations. This session will also discuss the Statements on Quality Management Standards and their impact on smaller firms. Ethics Update – Our course will provide a review of recently enacted Ethics Interpretations, including NOLAR, Unpaid Fees, Accounting Standards Implementation, Loans, Information system services, Officer and directors, and Compliance Audits, as well as consideration of exposure drafts currently outstanding. Qualifies as one hour of ethics CPE. This program will also provide an overview of other recent standards issued and projects in progress that impact Not-for-Profit entities. *Please Note: THIS COURSE HAS ONLY 2 IRS CREDIT HOURS. 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
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Ethics Case Studies: Remaining Ethical in the Age of Oversharing
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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In an era when sharing a photo of lunch can be considered an "update," the ethical standards that define the CPA profession are not always as intuitive as they once were. Our expert helps you navigate this new realm by using real-world examples to help illustrate the dos and don'ts in ethical social situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Ethics Based Leadership for Women
1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts. In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward. We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $39
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The best leaders are always ethical. Every great leader has heart and readily shows that they care. What is the true value of a trustworthy leader? Why do we need trustworthy leaders? How do we examine ethical issues - what is the process? Trust provides a safety net that enables innovation to flourish. Be the best leader you can be by caring about others and remaining ethical. Ethics is fundamentally how we treat others. Do we measure up to that standard?
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Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
2:00pm - 3:27pm
Online
1.60 Credits
Member Price: $79
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In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
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Yellow Book Ethics
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Ethics: 10 Crucial Qualities of High Character CPAs
2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Devious Ethics: Avoiding Snakes in Suits
9:00am - 10:52am
Online
2.00 Credits
Member Price: $79
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Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience.
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Surgent's Ethics for Tax Professionals
9:00am - 11:00am
Online
2.00 Credits
Member Price: $99
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The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements.
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Everyday Ethics at Work: Don't be the Next News Story!
10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
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When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this course, we will discuss current ethical issues, and walk-through a nine-step ethical decision-making model. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Ethical Intelligence for Artificial Intelligence
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting and provides suggested best practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Accountants and Malpractice: Can We Get Sued for This?
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Exercise Your Ethics: Techniques to Improve Ethical Response
2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Creating an Ethical Work Environment
4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Fraud, Controls and Ethics: Best Practices and Case Studies
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.
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Accounting of the Soul: Making the World a Better Place
9:30am - 10:30am
Online
1.00 Credits
Member Price: $55
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This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle's virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually and organizationally and its impact on individual, organizational and world wellbeing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.