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 medium. Click on the tabs to find the perfect program! Prefer a PDF?  Download the Spring/Summer Professional Development Catalog. 

Showing 11871 Partner Webinars Results

Communicating Financial Information to Non-Accountants

Wednesday, June 29th, 9:00am - 11:00am

Online

2.00 Credits

Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how. 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 Buying and Selling a Business: Tax and Structuring Overview

Wednesday, June 29th, 9:00am - 12:30pm

Online

4.00 Credits

One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Mergers & Acquisitions: Tricks, Traps, & Terrors

Wednesday, June 29th, 9:00am - 12:50pm

Online

4.00 Credits

Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

Wednesday, June 29th, 9:00am - 5:00pm

Online

8.00 Credits

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

Financial & Tax Accounting for S Corporations & Partnerships

Wednesday, June 29th, 9:30am - 5:30pm

Online

8.00 Credits

This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Connected Leadership: Foster and Retain an Engaged Team

Wednesday, June 29th, 10:00am - 11:45am

Online

2.00 Credits

Your ability to create meaningful and lasting relationships directly impacts your success from hiring, to being a trustworthy leader, to shaping the organizational culture. Growing a larger network with stronger relationships increases your value, influence and impact. Discover how you can become a leader who attracts and engages an eager, committed team.  Expand your role, build loyalty, and close deals on relationships not price.  And when opportunities arise, be first in mind and someone they want to say ‘yes’ to!  

Measuring Audit Risks

Wednesday, June 29th, 10:00am - 11:48am

Online

2.00 Credits

SAS No. 122, AU 300.04 states that the objective of the auditor is to plan the audit so that it will be performed in an effective manner.  One may also say that the audit should be performed in an efficient manner.  That is to say, you want to do as much work as you should but you do not want to do more than you should or not as much as you should.  That is to say, you don’t want to over or under audit.    This program is an overview or SAS No. 122, AU 300 related to the auditor’s responsibility to plan the audit so that it will be performed in an effective (and efficient) manner.  In order to do so, one must know where the areas are that may result in a risk of material misstatement.  We determine this by the evaluation of internal controls relate to financial statement presentation.  During this program, we will look at various areas and determine if there is sufficient risk to perform substantive test to reduce the risk to an acceptable level.  We must remember not that each substantive procedure performed during must be able to be linked to the reduction of a perceived risk of a material misstatement.  If we are unable to establish such a link, the substantive test has no informational content and cannot be justified.   The degree of substantive testing that an auditor performs should be based on risks of a material misstatement.  Risks are often made up of a combination of things.  Two of the most common risks are lack of a proper segregation of duties and week internal controls.  However, if either or both of these risks are in areas where they could not result in a material misstatement of the financial statements, the auditor need not perform any substantive tests in the area.

Internal Audit: Keys to Managing an Effective Function

Wednesday, June 29th, 10:00am - 11:54am

Online

2.00 Credits

The globalization of business, ongoing changes in technology, increased attention of shareholders and stakeholders and the continuing demands of the Audit Committee and senior management require a dynamic framework for managing today's internal audit department. This session, designed by a past Chief Audit Executive with significant exposure to a multitude of industries and internal audit frameworks, explores the key competencies and responsibilities of today's internal audit management and methods for meeting the requirements of the internal audit profession. We will also discuss some of the greatest challenges of the role and how to address those challenges.

Surgent's Business Writing: Professional & Effective Emails

Wednesday, June 29th, 10:00am - 12:00pm

Online

2.00 Credits

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Surgent's What Tax Practitioners Need to Know About Medicare

Wednesday, June 29th, 10:00am - 12:00pm

Online

2.00 Credits

When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.

Creating A Coaching Culture in Your Company

Wednesday, June 29th, 10:00am - 12:52pm

Online

3.00 Credits

This course explores the coaching principles, concepts, frameworks, techniques and competencies that will lead to a management style that  emphasizes coaching as a style in lieu of a more autocratic or even more participative approach.  The course illustrates how a coaching style leads to a highly desired company culture.  This process takes the attendee through a coaching process that can be applied to various situations.  Results from coaching are covered as are measuring the success of coaching.  The attendee will walk away with the skills necessary to begin leading their company towards a coaching culture that will leave employees motivated and driven to higher levels of innovation from the empowerment of the new coaching culture.

S Corporation Essentials: Review and Update

Wednesday, June 29th, 10:00am - 2:00pm

Online

4.00 Credits

This program addresses the critical issues and special opportunities facing S corporations, with a focus on the new IRS guidelines on shareholder stock and loan basis reporting. The impact of recent legislation, including the CARES Act and COVID-19 developments, on the tax filings of S corporations will be addressed, as well as the significant impact of the new Section 199A flow-through entities deduction on S corporations.  **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.

Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1

Wednesday, June 29th, 10:00am - 2:14pm

Online

4.00 Credits

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter.  In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.

The Complete Guide to the Preparation for Form 1041- 6 hour

Wednesday, June 29th, 10:00am - 3:38pm

Online

6.00 Credits

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), including a Line-by-Line presentation of the form.  The practitioner will have a better understanding of entities and the basics of Subchapter J of the Internal Revenue Code.  Understanding these areas will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041). **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.

ACPEN Signature: 2022 Single Audit and Uniform Guidance Issues Update

Wednesday, June 29th, 10:00am - 6:00pm

Online

8.00 Credits

If you thought applying one set of audit standards is tough enough, how about applying three different sets of audit standards in one “single” audit?  That’s exactly what happens when the auditor applies GAAS, the Yellow Book and the OMB requirements in a Single Audit.  This session will start with a single audit “nuts and bolts” overview before delving into unique aspects and audit issues of the era of pandemic-related funding.  Join our expert panel of federal, state and local auditors and practitioners to learn what you need to know if you are performing audits under these audit standards and the Uniform Guidance for Federal Awards.  

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

Wednesday, June 29th, 10:00am - 6:00pm

Online

8.00 Credits

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-25 services in compliance with professional, ethical, and technical requirements.

Power BI: OLAP Formulas & More Time Intelligent Functions

Wednesday, June 29th, 10:30am - 12:30pm

Online

2.00 Credits

This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the ability to create a calculation in a cell that is based upon the measure in the data model. This powerful tool provides the ability to create calculations in an Excel worksheet without using a PivotTable to perform the calculation. Gone are the days of creating a PivotTable, then using those values in the PivotTable for additional calculations. When using Power BI to build a data model that connects to data files, you may want to know the date of these files. This class teaches you how to create a measure based upon the refresh date of your data. In the class "Power BI - Use Advanced Calculations with DAX Formulas," you learned the basics of time intelligent functions, the ability to calculate measures based upon dates. In THIS course, we will take it to the next step and teach you how to perform many more date-based calculations. 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.

Pricing for Profitability: How Finance Can Save The Bottom Line

Wednesday, June 29th, 11:00am - 12:53pm

Online

2.00 Credits

Much has been written recently about value pricing with some authors implying that understanding your product's value is the most important and perhaps only requirement for superior profitability.  While every company should understand product value, understanding cost, competition, and capacity utilization are far more important for most organizations. Left unchecked to "value price" products, incentive programs usually motivate sales personnel to set price at the lowest allowable number.  Finance can influence profit in a big way by getting involved in pricing.  This session will show you how.

A/R and A/P: Effective Management Techniques

Wednesday, June 29th, 11:00am - 1:00pm

Online

2.00 Credits

Our responsibility to safeguard our organization's assets has not changed in the 21st Century, but our tools have. New tools now allow us to more efficiently and effectively manage and control all the aspects of accounts receivable and payables. This session will help you save time on routine tasks. We can use the time saved to become better business partners. This session will discuss how we can leverage our A/R and A/P skills to add value and help our organization succeed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Shortcuts to Success: Secret Techniques of Highly Effective People

Wednesday, June 29th, 11:00am - 6:46pm

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.