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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 category. Click on the tabs to find the perfect program!

Showing 1322 Partner Webinars Results

What You Can Learn From the Statement of Cash Flows

Thursday, March 28th,
 1:30pm - 3:30pm

Online

2.00 Credits

Member Price: $89

This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. 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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Registration for this event is closed.

Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies

Thursday, March 28th,
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate, and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.

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Registration for this event is closed.

K2'S Choosing Your Mid-Market Accounting Solution

Thursday, March 28th,
 2:00pm - 2:59pm

Online

1.00 Credits

Member Price: $39

Many businesses are being held back by legacy solutions. The old way of doing things just doesn’t work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor’s knowledge of the market to minimize your risk.

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Registration for this event is closed.

Is Activity-Based Costing the Right Tool for Your Organization?

Thursday, March 28th,
 2:00pm - 3:48pm

Online

2.00 Credits

Member Price: $79

This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization.

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Registration for this event is closed.

Key Tax Issues Facing Business & Industry

Thursday, March 28th,
 2:00pm - 5:40pm

Online

4.00 Credits

Member Price: $129

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of the TCJA and other recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.   

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Registration for this event is closed.

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

Thursday, March 28th,
 2:30pm - 4:19pm

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.

The Ethic of Self-Esteem For Women

Thursday, March 28th,
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $89

Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. 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

Thursday, March 28th,
 3:00pm - 6:38pm

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. 

Synchronize Files to the Cloud with OneDrive and SharePoint

Thursday, March 28th,
 4:00pm - 5:30pm

Online

1.50 Credits

Member Price: $69

One of the most cost-effective methods for storing your files safely and economically in the cloud is with the Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud-based files to be stored on your local laptop or desktop PC for application compatibility purposes. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and, in the cloud, simultaneously. The Sync app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader John Higgins will take you through the step-by-step process of setting up and using the Sync app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Managerial Accounting Refresher for the In-House Accountant

Thursday, March 28th,
 4:00pm - 5:50pm

Online

2.00 Credits

Member Price: $79

This session explores managerial accounting techniques with an emphasis on internal decision-making tools. You will appreciate a reminder regarding concepts you may not have considered since your college days. We will revisit managerial accounting concepts by illustrating practical examples that you can immediately bring back to the office!

The ABCs of Advisory Services

Thursday, March 28th,
 4:00pm - 5:55pm

Online

2.00 Credits

Member Price: $79

Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice.  Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.  

Partnership Essentials: Review & Update

Thursday, March 28th,
 4:00pm - 7:38pm

Online

4.00 Credits

Member Price: $129

This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships, with a focus on reporting tax basis capital accounts. **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 The How's And Why's Of Data Analytics

Thursday, March 28th,
 4:30pm - 6:25pm

Online

2.00 Credits

Member Price: $79

Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own. In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn’t – this session is for you.

Introduction to the Property & Casualty Insurance Industry

Friday, March 29th,
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

The insurance industry has unique accounting and regulatory requirements. This course provides an introduction to those unique requirements, including the multiple layers of regulation, statutory vs. GAAP accounting, non-admitted assets, special treatment of taxes, and more! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Powerful Business Collaboration: Mind the Generation Gap

Friday, March 29th,
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

This distinctive presentation shows how multigenerational teams enrich your CPA practice. You'll discover both quantitative and qualitative benefits from having members of Gen Z, the Milliennials, Gen X, and Baby Boomers working on the same project. The presenters walk the talk! Elbert Lilly, Video Production Specialist at CPA Crossings, LLC, is a Millennial. Forbes Contributor Dr. Bruce Weinstein, The Ethics Guy, is a Baby Boomer. Through real-life examples, stories you can relate to, and a few fun exercises, Al and Bruce will demonstrate the power of collaborating with someone a bit (or a lot) older or younger than you. This event may be a rebroadcast of a live event and the instructors will be available to answer your questions during the event.

Money Laundering Awareness for Accountants

Friday, March 29th,
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Deep Dive into Common Auditing Deficiencies

Friday, March 29th,
 9:00am - 12:40pm

Online

4.00 Credits

Member Price: $129

The AICPA has determined than 1 in 10 firms are not compliant with the risk assessment standards. This course will discuss how to properly identify risks and assess risks under AU-C 315. We will then review how to respond to identified risks under AU-C 330. The course will focus on the inherent risk model. We will also review common deficiencies and how a proper risk assessment can drive a more efficient and effective audit. 

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

Friday, March 29th,
 9:00am - 5:00pm

Online

8.00 Credits

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.

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This event is cancelled

Internal Control - Testing for Operating Effectiveness

Friday, March 29th,
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Staying SASsy - A Look at Recent Auditing Standards

Friday, March 29th,
 10:00am - 11:00am

Online

1.00 Credits

Member Price: $39

This session will explore newly-issued auditing standards. Particular emphasis will be devoted to the reformatted audit report and key audit matters.