Professional Development and Event Catalog
K2's Excel Tips, Tricks, and Techniques for Accountants
11:00am - 6:37pm
Online
8.00 Credits
Member Price: $225
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Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.
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Estate and Financial Planning for the Older Client
11:00am - 6:42pm
Online
8.00 Credits
Member Price: $225
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Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges. Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
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Criminal Tax: How CPAs Bring Value to Defense Attorneys
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations. 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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IRS Penalties and Abatements
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. 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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There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
12:00pm - 12:50pm
Online
1.00 Credits
Member Price: $39
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What happens when businesspeople think they can lie and cheat at work, as long as it makes a profit? Some believe that business is like war, and there are no rules! Do you really want to behave differently in business than in your personal life? Can, or should, ethics be ‘switched on’ or off?
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K2's The ABCs of Automation With Microsoft's Power Platform
12:00pm - 1:45pm
Online
2.00 Credits
Member Price: $79
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Automation and standardization are two of the keys to productivity, but most people who are not programmers are unsure where to start. Microsoft’s Power Platform is a comprehensive platform for creating automated workflows, integrations, and data-driven reports. Components include Power BI, Power Apps, Power Automate, Power Pages, and Power Virtual Agents. Attend this session to learn about this platform and how everyone can use its low-code, no-code environment to solve process challenges.
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How to Build a Custom AI Chatbot and GPT in Plain English
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. 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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Critical Technical Skills for CFOs and Controllers
12:00pm - 3:37pm
Online
4.00 Credits
Member Price: $129
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Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be!
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Business Consulting for CPAs
12:00pm - 3:40pm
Online
4.00 Credits
Member Price: $129
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Does your firm have interest in expanding its’ services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm’s professional responsibilities and most importantly how to recognize the needs of the client.
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PPP Fraud and Financial Professionals
12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that grew. Over time, Casey's company employed more than 100 people and generated more than $20 million in annual revenues. With a company of that size, Casey relied upon advice from his bookkeeper when filling out financial documents. As a result of representations he made on bank statements and loan documents, authorities charged Casey with criminal behavior related to PPP loan fraud. What should an accounting professional learn from Casey's story? Stay tuned to find out! 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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Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
1:00pm - 1:56pm
Online
1.00 Credits
Member Price: $39
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Obligating Coronavirus State and Local Fiscal Recovery Funds (SLFRF) by December 31, 2024 is essential to ensure a recipient does not have to return funds to the Treasury. There are a number of requirements to properly obligate SLFRF funds and opportunities to make changes to projects after the obligation deadline. In this course, we will define what an obligation is under SLFRF, review guidance from the Treasury, learn how to meet the SLFRF obligation deadline in multiple areas, and identify when changes can be made to estimates, contracts, and subawards after the obligation deadline.
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Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
1:00pm - 2:09pm
Online
1.20 Credits
Member Price: $39
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This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes and accounting treatment when a contract does not exist.
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K2'S Tech Update
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $79
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Staying up to date with advances in today's technology has never been more vital, and K2's Tech Update equips you with the knowledge to stay ahead of the rapid pace of innovation. This comprehensive session is designed for accountants who want to understand the evolving technological landscape and its implications for the accounting profession. Which technology trends are worth monitoring? What are the proper hardware and software products for your strategic and tactical plans? How do Artificial Intelligence, quantum computing, Software-as-a-Service, and productivity suites like Microsoft 365 influence practice, especially since this year marks the 40th anniversary of the release of Excel? Separate vendor hype from reality and discover how to achieve a 2X or more return on investment from your technology expenditures. Attendees will leave with actionable insights, including ideas they may not have previously considered.
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Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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The IRS believes, perhaps with some justification, that many workers classified as independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business clients, both in terms of time as well as money expended. This program prepares tax practitioners to assist their clients with worker classification audits, and to avoid them if possible, by discussing and explaining the circumstances under which workers will most likely be characterized as employees or as independent contractors. The program also deals with the first line of defense against the IRS in worker classification audits - Section 530, as well as the common law factors distinguishing an employee from an independent contractor. This program also explores the IRS Voluntary Classification Settlement Program and discusses whether a practitioner should advise a client to request admission into this program.
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Taking Advantage of Array Formulas in Excel
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel. 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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Build a Data Model for Analysis in Power BI
1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
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This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions. Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex datasets. Attendees will be introduced to advanced concepts such as the strategic use of calculated columns versus measures, and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and Key Performance Indicators (KPIs), essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application. "Build a Data Model for Analysis in Power BI" is an essential course for professionals aiming to leverage the full potential of Power BI 's data model. Whether you're looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge. 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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AI Revolution: The Big Picture for CPAs
1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. 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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Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
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2024 Revision to Government Auditing Standards Impact
1:30pm - 5:30pm
Online
4.00 Credits
Member Price: $149
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This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits. 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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Rewards & Recognition Strategies for Leaders
2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $39
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Whether you are responsible for managing 1 employee or 20, your leadership can make or break your team. Learn practical leadership strategies that you can implement when you return to your office. In today’s competitive market, it’s more imperative than ever that as leaders we are inspiring and motivating our teams to success.