Professional Development and Event Catalog
Architecture of Persuasion: Ethos, Logos, and Pathos
Tuesday, Dec. 29 3:00pm - 4:00pm
Online
1.00 Credits
Member Price: $55
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Persuasive communication follows a structure that has endured for centuries. In this 1-CPE session (Professional Development), participants explore the Aristotelian framework of Ethos, Logos, and Pathos and examine how credibility, logic, and emotional resonance function together in professional messaging. Drawing from course examples comparing historical and corporate speeches, participants analyze how different persuasive appeals influence audience response. The session also introduces the concept of emotional dynamics and volatility in presentations, based on research discussed in the course materials. Participants will evaluate how variation in tone and emotional movement increases engagement and how to apply this strategically in professional settings. The emphasis is on designing communication deliberately - balancing credibility, reasoning, and appropriate emotional appeal. 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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How to Audit Cash
Tuesday, Dec. 29 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 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
Tuesday, Dec. 29 3:00pm - 5:00pm
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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Hot Topics Audit and Attest Update - 2026
Tuesday, Dec. 29 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. 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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Smarter Tax Services with Artificial Intelligence (AI) Tools
Tuesday, Dec. 29 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research, and enhance client advisory services with AI too 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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Mastering SSARS: From Compilation to Preparation Engagements
Tuesday, Dec. 29 3:30pm - 7:30pm
Online
4.00 Credits
Member Price: $149
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This course explores provisions of Statements on Standards for Accounting and Review Engagements (SSARS) that govern review, compilation, and preparation engagements. Participants will recall foundational concepts, examine recent updates, understand practitioner responsibilities, and apply best practices for engagement performance. Attendees will learn how to efficiently perform SSARS engagements while complying with professional requirements. 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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Maximizing the Tax Benefits of an Installment Sale
Tuesday, Dec. 29 4:00pm - 5:01pm
Online
1.00 Credits
Member Price: $39
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This course will explore the many complex rules of installment sales, with a focus on the tax treatment and strategies to maximize the benefits. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handout Tab and submit to kori.herrera@acpen.com
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Cryptocurrencies for the CFO: Explaining Blockchain
Tuesday, Dec. 29 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
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What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?
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The New Quality Management Standards - What Everyone Needs to Know
Tuesday, Dec. 29 4:00pm - 5:48pm
Online
2.00 Credits
Member Price: $89
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The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
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AI and Accounting in Retail
Tuesday, Dec. 29 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. 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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Tax Season and OBBBA Update for Business with Steve Dilley
Tuesday, Dec. 29 4:00pm - 8:00pm
Online
4.00 Credits
Member Price: $149
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This comprehensive tax update is designed to prepare the practitioner for the upcoming filing season by providing an in-depth analysis and update of the business tax provisions enacted under OBBBA and other recent business tax developments. Participants will examine statutory changes affecting corporate, pass-through, and individual business taxation, including modifications to depreciation, credits, deductions, compliance requirements, and planning strategies. 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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Compilation, Preparation and Review Basics and Peer Reviews
Tuesday, Dec. 29 4:30pm - 6:30pm
Online
2.00 Credits
Member Price: $89
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Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS 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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Identify Leadership Gaps Before Busy Season
Tuesday, Dec. 29 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
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Leaders in CPA firms often spend time on work that sits below their highest and best use: meetings they do not need to attend, work delegated upward by their teams, client scope creep, administrative tasks, and avoided accountability conversations. Survey data cited in the course indicates that most leaders say yes to commitments they know they should decline, at a cost of hundreds of hours per year. This course introduces the distinction between hard work (time-bound), smart work (skills-based and intellectual), and uncomfortable work (emotional), and shows why avoided "Uncomfortable Work" is the common root of these low-value commitments. Participants complete a structured 32-item self-inventory across five categories: meetings and events, unrealistic expectations, strategies and opportunities, tasks and projects, and suboptimal performance. They then quantify the estimated annual hours lost to the commitments they identified, select one commitment to decline over the next month, and name the higher-value leadership activity (such as delegation, business development, project oversight, or performance management) that the reclaimed time will support. With the self-awareness and clarity gained through this program, you will know exactly which gaps need closing before work ramps back up. 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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Hot Topics Accounting Update - 2026
Tuesday, Dec. 29 5:00pm - 7:00pm
Online
2.00 Credits
Member Price: $89
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Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. 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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What's Going on at the GASB (2026/27)
Tuesday, Dec. 29 5:00pm - 7:00pm
Online
2.00 Credits
Member Price: $89
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This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board (GASB). Coverage includes GASB Statement No. 103 (financial reporting model), GASB Statement No. 104 (disclosures for capital assets), and GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of active GASB exposure drafts and ongoing projects. The course is designed to help auditors, preparers, and financial leaders understand how these developments affect audits, financial statement preparation, and board reporting. 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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Forgotten Managerial Accounting Tools for CPAs
Tuesday, Dec. 29 5:30pm - 7:30pm
Online
2.00 Credits
Member Price: $89
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This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! 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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Navigating IRS Correspondence: Responding to IRS Letters
Tuesday, Dec. 29 5:30pm - 7:30pm
Online
2.00 Credits
Member Price: $89
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Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. 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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Business Partnerships: Managing Supplier Relationships
Tuesday, Dec. 29 6:00pm - 7:00pm
Online
1.00 Credits
Member Price: $55
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As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. 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 Busters: Controls to Prevent and Detect Fraud
Tuesday, Dec. 29 6:00pm - 8:00pm
Online
2.00 Credits
Member Price: $89
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This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. 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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Reasonable Compensation for S Corps
Tuesday, Dec. 29 6:00pm - 8:00pm
Online
2.00 Credits
Member Price: $89
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Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.