Professional Development and Event Catalog
ACPEN Signature 2025: Financial Statement Preparation: Compilation and Review Update
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $250
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This course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth analysis of the SSARS and will provide practice tips that will assist you in performing profitable standard compliant engagements.
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Will Your Ethics Be Burned by Burnout?
10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
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Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. 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 Art of Accountability: Effective Strategies for Tough Conversations
11:00am - 12:00pm
Online
1.00 Credits
Member Price: $39
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The Art of Accountability is a dynamic training session tailored for leaders seeking to cultivate a culture of accountability while fostering respect and trust within their teams. High morale is intrinsically linked to high accountability in todays fast-paced work environment.
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Crypto, Blockchain and Taxes
11:00am - 12:46pm
Online
2.00 Credits
Member Price: $79
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For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it’s a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management. This offering is more than just a learning experience; it’s an investment in one’s professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age. **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 kori.herrera@acpen.com.
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What's Behind the Data?
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. 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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Deep Dive Into Common Auditing Deficiencies
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
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This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing 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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Self-Rental Real Estate: Passive Activity and Section 199A
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. 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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Balancing Employee and Employer Rights
12:00pm - 12:59pm
Online
1.00 Credits
Member Price: $39
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Leaders have the right to exercise customary management functions. Employees have the right to be kept free from discrimination. Neither employer rights nor employee rights are absolute. The courts are equally protective of the rights of employees and employers. A courtroom is the wrong place for anyone to find this out. This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.
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The New Quality Management Standards - What Everyone Needs to Know
12:00pm - 1:48pm
Online
2.00 Credits
Member Price: $79
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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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Introduction to Governmental Accounting
12:00pm - 1:51pm
Online
2.00 Credits
Member Price: $79
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Governmental accounting is distinct from other forms of accounting, requiring a unique approach to financial reporting. This course introduces the fundamentals of governmental accounting, including fund accounting principles and the modified accrual basis of accounting. Participants will explore the structure and purpose of fund financial statements alongside government-wide financial statements, gaining a comprehensive understanding of their layouts and key elements. The course also delves into critical topics such as the concept of component units, the role and structure of Management Discussion & Analysis (MD&A), and the preparation and importance of the Annual Comprehensive Financial Report (ACFR). Perfect for those new to governmental accounting, this course provides a solid foundation for understanding and applying these essential principles.
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Become a Data Analysis Expert
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. 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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K2's Paperless Office
12:00pm - 7:37pm
Online
8.00 Credits
Member Price: $225
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Would you like to find important documents in 10 seconds or less? Would you like to ensure your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully “paperless” office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management. Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of a Paperless Office.
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State Tax Nexus: Frequently Awkward Questions
12:30pm - 2:18pm
Online
2.00 Credits
Member Price: $79
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Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *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 kori.herrera@acpen.com
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Basic Individual Taxation Course
12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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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Ask About QM Series
1:00pm - 2:00pm
Online
1.00 Credits
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Quality management (QM) implementation Q&As The fast-paced and interactive QM series offers condensed, high-impact Q&As and live participant-driven discussions on focused topics that change each session. You will get practical answers to your specific QM implementation questions to support effective QM implementation within your organization. This series is free for AICPA members.
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New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $75
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Pull together all components for an effective and tailored QM system (bold) For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies. The revised QM standards are designed to emphasize firm leadership's responsibility for proactively managing quality, strengthening a firm's monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm. To succeed under these new standards, you'll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice. Fourth in a four-part webcast series (bold) This is the fourth webcast in a four-part series on the Auditing Standard Board's (ASB) new Quality Management Standards and looks at how to create an effective QM system. You'll take a deep dive into aspects of the ASB's Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital). Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec.15, 2022, at 2:00pm ET.
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Tech It to the Next Level: Slim Your Team for Max Efficiency
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
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Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. 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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Introduction to Governmental Budgeting
1:00pm - 2:47pm
Online
2.00 Credits
Member Price: $79
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The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include, the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year, and how long-term budgets fit in with the annual budget process.
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Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $79
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Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
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Surgent's Data Analytics Toolkit - Tools and Applications
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements, and communicate data using traditional vehicles. Good decisions are not the result of the amount of data gathered, but of the quality and understanding of the information. The goal of this program is to explore a number of analytical tools and techniques and identify applications for them within an organization. Analytical techniques will be introduced throughout the discussion, and a significant amount of time will be spent addressing the steps needed to establish a data-driven environment and identifying and discussing potential/specific applications. In this way, participants get experience they can begin to use in their organizations. An expanded list of reference books and next level software is also provided.