Professional Development and Event Catalog
Just Ask Why - Searching for Answers: Generating Solutions
2:30pm - 6:04pm
Online
4.00 Credits
Member Price: $129
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Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
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CPA to CFO
3:00pm - 4:00pm
Online
1.00 Credits
Member Price: $55
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This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings. 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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Internal Controls That May Have Prevented Fraud
3:00pm - 4:52pm
Online
2.00 Credits
Member Price: $79
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This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts.
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Ethics: How to Give and Receive Criticism the Right Way
3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way. A related topic is the art of giving and receiving apologies, and we'll do a deep dive into this area as well. You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies, and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you. 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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2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
3:00pm - 6:00pm
Online
3.00 Credits
Member Price: $99
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This course provides a concise update on key changes in governmental auditing. We'll review the 2024 Yellow Book updates, including the shift from quality control to quality management, key audit matters, and implementation timelines. For Single Audits, we'll cover the 2024 Uniform Guidance updates, the 2025 Compliance Supplement, GAO reports on improper payments and fraud, the Financial Data Transparency Act (FDTA), and recent Department of Education guidance on related parties. Stay informed on critical standards and updates to ensure compliance and audit quality.
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Optimize Your Staff's Performance
3:00pm - 6:47pm
Online
4.00 Credits
Member Price: $129
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A chain is only as strong as its weakest link. The same theory applies to departmental performance—the overall result is only as strong as its weakest contributor. Leave our interactive and entertaining session with insight for developing and sustaining the best team you can possibly assemble. The four elements in this process are (1) development, (2) leadership, (3) hiring and (4) environment. Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success and the negative impact of Leadership’s Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output and results.
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ChatGPT and Complex Financial and HR Conversations
3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The course also explores the use of ChatGPT in crafting clear, accurate, and empathetic responses to complex queries related to financial audits, tax planning, and employee benefits. It emphasizes the importance of balancing technical financial knowledge with effective communication skills to address diverse stakeholders' needs in various scenarios, from internal team discussions to client consultations. 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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Common Deficiencies in Employee Benefit Plans
4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $79
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Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and explores the underlying causes of these issues. Through practical strategies, engaging case studies, and regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution, and protect plan participants and beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality and ensure regulatory compliance.
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Mastering Microsoft 365 Copilot for CPAs
4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. 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 Communication Skills for the CPA
5:00pm - 6:46pm
Online
2.00 Credits
Member Price: $79
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Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert, but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.
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Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
9:00am - 9:56am
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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SECURE Act 2.0: What You Need to Know
9:00am - 10:00am
Online
1.00 Credits
Member Price: $29
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Signed by President Biden on December 29, 2022 as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers. Learn what you need to know for this filing season and how to plan for future years for your clients. **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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Addressing Misconduct
10:00am - 11:04am
Online
1.00 Credits
Member Price: $39
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The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.
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Communicating in a Virtual and Live Environment - Numbers Matter But So Do Words
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $79
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People fear presenting more than they do “death”. Communicating numbers is a scary proposition to overcome for both the presenter and the recipients. This course is designed to enhance the communication skills of CPAs and CFOs by emphasizing the importance of understanding and mastering the facts before delivering any presentation, understand the key elements of presenting a narrative, and provide examples to engage live and virtual teams in effective numbers presenting. The goal is to equip financial professionals with the tools needed to overcome fears and provide the best practices research on all types of presentations-from communicating complex financial information effectively to conducting a casual virtual meeting. This is a fun session intended to be interactive with participation either live, virtual or both.
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Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 - 2 hrs
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $79
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This two-hour course provides a comprehensive overview of the IRS collection process, guiding tax professionals through each stage, from the initial notice to enforced collection actions. Participants will gain insights into taxpayer expectations during the collection process, as well as strategies for resolving tax debts. The course highlights when to use Form 433-A or 433-B, the documentation needed, and the criteria for submitting an Offer in Compromise (OIC) to settle tax debts for less than the full amount owed. Attendees will also learn about the various payment options available and practical approaches to advising clients. *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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SAS 145 - Risk Assessment
11:00am - 11:58am
Online
1.00 Credits
Member Price: $39
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SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. This audit standard amends AU-C 315, making many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315.
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Disaster Relief Act of 2024
11:00am - 12:00pm
Online
1.00 Credits
Member Price: $29
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Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2024. Casualty provisions of the Act are retroactive to December 19, 2019 through early 2025. Both low and high income taxpayers may benefit from the Act through exclusions of payments received as compensation for wildfire damages - retroactive to 2014! This course will review the provisions of this new act. *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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Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
11:00am - 12:01pm
Online
1.00 Credits
Member Price: $39
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Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.
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Minimizing Workplace Warfare
11:00am - 12:03pm
Online
1.20 Credits
Member Price: $39
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This course is designed to equip HR leaders, managers and business owners with the knowledge and skills needed to effectively minimize conflicts in the workplace. Participants will learn about the various sources of workplace conflict, how to identify and address conflicts before they escalate, and how to implement effective conflict resolution strategies. The course will also cover topics such as communication skills, active listening, and conflict management techniques. By the end of the course, leaders will be able to create a more positive and productive work environment, reduce turnover, and promote employee satisfaction.
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State Tax Nexus: Frequently Awkward Questions
12:00pm - 1:48pm
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