Professional Development and Event Catalog
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Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
Friday, Jan. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.
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Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication
Friday, Jan. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Successful accounting and finance leaders are in a highly competitive workplace environment. They are a lot like the coaches of winning teams. They may lack the whistle and the playbook, but it's their job to inspire people to give their all. They may not be yelling directions from the sideline; however, they do deal with real-time performance problems, discipline issues, and bad attitudes. Leadership is serious business. A high-energy atmosphere at work makes for happier employees, who are in turn more productive. But this culture does not happen by accident. You have to create it. A key component to success comes from eliminating barriers by ensuring the team is not sidetracked by conflict. In addition, the best leaders have a vision and share it. Then along the way, they set goals so the team can move forward. This course will help you transform into a forward-thinking and results-driven strategic accounting leader. You will learn leadership best practices to achieve results and be seen as a credible and trusted leader.
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Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
Friday, Jan. 8 1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions. Please Note: due to overlap with the INS2 and LKE2 courses, customers should not take ISL4 if one or both of these other courses has already been taken.
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The Role of Internal Control in the Risk-Based Audit
Friday, Jan. 8 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
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This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. 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 for your questions during the event.
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Ethical Performance Management
Friday, Jan. 8 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session. 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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Retaining Talent in a Competitive Marketplace
Friday, Jan. 8 1:30pm - 5:30pm
Online
4.00 Credits
Member Price: $149
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Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. 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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Sarbanes Oxley - Sourcing Emerging Risks- 20 years later - Part 1
Friday, Jan. 8 2:00pm - 3:26pm
Online
1.60 Credits
Member Price: $79
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Emerging risks seem to be an issue for all business processes these days. It's been 20 years and counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed and as a result, execution of the processes has most likely changed. However, it would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation.
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AI at Work: Practical Tools for Professionals
Friday, Jan. 8 2:00pm - 3:30pm
Online
1.50 Credits
Member Price: $69
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Artificial Intelligence (AI) is rapidly reshaping the way financial professionals work, lead, and make decisions. Yet for many, AI still feels abstract, intimidating, or too technical. This workshop cuts through the hype and makes AI approachable, practical, and immediately useful. Designed for financial professionals, executives, and managers, this hands-on session focuses on real workplace applications that improve efficiency, clarity, and decision-making. Participants will learn how to use AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and others to streamline everyday tasks, enhance strategic thinking, and free up time for higher-value work. Through live demonstrations, interactive exercises, and guided experimentation, attendees will leave confident in their ability to integrate AI into their workday, increase productivity, and take practical uses back to their teams.
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Understanding the 4 W's in Budgeting: Who, What, When, and Which?
Friday, Jan. 8 2:00pm - 3:46pm
Online
2.00 Credits
Member Price: $89
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This session introduces a structured approach to government budgeting using the four W’s: Who, What, When, and Which. Participants will explore WHO should be involved in the budgeting process, including internal teams and external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements, and common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops, and outreach initiatives. Finally, the session highlights WHICH departments play key roles, from financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting and how to align financial planning with community priorities.
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The Three Million Dollar Ribbon
Friday, Jan. 8 2:00pm - 3:53pm
Online
2.00 Credits
Member Price: $89
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Two conmen used lies and falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing and rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle and invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized, and analyzed hundreds of documents, identified the falsifications and misrepresentations, conducted multiple interviews, and ultimately convicted the conmen. This case study provides multiple takeaways for detecting and investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.
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Advanced Excel for Staff - Build Reports and Analyze Data
Friday, Jan. 8 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. 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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Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
Friday, Jan. 8 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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This course provides tax and accounting professionals with a focused overview of the Section 25F scholarship granting tax credit and its application in client planning. Participants will examine eligibility requirements, qualifying contributions, credit limitations, and interaction with other tax provisions. The course also addresses state-specific considerations, including variations in eligibility, conformity, and planning opportunities across jurisdictions. Participants will learn to evaluate client eligibility, maximize available credits, and ensure compliance while avoiding common pitfalls. *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 terri.storer@acpen.com
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Fundamentals of Form 1040 - Individual
Friday, Jan. 8 2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
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This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns. 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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Ethics in Today’s World and Practical Application Tips
Friday, Jan. 8 3:00pm - 4:47pm
Online
2.00 Credits
Member Price: $85
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The topic of ethics has seemed to permeate every aspect of today’s business including occupying a significant spot in today’s business, educational and professional curriculum. Yet with all the discussion and awareness on the topic, why is it that significant ethical dilemmas and incidents continue to impact our daily lives? The concept of ethics is based in moral philosophy. In part, that is why it is such a difficult issue to “manage”. We often get caught between our independent moral ethical duty, the legal or compliance viewpoint of an issue and management concerns around reputation and ramifications. This course is dedicated to examining a time-line of historical ethical issues that have plagued the business world, evaluating the moral and perceived concepts around ethics, and taking a practical look at how moral and ethical concepts impact the creation of an ethical culture.
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Will Your Ethics Be Burned by Burnout?
Friday, Jan. 8 3:00pm - 5:00pm
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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Foundations of IT Audit for CPAs
Friday, Jan. 8 3:00pm - 6:00pm
Online
3.00 Credits
Member Price: $109
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This course introduces CPAs, financial auditors as well as technology auditors to the foundational concepts of IT auditing. Participants will learn how IT systems support financial reporting, how to assess risk in IT environments, and how IT General Controls (ITGCs) and application controls impact audit procedures. The course also introduces IT audit planning and scoping to help auditors determine what systems and controls to evaluate.
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Advanced ChatGPT for Accountants
Friday, Jan. 8 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. 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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Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
Friday, Jan. 8 4:00pm - 5:35pm
Online
1.80 Credits
Member Price: $79
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It would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation. In this segment we will focus on sourcing of emerging risks by utilizing to COSO principles.
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K2’s Excel’s Best New Features
Friday, Jan. 8 4:00pm - 5:48pm
Online
2.00 Credits
Member Price: $89
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With the latest updates in Microsoft 365 and Office 2024, Excel is more powerful than ever. Packed with cutting-edge features, more innovative functions, and seamless collaboration tools, the newest version is designed to take your productivity to the next level. Whether you're crunching numbers, building dashboards, or collaborating across teams, these enhancements unlock faster workflows, deeper insights, and more thoughtful decision-making. Don't miss your chance to stay ahead of the curve-discover Excel's most exciting new features and learn how to put them to work for you. Your spreadsheet game is about to change-let's make it extraordinary!
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Interview Techniques and Detecting Deception
Friday, Jan. 8 4:00pm - 5:51pm
Online
2.00 Credits
Member Price: $89
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The ability to create and ask good questions as well as the ability to know when someone is being deceptive are important skills for managers, auditors, and investigators. This session will improve your interview techniques and your lie detection abilities. Multiple videos from various movies, TV shows, and public figures showcasing the behaviors of liars are included.