Professional Development and Event Catalog
AI FAQs for Accountants
9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
See more dates
This course provides a concise overview of artificial intelligence and its transformative impact on the accounting profession. As we move into 2025, AI technologies are reshaping traditional accounting tasks while creating new opportunities for strategic advisory services. Participants will explore how AI differs from traditional software, understand various AI applications in accounting, and develop strategies to leverage these technologies while maintaining the essential human elements that clients value most. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
K2's Backups Done Right
9:00am - 11:00am
Online
2.00 Credits
Member Price: $79
See more dates
Where is your data? Do you have it controlled and backed up? If all your data is in the Cloud, how do you verify that the backup recovery is rapid? If your data is in various silos from your application providers, how do you ensure you have the protection and disposal approaches needed? This session will help you understand and guide your IT team and providers to take the right actions to protect your business. Backup considerations, including Cloud, backup appliance, disaster recovery, and business continuity approaches, are included. If you are from the "trust but verify" school of thought, this session will help you ask the right questions.
More Dates
Surgent's Key Partnership and S Corporation Tax Planning Strategies
9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
See more dates
Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
More Dates
Tax Season Update for Individuals with Steve Dilley
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
See more dates
This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
S Corporations: Comprehensive walk through of Form 1120S
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
See more dates
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Industry Accountant Key Performance Metrics
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $279
See more dates
This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
More Dates
Surgent's Preparing Not-for-Profit Financial Statements
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $279
See more dates
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including net assets, contributions, and functional expense reporting. The course materials utilize a highly illustrative and innovative format, including 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.
More Dates
Accountants and Malpractice: Can We Get Sued for This?
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
See more dates
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
The Yellow Book: From Beginning to End
9:30am - 5:29pm
Online
8.00 Credits
Member Price: $225
See more dates
A comprehensive review of the newest version of the U.S. Government Accountability Office’s Government Auditing Standards, otherwise known as “the Yellow Book.” The standard will affect all auditors who perform audits of government and nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits.
More Dates
IFRS SMES vs IFRS
10:00am - 11:46am
Online
2.00 Credits
Member Price: $79
See more dates
Both IFRS and IFRS for SMEs are self-contained standards designed to meet the needs of specific financial statement users. This course is designed to explain the differences between the two standards, including disclosure requirements and recognition and measurement principles.
More Dates
PowerPoint: Tips & Tricks for Today's Accountant
10:00am - 11:46am
Online
2.00 Credits
Member Price: $79
See more dates
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course’s author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations.
More Dates
Steps to Stop External Fraud
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
See more dates
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk.
More Dates
Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
10:00am - 5:37pm
Online
8.00 Credits
Member Price: $225
See more dates
Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review.
More Dates
Accounting for and Auditing Cryptocurrency and Digital Assets
10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
See more dates
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
K2's Microsoft Teams
10:30am - 2:30pm
Online
4.00 Credits
Member Price: $129
See more dates
Microsoft Teams is one of the most exciting personal and organizationally productivity tools to ever appear on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few clicks of the mouse. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle with deploying and using Teams. In this session, you will learn how you can get up and running quickly in Teams so that you can take full advantage of this powerful tool. More specifically, you will learn how you can get started in Teams and critical decisions that will affect your deployment. Also, you will learn how to work in Teams, including how to take advantage of the chat, voice, and video call services and how to share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how you can add other applications into Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!
More Dates
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
11:00am - 12:05pm
Online
1.00 Credits
Member Price: $39
See more dates
There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness – to help us make better ethical decisions.
More Dates
Applying the New Expected Credit Loss Model
11:00am - 12:46pm
Online
2.00 Credits
Member Price: $79
See more dates
All entities are subject to the new expected credit loss model established by recent GAAP. This course will provide highlights of the latest requirements for measurement, presentation, and disclosure.
More Dates
Real Estate Professionals: Passive Activity Rules
11:00am - 12:48pm
Online
2.00 Credits
Member Price: $79
See more dates
When do they exist and how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. *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
More Dates
Ethics of AI: A CPA's Guide
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
See more dates
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery of their services. This course, presented by John Higgins, CPA, a nationally recognized technology advisor to the profession, will provide CPAs with a practical framework for addressing the various ethical issues that can arise with the application of AI in their work. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.