Professional Development and Event Catalog
Leaders Eat Last. Why? - 1 Hour Session
4:00pm - 4:58pm
Online
1.00 Credits
Member Price: $39
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Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone - we suffocate. This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization.
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The Role of Internal Audit in Operational Audits
4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $79
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An operational audit is a method of examining how an organization conducts business. It identifies areas where an entity can improve to be more effective and efficient. This course will focus on how to plan and perform operational audits, as well as delivering value-added recommendations as a result.
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Supervision/Management Competencies: An Ethical Approach
4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. 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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Tactics to Find Work Life Balance in a Complex World
5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
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This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. 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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Global Internal Audit Standards (GIAS) Domain V - Part 1
5:00pm - 6:54pm
Online
2.00 Credits
Member Price: $79
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The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
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Integrity, Objectivity and Judgment: Values in Action
9:00am - 10:00am
Online
1.00 Credits
Member Price: $55
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This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of this course, we will also walk through real world examples of individuals and companies faced with these dilemmas. 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 Ten PDF Tips You Need To Know
9:00am - 10:00am
Online
1.00 Credits
Member Price: $39
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Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.
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Revenue Recognition - Determine the Transaction Price - Part 1
9:00am - 10:07am
Online
1.20 Credits
Member Price: $39
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The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
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The Controllership Series - The Financial Close Process
9:00am - 10:22am
Online
1.50 Credits
Member Price: $59
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A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and efficiency. In today’s digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process and how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary’s books and another two to three weeks to roll up and consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems and general ledger and consolidate software. Within this segment we will discuss the elements of the financial close and also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash, and the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages and accruals for vacation time, account reconciliations, deprecation and overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
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2025 Accounting and Auditing Update for Small Businesses
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement. 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 Next Generation Excel Reporting
9:00am - 4:38pm
Online
8.00 Credits
Member Price: $225
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New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
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S Corporations: Comprehensive walk through of Form 1120S
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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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.
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Securing Your Data with a Password Management App - Updated
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. 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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Interviewing, Onboarding and Training 101
10:00am - 10:58am
Online
1.00 Credits
Member Price: $39
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Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding experience, and fostering a culture of continuous development. Whether you’re a seasoned manager or new to hiring, this course equips you with the tools to make confident decisions, engage new hires effectively, and set your team up for success from day one.
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The Ethics of Artificial Intelligence ("AI"): The Interaction of AI and Ethics, featuring Tracy Cooper, CPA and Don Minges, MBA
10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
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Artificial Intelligence ("AI") can do and does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises and how to prevent them from having an adverse impact. We must be more diligent and aware of the ethical issues. AI has severe ethical pitfalls that we should understand clearly. AI is here to stay and we must understand how to mitigate the ethical issues.
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Communicate Financial Concepts to Non-Accountants
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $79
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Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message.
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Ethics: IRS Criminal Investigations: Key Lessons for Accountants
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly being called upon by governments and economic organizations at all levels to step up and help law enforcement battle financial impropriety. The stakes are huge. In the United States alone, the OECD estimates that 5% to 10% of the annual budget of the US health care programs, Medicare and Medicaid, is wasted as a result of corruption. Every dollar lost to monetary malfeasance has a crippling effect that ripples through countries, industries, companies, communities and individual lives. Government resources are wasted, public services are compromised, companies are financially destabilized, shareholders are cheated, employers are swindled, charities are undermined and much more. By increasing their awareness of what and how the IRS investigates and prosecutes, accountants can heighten their "spidey sense" of what doesn't look right in financial records. This includes honing skills to more readily notice -- and report -- ledger anomalies and irregularities, and even rethink a "silence is always safer" mindset. As technology disrupts and automates many fundamental accounting functions, practitioners can add value by more diligently scanning for "creative accounting" red flags on the frontlines. Prioritizing transparency and behaving ethically -- the core of the profession -- not only helps society and the economy as a whole, it can help accountants boost their reputation as highly trusted business advisors and even supercharge their bottom line. 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 Accounting & Auditing Update
10:00am - 1:00pm
Online
3.00 Credits
Member Price: $99
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Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence.
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Spring Tax Update for Business with Steve Dilley
10:00am - 1:42pm
Online
4.00 Credits
Member Price: $129
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This program provides an update to the latest tax developments, rules and regulations impacting and business taxpayers, with a review and integration of 2024/25 legislation. *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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Microsoft 365: Save More Time, Make More Money
10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don't miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.