Professional Development and Event Catalog
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State of AI
Wednesday, Feb. 3 10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
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Artificial Intelligence is moving fast and increasingly adopted in businesses, significantly improving efficiency in many industries, including finance, retail, healthcare and manufacturing. What is real and what is just hype? What should business leaders consider as they lead their organizations in the adoption of this technology? Why is AI governance the key to success? This webinar will cover some of the major advancements in artificial intelligence in 2025 and key insights on where AI is headed and recommend both strategic and tactical steps to take as we move into 2026.
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Mental Illness and Depression: Understanding and Supporting Employees Under the ADA
Wednesday, Feb. 3 10:00am - 11:01am
Online
1.00 Credits
Member Price: $39
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This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.
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Revenue Recognition - Topic 606 Overview
Wednesday, Feb. 3 10:00am - 11:34am
Online
1.80 Credits
Member Price: $79
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This session is the beginning in a series on the new revenue recognition standard. The 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. This course is designed to provide an overview of the technical guidance and outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step and then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step and provide example and scenarios that should be considered to properly apply the step.
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2026 AICPA Regulatory Ethics Update
Wednesday, Feb. 3 10:00am - 11:46am
Online
2.00 Credits
Member Price: $89
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Stay informed-and ahead of the curve-with this VBOA-approved ethics course tailored to meet Virginia's annual ethics requirement while bringing you the latest updates from the AICPA's Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated, and PEEC has been especially active with new interpretations, revised guidance, and key modernization projects. In this interactive session, we'll unpack the most significant developments shaping the profession today, including new standards on recruiting, CPE programs, and tax advisory services. You'll gain practical clarity on how these changes affect both public practitioners and industry professionals. We'll also take a forward look at projects on PEEC's horizon, giving you early insights into wha's coming next-and how to position yourself for compliance success in a rapidly evolving ethical landscape.
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Travel/Entertainment Expenses and Taxes: What You Need to Know for Compliance
Wednesday, Feb. 3 10:00am - 11:47am
Online
2.00 Credits
Member Price: $89
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This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. An OBBBA of 2025 update, cases and rulings will also be addressed. *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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Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
Wednesday, Feb. 3 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs, and uphold ethical standards in today's fast-paced digital environment. 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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Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite
Wednesday, Feb. 3 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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The cash flow statement is one of the most confusing financial reports—yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most: how cash is generated and deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that, and include some amusing videos to drive the points home. We will use the Apple Corporation as an example company in presenting.
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Surgent's Getting Ahead: The Art of Marketing for CPAs
Wednesday, Feb. 3 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out more to the outside world? Through surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan beyond just relying on referrals. We look at the pluses and minuses of various marketing channels, regulatory constraints, and how to measure success in the competitive financial services space.
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How to Develop Your System of Quality Management Using the AICPA Practice Aids
Wednesday, Feb. 3 10:00am - 1:00pm
Online
3.00 Credits
Member Price: $109
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This course provides an overview of the Quality Management standards and the requirements under SQMS 1. The AICPA requires CPA firms with accounting and auditing practices to implement a system of quality management, including firms performing preparation and compilation engagements. While the objective is to improve quality within the profession, implementation may seem overwhelming. To assist, the AICPA has developed practice aids to guide firms through the development and documentation process. In this webcast, Jeff walks through where to find the practice aids, how to use them, required documentation, use of the risk assessment template, and development of final documentation. Practical guidance is provided throughout to simplify implementation.
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Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
Wednesday, Feb. 3 10:00am - 1:35pm
Online
4.00 Credits
Member Price: $149
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This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life.
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The Essential Auditing Update with Renee Rampulla
Wednesday, Feb. 3 10:00am - 1:39pm
Online
4.00 Credits
Member Price: $149
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This course is essential and designed to keep you informed of proposed and current authoritative guidance issued by the American Institute of Certified Public Accountants (AICPA). Learn about proposed and final auditing and attestation standards addressing group audits, fraud, and sustainability. Understand the eight quality management components, hear about frequent peer review matters and so much more.
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A Culture of Regulatory Ethics: A Competitive Advantage
Wednesday, Feb. 3 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. 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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Estates and Trusts: Executor Duties and Tax Responsibilities in Estate Administration
Wednesday, Feb. 3 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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This course reviews the legal, fiduciary, and federal tax responsibilities of an executor or personal representative during the administration of a decedent’s estate. Participants will examine the executor’s duties from initial appointment through final distribution, including identifying and managing estate assets, settling creditor claims, and administering distributions to beneficiaries. The course also reviews filing requirements for the decedent’s final Form 1040, the estate’s Form 1041, and the federal estate tax return, Form 706, along with the treatment of income in respect of a decedent (IRD) and basis adjustments. Participants will also examine IRS procedural requirements, including obtaining an EIN for the estate, responding to IRS notices, and recognizing potential audit risks. Emphasis is placed on practical estate administration procedures, executor liability considerations, and maintaining proper estate accounting records and documentation to support compliance with federal tax requirements. *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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An Exhaustive Look At Fraud and Ways To Control It
Wednesday, Feb. 3 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $239
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Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. 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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Generative AI Strategy for Accountants
Wednesday, Feb. 3 10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
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This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement. 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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Hot Topics Accounting Update - 2026
Wednesday, Feb. 3 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. 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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Auditing Financial Statements of ERISA Plans
Wednesday, Feb. 3 11:00am - 3:00pm
Online
4.00 Credits
Member Price: $139
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Conducting a compliant audit Learn about proper audit procedures to test the line items of the statement of net assets available for benefits, including investments. You'll also cover the audit procedures to test the activity in the statement of changes in net assets available for benefits, including participant testing. Your new knowledge will help you conduct compliant audits of ERISA plan financial statements. Plan investments Gain an understanding of how to differentiate plan investment procedures based on the type of audit and risk assessment. To do this, you'll look at ways to identify the following: Types and classifications of common plan investments The audit procedures required for investment activity, contributions, and withdrawals at the participant level Other audit considerations You'll also explore other audit considerations, including: GAAP requirements for presentation and disclosure of employee benefit plan financial statements Procedures to determine the plan's tax status Related parties, parties in interest, and prohibited transactions Additional procedures related to Form 5500
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Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
Wednesday, Feb. 3 11:00am - 6:36pm
Online
8.00 Credits
Member Price: $300
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This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations. **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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Professional Skepticism for the Public Accountant
Wednesday, Feb. 3 12:00pm - 12:58pm
Online
1.00 Credits
Member Price: $39
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Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants and those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices.
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Revenue Recognition Topic 606 - Identify the Contract Part 1
Wednesday, Feb. 3 12:00pm - 1:14pm
Online
1.20 Credits
Member Price: $39
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On May 28, 2014, the Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing and uncertainty of revenue from contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard.