Professional Development and Event Catalog
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The Best Individual Income Tax Update Course by Surgent
Thursday, Oct. 29 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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Understanding and Creating an Internal Control System
Thursday, Oct. 29 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. 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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The Leadership Skills of Tomorrow: Delegate and Listen
Thursday, Oct. 29 9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting, and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. 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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Untying the Knot: Taxes and Divorce
Thursday, Oct. 29 9:30am - 5:30pm
Online
8.00 Credits
Member Price: $239
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Description: Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues that arise during and after divorce. What You'll Learn: This comprehensive session will cover critical topics, including: - Filing Status: Determining the correct filing status during and after divorce. - Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts. - Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce. - Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS. - Currently-Not-Collectible Status: Understanding when and how to use this option. - Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities. - Lien Discharges & Subordinations: Managing IRS liens on property during divorce. - Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations. - Case Studies: Explore unusual and complex tax issues in divorce through real-world examples. 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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Investment Scam Losses: How to Get Deductions
Thursday, Oct. 29 10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
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This program addresses the many issues impacting investment scams. The unique challenges facing practitioners in finding deductions for the horrendous losses many clients experience due to these scams are related to actual practice situations – and then analyzed for their deduction implications. The situations are based on real life experiences of practitioner clients.
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Digging Deep with Excel Pivot Tables
Thursday, Oct. 29 10:00am - 11:01am
Online
1.00 Credits
Member Price: $39
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This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables.
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AI In Audit and Financial Reporting
Thursday, Oct. 29 10:00am - 11:06am
Online
1.60 Credits
Member Price: $39
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Auditors and financial professionals must understand how to integrate AI responsibly while maintaining professional skepticism, audit quality, and compliance with regulatory expectations. However, the use of AI also introduces new governance, ethical, and regulatory considerations that organizations must carefully manage. This course explores how AI is currently being used in audit and financial reporting, the benefits and risks associated with its adoption, and how organizations can establish appropriate governance, controls, and oversight.
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Emerging Risks & Resilience: How Accts & Finance Professionals Are Leading the Way-Part 1 Building Organizational Resilience in a Changing Landscape
Thursday, Oct. 29 10:00am - 11:15am
Online
1.40 Credits
Member Price: $39
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This is Part 1 of a 5 part series on Emerging Risks - How Accountants and Finance are leading the way The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures.Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency.
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Cryptocurrencies for the CFO: Explaining Blockchain
Thursday, Oct. 29 10:00am - 11:47am
Online
2.00 Credits
Member Price: $89
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What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?
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Taxation of Non-fungible Tokens (NFTs)
Thursday, Oct. 29 10:00am - 11:52am
Online
2.00 Credits
Member Price: $89
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Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets. **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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Ethics: How to Give and Receive Criticism the Right Way
Thursday, Oct. 29 10:00am - 12:00pm
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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Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
Thursday, Oct. 29 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning how to successfully navigate these rules can make all the difference. In this course, we will discuss some of the more common specialty areas experienced by practitioners — late filing relief for S corporation elections, disproportionate distributions, and selling S corporation shares. While these items may not come up on every single Form 1120-S, you will be able to add more value to clients when they do.
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Construction Contractors: Auditing Considerations
Thursday, Oct. 29 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $139
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Overcoming the challenges of auditing contracts Construction makes up a large portion of the economy. As such, a growing number of accounting and finance professionals may need to be aware of the accounting and auditing guidance for the construction industry. You'll delve into the audit considerations related to construction contracts, covering various topics, including: Audit planning and substantive auditing procedures The core knowledge necessary to succeed Key issues affecting construction auditing, including auditing under the new revenue recognition and leases guidance Audit risks and risk assessment
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ACPEN Signature 2026: Accounting and Auditing Update
Thursday, Oct. 29 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $250
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The Accounting and Auditing Update is designed to provide its participants with a comprehensive, in-depth review of what’s happening at the FASB, AICPA, and other professional bodies who may impact accounting and auditing this year, including FASB Statements and Interpretations, Statements on Auditing Standards, Statements of Position, Statements on Standards for Accounting and Review Services, Ethics Interpretations, exposure drafts and projects in progress, with emphasis on the practical application and impact on practitioners in small to medium-sized firms and members in industry. Special attention this year will be focused on the emerging use of data analytics related to audit evidence.
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Individual Tax Update: Key Considerations for 2026
Thursday, Oct. 29 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $250
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Gear up for tax season with Steve Dilley's annual individual tax update! This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of OBBBA 2025 and other recent 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 terri.storer@acpen.com
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Don't Be Spooked: Mastering Conflict Resolution
Thursday, Oct. 29 11:00am - 11:59am
Online
1.00 Credits
Member Price: $39
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In an age where our workplaces have seen a rise in incivility and we are dealing with rising conflict, it's important for HR professionals to know when to recognize conflict before it explodes and how to resolve it moving forward. This presentation will address the root causes of conflict in the workplace, how to spot it, and how best to address it in a way that keeps your workplace a place where employees want to be.
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Calculating the Retirement Need
Thursday, Oct. 29 11:00am - 12:00pm
Online
1.00 Credits
Member Price: $55
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For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. 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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The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 1
Thursday, Oct. 29 11:00am - 12:08pm
Online
1.80 Credits
Member Price: $89
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The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations, and financial outcomes. This can sometimes appear to be accuracy-focused and not necessarily decision useful insight. Controllers must move away from just variance explanation and include performance interpretation. To do this, the controller must understand business models and value drivers, be able to translate strategy into financial growth and align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts and controllers will come away with insightful ideas regarding how to elevate their roles.
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Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence and Cybers
Thursday, Oct. 29 11:00am - 12:31pm
Online
1.60 Credits
Member Price: $79
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This is Part 2 in the Series of Emerging Risks for Accountants and Finance The rapid evolution of technology, globalization, and regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance, and auditing. Innovations such as artificial intelligence, blockchain, and big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity, and ethical decision-making. In accounting and finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias, and the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency, and adaptability to new reporting standards, including sustainability and ESG disclosures. Geopolitical instability, economic volatility, and evolving regulatory pressures add layers of uncertainty to financial reporting and audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals and organizations, and highlights proactive strategies for risk management, continuous learning, and technological competency.
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How to Build a Custom AI Chatbot and GPT in Plain English
Thursday, Oct. 29 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.