Professional Development and Event Catalog
Hot Topics Accounting Update
9:30am - 11:30am
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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Making Culture A Competitive Advantage
10:00am - 10:56am
Online
1.00 Credits
Member Price: $39
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In the world of work today, nothing is more critical than Culture. If people are your competitive advantage, then culture is the best way to help your people realize a great destination. While many leaders and companies talk a lot about culture, few take the time to really plan, build, and invest in a great culture. Today, the world of work could not be more challenging, and the changes that we are seeing in the workforce, such as the rise of remote workers and increasing turnover, are adding to the complexity. Now more than ever, Culture must become your competitive advantage. In this course, you will learn about the key macro changes in the workforce and what some leading companies and leaders are doing to create amazing cultures and high-performing organizations. From LinkedIn to Patagonia to Eventbrite, you will learn from some top organizations ow they have successfully leveraged culture. You will learn what Culture is and can be, and you will learn what culture is not. As you set sail in 2024 and beyond as a leader, you will benefit from this class and learn how to make culture your competitive advantage. Your teacher for the class is Steve Cadigan, whom many credit for being the architect of LinkedIn's world-class and groundbreaking culture.
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Embracing Neurodiversity in the Workplace
10:00am - 11:03am
Online
1.00 Credits
Member Price: $39
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This webinar will explore embracing and supporting neurodiversity in the workplace, promoting inclusivity, and creating a more diverse and dynamic environment.
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Anti-Bullying and Sensitivity
10:00am - 11:04am
Online
1.00 Credits
Member Price: $39
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Unhealthy behavior in the workplace can create a drama-laden, hostile work environment, negatively impact productivity and increase turnover. When team members are focused on how they can one-up their counterparts or are fearful of their co-workers/leaders actions towards them – they are NOT focused on reaching your company’s goals.
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Securing Your Data with a Password Management App - Updated
10:00am - 12:00pm
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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Surgent's Business Writing: Professional & Effective Emails
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
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Surgent's Update on the SECURE 2.0 Act
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information available in order to effectively advise your clients on these important changes.
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What's Going on at the GASB
10:00am - 1:00pm
Online
3.00 Credits
Member Price: $99
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The GASB has been working on some big projects lately. This course starts with a look at the GASB standards effective this year, including GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We will include practical applications in the form of case studies to apply the topics. We will then switch gears to the GASB standards coming down the pike, including the major projects of the GASB.
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K2's Excel Best Practices
10:00am - 5:36pm
Online
8.00 Credits
Member Price: $225
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As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.
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Advanced Excel: Hidden Secrets and Gems
10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
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This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. 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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AI & You
11:00am - 11:59am
Online
1.00 Credits
Member Price: $39
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Every organization today is facing an onslaught of pressure to master Artificial Intelligence “AI” strategies across their enterprises. Never before have we witnessed such a steep expectation for how a “technology” can transform a business, and never before have we been expected to leverage a technology so quickly and so completely. There is no denying AI presents perhaps the opportunity of a lifetime to transform and improve operations, but to date few plans or roadmaps on how to unlock the promise of AI exist. In this class, Steve Cadigan, a globally renowned future of work expert, will present a practical plan for how you can build your own AI strategy, and how you can thrive in the AI revolution. Steve will show present a roadmap of how to build your confidence with AI to address this massive change management challenge.
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Tax Depreciation: How to Optimize Deductions
11:00am - 12:51pm
Online
2.00 Credits
Member Price: $79
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Following the ever-changing tax deprecation rules is not a game for the faint hearted! This course analyzes the current landscape of depreciating, capitalizing and disposing of business assets, with examples and illustrated case studies to enhance the CPAs understanding of the most current tax depreciation provisions. *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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K2's Excel Tips - Today's Best Features
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $79
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Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel - the business professional's tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday's practices for working in Excel. In this session, you will learn how to use many of Excel's latest features to work more efficiently and effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel - and who doesn't - this session is necessary to help you improve your efficiency and effectiveness when using Excel.
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Using AI to Instantly Transform Ideas into Revenue Streams
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. 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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Coping With the Growth of Online Fraud
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
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Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. 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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Retirement Planning: Next Stage for You or Your Client
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? 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 Annual Accounting and Auditing Update
11:30am - 7:30pm
Online
8.00 Credits
Member Price: $299
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Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report for revenue recognition under ASC 606 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2023 and into 2025 covering crypto assets, disaggregated expenses, business combinations, and leases for entities under common control. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, effective December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on engagements. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
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The Complete Guide to the Preparation of Form 1041
11:30am - 7:30pm
Online
8.00 Credits
Member Price: $245
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Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD), and tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code and learn how to apply tax rules to real world situations. Through case studies and line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately and efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration and its impact on fiduciary taxation. *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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Current Fraud Trends - Nonprofit and Government Entities
12:00pm - 1:50pm
Online
2.00 Credits
Member Price: $79
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Nonprofit entities and governmental entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.
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Todd and Julie Chrisley Go to Prison
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes, and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.