Professional Development and Event Catalog
Mastering Partnership Basis: Inside and Outside Basis
Tuesday, Dec. 15 5:30pm - 7:30pm
Online
2.00 Credits
Member Price: $89
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This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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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NOCLAR: Ethics, Audit and Yellow Book Considerations
Tuesday, Dec. 15 6:00pm - 7:00pm
Online
1.00 Credits
Member Price: $55
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Noncompliance with laws and regulations (NOCLAR) can create significant ethical responsibilities for CPAs, whether they are serving clients or working within an employing organization. This course examines the AICPA Code of Professional Conduct interpretations addressing how members should respond when they encounter actual or suspected noncompliance with laws and regulations, commonly referred to as NOCLAR. 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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Analyzing Financial Statements
Tuesday, Dec. 15 6:00pm - 8:00pm
Online
2.00 Credits
Member Price: $89
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This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. 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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Navigating Digital Asset Compliance and Enforcement
Tuesday, Dec. 15 6:00pm - 8:00pm
Online
2.00 Credits
Member Price: $89
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Digital assets have moved from the fringes of tax administration into the core of IRS compliance and enforcement strategy. Practitioners today face a rapidly evolving landscape in which cryptocurrency transactions, digital wallets, exchanges, and blockchain activity present both unprecedented transparency and significant visibility gaps. This course provides a practitioner-level examination of how the IRS approaches digital asset compliance, where enforcement efforts are focused, and where reporting blind spots still exist. Drawing on firsthand experience inside the IRS, Trish Turner, former Head of Digital Assets at the Internal Revenue Service and now with CryptoTaxGirl, explains how digital asset data is identified, analyzed, and used in examinations, collections, and criminal investigations. Participants will explore how the IRS obtains digital asset information, including exchange reporting, summons activity, blockchain analytics, and third-party data sources. The course also addresses common compliance failures seen in audits, the practical limitations of current reporting regimes, and how visibility gaps affect risk assessment for both taxpayers and practitioners. Emphasis is placed on practical takeaways for tax professionals advising clients with digital asset exposure, including how to identify red flags, assess compliance risk, respond to IRS inquiries, and navigate evolving reporting obligations. This course is designed to help practitioners move beyond surface-level crypto rules and understand how enforcement actually works in practice. 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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No Tax on Overtime: Payroll Compliance
Tuesday, Dec. 15 6:00pm - 8:00pm
Online
2.00 Credits
Member Price: $89
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This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. 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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Architecture of Persuasion: Ethos, Logos, and Pathos
Tuesday, Dec. 15 7:00pm - 8:00pm
Online
1.00 Credits
Member Price: $55
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Persuasive communication follows a structure that has endured for centuries. In this 1-CPE session (Professional Development), participants explore the Aristotelian framework of Ethos, Logos, and Pathos and examine how credibility, logic, and emotional resonance function together in professional messaging. Drawing from course examples comparing historical and corporate speeches, participants analyze how different persuasive appeals influence audience response. The session also introduces the concept of emotional dynamics and volatility in presentations, based on research discussed in the course materials. Participants will evaluate how variation in tone and emotional movement increases engagement and how to apply this strategically in professional settings. The emphasis is on designing communication deliberately - balancing credibility, reasoning, and appropriate emotional appeal. 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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Staff Retention Keep the Best People
Wednesday, Dec. 16 8:00am - 11:00am
Online
3.00 Credits
Member Price: $109
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The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now and the things you should do forever!
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Cooking Up Success: CPA Clara's Recipe for a Modernized Firm
Wednesday, Dec. 16 9:00am - 9:57am
Online
1.00 Credits
Member Price: $39
CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.
Corporate Finance Technology Selection: Practical Frameworks
Wednesday, Dec. 16 9:00am - 10:00am
Online
1.00 Credits
Member Price: $55
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Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. 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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CTCPA Town Hall Meeting
Wednesday, Dec. 16 9:00am - 10:00am
Online
1.00 Credits
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Join us for our monthly Town Hall Meetings – a must-attend event for anyone looking to stay ahead of the latest hot topics impacting the profession. This is your chance to hear directly from Executive Director & CEO Bonnie Stewart and engage with leading voices in the finance and accounting industry. Gain insights, ask questions, and connect with experts who are shaping the future of our field. Don’t miss this opportunity to be informed and involved! You must register to attend and receive CPE credit.
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New PCAOB Quality Control Standard Overview
Wednesday, Dec. 16 9:00am - 10:46am
Online
2.00 Credits
Member Price: $89
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Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard.
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The New AICPA Statements on Standards for Tax Services
Wednesday, Dec. 16 9:00am - 10:51am
Online
2.00 Credits
Member Price: $89
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The SSTS are tax standards that apply to all members who provide tax services and provide the framework for the AICPA ethical guidance for tax practitioners. This program explores the revised AICPA Statements on Standards for Tax Services, effective January 1, 2024. This program is not approved for IRS credit.
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Transforming Strategic and Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
Wednesday, Dec. 16 9:00am - 10:56am
Online
2.20 Credits
Member Price: $89
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"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
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Drive Results with Metrics
Wednesday, Dec. 16 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility and substantially improves the performance management process. This session will show you powerful techniques to drive your organization’s performance.
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The Art of Engaging in Difficult Conversations
Wednesday, Dec. 16 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. 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 Representing a Client in an IRS Audit
Wednesday, Dec. 16 9:00am - 12:00pm
Online
3.00 Credits
Member Price: $169
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The Inflation Reduction Act of 2022 called for delivering nearly $80 billion to the IRS over 10 years to allow the IRS to purchase new technology and hire employees. This funding would have provided the IRS with new equipment and new employees, possibly to handle more audits, many of them involving very complex tax issues. The Trump Administration has reversed this with prospects for a reduction in IRS employees and less money to fund the purchase and development of new software. This program discusses the current state of IRS audits. Trump administration changes will of course have enormous impacts on these audits going forward.
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Ethics: Critical Thinking, Case Studies and Fraud
Wednesday, Dec. 16 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $139
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While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, and to the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations, with special focus on the AICPA Code of Professional Conduct and AU-C Section 315.
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Surgent's Preparing and Writing Findings in Yellow Book and Single Audits
Wednesday, Dec. 16 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Reporting findings under the Yellow Book and single audit standards comes with unique rules - but mastering them is easier than you think. This course gives you the tools and techniques to prepare, write, and present findings that meet the GAO and OMB requirements while sparking meaningful improvements for your clients. You'll learn exactly what to report, how to report it, and where to report it so you can deliver results with clarity, compliance, and impact.
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Surgent's Required Minimum Distributions: Compliance and Planning
Wednesday, Dec. 16 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.
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S Corporation Essentials: Review and Update
Wednesday, Dec. 16 9:00am - 12:35pm
Online
4.00 Credits
Member Price: $149
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This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. *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