Professional Development and Event Catalog
Ethics in Communicating and Reporting
Friday, Jan. 8 12:00pm - 1:06pm
Online
1.00 Credits
Member Price: $39
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This course on ethics in communication and reporting covers essential topics to ensure integrity and professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency, and respect. We then explore four must-have communication skills crucial for effective and ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting and communication, highlighting the potential consequences and the importance of maintaining ethical standards to build trust and credibility.
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Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later
Friday, Jan. 8 12:00pm - 1:37pm
Online
1.80 Credits
Member Price: $79
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It's been 20 years and counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed and as a result, execution of the processes has most likely changed.
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Yellow Book Ethics
Friday, Jan. 8 12:00pm - 1:46pm
Online
2.00 Credits
Member Price: $89
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The Yellow Book outlines essential ethical principles for governmental auditors, including serving the public interest, maintaining integrity, objectivity, and professional behavior. This course provides a focused review of these key concepts and their practical application in governmental auditing. Participants will also explore the independence standards, gaining insights on maintaining objectivity and avoiding conflicts of interest to ensure unbiased and professional audits.
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Bears Will Be Bears - Fraudsters Too
Friday, Jan. 8 12:00pm - 1:47pm
Online
2.00 Credits
Member Price: $89
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Bears are intelligent and motivated to find food. When I left some fried chicken in my Jeep while in Gatlinburg, a bear tore a hole in the top and ate the chicken and part of my Jeep. He was just a bear being a bear. I'm responsible because I left the chicken in the Jeep and gave him the opportunity. Similarly, people are intelligent and motivated to survive. If we give them opportunity by not implementing good internal controls, they will take our assets. This session reviews the investigation and prosecution of the former director of a conference center who took advantage of lax internal controls of a joint-venture and stole thousands. She was just a fraudster being a fraudster.
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IFRS vs. US GAAP - Major Accounting Differences
Friday, Jan. 8 12:00pm - 1:48pm
Online
2.00 Credits
Member Price: $89
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Whether a financial statement preparer or user is more familiar with IFRS or U.S. GAAP, it is important to be familiar with the important differences between the two financial reporting frameworks. This course will highlight some of the more significant differences between the standards.
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Microsoft Teams for CPAs: Unlocking Its Full Potential
Friday, Jan. 8 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. 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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Year-End Tax Planning: Thinking Outside the Box
Friday, Jan. 8 12:00pm - 3:39pm
Online
4.00 Credits
Member Price: $149
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Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! **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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S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Friday, Jan. 8 12:00pm - 7:37pm
Online
8.00 Credits
Member Price: $300
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This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K-1 and how these items affect the shareholder’s Federal individual income tax return. *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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Business Etiquette and Mindfulness
Friday, Jan. 8 1:00pm - 2:10pm
Online
1.20 Credits
Member Price: $39
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In today's fast-paced and interconnected workplace, success depends as much on how we show up as what we know. Business Etiquette and Mindfulness is a training designed to help professionals strengthen their communication, presence, and emotional intelligence. Participants will learn practical strategies to demonstrate professionalism, navigate workplace relationships with respect, and stay composed under pressure. Through engaging discussions, real-world scenarios, and mindfulness exercises, this course helps individuals build the awareness and confidence needed to lead with empathy, manage stress effectively, and represent their organization with excellence. Whether you're an emerging professional or an experienced leader, this session provides actionable tools to enhance focus, foster collaboration, and create a more mindful, inclusive workplace culture.
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The Risks of Artificial Intelligence - Part 2
Friday, Jan. 8 1:00pm - 2:36pm
Online
1.80 Credits
Member Price: $79
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As artificial intelligence (AI) becomes deeply integrated into business operations and decision-making, organizations must recognize that effective oversight extends beyond technical safeguards.The governance, risk and control (GRC) responsibilities of AI also carry a cultural dimension requiring alignment with corporate ethical values ethical principles and accountability structures.Cultural governance emphasizes leadership commitment, employee engagement and cross-function ownership of AI practices to ensure trust and transparency. AI-related risks – ranging from bias and ethical concerns to regulatory compliance, reputational exposure and operational vulnerabilities necessitate robust control frameworks and proactive mitigation strategies. These include governance structures, policies, risk assessments, transparency measures, and continuous monitoring. By embedding cultural governance and mitigation responsibilities into enterprise AI initiatives, organizations can responsibly harness innovation while safeguarding stakeholders, protecting reputation and ensuring sustainable long-term value. Note: This is Part 2 in a two-part series on the risks of AI
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New PCAOB Quality Control Standard Overview
Friday, Jan. 8 1:00pm - 2:46pm
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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Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
Friday, Jan. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data. 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 Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
Friday, Jan. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices. It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this course and make sure you can speak fluently to both creditors and debtors. As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this course will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy. This course provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself, your clients and your profit margin a favor and sign up for this invaluable program.
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Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
Friday, Jan. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.
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Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication
Friday, Jan. 8 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Successful accounting and finance leaders are in a highly competitive workplace environment. They are a lot like the coaches of winning teams. They may lack the whistle and the playbook, but it's their job to inspire people to give their all. They may not be yelling directions from the sideline; however, they do deal with real-time performance problems, discipline issues, and bad attitudes. Leadership is serious business. A high-energy atmosphere at work makes for happier employees, who are in turn more productive. But this culture does not happen by accident. You have to create it. A key component to success comes from eliminating barriers by ensuring the team is not sidetracked by conflict. In addition, the best leaders have a vision and share it. Then along the way, they set goals so the team can move forward. This course will help you transform into a forward-thinking and results-driven strategic accounting leader. You will learn leadership best practices to achieve results and be seen as a credible and trusted leader.
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Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
Friday, Jan. 8 1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions. Please Note: due to overlap with the INS2 and LKE2 courses, customers should not take ISL4 if one or both of these other courses has already been taken.
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The Role of Internal Control in the Risk-Based Audit
Friday, Jan. 8 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
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This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.
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Ethical Performance Management
Friday, Jan. 8 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session. 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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Retaining Talent in a Competitive Marketplace
Friday, Jan. 8 1:30pm - 5:30pm
Online
4.00 Credits
Member Price: $149
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Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. 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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Sarbanes Oxley - Sourcing Emerging Risks- 20 years later - Part 1
Friday, Jan. 8 2:00pm - 3:26pm
Online
1.60 Credits
Member Price: $79
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Emerging risks seem to be an issue for all business processes these days. It's been 20 years and counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed and as a result, execution of the processes has most likely changed. However, it would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation.