Professional Development and Event Catalog
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ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
Thursday, Oct. 15 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it a tool that every CPA should have a basic understanding of how to use and apply in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT 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 ChatGPT on your computer. Practice files will be provided so 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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Profitability Pricing: Boost your Bottom Line
Thursday, Oct. 15 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids. When companies compete, those with good information win the “gravy” contracts and those with bad information lose money on “dog” jobs. Attend this session to gain insights on how to win bids for the best opportunities and give the money-losers to your competitors. Achieve your target profitability in the process.
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Steps to Stop External Fraud
Thursday, Oct. 15 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. 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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Foundations of IT Audit for CPAs
Thursday, Oct. 15 9:00am - 12:00pm
Online
3.00 Credits
Member Price: $109
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This course introduces CPAs, financial auditors as well as technology auditors to the foundational concepts of IT auditing. Participants will learn how IT systems support financial reporting, how to assess risk in IT environments, and how IT General Controls (ITGCs) and application controls impact audit procedures. The course also introduces IT audit planning and scoping to help auditors determine what systems and controls to evaluate.
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Surgent's Federal Tax Update
Thursday, Oct. 15 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.
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Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
Thursday, Oct. 15 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.
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Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
Thursday, Oct. 15 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner. This course covers the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election.
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AI-Enhanced Business Consulting for CPAs: Strategies and Tools
Thursday, Oct. 15 9:00am - 12:41pm
Online
4.00 Credits
Member Price: $149
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Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI.
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Mastering the Art of Conflict: CPA Transformative Strategies
Thursday, Oct. 15 9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master. 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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Yellow Book: Application of GAGAS Principles
Thursday, Oct. 15 9:00am - 3:00pm
Online
6.00 Credits
Member Price: $239
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Building a strong foundation by knowing the essentials By reviewing chapters 1-5 of *Government Auditing Standards*, 2024 Revision, you'll learn the fundamentals of performing engagements in accordance with generally accepted government auditing standards (GAGAS). Your new knowledge will help you build an excellent foundation of the principles of GAGAS as you work to understand Yellow Book requirements and application guidance. Topics covered include: Foundational principles General requirements Standards for financial audits
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Finance and Innovation: Reinvent Your Organization and Department
Thursday, Oct. 15 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. 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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Leases: Mastering the New FASB Requirements
Thursday, Oct. 15 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $319
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FASB ASC 842, *Leases*, standards decoded By learning essential information about lease accounting requirements, you'll understand the core principles of the standards and how to apply them. You'll explore topics, such as: Identification Recognition Measurement Presentation and disclosure requirements Deliberate application of lessee accounting model You'll also learn about classifying leases, the amortization of the right-of-use asset, and the interest on a lease liability. Additional topics include: Short-term leases Purchase options Variable lease payments Sale and leaseback transactions Leveraged leases
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Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
Thursday, Oct. 15 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.
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Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Thursday, Oct. 15 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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In today's fast-paced environment, keeping up with the latest accounting and auditing requirements for governments and nonprofits can be challenging, but this course makes it easier! Designed to save you time and effort, this comprehensive update provides clear explanations of the most important developments affecting governments and nonprofits. Using a highly illustrative and innovative format, the course features over 25 focused exercises to strengthen your working knowledge and ensure you leave prepared to apply the latest accounting and auditing standards with confidence.
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Money Laundering Awareness for Accountants
Thursday, Oct. 15 9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. 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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Audit Risk Assessment in Plain English
Thursday, Oct. 15 10:00am - 11:46am
Online
2.00 Credits
Member Price: $89
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Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
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New Client Ethical Challenges: The CPAs Guide
Thursday, Oct. 15 10:00am - 11:49am
Online
2.00 Credits
Member Price: $89
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This course explores the multitude of issues that taking on a new client can bring with it, and then interprets them using three sets of ethical rules. A group of "players" reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues. *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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Ethical Leadership: Power, Influence, Integrity, and Trust
Thursday, Oct. 15 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words, actions and deeds which demonstrate integrity and trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole organizations, and lives. This is why trust is a top prerequisite for principled and ethical leadership. Positive (and negative) influence is derived from the credibility trust brings. Ethical leaders who continually work to earn and keep trust reap enormous payback in all aspects of business including superior economic, competitive, and strategic performance.
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Introduction to Ethics and Professional Skepticism
Thursday, Oct. 15 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. 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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K2's The Best Kept Secrets Of Microsoft 365
Thursday, Oct. 15 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Some less commonly known apps help you manage shared email boxes, create and use web forms, schedule appointments, trade shifts, create real-time closed captions, and translate presentations. Attend this session and learn more about the hidden features in Microsoft 365 that you can use to level up your productivity.