Professional Development and Event Catalog
K2's Ten PDF Tips You Need To Know
11:00am - 12:00pm
Online
1.00 Credits
Member Price: $39
See more dates
Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.
More Dates
Upholding Independence While Holding Your Client's Hand
11:00am - 12:49pm
Online
2.00 Credits
Member Price: $79
See more dates
Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing and credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review and audit clients with such matters, as well as with compilation engagements. This course addresses these issues and explores best practices and guidance provided by the AICPA's Code of Professional Conduct.
More Dates
What's Going on at the FASB (2025)
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
See more dates
The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Building a Better Budget in a Time of Uncertainty
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
See more dates
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Selected Ethics Topics - 2024 - 2025
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
See more dates
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Enterprise-Wide Risk Management in Accounting and Finance
11:30am - 3:30pm
Online
4.00 Credits
Member Price: $149
See more dates
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Emotional Intelligence for Professionals: Mastering the Human Side of Success
12:00pm - 1:00pm
Online
1.00 Credits
Member Price: $39
See more dates
Technical expertise may get you in the door—but emotional intelligence (EQ) is what builds trust, earns loyalty, and sustains lasting success. For CPAs, attorneys, financial professionals, bankers, and insurance agents, your ability to navigate emotions—your own and others'—is often the difference between a good client interaction and a great one, between a team that functions and a team that thrives. This interactive course goes beyond theory and dives into real-world application. You’ll uncover what emotional intelligence really is, why it matters more than ever in today’s professional world, and how to strengthen your EQ to improve performance, strengthen relationships, and manage stress with confidence. You’ll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust, and drive results—while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight and strategies to make it happen.
More Dates
Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting
12:00pm - 1:49pm
Online
2.00 Credits
Member Price: $79
See more dates
The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants and cooperative agreements. The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance and threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time and Effort reporting.
More Dates
International Tax Treaties
12:00pm - 1:52pm
Online
2.00 Credits
Member Price: $79
See more dates
This course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations. **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.
More Dates
Taxation of Non-fungible Tokens (NFTs)
12:00pm - 1:52pm
Online
2.00 Credits
Member Price: $79
See more dates
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.
More Dates
Basic Individual Taxation Course
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
12:00pm - 3:43pm
Online
4.00 Credits
Member Price: $129
See more dates
The Accountant role is evolving from data aggregation to knowledge extraction, with a significant emphasis on understanding and leveraging technological advancements. In this era of rapid digital transformation, it is crucial for accountants to grasp the shift towards more analytical roles, learn the tools, and integrate Business Intelligence (BI) and Data Analytics (DA) in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices, the impact of AI technologies like ChatGPT, and how these can benefit their organization. By embracing these technologies, accountants can enhance their value proposition by transitioning from traditional accounting roles to becoming strategic advisors and decision-makers.
More Dates
Supervision/Management Competencies: An Ethical Approach
12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
See more dates
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Bumper Sticker Ethics v. Professional Ethics
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
See more dates
Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these "bumper sticker" sayings provide helpful ethical guidelines. For accountants, however, ethics -- and especially, professional ethics -- can quickly turn into a tangle of ethical conflicts and competing rules. This workshop untangles some of these situations by working from ethical theory and practice. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $75
See more dates
Boost quality management through improved processes (bold) With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed. The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness. Third in a four-part webcast series (bold) This is the third webcast in a four-part series on the Auditing Standard Board's (ASB) new quality management standards. In this webcast, you'll take a deep dive into the monitoring and remediation component of the ASB's Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital). Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec. 13, 2022, at 2:00pm ET.
More Dates
FASB Update and Review
1:00pm - 2:50pm
Online
2.00 Credits
Member Price: $79
See more dates
Periodic FASB checkups are critical for accountants who deal with financial statements prepared in accordance with U.S. GAAP. This course introduces recent FASB pronouncements and revisits selected existing standards that are likely to be salient for private entities. This session also offers a preview of coming attractions by examining significant elements of the FASB's technical agenda.
More Dates
2025 Summer Tax Rewind
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $125
See more dates
U.S. federal tax and its impacts In this Tax Rewind quarterly webcast series, Art Auerbach, CPA, CGMA, will focus on the latest U.S. federal tax and its impacts on individuals and businesses. We'll discuss: Tax planning strategies Legislative changes The latest in IRS tax practice and procedures
More Dates
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $79
See more dates
Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
More Dates
Surgent's Virtual Currency: Keeping Up with the Tax Code
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
See more dates
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
More Dates
Surgent's What Tax Practitioners Need to Know About Medicare
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
See more dates
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.