Professional Development and Event Catalog
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Awesome Business Lessons from the Past: Learn from the Best!
Friday, Jan. 15 3:00pm - 4:46pm
Online
2.00 Credits
Member Price: $89
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Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today’s world? Ford’s solution worked! We see today’s problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; ‘How to Win Friends and Influence People,’ ‘Today and Tomorrow,’ and ‘The Art of War.’ Let's learn from the very best, as these lessons have been battle-tested and proven over time.
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Benefits and Best Practices for Telework
Friday, Jan. 15 3:00pm - 4:46pm
Online
2.00 Credits
Member Price: $89
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Prior to the COVID-19 pandemic, telework in state and local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work and are reevaluating hiring practices to offer more telework and hybrid work options, not simply as a result of an emergency. This course will review various telework options and best practices for success.
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Ethical Leadership: Power, Influence, Integrity, and Trust
Friday, Jan. 15 3:00pm - 5:00pm
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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How to Audit Inventory
Friday, Jan. 15 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. 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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Let's End Business Ethics
Friday, Jan. 15 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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Most ethics courses focus on unethical individuals and their terrible misdeeds. We don't need another course on lessons from Enron or individuals committing fraud. Most unethical failures result from unethical individuals. Instead, this session will focus on how good people can do better, why there is no such thing as business ethics and why we only need one rule to lead ethical lives.
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Surgent's Taking Advantage of Like-Kind Exchanges
Friday, Jan. 15 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $99
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When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision. Please Note: due to overlap with the ISL4 course, customers should not take both.
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Improve Spreadsheets by Building Controls in Excel
Friday, Jan. 15 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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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The Controllership Series: The Controllers Role in Compliance
Friday, Jan. 15 4:00pm - 5:15pm
Online
1.40 Credits
Member Price: $79
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The controller has several broad areas to stay up to date on regarding compliance initiatives: Financial compliance Regulatory compliance Operational Compliance IT Compliance
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Data Analytics: Practical Insights for Today's Accountant
Friday, Jan. 15 4:00pm - 5:46pm
Online
2.00 Credits
Member Price: $89
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This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today's popular and software tools and examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.
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Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
Friday, Jan. 15 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 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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No Tax on Overtime: Payroll Compliance
Friday, Jan. 15 4:00pm - 6:00pm
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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The Controllership Series - Addressing Budgeting Uncertainty
Friday, Jan. 15 5:00pm - 6:03pm
Online
1.00 Credits
Member Price: $39
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With new accounting standards, the economic landscape and evolving technology, accounting, financial reporting and finance continue to grow in complexity. FASB has tried to address the growing complexity, by working towards making GAAP less convoluted. The struggle to stay on top of accounting financial reporting requirements and finance changes due to the economy continues for several reasons. Lack of in-house SMEs, managing high volumes of transactions, and data and evolving information technology systems. In the future, executives must consider the challenges they will face in future years that will bring their own nuances and complexities. Budgeting is certainly one of those processes that must be evaluated and re-evaluated for efficiency. This session delves into the corporate budgeting process and discusses methods used and which methods may or may not allow for the organization’s to properly plan for a volatile future.
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Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
Friday, Jan. 15 5:00pm - 6:11pm
Online
1.00 Credits
Member Price: $39
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This course is a continuation of our series on preparing to become a forensic accountant. Within this segment we focus on elements of computer forensics. This session is designed to delve into further investigative procedures used in computer forensics.
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Building an Ethical Culture: Strengthening Your Ethical Backbone
Saturday, Jan. 16 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $85
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Ethical behavior is essential to building trust and credibility in the accounting profession. However, creating and sustaining an ethical workplace culture requires more than simply knowing the rules-it demands reflection, intentional practice, and alignment with organizational values. This two-hour course equips finance and accounting professionals with tools to bridge the gap between theoretical ethics and real-world application. Through academic research, guided reflection, and practical case examples, participants will examine how to bring the principles of a code of ethics to life. Topics include the evolving motivations behind ethical business conduct, the structure and application of the AICPA Code of Professional Conduct, and the role of social responsibility in shaping corporate behavior.
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ACPEN Signature 2026: Financial Statement Preparation: Compilation and Review Update
Saturday, Jan. 16 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $250
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This ACPEN Signature course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth analysis of the SSARS and will provide practice tips that will assist you in performing profitable standard-compliant engagements. The program also includes an ethics update, discussion of new Quality Management standards, and insights into emerging accounting and review hot topics impacting practitioners.
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Cash Management: Strategies for Long-Term Success
Monday, Jan. 18 8:00am - 9:49am
Online
2.00 Credits
Member Price: $89
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Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
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Don Farmer's Advanced Individual Income Tax Workshop (Virtual)
Monday, Jan. 18 8:25am - 4:30pm
Online
8.00 Credits
Member Price: $289
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* Please note, this is the in-person only option and is held on a different date than the virtual program. This course focuses on developments affecting 2026 individual income tax planning and return preparation using a combination of humor and examples.
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Current Fraud Trends - Nonprofit and Government Entities
Monday, Jan. 18 9:00am - 10:50am
Online
2.00 Credits
Member Price: $89
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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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Yellow Book Independence and Single Audit Fundamentals
Monday, Jan. 18 9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit reporting. 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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Managing Current Fraud Trends in a Shifting Environment
Monday, Jan. 18 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.