Professional Development and Event Catalog
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Revenue Recognition - Determine the Transaction Price - Part 1
Friday, Feb. 19 2:00pm - 3:07pm
Online
1.20 Credits
Member Price: $39
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The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
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The Controllership Series - The Role of the Controller in ESG
Friday, Feb. 19 2:00pm - 3:20pm
Online
1.50 Credits
Member Price: $79
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Why do for profit organizations exist" To make money!!!!! What a great concept. But if the organization does not have the proper collections and credit procedures in place, they may not be able to access that money. Hence the importance of the credit and collection process. Credit and collections are critical areas for the financial statement controllers. Customer credit is a form of payment that allows small business customers to purchase a product or service before paying for it in full. The process works similarly to the way a credit card does - you procure something and pay it back later. Collections is a term used by a business when referring to money owed to that business by a customer. When a customer does not pay within the terms specified, the amount of the bill becomes past due and is sometimes submitted to a collection agency. The sales and collection process includes business activities related to selling products and services, maintaining customer records, billing customers, and recording payments from customers. It also includes activities necessary to manage accounts receivable, such as aging accounts and authorizing credit. This course delves into the topics that impact the sales, credit and collections process for management. We discuss strategic steps management can take to ensure their processes are efficient and that they are able to actually collect their revenue.
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Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
Friday, Feb. 19 2:00pm - 3:35pm
Online
1.80 Credits
Member Price: $79
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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. In this segment we will focus on sourcing of emerging risks by utilizing to COSO principles.
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Character and Trust: The Difference Maker in Effective Collaboration
Friday, Feb. 19 2:00pm - 3:46pm
Online
2.00 Credits
Member Price: $89
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This course examines the foundational role of character and trust in building effective collaboration. While individuals are often hired for their skills and knowledge, they are frequently let go due to behavioral issues—highlighting the importance of character in professional success. Participants will explore key attributes of character and engage in a thought-provoking self-assessment exercise to increase self-awareness. The course also delves into the dynamics of trust, offering practical tools and frameworks to evaluate trustworthiness—both in oneself and in others, including managers, colleagues, and team members. Ideal for anyone seeking to strengthen professional relationships, this course provides actionable insights into how character and trust directly impact workplace performance and collaboration.
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Accounting for Construction Contractors
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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This course covers authoritative GAAP for construction contractors as addressed in FASB ASC 910 and the AICPA Guide for Construction Contractors. Jeff explains the unique aspects of accounting within the construction industry and how the applicable standards and guidance address those issues. The course includes practical examples to support understanding of key concepts, including revenue recognition and contract-related issues. Jeff presents the material in an engaging manner to help reinforce learning and maintain focus.
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How to Audit Accounting Estimates
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. 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 Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $119
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Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.
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Surgent's IT Governance and Risk Management
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification and assessment methods and IT general and application controls. Business process management and change management will also be discussed.
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Tactical Finance Leadership – Building the Finance Team of Tomorrow
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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The finance function is changing rapidly, driven by technology, demographics, and evolving business expectations. This session focuses on the tactical leadership skills CFOs and CPAs need to build and lead high-performing finance teams in the years ahead. Participants will explore how roles, skills, and expectations are shifting, and how leaders can prepare their teams for increased automation, real-time reporting, and greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
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Using ChatGPT with Excel
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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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2026 Tax Season Update for Business with Steve Dilley
Friday, Feb. 19 2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
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This comprehensive fall tax update is designed to prepare the practitioner for the upcoming filing season by providing an in-depth analysis and update of the business tax provisions enacted under OBBBA. Participants will examine statutory changes affecting corporate, pass-through, and individual business taxation, including modifications to depreciation, credits, deductions, compliance requirements, and planning strategies. *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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Ethics, Tax Practice and Understanding Circular 230
Friday, Feb. 19 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical principles in tax preparation and representation. 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 Head and Heart of Ethics - Featuring Bob Mims and Don Minges
Friday, Feb. 19 3:00pm - 4:05pm
Online
1.00 Credits
Member Price: $39
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There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness – to help us make better ethical decisions.
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The Controllership Series - Managerial Accounting Basics and Costs
Friday, Feb. 19 3:00pm - 4:10pm
Online
1.20 Credits
Member Price: $39
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Managerial accounting provides economic and financial information for managers and other internal users. Managerial and Financial Accounting have similarities and differences. Each field of accounting deals with the economic events of a business. Both managerial and financial accounting require that a company’s economic events be quantified and communicated to interested parties. This another course in our series on the controller’s role. The controller’s role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting and the basic concepts that surround this discipline as it primarily relates to cost accounting issues.
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Human Leadership in an AI-World
Friday, Feb. 19 3:00pm - 4:30pm
Online
1.50 Credits
Member Price: $69
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"AI won't take your job. But, AI will take parts of your job. And if you don't learn to do the particularly human things that AI will never do, then, you may in fact be without a job." -Kassi Rushing "Human Leadership in an AI World" workshop is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.
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Employees Today and Tomorrow : Are Employees Assets?
Friday, Feb. 19 3:00pm - 4:48pm
Online
2.00 Credits
Member Price: $89
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As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.
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Better Forecasts: Be a Better Predictor
Friday, Feb. 19 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to predict events that will affect our business.
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Building an Ethical Culture: Strengthening Your Ethical Backbone
Friday, Feb. 19 3:00pm - 5:00pm
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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Mergers and Acquisitions: Tips and Speed Bumps to Avoid
Friday, Feb. 19 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.
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Metrics Management – Linking Strategy to Performance
Friday, Feb. 19 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining.