Professional Development and Event Catalog
CPAxPACK: Tax Pro's Guide: Essential Courses for Tax Mastery - February
Online
12.00 Credits
Member Price: $299
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*** This CPAx Pack includes seven individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Unlock the secrets of taxation with this comprehensive course bundle, designed to take you from a novice to a tax expert. Whether you're just starting with the basics of individual taxation or diving deep into the complexities of income tax analysis and IRS audit techniques, this bundle will deliver. Learn to teach tax concepts effectively, automate 1040 tax preparation with cutting-edge AI tools, and navigate the tax implications of retirement plan distributions with confidence. With detailed insights into Schedule C of Form 1040, you'll gain the knowledge and skills needed to handle diverse tax scenarios. This bundle is your ultimate guide to mastering taxation, offering a blend of foundational knowledge and advanced strategies. Join us and transform your tax expertise into a powerful skill set that will set you apart in the field, ensuring you stay ahead in the ever-evolving world of taxation. Enroll today to take steps to master becoming an expert Tax Pro in your field!
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CPAxPACK: The Ultimate IRS Guide: Forms and Collections - February
Online
8.00 Credits
Member Price: $199
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*** This CPAx Pack includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Navigate the complexities of IRS procedures with our comprehensive course bundle, designed to equip you with the knowledge and skills needed to handle various IRS interactions with confidence. From understanding the nuances of Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) to mastering the intricacies of IRS collections through Form 433 and Offer in Compromise, this bundle covers it all. Learn the step-by-step process of navigating IRS collections and gain insights into effectively responding to IRS correspondence. Each course is meticulously crafted to provide you with practical tools and strategies for managing IRS authorizations, collections, and communications. Join us and transform your understanding of IRS procedures, ensuring you are well-prepared to tackle any IRS-related challenges. Enroll today and take control of your IRS interactions with confidence!
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CPAxPACK: Unlimited Webinars - February
Online
0.00 Credits
Member Price: $599
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Get all of your CPE at one low price. Dive into our Unlimited Pack and start your journey of uninterrupted learning today at a more economical price than purchasing each webinar individually. With a huge selection of courses tailored to meet diverse learning needs, you can access our entire webinar catalog for only $599. Say goodbye to the stress of purchasing individual courses and hello to continuous learning and growth. How Does It Work ... The CPA Crossings Unlimited Pack gives you the opportunity to take unlimited scheduled webinars on our state-of-the-art learning platform. Once you purchase this pack, you will then be able to register for any course on our platform*, without any additional cost. Instructions will be sent to your email. Start saving and start learning today!
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CPAxPACK: Unlock Power BI with Comprehensive Data Analysis - February
Online
10.00 Credits
Member Price: $249
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*** This CPAx Pack includes four individual sessions for a total of 10 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Unlock the full potential of your data with our comprehensive Power BI course bundle, designed to take you from a beginner to an advanced data analyst. Get started with Power BI to familiarize yourself with the basics of setting up your workspace and learn how to clean, transform, and load data in Power BI. You will master the essential techniques for preparing your data for analysis. This bundle dives deeper into how to create measures in Power BI to help master the art of tracking and analyzing key performance indicators. Learn how to bring Power BI and Data Analysis together to integrate your skills to perform sophisticated data analysis and create compelling visualizations. Each course is meticulously crafted to provide you with practical knowledge and hands-on experience, ensuring you can confidently use Power BI to transform raw data into actionable insights. Join us and elevate your data analysis skills to new heights. Enroll today and become a Power BI expert!
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CPAxPACK: Unlocking AI Potential for Business Innovation - February
Online
10.00 Credits
Member Price: $249
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*** This CPAx Pack includes six individual sessions for a total of 10 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Transform your business with our comprehensive AI-powered course bundle, designed to elevate your firm's efficiency, profitability, and compliance. Discover how to implement an AI-enabled marketing strategy to attract and retain clients and explore the practical applications of generative AI to boost your firm's efficiency and profitability. Learn how to instantly transform ideas into revenue streams using AI, and master the essentials of AI privacy, security, and compliance to protect your business. Discover how to slim your team for maximum efficiency with cutting-edge technology and unlock the power of AI with Copilot in Excel to streamline your data analysis and reporting. Each course is meticulously crafted to provide you with the knowledge and skills needed to leverage AI for business innovation and success. Join us and take your firm to the next level with AI-driven strategies. Enroll today and unlock the transformative potential of AI for your business!
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Governmental Accounting and Auditing Group Meeting (Virtual)
9:00am - 10:00am
Online
0.00 Credits
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The Governmental Accounting and Auditing Committee meets to discuss developments, new regulations, and compliance issues in the field of governmental accounting and auditing. Group members include both public sector finance professionals and those who serve them in public accounting. Members also plan the annual CTCPA Governmental Accounting and Auditing Conference held every spring. Agenda will be sent one week prior to the meeting date.This will be a virtual meeting via Zoom meetings.
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How to Choose the Right Business Entity for Your Client
9:00am - 10:47am
Online
2.00 Credits
Member Price: $79
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Tax rates, personal liability, operations - these are all factors to be weighed when advising clients about their choice of entity decision. This session provides a comparison of the multiple entity choices to start the discussion with clients and selecting the best tax efficient option for them. *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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K2's The How's And Why's Of Data Analytics
9:00am - 10:55am
Online
2.00 Credits
Member Price: $79
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Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own. In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn’t – this session is for you.
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AI Revolution: The Big Picture for CPAs
9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Discover how artificial intelligence is transforming the accounting, tax and finance landscape. This course offers CPAs a comprehensive overview of AI technologies, with a special emphasis on generative AI tools such as ChatGPT and Google Gemini. Learn how these advancements are reshaping business operations and what they mean for your professional role. 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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Risk Management Techniques and Tools
9:00am - 11:00am
Online
2.00 Credits
Member Price: $125
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Identify and eliminate risk Understand how risk affects all areas of business-from hiring and onboarding to customer fulfillment and customer support, and everything in between. Gain the knowledge to make informed decisions about risk assessment. Understand the importance of fully integrating risk assessment techniques into other elements of enterprise risk management. Tools and techniques With the assistance of 17 tools and techniques, learn how to assess and manage risks in your organization. Compare SWOT analysis and PESTLE analysis in analyzing risks. Understand how enterprise risk management (ERM) can help protect and enhance stakeholder value. Learn how ERM can be used by businesses of all sizes.
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How SAS Nos. 134-145 Improve Risk-Based Audits
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. 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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Walter Haig's Personal Financial Health Checkup
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. 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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Written Information Security Plans
9:30am - 10:30am
Online
1.00 Credits
Member Price: $55
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Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). 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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ChatGPT for Accountants: 50+ Use Cases
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. 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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How Recent Auditing Standards Improve Risk-Based Audits
9:30am - 1:30pm
Online
4.00 Credits
Member Price: $149
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs. 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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Accountants and Malpractice: Can We Get Sued for This?
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. 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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Fiduciary Accounting: Fundamentals & Rules
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $79
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This course will dive into the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus.
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How to Audit Expenses and Payables
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. 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
10:00am - 12:00pm
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 Use the Data Model to Build More Powerful PivotTables
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.