Professional Development and Event Catalog
2025 Accounting and Auditing Update for Small Businesses
9:30am - 1:30pm
Online
4.00 Credits
Member Price: $149
See more dates
For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement. 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
Performance Auditing Made Easy
10:00am - 11:24am
Online
1.50 Credits
Member Price: $59
See more dates
Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives. Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth. This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit. Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices.
More Dates
Ethics for CPAs: The Practical and the Possible
10:00am - 11:46am
Online
2.00 Credits
Member Price: $79
See more dates
Award winning discussion leader, former AICPA Council Member, and former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; and discuss examples of best practices, case studies, and disciplinary actions.
More Dates
Introduction to Forensic Data Analytics
10:00am - 11:46am
Online
2.00 Credits
Member Price: $79
See more dates
In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading innovations and techniques driving this ever-evolving field of "finding hidden money."
More Dates
Adobe Acrobat Tips for Working with PDF Files
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
See more dates
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. 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
Surgent's Introduction to Required Minimum Distributions
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
See more dates
Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer plan accounts so as to help IRA owners, plan participants, and beneficiaries meet their RMD obligations and avoid penalties that apply to RMDs not taken by their applicable deadline. Accounting and finance professionals should also be able to demonstrate tax-efficient solutions for RMDs. This course will walk accounting and finance professionals through the fundamental concepts and rules that apply to RMDs, demonstrate how to calculate RMDs, and explain how to correct RMD errors. It can be taken by anyone, including those without any experience working with RMDs. The course will include cases to promote understanding of the rules.
More Dates
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
10:00am - 1:33pm
Online
4.00 Credits
Member Price: $129
See more dates
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes.
More Dates
Spring Tax Update for Business with Steve Dilley
10:00am - 1:42pm
Online
4.00 Credits
Member Price: $129
See more dates
This program provides an update to the latest tax developments, rules and regulations impacting and business taxpayers, with a review and integration of 2024/25 legislation. *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
K2's Securing Your Data: Practical Tools For Protecting Information
10:00am - 2:00pm
Online
4.00 Credits
Member Price: $129
See more dates
Security is not optional, and yesterday’s security techniques do not minimize today’s security threats. Therefore, now is the time for you to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You will also learn how to implement a practical, five-step approach to securing your PC and the questions you should ask your staff to ensure server-based information remains protected. Security failures, such as a breach of client or customer data, are costly – they can even drive your company out of business. So, what security tools do you need, and how should you use them to secure your sensitive data and systems? Can you afford to risk attempting to manage today’s threats using yesterday’s techniques? Participate in this program to learn how to identify viable and practical solutions to mitigating today’s security threats.
More Dates
Nonprofit Accounting and Financial Reporting Explained
10:00am - 5:39pm
Online
8.00 Credits
Member Price: $225
See more dates
This course provides a high-level overview of the most important issues facing nonprofit entities and their auditors. The focus of this course is on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional and regulatory standards related to reliable financial reporting for nonprofit entities.
More Dates
Erase the Mark: Best Practices in Penalty Abatement
10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
See more dates
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties. 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
MBAExpress: Emotional Intelligence - V 2.0
11:00am - 12:00pm
Online
1.00 Credits
Member Price: $75
See more dates
We're human. We bring our feelings to work. (bold) In this webcast, you'll learn: What emotional intelligence means How to increase your self-awareness How to better manage your professional relationships
More Dates
Resolving Ethical Dilemmas-You Make the Call
11:00am - 12:17pm
Online
1.50 Credits
Member Price: $59
See more dates
By now, we should all understand the ethical obligations we have as CPAs. So, theoretically, if we just all agree to remain ethical, we should not have CPA ethical violations. But, of course, our professional ethics committees still have plenty of cases to investigate. This session will examine several ethical frameworks, including the AICPA’s Code of Professional Conduct’s and the GAO Yellow Book’s Threats and Safeguards approach to remaining ethical and resolving ethical dilemmas. The session will present several ethical case studies that illustrate the complexities of and challenges to staying ethical. By exercising our “ethical muscles”, we should be better positioned to effectively deal with the ethical dilemmas that we will inevitably encounter.
More Dates
Microsoft Excel: Moving Beyond the Basics
11:00am - 12:52pm
Online
2.00 Credits
Member Price: $79
See more dates
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information.
More Dates
Monthly Federal Tax Updates - March 2026
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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
Ethics and Civility in the Workplace
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
See more dates
The issue of civility, or lack thereof, has garnered much attention from leaders, Human Resource professionals and employees at large. The cost of incivility is high not only to the bottom line but to the human spirit. This webinar, based on ethical principles and values, is designed to look at the fundamental relationship skills that foster workplace civility. Understanding that workplace civility is far more than manners, we will dive into behaviors that help promote a workplace where each individual feels respected and valued. 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
K2's Microsoft 365/Office 365 - All The Things You Need To Know
11:30am - 7:07pm
Online
8.00 Credits
Member Price: $225
See more dates
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
More Dates
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
12:00pm - 1:52pm
Online
2.00 Credits
Member Price: $79
See more dates
In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins. The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis.
More Dates
Determining Reasonable Compensation for Owner Employees
12:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
See more dates
This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings. 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
Forensic Accounting: Finding Hidden Treasure in Tax Returns
12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $149
See more dates
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.