Professional Development and Event Catalog
Take Command of your Time
3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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
Partnership Tax Updates (2025)
3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
See more dates
The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs. 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
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
4:00pm - 4:58pm
Online
1.00 Credits
Member Price: $39
See more dates
Cybercrime is on the rise and CPAs that handle sensitive client data are often the target of cybercrimes. By attending this session you'll learn what the eight biggest threats are to your business and uncover the three pillars of cybersecurity that you can build your firm's defense around.
More Dates
Forgotten Managerial Accounting Tools for CPAs
4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
See more dates
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! 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
Proper Financial Accounting for Partnerships and LLCs
4:00pm - 8:00pm
Online
4.00 Credits
Member Price: $129
See more dates
Although they are the most common entities for small and mid-sized business, financial (book) accounting for partnerships and LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities.
More Dates
Mastering IRS Form 7217: Partnership Property Distributions
5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
See more dates
The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner's interest, Section 751 and the Section 754 election. 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
2025 Mid - Year Tax Update: Planning for Individuals
5:00pm - 9:00pm
Online
4.00 Credits
Member Price: $129
See more dates
The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes, and potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security and retirement taxation, and potential modifications to deductions and credits. The course also examines ongoing discussions about IRS restructuring and the expansion of tax incentives for American businesses and families. With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income and estate tax considerations, participants will gain insights to help clients make informed decisions. *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
Proper Financial Accounting for S Corporations
5:00pm - 9:00pm
Online
4.00 Credits
Member Price: $129
See more dates
Proper financial accounting for S corporations involves adhering to specific accounting principles and tax regulations designed for this unique business structure. This course examines the proper financial accounting for S Corporations.
More Dates
Global Internal Audit Standards (GIAS) Domain II - Part 2
9:00am - 10:48am
Online
2.00 Credits
Member Price: $79
See more dates
The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
More Dates
Defining Where and Why Internal Controls are Needed
9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
See more dates
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session. 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 Data Security And Privacy Issues And Solutions
9:00am - 11:00am
Online
2.00 Credits
Member Price: $79
See more dates
Data security and privacy issues continue to plague businesses of all sizes. No matter where you look, the numbers are bad – really bad! But that doesn't mean you can't take steps to reduce these risks. In this session, you will learn about the key security and privacy risks facing businesses today and the steps you can take to mitigate these risks. This session starts with a review of how cybercriminals attack businesses of all sizes and the related costs of these attacks. From there, you will progress into discussions of practical tools, policies, and other solutions you can use to mitigate cybersecurity risks to prudently acceptable levels. This is a "must-see"session for all concerned about data security and how to mitigate threats to sensitive and confidential data.
More Dates
Money Laundering 101 for CPAs
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
See more dates
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. 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
Financial and Tax Accounting for S Corporations and Partnerships
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
See more dates
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. 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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
See more dates
Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.
More Dates
The Single Audit from Beginning to End Update
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $225
See more dates
This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
More Dates
Implementing an AI-Enabled Marketing Strategy for Your Firm
9:30am - 10:30am
Online
1.00 Credits
Member Price: $55
See more dates
Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing 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
The 10 Must Know Excel Features
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
See more dates
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. 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
Internal Controls for Small and Medium-Sized Entities
10:00am - 10:57am
Online
1.00 Credits
Member Price: $39
See more dates
This session explores the importance of internal controls with an emphasis on best practices for small- and medium-sized entities. We will examine the roles of both preventive and detective controls and practical, cost-effective suggestions for implementing effective internal controls will be addressed.
More Dates
Safety Synergy: Uniting Elements for a Secure Workplace
10:00am - 11:07am
Online
1.20 Credits
Member Price: $39
See more dates
Creating a culture of safety in a workplace requires attention in many different areas. We will bring these areas into focus and provide attendees with information on how to make their individual workplaces safer for everyone.
More Dates
K2's Time To Advance Automation - Strategies And Tools For Efficiency
10:00am - 11:46am
Online
2.00 Credits
Member Price: $79
See more dates
Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!