Skip to main content

Professional Development and Event Catalog

Showing 15254 All Results

Don Farmer's Demystifying Sales Tax

Tuesday, Aug. 19
 11:00am - 12:00pm

Online

1.00 Credits

Member Price: $39

Join us for a focused, insightful session on sales and use tax hosted by Charli Harrell and Aldo Rodriguez, sales tax subject matter experts. This event is designed to help tax professionals confidently navigate one of the most misunderstood areas of state and local taxation. With a spotlight on 2025 updates and real-world examples, this webinar will equip you with guidance to protect your clients from sales tax surprises and stay ahead of changing laws. Whether you're advising startups or established businesses, you’ll leave with new knowledge, practical tools, and a stronger foundation in sales tax compliance.

A Guide to Sampling - Part 2

Tuesday, Aug. 19
 11:00am - 12:47pm

Online

2.00 Credits

Member Price: $79

See more dates

Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls and tests of compliance. 

More Dates

Planning in an Uncertain World

Tuesday, Aug. 19
 11:00am - 12:50pm

Online

2.00 Credits

Member Price: $79

See more dates

We all make predictions in our personal and professional lives.  We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future.  In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections. 

More Dates

Creating an Ethical Work Environment

Tuesday, Aug. 19
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $89

See more dates

A Culture of Regulatory Ethics: A Competitive Advantage

Tuesday, Aug. 19
 11:00am - 3:00pm

Online

4.00 Credits

Member Price: $149

See more dates

In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. 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

Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations

Tuesday, Aug. 19
 11:00am - 3:30pm

Online

4.00 Credits

Member Price: $225

See more dates

The construction industry stands out in its need to adhere to a diverse range of accounting standards. This course explores the essential knowledge required for success in construction accounting, as well as the key issues influencing this field. Discover the implications of recent developments for yourself, your business, or your clients. In addition, we will examine the relationship between contractors and sureties. Given the construction industry's significant and ever-expanding share of the economy, staying up to date with the latest accounting updates in this sector is critical. Note: This course does not address FASB ASC 606, Revenue from Contracts with Customers, or FASB ASC 842, Leases. The AICPA offers a companion course which focuses on revenue and lease accounting for construction contractors. See Contract Accounting and Lease Accounting and Their Impact on Construction Contractors (CCREVL).

More Dates

K2's Business Intelligence, Featuring Microsoft's Power BI Tools

Tuesday, Aug. 19
 11:00am - 7:00pm

Online

8.00 Credits

Member Price: $225

See more dates

Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools – from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyzes unthinkable until recently. This program will teach you to implement “do-it-yourself business intelligence” using various techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools. 

More Dates

Surgent's Annual Accounting and Auditing Update

Tuesday, Aug. 19
 11:30am - 7:30pm

Online

8.00 Credits

Member Price: $299

See more dates

Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report for revenue recognition under ASC 606 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2023 and into 2025 covering crypto assets, disaggregated expenses, business combinations, and leases for entities under common control. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, effective December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on engagements. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

More Dates

The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories

Tuesday, Aug. 19
 12:00pm - 12:58pm

Online

1.00 Credits

Member Price: $39

See more dates

You may have read all sorts of stories in books about how bad people steal and make their coworkers and organizations miserable.  Come hear veteran Internal Auditor Rob Berry and veteran CFO John L. Daly discuss situations they have seen in the real world.  

More Dates

Cryptocurrency Transactions: Navigating Federal Tax Rules

Tuesday, Aug. 19
 12:00pm - 1:00pm

Online

1.00 Credits

Member Price: $29

See more dates

As cryptocurrencies like Bitcoin, Ethereum, and others become more popular, tax authorities around the world are working to create regulations for their use and transactions. This session will address cryptocurrency tax issues and their complexities and challenges that individuals and businesses face when dealing with the taxation of digital currencies. *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

International Tax Treaties

Tuesday, Aug. 19
 12:00pm - 1:52pm

Online

2.00 Credits

Member Price: $79

See more dates

This course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions.  It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about  planning opportunities to contemplate when structuring foreign operations.  **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

2025 AICPA Regulatory Ethics Update

Tuesday, Aug. 19
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $89

See more dates

The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 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

Todd and Julie Chrisley Go to Prison

Tuesday, Aug. 19
 12:30pm - 2:30pm

Online

2.00 Credits

Member Price: $89

See more dates

The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud, and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes, and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms. 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

Karter Kup Tennis Clinic (Multi-State)

Tuesday, Aug. 19
 12:30pm - 4:00pm

Newport

0.00 Credits

Member Price: $175

Back by popular demand! CTCPA, MACPA, RICPA, and NHCPA are joining together to again host the Multi-State Karter Kup Tennis Clinic at the historic Tennis Hall of Fame in Newport, RI. Not quite ready for the Karter Kup Tennis Scramble? We've got you covered. Join our first-ever tennis clinic led by a seasoned pro and dive into the excitement! The clinic is open to all members and their guests (non-members must be registered by a member). Whether you're a beginner or brushing up your skills, all levels are encouraged to participate. Lunch will be served at 12:30 p.m.AgendaLunch: 12:30 - 1:30 p.m.Clinic: 1:30 - 3 p.m.Toast: 4 - 4:30 p.m. Please note: All players must dress in tennis whites while playing on the courts (coloring in white shoes is permitted). Players must bring their own racket, but tennis balls will be provided. If you're interested in participating or have any questions, please contact Jill Foley at jfoley@masscpas.org.

Karter Kup Tennis Tournament Scramble (Multi-State)

Tuesday, Aug. 19
 12:30pm - 4:00pm

Newport

0.00 Credits

Member Price: $175

Back by popular demand! CTCPA, MACPA, RICPA, and NHCPA are joining together again to host the Multi-State Karter Kup Tennis Tournament. The Karter Kup Tennis Scramble is played on the grass courts of the Tennis Hall of Fame in Newport, RI! All members and their guests are welcome to play; nonmember guests must be registered by a member. This is a fun day on the courts and all levels are encouraged to participate.  Lunch will be served at 12:30 p.m.AgendaLunch: 12:30PM - 1:30 p.m.Tournament Play: 1:30 - 4 p.m.Toast: 4 - 4:30 p.m. Please note, all players must dress in tennis whites while playing on the courts (coloring in white shoes is permitted). Players must bring their own racket, but tennis balls will be provided. If you're interested in participating or have any questions, please contact Jill Foley at jfoley@masscpas.org.

Effective Communication Skills

Tuesday, Aug. 19
 1:00pm - 2:02pm

Online

1.00 Credits

Member Price: $39

See more dates

When asked the question, "What would you like to improve about your leadership and communication style?". More than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicate leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident, compelling leader helps to inspire better relationships, promotes trust, and reduces stress in the workplace. Confident communication cultivates cooperation, goal achievement, and a more respectful work environment. Clear and compelling leaders are better equipped to move projects forward and make things happen while improving cooperation and respect from partners and subordinates.

More Dates

Partnership Essentials: Tax Basis Capital Accounts

Tuesday, Aug. 19
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $79

See more dates

This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts.  **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

Retirement Planning: Next Stage for You or Your Client

Tuesday, Aug. 19
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $89

See more dates

If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? 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