Professional Development and Event Catalog
Strategic Career Management: Only You Have Sleepless Nights Over Your Career
Thursday, December 1st, 10:00am - 12:11pm
Online
2.50 Credits
This course focuses on the individual taking ownership for their career. It provides tools and methods to assist and guide the individual to develop the collateral necessary in navigating their career. It provides a Personal Marketing Plan that can be customized to fit the career objectives and goals of the individual. It also focuses on character self-awareness, crucial for long-tern career success.
The Value of Conflict: A Strategic Approach to Dealing with Difficult People
Thursday, December 1st, 10:00am - 1:19pm
Online
4.00 Credits
Poorly handled conflicts can lead to break downs in communication, reduced morale, and higher turnover. However, when managed well, conflict has the potential to bring value to the organization and the team. Conflict is a costly and often mishandled occurrence in the workplace. Successful conflict resolution occurs by listening to and providing opportunities to meet each side’s needs, and adequately addressing their interests so that they are each satisfied with the outcome. In this you will learn the different conflict modes, how to choose the appropriate strategy for your situation, and how relationships impact your ability to promote the positive outcomes and minimize the negative outcomes of conflict.
K2's Integrating Data for Improved Efficiency and Control
Thursday, December 1st, 10:00am - 1:42pm
Online
4.00 Credits
In today’s business climate, data is king! Organizations of all sizes collect and manage more data than ever, and that trend is sure to continue. The number of apps, services, and platforms we use also increases every year in this environment. Thus, there is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that. Conquering your data can help improve efficiency and effectiveness and reduce costs and errors within your organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session so that you can truly integrate your data and reap the benefits of improved efficiency and control.
Common Yellow Book & Single Audit Deficiencies
Thursday, December 1st, 10:00am - 2:00pm
Online
4.00 Credits
This course will review focus areas for peer review for Single Audits and Yellow Book engagements. We will review the requirements for major program determination, testing compliance, testing internal controls over compliance, sampling, and reporting for Single Audits. We also address Yellow Book CPE and independence requirements. This course will provide an overview of common deficiencies found during peer review and how entities can effectively and efficiently avoid these issues when performing these procedures.
K2'S 2022'S Biggest Security And Privacy Concerns
Thursday, December 1st, 10:00am - 2:00pm
Online
4.50 Credits
Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to its viability. Data breaches, cyber-attacks, and ransomware are examples of the most significant existential risks facing businesses today. There are threat actors worldwide that entirely focus on stealing organizational data, stealing economic resources, and disrupting commerce. They use complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. For example, publically reported data breaches now exceed 100k annually. These breaches resulted in releasing the personal information of millions of people worldwide, billions of dollars of compromised organizational assets, and putting countless people in harm’s way. This course covers recent major security breaches, including Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, and LabCorp. It will discuss how these breaches occurred, why they occurred, and how organizations can prevent similar incidents from impacting them. Each case study examines a different form of security vulnerability and how to avoid it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and, from that experience, develop their own security best practices for their organizations.
Partnership Essentials: Review and Update
Thursday, December 1st, 10:00am - 2:00pm
Online
4.00 Credits
The IRS has made some game-changing updates on the reporting of partnership basis. This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships. New tax basis and capital accounting reporting rules will be addressed, as well as the impact of the CARES Act, SECURE Act and other recent legislation on the tax structure of partnerships and LLCs. **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 leighanne.conroy@acpen.com.
Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1
Thursday, December 1st, 10:00am - 2:14pm
Online
4.00 Credits
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.
K2's Business Continuity - Best Practices for Managing the Risks
Thursday, December 1st, 10:00am - 5:43pm
Online
8.00 Credits
Are you and your team members prepared for a business disruption? Natural disasters, technology glitches, human failures, and even sabotage and terrorism threaten businesses of all sizes today. In this course, you will learn how to develop and implement a business continuity plan (BCP) to help manage the risks associated with business interruptions. In addition, you will learn how to address critical issues related to staffing, how virtualization can speed recovery times, and how Cloud-based storage, synchronization, and mirrored databases can help ensure that you always have access to your critical data and applications. Most importantly, you will learn how to identify your organization’s significant risks and create an effective plan to address these contingencies. Today’s technology-dependent organizations must have a plan for how they will operate when facilities, power, communications, or technology fail or become compromised. Unfortunately, many companies learn about critical weaknesses in their infrastructure only after experiencing a critical outage. Participate in this course and learn how to identify, understand, and develop strategies for mitigating business interruption risks.
K2's Excel PivotTables for Accountants
Thursday, December 1st, 10:00am - 5:43pm
Online
8.00 Credits
PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables–including grouping options for fiscal periods–and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you willbe a master of Excel PivotTables!If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With abit of information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you are spending presently to complete such tasks.
ACPEN Signature: 2022 Special Purpose Frameworks: The Artist Formerly Known as "OCBOA"
Thursday, December 1st, 10:00am - 6:00pm
Online
8.00 Credits
This course is designed to assist accountants who prepare special purpose framework financial statements and/or perform SSARS or audit engagements on those special purpose framework financial statements. Our panelists will provide an in-depth explanation of the different types of special purpose frameworks, how to decide when to use a special purpose framework, the primary issues in preparing special purpose framework financial statements, and they will discuss engagement and reporting considerations.
Business Tax Update: Recent Developments
Thursday, December 1st, 10:30am - 12:30pm
Online
2.00 Credits
A discussion of the latest 2021/222 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Form 990 Parts V (Other Tax Issues) and I (Financial Summary)
Thursday, December 1st, 11:30am - 1:00pm
Online
1.50 Credits
Session 9 of Borenstein's Form 990 Foundational Series: This session focuses first (and primarily) on Part V, providing explanation of each inquiry from two perspectives - the line's underlying compliance requirement, and the business need ramifications they generate. Part V invokes multiple compliance points set out in federal tax law (such as payroll tax obligations, and donors' ability to access charitable contributions deductibility) that are not elsewhere addressed in the 990's Core Form or Schedules. The author/instructor addresses issues and nuances not covered in the instructions and provides preparation tips. Part I's preparation needs start with avoiding calculation confusion when completing the Summary Financials totals at lines 8-22. These lines' abbreviated categories and oddball capture of "fundraising expenses" from competing Core Form parts are covered, along with tips on addressing questions readers may have in exploring this part. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Robotic Process Automation (RPA) for Accountants
Thursday, December 1st, 11:30am - 1:30pm
Online
2.00 Credits
This course provides a concise overview of robotic process automation (RPA) -- technologies that conduct high-volume, repeatable tasks that previously required humans to perform. These "bots" can automatically log into applications, enter data, do calculations, complete tasks, make decisions based on predefined parameters, and log out. While still evolving, RPA applications have the potential to automate many accounting functions, transform business processes, and accelerate financial workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Centralized Partnership Audit Rules
Thursday, December 1st, 12:00pm - 1:48pm
Online
2.00 Credits
2018’s filing season brought new questions about how the IRS audits Centralized Partnership returns. This course addresses those questions and provides direct and succinct answers, so the practitioner knows what to expect going forward. Additionally, this course will enable the practitioner to provide expository tax advice, putting the client at ease during tax season. **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 leighanne.conroy@acpen.com.
The Successful Family Business
Thursday, December 1st, 12:00pm - 3:45pm
Online
4.00 Credits
This course takes a candid look inside the family business. Understanding the dynamics of family interaction will be one of the most important skills in helping a family business succeed. This course will help the participant navigate delicate issues and learn to provide counsel that will grow - or protect - the family business and non-family staff.
S Corporation Essentials: Review and Update
Thursday, December 1st, 12:00pm - 4:00pm
Online
4.00 Credits
This program addresses the critical issues and special opportunities facing S corporations, with a focus on the new IRS guidelines on shareholder stock and loan basis reporting. The impact of recent legislation, including the CARES Act and COVID-19 developments, on the tax filings of S corporations will be addressed, as well as the significant impact of the new Section 199A flow-through entities deduction on S corporations. **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 leighanne.conroy@acpen.com.
Walter Haig's SSARS Prep, Comp and Review Update
Thursday, December 1st, 12:00pm - 8:00pm
Online
8.00 Credits
This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power BI: Share Your Data Analysis Using PowerBI.com
Thursday, December 1st, 1:00pm - 3:00pm
Online
2.00 Credits
* This course is #9 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * What good is data analysis if you can't share it? This course will focus on using Microsoft's cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop. Using PowerBI.com to create visuals is very similar to Power BI Desktop, so we will only review this feature. If you want detailed instructions on creating visualizations, please attend the Power BI Desktop course. This class can be taken with no Excel or Power BI Desktop knowledge, but some concepts will be a repeat from those classes and will serve as a knowledge reinforcement for experienced users. Many data analysts may create models in Power Pivot or Power BI Desktop, so we will spend time to learn how to share that data with PowerBI.com. This will ensure that everyone is looking at the same data, no matter the toolset. PowerBI.com adds the ability to create and share dashboards, so we will demonstrate how to create visualizations that can be turned into dashboards that allow users to customize their PowerBI.com with dashboards that are meaningful to them. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Collaborative Communications: Working with Diverse Styles
Thursday, December 1st, 1:00pm - 3:08pm
Online
2.50 Credits
Understanding how you prefer to communicate impacts how you lead, solve problems, make decisions, form relationships, collaborate, provide feedback, influence, and motivate. It also indicates what is influential and motivating to you. In this program you will learn your own communication preferences, how to identify others' preferences, and how to flex your style.
Keeping Up with the FASB
Thursday, December 1st, 1:30pm - 3:30pm
Online
2.00 Credits
This course will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.