Professional Development and Event Catalog
Audit & Attestation Update: What's Going on at the AICPA 2023
12:00pm - 3:41pm
Online
4.00 Credits
Member Price: $129
The AICPA's Auditing Standards Board has issued numerous standards that are effective in 2023. We'll review the impact of the changes to auditing estimates, risk assessment, noncompliance with laws and regulations (NOCLAR), as well as the changes coming down the pike for quality management. This course will keep auditors up to date on the work of the ASB.
Public Charity Qualification Under the Public Support Tests
12:30pm - 3:00pm
Online
2.50 Credits
Member Price: $89
This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on topics that comprise the 990's most difficulty arenas. The two public support tests have been utilized since the finalization of Regulations to the 1969 statutory changes that subdivided the 501(c)(3) world into "private foundations" and "public charities." The tests' application remains murky to most preparers (even though they have been in existence, virtually unchanged, for decades). This session has two key goals: first, ensuring that participants understand the design, reach, and purpose of each test; and second, making practitioners conversant (with the materials as back-up) h of each test's line-by-line inputs. While it is impossible "to have fun" with these tests, participants will walk away knowing where pressure points exist and how those vary depending on an organization's specific successes or gaps in achieving diversity of so-called "public support." What is possible and achievable from this session is that these tests can be mastered! Although this course is categorized as "Basic", the content is also suitable for those seeking advanced-level training. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Thinking Like a Quality Control Reviewer
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
Have you ever wanted to reduce the number of financial statement review points you receive? Have you ever been curious about a reviewer's thought process? This session will help you understand the role of an engagement quality control reviewer. You will leave this session understanding the role of an engagement quality control reviewer, and an appreciation of best practices to minimize your exposure to critique when your work is subject to review. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Project Management: Tips, Tricks, and Traps
1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
2:00pm - 3:00pm
Online
1.00 Credits
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.
Listening to the Statement of Cash Flows
2:00pm - 3:49pm
Online
2.00 Credits
Member Price: $79
This course will allow you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company’s accrual-basis financial statements.
Depreciating & Expensing Business Assets
2:00pm - 3:51pm
Online
2.00 Credits
Member Price: $79
This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. **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.
Governmental GAAP Update
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
This two-hour course will cover the GASB standards that are effective this year with a deeper dive into GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We'll also look at smaller standards that are effective for 2023 year ends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Whistleblowers and the Law
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
Honest people face real challenges when working in an unethical environment. Business owners may be at risk if team members feel as though policies and practices within the business violate rules, regulations, or laws. Some of those employees may contact authorities. Perhaps they work in an undercover capacity, exposing the business owner and other people that work with the business, or align with the business, to both government investigations and potentially criminal prosecutions. Participants will learn from a real story which led to criminal prosecution for Medicare Fraud. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Individual Tax Update: Recent Developments
2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
A discussion of the latest 2021/222 tax developments impacting individual 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.
K2'S Automation For Increasing Personal Efficiency And Effectiveness
2:30pm - 4:40pm
Online
2.00 Credits
Member Price: $79
Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.
Office 365 Teams App - Start Transforming Your Organization
2:30pm - 5:30pm
Online
3.00 Credits
Member Price: $99
Have you heard about Microsoft Teams? Teams transforms the way accounting firms and businesses of all types communicate, collaborate and share knowledge. The Teams app should be core to everything you do in Office 365. If you are in the process of deploying the Teams app, or are contemplating it, this course is extremely valuable for you. We will provide a thorough review and demonstration of all of the features and functions of Teams. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Yellow Book & Single Audit Deficiencies - 2023
3:00pm - 6:40pm
Online
4.00 Credits
Member Price: $129
Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds.
Analytical Procedures: Practical Applications and Standards
4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $79
This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given.
Partnership Essentials: Tax Basis Capital Accounts
4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $79
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 leighanne.conroy@acpen.com.
2022 Tax Legislation: Inflation Reduction Act and CHIPS Act
9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
In a surprise twist, the Inflation Reduction Act (IRA) was passed in short order after secret negotiations were revealed in late July 2022. Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour program in order to stay abreast of these developments! This course will provide a concise look at these hot topics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: How to Give and Receive Criticism the Right Way
9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way. A related topic is the art of giving and receiving apologies, and we'll do a deep dive into this area as well. You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies, and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Unconscious Bias with Dr. Toby Groves
9:30am - 10:30am
Online
1.00 Credits
Member Price: $55
Unconscious bias is shaped by automatic, implicit associations through our experiences, attitudes, beliefs and culture. These influences directly affect our behavior and decisions. This fascinating session uses the latest cognitive and behavioral research along with demonstrations of implicit association experiments to help attendees unveil hidden biases that impact decisions related to accounting and auditing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The AB5s of Employee vs Independent Contractor
10:00am - 11:46am
Online
2.00 Credits
Member Price: $79
This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief. The game changing impact of the Dynamex case and AB5 will also be discussed. **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.
K2's Ten Must Know Features In Excel
10:00am - 11:47am
Online
2.00 Credits
Member Price: $79
Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!