Professional Development and Event Catalog
How Prevalent Is Retaliation Within Your Culture?
12:00pm - 1:03pm
Online
1.00 Credits
Member Price: $39
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Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture - one in which bad actors are provided ample opportunity and cover to retaliate.
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The Ethics Hour: Ethics in the Real World
12:00pm - 1:05pm
Online
1.00 Credits
Member Price: $39
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Business ethics is not just something “nice to do” but can mean the difference between success, failure, and survival in today’s increasingly competitive environment. This seminar outlines steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions.
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Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $79
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You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you. This is a great and fun course on its own, but is also part three of a four part series on budget mastery.
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How to Audit Inventory
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ACPEN Signature 2025: Critical Real Estate Taxation Issues
12:00pm - 8:00pm
Online
8.00 Credits
Member Price: $250
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Most tax practitioners have multiple clients involved in some aspect of real estate whether as developers, builders, brokers or investors. This course will explore critical tax issues directly targeted at real estate activities and real estate entities. This ACPEN course will include a panel of national tax practitioners and experts reviewing these complex rules as well as the latest judicial, legislative and regulatory developments affecting real estate including pending tax 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
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Financial Decisions that Led Two Businessmen to Prison
12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those people are on their way to prison. Learn from the lessons they offer. We interview both financial professionals, and they tell us more about how their decisions influenced the consequences that followed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Complete Guide to the Preparation of Form 1041
12:30pm - 8:30pm
Online
8.00 Credits
Member Price: $245
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Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD), and tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code and learn how to apply tax rules to real world situations. Through case studies and line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately and efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration and its impact on fiduciary taxation. *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
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Cultural Transformation
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
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This course provides a complete framework for transforming the culture in your organization. Key topics covered include: - What is organizational culture - A self assessment - Why culture matters - How to change your culture This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Advanced Excel for Staff - Build Reports and Analyze Data
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Raising Financially Capable Children
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege. This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients' descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection. With new and updated information and tactics, professionals can learn best practices to engage clients and their children.
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Surgent's Virtual Currency: Keeping Up with the Tax Code
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
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Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
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The Preparation of Form 706 - Line-by-Line
1:00pm - 4:00pm
Online
3.00 Credits
Member Price: $99
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Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules, and compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estate taxes while ensuring compliance with IRS regulations. Participants will explore key components, including gross estate calculations, deductions, tax computation, and portability elections. With real-world examples and practical guidance, attendees will gain confidence in preparing Form 706, even in complex scenarios. This course will also cover any recent legislative changes introduced by the new administration and their impact on estate tax planning and compliance. *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
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Surgent's Mastering Accounting for Income Taxes
1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements related to income taxes. We will also explore some specialized areas of income tax accounting, such as intra-period allocations of income tax expense and accounting for changes in tax laws and rates, and we will review proposed updates to ASC 740 disclosures on which the FASB is contemplating. In summary, this course is the place to be to enhance your accounting for income taxes IQ.
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Public Speaking Secrets That Wow Audiences
1:00pm - 4:35pm
Online
4.00 Credits
Member Price: $129
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In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.
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Exploring Internal Controls That Could Have Prevented Frauds
1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Impact of GASB Activities on State and Local Government
1:30pm - 5:00pm
Online
3.50 Credits
Member Price: $175
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Are you ready to implement GASB's recently issued standards? Join us as we walk through each standard and provide real-world information regarding newly effective standards.
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Retaining Talent in a Competitive Marketplace
1:30pm - 5:30pm
Online
4.00 Credits
Member Price: $149
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Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Assessing Independence Under Yellow Book
2:00pm - 2:57pm
Online
1.00 Credits
Member Price: $39
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Maintaining independence and adhering to strict ethical standards are essential for professionals in governmental auditing. The Government Accountability Office's (GAO) Yellow Book sets the benchmark for ethics and independence in this field, forming the foundation of professional compliance. This course provides a focused review of key principles and independence requirements, equipping participants with the tools to identify and mitigate common risks of noncompliance. Through practical guidance and real-world examples, attendees will learn to uphold the highest ethical standards and ensure independence in governmental auditing.
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GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
2:00pm - 3:46pm
Online
2.00 Credits
Member Price: $79
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This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s. Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2.
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Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $79
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The difference between star performers and average ones in leadership roles is attributable largely to emotional intelligence (EQ). It’s surprising, then, that EQ is underrated as an essential ingredient for success in life and leadership. This presentation highlights the importance of EQ and provides participants with actionable tools to develop better relationships within and outside of the workplace, build healthy teams, and navigate constant change.