Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
Not Just Your Everyday FASB Update
Friday, Oct. 23 3:00pm - 6:41pm
Online
4.00 Credits
Member Price: $149
See more dates
This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.
More Dates
Improve Spreadsheets by Building Controls in Excel
Friday, Oct. 23 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
See more dates
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
Friday, Oct. 23 4:00pm - 5:02pm
Online
1.00 Credits
Member Price: $39
See more dates
This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment. How should you handle these issues? We will detail a better thought process to help you avoid ‘crossing the line.’
More Dates
The Controllership Series: The Controller's Role in Debt Management
Friday, Oct. 23 4:00pm - 5:21pm
Online
1.50 Credits
Member Price: $79
See more dates
Debt Management: Debt management often involves administering loan agreements and ensuring bank compliance. Compliance: Controllers help ensure compliance with federal and local laws, provisions, and financial regulations.
More Dates
Yellow Book Ethics
Friday, Oct. 23 4:00pm - 5:46pm
Online
2.00 Credits
Member Price: $89
See more dates
The Yellow Book outlines essential ethical principles for governmental auditors, including serving the public interest, maintaining integrity, objectivity, and professional behavior. This course provides a focused review of these key concepts and their practical application in governmental auditing. Participants will also explore the independence standards, gaining insights on maintaining objectivity and avoiding conflicts of interest to ensure unbiased and professional audits.
More Dates
IFRS vs. US GAAP - Major Accounting Differences
Friday, Oct. 23 4:00pm - 5:48pm
Online
2.00 Credits
Member Price: $89
See more dates
Whether a financial statement preparer or user is more familiar with IFRS or U.S. GAAP, it is important to be familiar with the important differences between the two financial reporting frameworks. This course will highlight some of the more significant differences between the standards.
More Dates
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
Friday, Oct. 23 4:00pm - 5:49pm
Online
2.00 Credits
Member Price: $89
See more dates
Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners.
More Dates
Failure to Detect Fraud and the Reasons Why
Friday, Oct. 23 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
See more dates
SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven’t been trained to look for it and two, they don’t know what it looks like. I would like to add a third reason: they don’t want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where and how to look for them and what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client’s operation. What is an indicator in one client’s operation may be business as usual in another, and you have to know the difference. After viewing this program, chances are you will never look at your client the same way!
More Dates
Integrate ChatGPT into Your Client Advisory Services-Updated
Friday, Oct. 23 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." 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
Invest in Your Mental Health and Avoid Burnout
Friday, Oct. 23 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
See more dates
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. 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
Tax Implications of Retirement Plan Distributions
Friday, Oct. 23 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
See more dates
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. 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
Critical "Soft" Skills for CFOs and Controllers
Friday, Oct. 23 5:00pm - 8:38pm
Online
4.00 Credits
Member Price: $149
See more dates
Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be!
More Dates
Looking at the AICPA’s “Non-authoritative Guidance” From an Ethics Perspective
Saturday, Oct. 24 9:00am - 11:00am
Online
2.00 Credits
Member Price: $79
See more dates
Most professional accountants are at least somewhat familiar with the AICPA’s Code of Professional Conduct, available at the AICPA’s online ethics library. But the online ethics library also includes other information, such as non-authoritative case studies. This course provides an overview of – and commentary on – these instructive supplemental materials.
More Dates
Surgent's Current Issues in Accounting and Auditing: An Annual Update
Saturday, Oct. 24 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
See more dates
Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.
More Dates
Surgent's Individual and Financial-Planning Tax Camp
Saturday, Oct. 24 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
See more dates
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.
More Dates
State Tax Nexus: Frequently Awkward Questions
Saturday, Oct. 24 10:00am - 11:48am
Online
2.00 Credits
Member Price: $89
See more dates
Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *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
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
Saturday, Oct. 24 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
See more dates
This course provides tax and accounting professionals with a focused overview of Trump Accounts and their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment, and reporting considerations. Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities, and avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies. *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 terri.storer@acpen.com
More Dates
Cybersecurity and IT Risk for IT Auditors and Financial Auditors
Saturday, Oct. 24 10:00am - 1:00pm
Online
3.00 Credits
Member Price: $109
See more dates
This course equips financial and information technology auditors with an understanding of cybersecurity risks and their impact on financial reporting as well as cybersecurity best practices. Participants will learn to identify threats, evaluate controls, and assess risk using recognized frameworks, with a focus on audit implications.
More Dates
K2’s Getting Control Of Your OneDrive Account
Saturday, Oct. 24 11:00am - 11:58am
Online
1.00 Credits
Member Price: $39
See more dates
Many professionals use OneDrive but don't realize-or use-its full capabilities. Whether you have a business or personal account-or both-OneDrive offers features to enhance productivity and improve data security. Join this exclusive session to discover the advantages of using OneDrive for data storage and collaboration. In it, you will learn how to manage relevant risks and integrate OneDrive seamlessly into your daily workflows. Don't miss this chance to enhance your efficiency and security. Sign up now and unlock the full potential of OneDrive for you and your team.
More Dates
Introduction to Yellow Book
Saturday, Oct. 24 11:00am - 12:51pm
Online
2.00 Credits
Member Price: $89
See more dates
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS), commonly referred to as the "Yellow Book," involves additional reporting, ethics, and performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book and explores its relationship with the AICPA Code of Professional Conduct. Participants will gain an understanding of the unique CPE requirements for GAGAS engagements and review the Yellow Book standards for financial statement audits, with a focus on ethical principles and independence. This course is designed to equip professionals with the foundational knowledge needed to navigate the complexities of Yellow Book engagements effectively.