Skip to main content

Professional Development and Event Catalog

Showing 14394 Partner Webinars Results

2025 AICPA Regulatory Ethics Update

Tuesday, Jul. 8
 1:30pm - 3:30pm

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

Create Visuals in Power BI to Successfully Analyze Data

Tuesday, Jul. 8
 1:30pm - 5:30pm

Online

4.00 Credits

Member Price: $149

See more dates

Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill. 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

IFRS SMES vs IFRS

Tuesday, Jul. 8
 2:00pm - 3:46pm

Online

2.00 Credits

Member Price: $79

See more dates

Surgent's International Tax Challenges and Opportunities for U.S. Filers

Tuesday, Jul. 8
 2:00pm - 5:00pm

Online

3.00 Credits

Member Price: $149

See more dates

Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.

More Dates

Communication Miracles At Work and In Life - Part 2

Tuesday, Jul. 8
 2:00pm - 5:34pm

Online

4.00 Credits

Member Price: $129

See more dates

Following on Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate clients and co-workers to do your bidding with a minimal amount of wasted time or hassles.    The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.

More Dates

ChatGPT Bootcamp for CPAs with John Higgins

Tuesday, Jul. 8
 2:00pm - 6:00pm

Online

4.00 Credits

Member Price: $149

See more dates

ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks. 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

Real Estate Tax Update

Tuesday, Jul. 8
 2:00pm - 6:00pm

Online

4.00 Credits

Member Price: $129

See more dates

This program addresses the recent changes imposed by recent tax legislation that real estate owners and investors need to know, including Section 199A, the new Section 163(j) interest expense limits and the opportunity to elect out.  An introduction to opportunity zones and other important issues will also be addressed. **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

ACPEN Signature 2025: The Risk of Fraud in State & Local Government

Tuesday, Jul. 8
 2:00pm - 10:00pm

Online

8.00 Credits

Member Price: $250

See more dates

This comprehensive 8-hour course explores the pervasive issue of fraud in State and Local governments. Our panel of experts from inside and outside government will provide participants with the tools and knowledge necessary to identify, prevent, and respond to fraudulent activities in State and local governments. The course begins by examining the types of fraud commonly encountered in governmental settings, including financial fraud, procurement fraud, and abuse of power. With our experienced panelists, participants will delve into real-world case studies to understand the tactics used by fraudsters and the impact on public trust, resources, and governance. Special emphasis will be placed on understanding regulatory frameworks and compliance measures designed to mitigate fraud risks.    

More Dates

Navigating IRS Authorizations: Form 2848 and Form 8821

Tuesday, Jul. 8
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

See more dates

Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. 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

K2's Effective Automation And Outsourcing

Tuesday, Jul. 8
 3:00pm - 3:56pm

Online

1.00 Credits

Member Price: $39

See more dates

While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.

More Dates

Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics

Tuesday, Jul. 8
 3:00pm - 4:04pm

Online

1.00 Credits

Member Price: $39

See more dates

Individuals may cite retaliatory concerns when weighing their decision to report an issue; during an investigation; or, after an investigation’s conclusion. No matter the timing, when an individual raises a retaliation concern, their claims should be taken seriously and fully reviewed. Does your organization analyze retaliation allegations and investigate outcomes as part of their cultural assessment?   Most organizations track retaliation matters at a general, non-specific level. The type of retaliation and the perceived cause of the retaliatory act are not delineated. When a retaliation matter requires investigation, an organization should gather key data points for trending purposes and to fine tune future training and policy initiatives. This course offers recommendations for (1) framing responses to retaliation allegations (2) capturing key data points (3) developing specific metrics for retaliation matters

More Dates

Develop Your Emotional Intelligence to Be More Successful in Life and Leadership

Tuesday, Jul. 8
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $79

See more dates

Strategic Government Budgeting: Tools for Long-Term Sustainability

Tuesday, Jul. 8
 3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $79

See more dates

This course equips participants with the tools and strategies needed to create sustainable, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue and expenditures, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on experience with scenario planning, enhancing budget transparency and resilience. By the end of the session, attendees will have the knowledge and confidence to design and implement budgets that support long-term governmental priorities and strengthen financial stability.

More Dates

ChatGPT Vision for Financial Analysis

Tuesday, Jul. 8
 3:30pm - 5:30pm

Online

2.00 Credits

Member Price: $89

See more dates

This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes. 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

Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Professional Standards to Apply?

Tuesday, Jul. 8
 4:00pm - 5:47pm

Online

2.00 Credits

Member Price: $79

See more dates

Introduction to Single Audit

Tuesday, Jul. 8
 4:00pm - 5:52pm

Online

2.00 Credits

Member Price: $79

See more dates

Single Audits are a critical area of focus under the AICPA's Enhancing Audit Quality Initiative, requiring a thorough understanding of the Uniform Guidance's unique audit requirements for federal funds. This course examines the distinctive performance and reporting standards in Single Audits, equipping participants with foundational knowledge to navigate these complex audits effectively. Key topics include an overview of internal controls over compliance, understanding compliance requirements, using the Compliance Supplement, and identifying the elements of a finding in a Single Audit. This course is ideal for professionals seeking a clear and practical introduction to the essentials of Single Audits.  

More Dates

Improve Spreadsheets by Building Controls in Excel

Tuesday, Jul. 8
 4:00pm - 6:00pm

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

The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies

Tuesday, Jul. 8
 4:00pm - 8:00pm

Online

4.00 Credits

Member Price: $129

See more dates

Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master.  This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs. **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 it to kori.herrera@acpen.com.

More Dates

Long-Term Care Insurance: Make the Switch

Tuesday, Jul. 8
 4:30pm - 5:30pm

Online

1.00 Credits

Member Price: $55

See more dates

How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids. 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