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Professional Development and Event Catalog

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Showing 2292 All Results

Basic Individual Taxation Course

Tuesday, April 23rd,
 11:30am - 1:30pm

Online

2.00 Credits

Member Price: $89

Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Practical Excel Topics for the Public Accountant

Tuesday, April 23rd,
 12:00pm - 1:53pm

Online

2.00 Credits

Member Price: $79

This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.

Business Tax Update: Recent Developments

Tuesday, April 23rd,
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $89

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.

Microsoft 365 Deployment Best Practices

Tuesday, April 23rd,
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $89

The Microsoft 365 ecosystem of apps offers tremendous value for any business organization. The key to maximizing the ROI of your monthly subscription fees is to understand how all the apps work together. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will share a number of "best practices" for deploying Microsoft 365. This course will help you discover the hidden gems in the Microsoft ecosystem to increase productivity across your organization and help you avoid making costly mistakes in your deployment. 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 Use the Data Model to Build More Powerful PivotTables

Tuesday, April 23rd,
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $99

Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.

Guide to Preparing Form 1041 for Estates and Trusts

Tuesday, April 23rd,
 12:00pm - 3:44pm

Online

4.00 Credits

Member Price: $129

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income. **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 2022's Biggest Security And Privacy Concerns

Tuesday, April 23rd,
 12:00pm - 4:33pm

Online

4.60 Credits

Member Price: $129

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.  

Creating a High Performance Culture - Post Pandemic

Tuesday, April 23rd,
 1:00pm - 2:00pm

Online

1.00 Credits

Member Price: $55

Discuss trends and changes impacting the American workforce. Discover "why" culture matters, the "benefits" of great cultures, and the workforce challenges created both before and after the pandemic. Once the audience has clarity on these items, the presentation shifts to "how" to create a great culture in our post-pandemic environment. Jim provides practical tools that can be implemented at any organization. Some of the tools are directly related to the new challenges resulting from the COVID-driven pandemic. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Audit 408: Coaching Staff to Stay on the Right Track

Tuesday, April 23rd,
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $89

Supervisor Skills - Coaching Staff to Stay on the Right Track provides tips and techniques for critical coaching responsibilities. Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for coaching others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Peer Reviews of SSARS Engagements

Tuesday, April 23rd,
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $89

Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. 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 Business Writing: Professional & Effective Emails

Tuesday, April 23rd,
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $99

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Internal Controls That Could Have Prevented Frauds

Tuesday, April 23rd,
 2:00pm - 3:53pm

Online

2.00 Credits

Member Price: $79

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.

Ethical Performance Management

Tuesday, April 23rd,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

Today, more than ever, effective performance management is critical to the well-being of an organization, as well as the engagement and satisfaction of staff. Unfortunately, performance management is also often one of the most dreaded responsibilities managers face. This session will provide insight into what performance management is, how to prepare and conduct performance appraisals, how to coach the marginal employee, legal considerations to be aware of when conducting an appraisal, and ways to engage and motivate staff. In addition to providing tools to conduct effective appraisals, we will also look at the ethical implications of employee reviews. When done well, performance management has the power to improve communication between managers and their staff as well as help foster stronger career paths and routes for growth. It can motivate, re-engage, and energize everyone involved. Ethical values such as fairness, accountability, respect, intellectual honesty, and trust will be incorporated into this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

Tuesday, April 23rd,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $118

Let us ask you a question. What function do you use most? Is it the SUM function? It shouldn't be - well, at least if efficiency is your goal. This session covers the function that sums better than the SUM function for accounting professionals. In addition, we review the data validation feature, which enables us to control what a user enters into a cell. We'll discuss the conditional formatting feature, which enables us to format a cell based on its value. Lastly, we'll conclude by reviewing a technique that addresses a major pitfall of Excel. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided, so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

Real Estate Tax Update

Tuesday, April 23rd,
 2:00pm - 5:46pm

Online

4.00 Credits

Member Price: $129

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 leighanne.conroy@acpen.com.

Analytical Procedures: Practical Applications and Standards

Tuesday, April 23rd,
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Non-Fungible Tokens (NFTs) - Implications for Practitioners

Tuesday, April 23rd,
 3:00pm - 4:00pm

Online

1.00 Credits

Member Price: $55

This will examine and analyze the rise of non-fungible tokens (NFTs) alongside the smart contracts that support and manage these tokens. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Advanced Excel: Hidden Secrets and Gems

Tuesday, April 23rd,
 4:00pm - 5:58pm

Online

2.00 Credits

Member Price: $79

This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel.  Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.

Governmental Auditing Update: Yellow Book & Uniform Guidance - 2023

Tuesday, April 23rd,
 4:00pm - 7:36pm

Online

4.00 Credits

Member Price: $129

Yellow Book and Single Audit engagements are considered must select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor is performing a Yellow Book or Single Audit even when the engagement is for a for-profit entity. We'll also review the new alternative engagements that have been created by various federal agencies to provide alternatives to Single Audits including SVOG, CSLFRF, and PRF engagements. We'll close with a look at the major changes in the 2023 Compliance Supplement and the COVID deficiencies identified by the federal agencies and peer reviewers. 

Depreciating & Expensing Business Assets

Tuesday, April 23rd,
 4:00pm - 7:45pm

Online

4.00 Credits

Member Price: $129

This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including 2023 inflation increases and Section 179 and 168(k) deductions.  Planning and potential pitfalls will also be presented.  **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.