Professional Development and Event Catalog
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Introduction to Governmental Budgeting
Monday, Oct. 26 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year, and how long-term budgets fit in with the annual budget process. 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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10 Keys to Outstanding Service and More Referrals
Monday, Oct. 26 2:30pm - 6:04pm
Online
4.00 Credits
Member Price: $149
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In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
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How CPAs Can Protect Their Names, Brands, Logos, and Taglines
Monday, Oct. 26 3:00pm - 3:59pm
Online
1.00 Credits
Member Price: $39
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Most businesses are identified in the marketplace by the different symbols, logos, words, etc., that they use. These devices, also known as trademarks, are also used by CPAs whether knowingly or unknowingly. This course seeks to inform CPAs on what trademarks are, and how they can use trademarks in identifying their practices in the marketplace. The course also seeks to illustrate the advantages of trademarks and why CPAs should be aware of them and their use.
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The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
Monday, Oct. 26 3:00pm - 4:00pm
Online
1.00 Credits
Member Price: $39
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You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.
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Emotional Intelligence for Professionals: Mastering the Human Side of Success
Monday, Oct. 26 3:00pm - 4:01pm
Online
1.00 Credits
Member Price: $39
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Technical expertise may get you in the door—but emotional intelligence (EQ) is what builds trust, earns loyalty, and sustains lasting success. For CPAs, attorneys, financial professionals, bankers, and insurance agents, your ability to navigate emotions—your own and others'—is often the difference between a good client interaction and a great one, between a team that functions and a team that thrives. This interactive course goes beyond theory and dives into real-world application. You’ll uncover what emotional intelligence really is, why it matters more than ever in today’s professional world, and how to strengthen your EQ to improve performance, strengthen relationships, and manage stress with confidence. You’ll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust, and drive results—while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight and strategies to make it happen.
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Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
Monday, Oct. 26 3:00pm - 4:38pm
Online
2.00 Credits
Member Price: $89
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Learn the history of PBMs and how they have developed into one of the leading drivers of health plan cost. Understand how drug prices are set and how PBMs control the flow of money (and not always to our benefit!). This course will also show you how rebates and sourcing programs are used to offset the cost of drugs in self funded plans while also learning how to protect the plan from unfavorable PBM practices.
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K2’s Top Ten Productivity Booster Apps in Microsoft 365
Monday, Oct. 26 3:00pm - 4:46pm
Online
2.00 Credits
Member Price: $89
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Are you ready to take your productivity to the next level? Join our exclusive two-hour CPE course designed for accounting professionals and technology enthusiasts. Discover how to harness the power of Microsoft 365's versatile applications to streamline your workflows and enhance collaboration. In this course, you'll explore ten essential apps, including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places. Discover how to effectively integrate these tools into your daily tasks and experience immediate improvements in your efficiency. Don't miss out on this opportunity to unlock the full potential of Microsoft 365 and transform the way you work. Sign up now and take the first step towards a more productive and collaborative work environment!
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The Preparation of Form 706 and 709 – Understanding the Law
Monday, Oct. 26 3:00pm - 4:52pm
Online
2.00 Credits
Member Price: $89
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Understanding the complexities of estate and gift taxation can be challenging for many financial professionals, especially those who lack direct experience in this area. In this comprehensive course, participants will gain a solid foundation in Federal estate and gift tax law, providing them with the necessary tools to confidently handle tax compliance issues related to Forms 706 and 709. By exploring the details of the Internal Revenue Code sections pertinent to estate and gift taxation, attendees will gain a thorough understanding of key concepts, including deductions, valuations, and tax credits. This practical knowledge will not only enhance their expertise but also empower them to provide effective tax planning strategies for their clients. Throughout the course, participants will investigate essential topics such as the valuation of assets, deductions for funeral and administrative expenses, charitable and marital deductions, and the calculation of tax credits. By mastering these critical areas, financial professionals will be better equipped to navigate the challenges of estate and gift taxation, ultimately enabling them to provide comprehensive and effective tax planning services for their clients. Whether you're looking to expand your expertise or deepen your understanding of tax compliance issues, this course offers invaluable insights and practical knowledge that can immediately be applied in your practice. **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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No Tax on Overtime: Payroll Compliance
Monday, Oct. 26 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. 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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Let's Meet at the Intersection of Fraud and Ethics
Monday, Oct. 26 3:00pm - 6:33pm
Online
4.00 Credits
Member Price: $149
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This course explores 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 from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry.
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Using ChatGPT with Excel
Monday, Oct. 26 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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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SECURE Act 2.0: What You Need to Know
Monday, Oct. 26 4:00pm - 5:04pm
Online
1.00 Credits
Member Price: $39
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Signed by President Biden on December 29, 2022 as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers. Learn what you need to know for this filing season and how to plan for future years for your clients. **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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Revenue Recognition in an Environment of Uncertainty
Monday, Oct. 26 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
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Applying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing.
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The AI Revolution in 2026: What CPAs Should Know
Monday, Oct. 26 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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AI is reshaping accounting, tax, and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls, and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape, and actionable talking points for staff, clients, and service providers. 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 the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
Monday, Oct. 26 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $39
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Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization? What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing? How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.
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Numbers to Narrative: Storytelling in Business Communication
Monday, Oct. 26 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
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Information becomes influential when it is structured. In this 1-CPE session (Professional Development), participants explore narrative frameworks presented in the course materials, including situation-complication-resolution and hero-based narrative arcs. Using business-oriented examples, the session demonstrates how structured storytelling enhances clarity and impact without sacrificing rigor. Participants will examine how to define context, introduce tension, present evidence, and guide audiences toward resolution. The emphasis is on logical flow and disciplined narrative construction rather than dramatization. The course concludes with application of a structured storytelling model to a professional scenario. 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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Functional Approach to Employee Benefits
Monday, Oct. 26 5:00pm - 6:19pm
Online
1.50 Credits
Member Price: $79
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Discusses the Functional Approach to Employee Benefit Plan design and provides HR professionals with a clear blueprint on how to develop a benefits strategy that is aimed at addressing employee needs. The unit will also identify pathways to develop communication strategies to ensure employees view benefit programs as compensation. The end of the unit will introduce some of the different medical plan types and how they vary in terms of how total rewards are delivered.
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K2’s Data Security and Privacy Issues and Solutions
Monday, Oct. 26 5:00pm - 6:47pm
Online
2.00 Credits
Member Price: $89
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Data security and privacy issues persist as a significant concern for businesses of all sizes. No matter where you look, the numbers are bad - really bad! But that doesn't mean you can't take steps to reduce these risks. In this session, you will learn about the key security and privacy risks facing businesses today and the steps you can take to mitigate these risks. This session begins with a review of how cybercriminals target businesses of all sizes and the associated costs of these attacks. From there, you will progress to discussions of practical tools, policies, and other solutions that can be used to mitigate cybersecurity risks to prudently acceptable levels. This is a "must-see" session for all concerned about data security and how to mitigate threats to sensitive and confidential data.
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Internal Control Fundamentals
Monday, Oct. 26 5:00pm - 6:48pm
Online
2.00 Credits
Member Price: $89
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AU-C Section 315 requires the auditor to gain an understanding of the entity and its environment and the entity's internal controls in order to design appropriate audit procedures. This course will review the key requirements of COSO which is one of the most widely used internal control frameworks. We'll also review the limitations of internal controls. Additionally, this course will introduce the risk assessment process and the various audit procedures to evaluate controls and to determine whether to test the operating effectiveness of controls.
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Listening to the Statement of Cash Flows
Monday, Oct. 26 5:00pm - 6:49pm
Online
2.00 Credits
Member Price: $89
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This course will allow you to get reacquainted with the statement of cash flows. We will refresher 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.