Professional Development and Event Catalog
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Implementing and Maintaining an Internal Control System
Friday, Mar. 5 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. 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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Money Laundering Awareness for Accountants
Friday, Mar. 5 9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. 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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Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing
Friday, Mar. 5 10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
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As organizations rapidly adopt cloud platforms, traditional audit approaches often fail to identify the risks that matter most. This webinar explores common audit blind spots in modern cloud environments, including misconfigurations, identity sprawl, excessive permissions, and ineffective continuous monitoring. Attendees will learn why checklist-based audits fall short in dynamic cloud environments and how leveraging Cloud Security Posture Management (CSPM) and risk-based audit techniques can significantly improve assurance. Practical examples will illustrate how auditors and risk professionals can enhance visibility, prioritize findings, and provide stronger assurance to leadership.
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K2’s Getting Started with Artificial Intelligence
Friday, Mar. 5 10:00am - 11:48am
Online
2.00 Credits
Member Price: $89
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Are you intrigued by the buzz around Artificial Intelligence (AI) but unsure how to dive in? You're not alone! Many professionals find AI tools like Gemini, ChatGPT, and Copilot to be a mystery. But don't worry, we're here to help you unlock the potential of these powerful tools! Join K2's "Getting Started With Artificial Intelligence" session and discover how to harness the power of today's AI tools to boost your efficiency and productivity. This session will guide you through accessing and using multiple popular AI tools, making it easier than ever to integrate AI into your daily workflow. If you're new to AI, this is the perfect opportunity to get started and transform the way you work!
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Preparation, Compilation and Review Engagements
Friday, Mar. 5 10:00am - 11:51am
Online
2.00 Credits
Member Price: $89
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This course is an introduction to preparation, compilation, & review engagements. During this course, we will compare and contrast these different engagements by reviewing the procedures that should be performed, different reports, as well as the level of assurance specific to each type of engagement.
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Introduction to Governmental Budgeting
Friday, Mar. 5 10:00am - 12:00pm
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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Surgent's Engaging and Managing Young Professionals
Friday, Mar. 5 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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Younger professionals comprise a significant part of the accounting and finance workforce. Whether you are an owner of a small accounting practice or a manager in a multinational accounting firm, it is important to understand the characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding young professionals are unfounded and counterproductive. This course provides an understanding of who young professionals are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding young professionals and why understanding this class of employees provides opportunities for your organization to grow and succeed.
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Surgent's Making Sense of Essential OBBBA Provisions
Friday, Mar. 5 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses.
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How SAS Nos. 134-145 Improve Risk-Based Audits
Friday, Mar. 5 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. 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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SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements
Friday, Mar. 5 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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This course explores provisions of Statements on Standards for Accounting and Review Engagements (SSARS) that govern review, compilation, and preparation engagements. Participants will recall foundational concepts, examine recent updates, understand practitioner responsibilities, and apply best practices for engagement performance. Attendees will learn how to efficiently perform SSARS engagements while complying with professional requirements.
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Spring Tax Update with Steve Dilley
Friday, Mar. 5 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $239
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This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. 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 Single Audit from Beginning to End Update
Friday, Mar. 5 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $250
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This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
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Take Command of Your Time
Friday, Mar. 5 10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
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Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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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Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
Friday, Mar. 5 11:00am - 12:00pm
Online
1.00 Credits
Member Price: $39
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Understanding your own and the people style of others whom you are dealing with which can establish rapport more easily, help you become more persuasive, and avoid miscommunication with the possibility of rubbing someone the wrong way. In our session, you will gain insights into your people style, ways to improve communication connectivity and how to understand your team's functionality (or more likely dysfunctionality).
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New PCAOB Quality Control Standard Overview
Friday, Mar. 5 11:00am - 12:46pm
Online
2.00 Credits
Member Price: $89
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Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard.
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Mastering the Excel Lookup Functions
Friday, Mar. 5 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. 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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Accommodation Requests - Substance Abuse - Contagious Infections
Friday, Mar. 5 12:00pm - 12:55pm
Online
1.00 Credits
Member Price: $39
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Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodation regarding religious practices or disabilities, confronting employees in substance-abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.
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Roadmap to Ethical Decision Making
Friday, Mar. 5 12:00pm - 1:46pm
Online
2.00 Credits
Member Price: $89
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Practitioners need to exercise caution to ensure they maintain independence as they assist their clients with reviews, audits, and compilation engagements. This course provides a roadmap to best practices and guidance provided by the AICPA's Code of Professional Conduct and analyzes and applies it to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices.
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Yellow Book Ethics
Friday, Mar. 5 12:00pm - 1:46pm
Online
2.00 Credits
Member Price: $89
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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.
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Taxation of Non-fungible Tokens (NFTs)
Friday, Mar. 5 12:00pm - 1:52pm
Online
2.00 Credits
Member Price: $89
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Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets. **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.