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Professional Development and Event Catalog

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Showing 3250 All Results

K2's Accounting Automation

Tuesday, February 27th,
 2:00pm - 3:05pm

Online

1.00 Credits

Member Price: $39

Why can it be hard to automate accounting? Because many accountants don’t know their options and, therefore, fail to reap the rewards of accounting automation. This session will teach you how easy and profitable accounting automation can be. In it, you will learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.

Current and Upcoming FASB Issues

Tuesday, February 27th,
 2:00pm - 3:30pm

Online

1.50 Credits

Member Price: $94

Keep up with FASB changes Learn about changes in accounting, including relevant pronouncements, exposure drafts, and projects. Identify and recently issued FASB standards and guidance that cover broad and narrow issues and understand how to apply them. Learn about upcoming standards that will be effective in the near future.

FASB's New Lease Accounting Standard

Tuesday, February 27th,
 2:00pm - 3:54pm

Online

2.00 Credits

Member Price: $79

It’s a whole new world for lessees under ASC topic 842.  Soon nearly all leases will need to be disclosed as a liability on the balance sheet – from buildings right down to autos and copiers.  Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well.  This program will dive into the new standard on leases, effective dates, and address what you need to know now.

2022 Tax Legislation: Inflation Reduction Act and CHIPS Act

Tuesday, February 27th,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

In a surprise twist, the Inflation Reduction Act (IRA) was passed in short order after secret negotiations were revealed in late July 2022. Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour program in order to stay abreast of these developments! This course will provide a concise look at these hot topics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Fiduciary Accounting for Estates and Trusts

Tuesday, February 27th,
 2:00pm - 5:38pm

Online

4.00 Credits

Member Price: $129

Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.

Deep Dive into Common Auditing Deficiencies

Tuesday, February 27th,
 2:00pm - 5:40pm

Online

4.00 Credits

Member Price: $129

The AICPA has determined than 1 in 10 firms are not compliant with the risk assessment standards. This course will discuss how to properly identify risks and assess risks under AU-C 315. We will then review how to respond to identified risks under AU-C 330. The course will focus on the inherent risk model. We will also review common deficiencies and how a proper risk assessment can drive a more efficient and effective audit. 

Key Cybersecurity Controls for CPAs

Tuesday, February 27th,
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

This course will provide overview of key cybersecurity security domains that CPA's should evaluate in an audit. It will provide an overview of each security domain, and an overview of how to evaluate and assess the sufficiency of the cybersecurity control. Examples of security domains that will be covered include: Change management Access management Data integrity This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Partnerships and S Corporations: How to Calculate Basis

Tuesday, February 27th,
 3:00pm - 6:54pm

Online

4.00 Credits

Member Price: $129

The IRS has recently increased the pressure on how to calculate and report partner and shareholder basis.  Changes in the forms reflect these developments.  This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest and S corporation shareholder shares and loans. How to use the Form 1065, Schedule K-1  and Form 1120S, Schedule K-1 information for basis determination.  Illustrated examples with filled in forms will demonstrate how the processes works and their many potential pitfalls.  **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.

Governmental GAAP Update

Tuesday, February 27th,
 3:30pm - 5:30pm

Online

2.00 Credits

Member Price: $89

This two-hour course will cover the GASB standards that are effective this year with a deeper dive into GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We'll also look at smaller standards that are effective for 2023 year ends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Is Activity-Based Costing the Right Tool for Your Organization?

Tuesday, February 27th,
 4:00pm - 5:48pm

Online

2.00 Credits

Member Price: $79

This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization.

Governmental Auditing Update: Yellow Book & Uniform Guidance - 2023

Tuesday, February 27th,
 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. 

Key Tax Issues Facing Business & Industry

Tuesday, February 27th,
 4:00pm - 7:40pm

Online

4.00 Credits

Member Price: $129

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of the TCJA and other recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.   

Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients

Tuesday, February 27th,
 5:00pm - 7:02pm

Online

2.00 Credits

Member Price: $79

This course helps the practitioner understand not only how to make the portability election, but how it can provide overall tax benefits to surviving spouses and beneficiary of estates that fall below the federal estate exclusion amount.  We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, along with comparing the benefits of electing portability to conventional credit shelter trust planning. **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.  

Business Tax Update for Industry

Tuesday, February 27th,
 6:00pm - 7:47pm

Online

2.00 Credits

Member Price: $79

This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.    **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.

Key Tax Issues Facing Business & Industry

Tuesday, February 27th,
 7:00pm - 10:40pm

Online

4.00 Credits

Member Price: $129

This course focuses on the key federal tax issues affecting business from the internal accountant's point of view, with a focus on the major ramifications of the TCJA and other recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed.   

Tactics to Find Work Life Balance in a Complex World

Wednesday, February 28th,
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Tales from the Darkside: IRS Enforcement of Cryptocurrency

Wednesday, February 28th,
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

Bitcoin and other cryptocurrencies have created a new generation of millionaires, with the benefit of anonymity. Whether the cryptocurrency is being used for criminal activity or held as a legitimate investment, the IRS is spending substantial resources in finding those who possess, purchase, and sell cryptocurrencies to ensure that the tax, banking, and money laundering laws are being followed. Are you or your firm prepared to advise your client when reporting cryptocurrency transactions? Can you identify when cryptocurrency is being used for potential criminal purposes? Can you prepare an accurate tax return related to cryptocurrency transactions? Do you know what questions to ask your client or what documents to request? This course will give you a brief overview of cryptocurrencies, how this new technology is being regulated, the common ways that cryptocurrencies are used to evade tax and money laundering laws, and what is expected from taxpayers and their return preparers when cryptocurrencies are involved. Your instructor is a former special agent with IRS-Criminal Investigation. He spent many years finding, investigating, and prosecuting tax and money laundering crimes that were using cryptocurrency as the form of payment. 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 Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success

Wednesday, February 28th,
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

The COVID-19 pandemic and related supply chain issues demonstrate the importance of effective inventory management, control, and analysis of this business lifeline. Inventory management is all about having the right items on hand at the right time to meet customer demand while controlling costs and minimizing waste and loss. Companies with best-in-class inventory management practices don't guess how much stock to buy, and they keep a steady flow of raw materials, work-in-progress items, and finished goods moving from manufacturing to consumer, over a variety of distribution channels. Inventory control is a part of the inventory management process. It is the daily activity of managing stock within the warehouse. Inventory control activities include receiving, storing, and transferring stock, as well as tracking and fulfilling orders and returns. Inventory analysis helps you determine the right amount of stock to keep on-hand to fill demand while avoiding spending too much on inventory storage. This course will focus on "The Big 3" tools that best-in-class financial leaders use to sustain enhanced growth and profitability: inventory management, control, and analysis. These will allow companies to stay on top of trends in inventory management, understand the drivers behind them, establish and follow a state-of-the-art inventory control system, and master inventory analysis skills.

Financial & Tax Accounting for Partnerships & LLCs

Wednesday, February 28th,
 9:00am - 12:41pm

Online

4.00 Credits

Member Price: $129

This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities. It includes a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed.

Shorten Month-End: Closing Best Practices

Wednesday, February 28th,
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.