Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
Risk Wrangling: Surviving the Modern Business Rodeo
Thursday, Apr. 22 2:00pm - 3:51pm
Online
2.00 Credits
Member Price: $89
See more dates
Risk-based factors are becoming exponentially important considerations for accountants in both public practice and industry. We examine the nature of risks for today’s enterprises while exploring the role of internal controls for mitigating business risks. We also explore SAS 145 and other guidance aimed at risk considerations for professional engagements. Public and private accountants will enhance their capabilities for assessing and addressing risks faced by today’s organizations.
More Dates
Tax Procedure
Thursday, Apr. 22 2:00pm - 3:54pm
Online
2.00 Credits
Member Price: $89
See more dates
This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. **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
Reasonable Compensation for S Corps
Thursday, Apr. 22 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. 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
Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases
Thursday, Apr. 22 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
See more dates
Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.
More Dates
The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
Thursday, Apr. 22 2:00pm - 5:38pm
Online
4.00 Credits
Member Price: $149
See more dates
Many entities prepare their financial statements using non-GAAP frameworks, such as tax and cash basis. Participants who attend this course will learn the unique reporting and disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements.
More Dates
Making Effective Decisions When You Can’t Get Everything You Want
Thursday, Apr. 22 3:00pm - 4:50pm
Online
2.00 Credits
Member Price: $89
See more dates
Even if managers have incomplete information or constraints, they still must make choices. This session provides advice for navigating rocky decision-making terrain encountered by managers who must make choices despite imperfect information and/or constrained resources. We explore ways to leverage available information to make effective decisions when seemingly critical details cannot be obtained. We also illustrate managerial accounting techniques for optimizing profitability when inputs or resources are constrained by supply chain disruptions or other limitations.
More Dates
How to Audit Inventory
Thursday, Apr. 22 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. 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
Strategic CFO – Strategic Risk Management
Thursday, Apr. 22 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO and CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy and performance, how organizations identify and assess risk, and how leaders respond to uncertainty in a disciplined way. Using examples, polling, and case discussions, this session equips financial professionals to communicate risk effectively and help organizations protect and create value. Some funny video clips will be used to focus on the learning material.
More Dates
Surgent's Managing Up the Ladder
Thursday, Apr. 22 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $99
See more dates
It's not about top-down management anymore — things have changed. For organizations to be successful today, everyone needs to contribute. Our success depends not just on how you manage those who report to you but also on those to whom you report. The world is too complex now for any one person to have all the answers. Sometimes those in charge need and want your support. Learn how to manage the managers in "Managing Up the Ladder." It takes a special finesse and approach. You'll learn strategies for acquiring buy-in from those above you in the organization and tools for more effective communications and building respect.
More Dates
Taxation of Business Entities
Thursday, Apr. 22 3:00pm - 5:17pm
Online
2.50 Credits
Member Price: $99
See more dates
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics. **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
The Role of Internal Control in the Risk-Based Audit
Thursday, Apr. 22 3:00pm - 6:37pm
Online
4.00 Credits
Member Price: $149
See more dates
This program explores the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. We offer practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers, with particular emphasis on internal controls of small-to-medium clients.
More Dates
Integrate ChatGPT into Your Client Advisory Services-Updated
Thursday, Apr. 22 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
See more dates
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." 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
A Fox in the Henhouse/Courthouse
Thursday, Apr. 22 4:00pm - 4:57pm
Online
1.00 Credits
Member Price: $39
See more dates
The ancient Romans had a saying about using caution when appointing someone to a position of trust, "don't set a wolf to watch the sheep". That saying is in use today and has changed to include "don't put a fox to guard the henhouses";. The thought is similar, but the wolf and fox are vastly different animals. Wolves rely upon their strength to survive while foxes rely on their cunning. Like foxes, fraudsters rely upon their cunning to defeat or circumvent internal controls. This session reviews the investigation of a deputy court clerk who exploited a weakness in internal controls and committed fraud in the courthouse.
More Dates
The Ethic of Recruitment and Selection
Thursday, Apr. 22 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. 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 Role of Internal Audit in Enterprise-Wide Risk Management
Thursday, Apr. 22 4:00pm - 7:37pm
Online
4.00 Credits
Member Price: $149
See more dates
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization, and ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk and uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
More Dates
SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements
Thursday, Apr. 22 4:00pm - 8:00pm
Online
4.00 Credits
Member Price: $149
See more dates
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.
More Dates
Retaining Top Talent: Strategies for CPA Firms
Thursday, Apr. 22 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
See more dates
In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways, and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals, and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. 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
Topic 842: FASB's Lease Accounting Standard Update
Thursday, Apr. 22 5:00pm - 6:54pm
Online
2.00 Credits
Member Price: $89
See more dates
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.
More Dates
Corporate Finance Technology Selection: Practical Frameworks
Friday, Apr. 23 9:00am - 10:00am
Online
1.00 Credits
Member Price: $55
See more dates
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. 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
Group Audits: Who is Responsible for What?
Friday, Apr. 23 9:00am - 10:47am
Online
2.00 Credits
Member Price: $89
See more dates
Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor and component auditor, including implementation of SAS No. 149 relate to group audits.