Professional Development and Event Catalog
K2's Harnessing ChatGPT - Unlocking Professional Efficiency
10:00am - 10:58am
Online
1.00 Credits
Member Price: $39
See more dates
Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you will gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we will delve into the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your potential as a proficient and empowered accountant.
More Dates
K2'S Supercharging Your Spreadsheet Collaboration
10:00am - 10:59am
Online
1.00 Credits
Member Price: $39
See more dates
Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments. Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.
More Dates
ChatGPT: What Every CPA Should Know-Updated
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting 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
Surgent's Real Estate for Accounting and Finance Professionals
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
See more dates
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.
More Dates
Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour
10:00am - 1:43pm
Online
4.00 Credits
Member Price: $129
See more dates
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this four hour program in order to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. **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
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
10:00am - 5:37pm
Online
8.00 Credits
Member Price: $300
See more dates
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the health savings account (HSA) as well as any newly enacted tax legislation related to IRAs. **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
Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & K-1 Analysis
10:00am - 5:39pm
Online
8.00 Credits
Member Price: $300
See more dates
This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member’s basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member’s individual income tax return. **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 Single Audit from Beginning to End Update
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $225
See more dates
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.
More Dates
Talk This Way - Communication Skills for the CPA
10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
See more dates
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences. 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
How Prevalent Is Retaliation Within Your Culture?
11:00am - 12:03pm
Online
1.00 Credits
Member Price: $39
See more dates
Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture - one in which bad actors are provided ample opportunity and cover to retaliate.
More Dates
Revenue Recognition - Recognize Revenue
11:00am - 12:04pm
Online
1.00 Credits
Member Price: $39
See more dates
This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: • Determining if a Performance Obligation is satisfied over time • Identifying indicators of transfer of control of good/services • Utilizing input and output methods to measure progress of revenue recognition • Understanding stand-ready obligations and how to apply discounts
More Dates
How AI Fits into the Accounting World
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
See more dates
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending 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.
More Dates
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $79
See more dates
Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
More Dates
Comprehensive Accounting and Financial Reporting Update
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
See more dates
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. 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 Ethics of Care in the Workplace
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
See more dates
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. 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
Ultimate Small Business HR Guide: Essential Tips for Success
12:00pm - 1:01pm
Online
1.00 Credits
Member Price: $39
See more dates
As a small business owner or manager, navigating the complexities of HR can be challenging, but it's crucial for your company's success. This comprehensive webinar will provide you with practical, informative, and encouraging tips to help you build a strong HR foundation for your small business. From recruitment strategies to employee retention, legal compliance to company culture, we'll cover all the essential aspects of HR that will contribute to your business's growth. Let's create a thriving workplace where both your business and your employees can flourish.
More Dates
2024 PCAOB and SEC Update
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
See more dates
It is imperative for public companies to produce quality financial reporting. This course will share insights into the latest SEC and PCAOB areas of emphasis and concern. 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
Better Forecasts: Be a Better Predictor
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $79
See more dates
Imagine being able to see into the future with confidence. The ability to be a great forecaster is not innate but learned. By examining great forecasters, we can learn to improve our ability to predict the future. We will examine best practices and current research to improve our ability to predict events that will affect our business.
More Dates
Microsoft Teams - Everything You Need to Know from A to Z
12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $149
See more dates
Microsoft Teams is one of the most popular tools for communication, collaboration, and knowledge sharing. If you use Microsoft Teams in your practice or business, this is a "must attend" course. You will learn everything you need to know to optimize the features of Teams and maximize your productivity. We will cover everything from how to effectively design your teams and channels configuration. How to utilize all the Teams features for posting conversations and working with your Office documents, PDF files and more. You will leave this course with the skills to master all the features of Teams! 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
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
12:00pm - 8:00pm
Online
8.00 Credits
Member Price: $245
See more dates
This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations—such as divorce, bankruptcy, and other personal and business matters—this course provides key tax insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations.