Professional Development and Event Catalog
Microsoft Teams - Everything You Need to Know from A to Z
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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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.
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An Exhaustive Look At Fraud and Ways To Control It
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. 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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Improve Spreadsheets by Building Controls in Excel
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. 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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Making Culture A Competitive Advantage
10:00am - 10:56am
Online
1.00 Credits
Member Price: $39
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In the world of work today, nothing is more critical than Culture. If people are your competitive advantage, then culture is the best way to help your people realize a great destination. While many leaders and companies talk a lot about culture, few take the time to really plan, build, and invest in a great culture. Today, the world of work could not be more challenging, and the changes that we are seeing in the workforce, such as the rise of remote workers and increasing turnover, are adding to the complexity. Now more than ever, Culture must become your competitive advantage. In this course, you will learn about the key macro changes in the workforce and what some leading companies and leaders are doing to create amazing cultures and high-performing organizations. From LinkedIn to Patagonia to Eventbrite, you will learn from some top organizations ow they have successfully leveraged culture. You will learn what Culture is and can be, and you will learn what culture is not. As you set sail in 2024 and beyond as a leader, you will benefit from this class and learn how to make culture your competitive advantage. Your teacher for the class is Steve Cadigan, whom many credit for being the architect of LinkedIn's world-class and groundbreaking culture.
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AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
10:00am - 11:00am
Online
1.00 Credits
Member Price: $75
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Learn how to enhance your Excel workflows with AI in this course, "AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity." Discover the various AI features built into Excel and how to use ChatGPT to create, understand and troubleshoot Excel functions and formulas. Imagine turning two-hour Excel tasks into two minutes of effort! This course will help you streamline your Excel work, research and documentation, saving you time and effort in your day-to-day tasks.
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The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges
10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
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Ethics is grounded in leadership and the finest leaders are always ethical. Every effective leader is ethical, in words and actions. The best leaders communicate effectively. Being trustworthy is more than being honest and fair. In today’s turbulent environment, leadership matters more than ever as the talented staff will readily move to ethical leaders. We must enhance our leadership skills to remain valuable. Simple stated - we all want to work for, and with, an ethical leader.
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Are Those Independent Contractors Really Independent Contractors?
10:00am - 11:06am
Online
1.00 Credits
Member Price: $39
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Various legal tests are used to evaluate whether a worker should be classified as an employee or an independent contractor. There is no uniform standard or bright-line rule for determining whether an individual is properly classified as an independent contractor. Instead, the inquiry is always fact-intensive, and the analysis can vary based what body is performing it, i.e. the Internal Revenue Service (“IRS”), Department of Labor (“DOL”), various state agencies, or the courts. This presentation will review the various tests and highlight some of the common, most important factors for consideration.
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Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
10:00am - 11:48am
Online
2.00 Credits
Member Price: $79
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The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and disconnected from the organization's strategy and risk management processes. You can resolve these deficiencies using capacity-sensitive driver-based projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The driver-based budgets can be periodically refreshed to create rolling financial forecasts extending well beyond the fiscal year end. Learn how managerial accounting can become managerial economics.
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Hot Topics Audit and Attest Update
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. 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 A Complete Tax Guide to Exit Planning
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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When exit planning, it is important to weigh various issues, including tax implications, to achieve an effective management and/or ownership change. Many envision tax-free reorganizations being the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. This course will provide a well-rounded discussion of the various strategies to consider when advising on exiting a business.
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Surgent's Opportunities in the Metaverse for Accounting and Other Professionals
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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It is no secret that accounting firms, like many other organizations, have begun launching operations in the metaverse. For those unsure, the metaverse is a digital or virtual space where participants simulate a host of activities ranging from shopping to entertainment and business transactions. Why wouldn't accounting firms and other professionals want to get in early on this new frontier? All types of businesses have begun purchasing and setting up shop in this new virtual world. These are no small endeavors - professionals are creating business plans to operate successfully in the virtual world that started off originally as a niche format for gamers. Accounting firms are starting to announce their acquisition of virtual real estate, and some are paying a premium to obtain prime locations. To operate successfully in the metaverse, professionals need to understand the environment and the rules of the game. This course provides an introduction to the metaverse and an overview of opportunities, risks and rewards for professionals who wish to stay relevant in the ever-expanding virtual world. Participants will walk away with an understanding of where we are in this rapidly developing space, plus gain insights on how to establish a presence or advise clients who wish to explore metaverse opportunities.
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Surgent's The Art of Delegation: Strategies for Improving Your Skills
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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One of the most challenging skills for a manager or supervisor to master is delegation. This course will cover a variety of delegation-related topics and provide participants with the necessary knowledge and skills to delegate work and authority effectively.
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Dashboard and Report Design Principles Using Excel
10:00am - 1:36pm
Online
4.00 Credits
Member Price: $129
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Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who: Regularly produce or update dashboards and reports Struggle with confusing or overly complex reporting tools Seek to streamline varied reporting styles across their organization Aim to establish a consistent, replicable "house style" for reporting Want to impress stakeholders with clear, user-friendly data presentations Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.
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How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts
10:00am - 5:34pm
Online
8.00 Credits
Member Price: $225
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By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation, and response to assessed risk of material misstatement. When designing your detailed audit plan, how and where you decide to spend your time is largely a matter of professional judgment. The proven tips and techniques for critically rethinking how you plan and design your audit taught in this course will help auditors enhance audit quality and manage profitability in all engagements.
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K2's Excel Best Practices
10:00am - 5:36pm
Online
8.00 Credits
Member Price: $225
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As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.
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Individual Tax Update: Key Considerations for 2025
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $225
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This program provides an update to the latest tax developments, rules and regulations impacting and individual taxpayers, with a review and integration of the numerous recent legislation. *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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2025 Governmental GAAP Update: Navigating GASB Standards
10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
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This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. 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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Nonprofit Taxation Rules and Form 990
11:00am - 12:49pm
Online
2.00 Credits
Member Price: $79
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This course explores the latest tax provisions impacting non-profit entities, including charities, hospitals, and universities, with a focus on common issues CPAs may face when completing their clients Form 990. *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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Generative AI Strategy for Accountants
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement. 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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2025 A&A Update with Technology Implementation
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
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Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence. Finally, we will close the course by exploring the audit technology adoption process to help transform resistance into resilience as the industry embraces new technologies. We will learn how to overcome common barriers to deliver a successful implementation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.