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Professional Development and Event Catalog

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Class Pass

Available Until Sunday, March 31st, 2024

Purchase your professional development program credits in advance (as either a 40-hour Class Pass or 80-hour Class Pass) and enjoy significant savings. This year’s pass applies to seminars, conferences, webinars, and livestream programs now through March 31, 2024. Class Pass is also a great way to get your staff the training they need at a discounted price.

Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA

Thursday, March 28th,
 11:00am - 11:50am

Online

1.00 Credits

Member Price: $39

Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization?  What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing? How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.

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Everyday Ethics, featuring Richard A. Karwic and Don Minges

Thursday, March 28th,
 11:00am - 11:50am

Online

1.00 Credits

Member Price: $39

Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc. 

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Sticky Ethical Choices, featuring Bob Mims and Don Minges

Thursday, March 28th,
 11:00am - 11:50am

Online

1.00 Credits

Member Price: $39

If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues and the ramifications.  What are the considerations and evaluation criteria to use? The need to carefully deliberate alternatives – is paramount. Be aware. 

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The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges

Thursday, March 28th,
 11:00am - 11:50am

Online

1.00 Credits

Member Price: $39

You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.

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There is NO Such Thing as `Business Ethics'?, featuring John Levy and Don Minges

Thursday, March 28th,
 11:00am - 11:50am

Online

1.00 Credits

Member Price: $39

What happens when businesspeople think they can lie and cheat at work, as long as it makes a profit? Some believe that business is like war, and there are no rules!  Do you really want to behave differently in business than in your personal life? Can, or should, ethics be ‘switched on’ or off?

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Start a Forensic Accounting Practice with Confidence

Thursday, March 28th,
 11:00am - 3:00pm

Online

4.00 Credits

Member Price: $149

The need for a forensic accountant has grown in the last two decades, with more expected in the future. From oil well spills to divorces - from stealing trust funds to partnership disputes - forensic accountants are needed to find and calculate losses. They are financial detectives that are needed to explain the money story to attorneys, judges, and juries. If you are interested in starting a forensic accounting practice or adding on this service to your existing firm, this course is for you. In this presentation, you will know what service to provide possible clients, how to find those clients, and the cost-effective ways to start the forensic accounting practice. Your instructor has over 20 years of experience as a special agent with IRS-Criminal Investigation where he conducted investigations into tax and money laundering crimes across the globe. After his successful investigative career, he started a CPA firm from scratch that focused on forensic accounting. He shares the successes and failures in starting a forensic accounting practice, including getting the right credentials, various ways of marketing to potential clients, closing the deal with engagement letters, and delivering the service to the client. 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 Complete Guide to the Preparation for Form 1041

Thursday, March 28th,
 11:00am - 4:38pm

Online

6.00 Credits

Member Price: $189

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), including a Line-by-Line presentation of the form.  The practitioner will have a better understanding of entities and the basics of Subchapter J of the Internal Revenue Code.  Understanding these areas will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041). **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.

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Form 990 Parts V (Other Tax Issues) & I (Financial Summary)

Thursday, March 28th,
 11:30am - 1:00pm

Online

1.50 Credits

Member Price: $69

Session 9 of Borenstein's Form 990 Foundational Series: This session focuses first (and primarily) on Part V, providing explanation of each inquiry from two perspectives - the line's underlying compliance requirement, and the business need ramifications they generate. Part V invokes multiple compliance points set out in federal tax law (such as payroll tax obligations, and donors' ability to access charitable contributions deductibility) that are not elsewhere addressed in the 990's Core Form or Schedules. The author/instructor addresses issues and nuances not covered in the instructions and provides preparation tips. Part I's preparation needs start with avoiding calculation confusion when completing the Summary Financials totals at lines 8-22. These lines' abbreviated categories and oddball capture of "fundraising expenses" from competing Core Form parts are covered, along with tips on addressing questions readers may have in exploring this part. Although this course is categorized as "Basic", the content is also suitable for those seeking intermediate-level training. 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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Motivating the Right Way - Get the Most From Your Staff!

Thursday, March 28th,
 11:30am - 1:30pm

Online

2.00 Credits

Member Price: $89

Are you getting the most from your staff? Are you paying top-dollar and still not getting high performance? New research gives us the insights to effectively motivate your people. This session discusses proven people motivation tactics. Many `old' methods really did not motivate in the past and certainly do not work today. Getting the most from your people requires new, very learnable, leadership techniques. Whether your business is large or a start-up, getting people to move forward as one is a challenge. This session will show you how to create an environment where your talented employees can excel. 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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Not-for-Profit Accounting & Auditing Update - 2023

Thursday, March 28th,
 11:30am - 3:07pm

Online

4.00 Credits

Member Price: $129

The Not-for-Profit Advisory Committee has been busy discussing several projects that the FASB is working on and their impact on nonprofits. In this course, we will review the key issues and discussions from recent NAC meetings. We'll also take a look at ASUs issued by the FASB that may impact nonprofit financial statements. After a break, we then transition from accounting to auditing with a look at the common deficiencies found in nonprofit Yellow Book audits with a focus on CPE, reporting, and independence.

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Cash Management - Strategies and Execution

Thursday, March 28th,
 12:00pm - 1:00pm

Online

1.00 Credits

Member Price: $71

(heading) Effective methods to manage cash An efficient, well-positioned organization manages its working capital requirements and has access to adequate financing to support its growth. In this webcast, you will: Understand how effective cash management can be the difference between the success or failure of an organization Learn about numerous activities and decisions that constitute good cash management Understand how cash is the commodity that equates all elements in an organization

FASB's New Lease Accounting Standard

Thursday, March 28th,
 12:00pm - 1:54pm

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.

Fiduciary Accounting for Estates and Trusts

Thursday, March 28th,
 12:00pm - 3:38pm

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.

Risk Management - Process, Techniques and Tools

Thursday, March 28th,
 1:00pm - 2:00pm

Online

1.00 Credits

Member Price: $71

Identify and measure cost drivers and trends within your organization This webcast will teach you how to: Evaluate which accounting practices can assist in managing your organization's cost Separate productivity from economies of scale Review allocations, standards, and inventory practices Identify cause-effect relationships Measure changes in the mix of your costs Incorporate lean concepts in your organization

Payroll Essentials: Fringe Benefits: Taxable or Not?

Thursday, March 28th,
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $89

Fringe benefits are just another way of paying your employees. Do you know how to correctly track fringe benefits, as well as apply and report the various withholding tax rules for those fringe benefits? The IRS says fringe benefits must be included in and reported as a part of employee pay, but with any good tax law, there are always exclusions to that rule. Knowing how to handle fringe benefits can be complicated, especially in an area that changes on an annual basis. Attendees will leave with an understanding of what the requirements are around fringe benefits, what constitutes a fringe benefit, and whether it is taxable or not. We will also explore the evergreen areas of reporting S-Corp Shareholder Health, HSA, and when cash is not taxable compensation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Power BI - Share Your Data Analysis using PowerBI.com

Thursday, March 28th,
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $118

This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order. What good is data analysis if you can't share it? This webcast focuses on using Microsoft's cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will also learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop. Using PowerBI.com to create visuals is very similar to Power BI Desktop, so we will only review this feature. If you want detailed instructions on creating visualizations, please attend the Power BI Desktop webcast. This class can be taken with no Excel or Power BI Desktop knowledge, but some concepts will be a repeat from those classes and will serve as a knowledge reinforcement for experienced users. Many data analysts may create models in Power Pivot or Power BI Desktop, so we will spend time focused on how to share that data with PowerBI.com. This will ensure that everyone is looking at the same data, no matter the toolset. PowerBI.com adds the ability to create and share dashboards, so we will also demonstrate how to create visualizations that can be turned into dashboards that allow users to customize their PowerBI.com with dashboards that are meaningful to them. This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. *In order to follow along and apply concepts being taught during this session, you need to sign-up for a free PowerBI.com account at www.powerbi.com. Explore the other webcasts in the 2020 Power BI Series: Power BI - Introduction to MS Power BI Tools Power BI - Prepare Your Data Efficiently for Excel Analysis Power BI - Analyze Your Data With Excel Pivot Tables Power BI - Create Excel Dashboards for Maximum Impact Power BI - Use Power Query to Transform Your Data Power BI - Go Beyond PivotTables with Power Pivot Power BI - Use Advanced Calculations with DAX Formulas Power BI - Use PBI Desktop to Create Reports and Dashboards

Comprehensive Accounting and Financial Reporting Update

Thursday, March 28th,
 1:00pm - 5:00pm

Online

4.00 Credits

Member Price: $149

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.

What You Can Learn From the Statement of Cash Flows

Thursday, March 28th,
 1:30pm - 3:30pm

Online

2.00 Credits

Member Price: $89

This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. 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 Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies

Thursday, March 28th,
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate, and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.