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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.

Supervision/Management Competencies: An Ethical Approach

Friday, March 29th,
 11:30am - 1:30pm

Online

2.00 Credits

Member Price: $89

Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. 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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Registration for this event is closed.

Accounting Update in a Post COVID-19 World

Friday, March 29th,
 12:00pm - 1:48pm

Online

2.00 Credits

Member Price: $79

The COVID-19 pandemic has altered corporate and public accounting in ways we could never have imagined. This broad-based course will discuss accounting and auditing implications that have arisen as a result of the pandemic.

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Registration for this event is closed.

Business Losses: Going Backward and Forward

Friday, March 29th,
 12:00pm - 1:53pm

Online

2.00 Credits

Member Price: $79

The TCJA made turning business losses into tax refunds far more difficult.  The CARES Act suspended and modified many of these changes.  This course will address the revised rules for deducting business losses and discuss planning ideas and 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.

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Registration for this event is closed.

Common Financial Statement Disclosures

Friday, March 29th,
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $89

Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. 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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Registration for this event is closed.

Remote Working for Accountants

Friday, March 29th,
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $89

The course provides a concise overview of the skills and best practices required to develop a successful remote accounting practice. Discover leading remote working technologies, how to avoid and address some common challenges of working off-site, and how to effectively manage a team of professionals who work outside a traditional office environment. 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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Registration for this event is closed.

Audit & Attestation Update: What's Going on at the AICPA 2023

Friday, March 29th,
 12:00pm - 3:41pm

Online

4.00 Credits

Member Price: $129

The AICPA's Auditing Standards Board has issued numerous standards that are effective in 2023. We'll review the impact of the changes to auditing estimates, risk assessment, noncompliance with laws and regulations (NOCLAR), as well as the changes coming down the pike for quality management. This course will keep auditors up to date on the work of the ASB.

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Registration for this event is closed.

Public Charity Qualification Under the Public Support Tests

Friday, March 29th,
 12:30pm - 3:00pm

Online

2.50 Credits

Member Price: $89

This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on topics that comprise the 990's most difficulty arenas. The two public support tests have been utilized since the finalization of Regulations to the 1969 statutory changes that subdivided the 501(c)(3) world into "private foundations" and "public charities." The tests' application remains murky to most preparers (even though they have been in existence, virtually unchanged, for decades). This session has two key goals: first, ensuring that participants understand the design, reach, and purpose of each test; and second, making practitioners conversant (with the materials as back-up) h of each test's line-by-line inputs. While it is impossible "to have fun" with these tests, participants will walk away knowing where pressure points exist and how those vary depending on an organization's specific successes or gaps in achieving diversity of so-called "public support." What is possible and achievable from this session is that these tests can be mastered! Although this course is categorized as "Basic", the content is also suitable for those seeking advanced-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.

Thinking Like a Quality Control Reviewer

Friday, March 29th,
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $89

Have you ever wanted to reduce the number of financial statement review points you receive? Have you ever been curious about a reviewer's thought process? This session will help you understand the role of an engagement quality control reviewer. You will leave this session understanding the role of an engagement quality control reviewer, and an appreciation of best practices to minimize your exposure to critique when your work is subject to review. 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 Project Management: Tips, Tricks, and Traps

Friday, March 29th,
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.

Surgent's Data Security: Best Practices to Protect Your Business and Yourself

Friday, March 29th,
 2:00pm - 3:00pm

Online

1.00 Credits

Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.

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This event is cancelled

Listening to the Statement of Cash Flows

Friday, March 29th,
 2:00pm - 3:49pm

Online

2.00 Credits

Member Price: $79

This course will allow 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.

Depreciating & Expensing Business Assets

Friday, March 29th,
 2:00pm - 3:51pm

Online

2.00 Credits

Member Price: $79

This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. **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

Friday, March 29th,
 2:00pm - 4:00pm

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.

Whistleblowers and the Law

Friday, March 29th,
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

Honest people face real challenges when working in an unethical environment. Business owners may be at risk if team members feel as though policies and practices within the business violate rules, regulations, or laws. Some of those employees may contact authorities. Perhaps they work in an undercover capacity, exposing the business owner and other people that work with the business, or align with the business, to both government investigations and potentially criminal prosecutions. Participants will learn from a real story which led to criminal prosecution for Medicare Fraud. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Individual Tax Update: Recent Developments

Friday, March 29th,
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2'S Automation For Increasing Personal Efficiency And Effectiveness

Friday, March 29th,
 2:30pm - 4:40pm

Online

2.00 Credits

Member Price: $79

Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.  

Office 365 Teams App - Start Transforming Your Organization

Friday, March 29th,
 2:30pm - 5:30pm

Online

3.00 Credits

Member Price: $99

Have you heard about Microsoft Teams? Teams transforms the way accounting firms and businesses of all types communicate, collaborate and share knowledge. The Teams app should be core to everything you do in Office 365. If you are in the process of deploying the Teams app, or are contemplating it, this course is extremely valuable for you. We will provide a thorough review and demonstration of all of the features and functions 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.

Common Yellow Book & Single Audit Deficiencies - 2023

Friday, March 29th,
 3:00pm - 6:40pm

Online

4.00 Credits

Member Price: $129

Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds.

Analytical Procedures: Practical Applications and Standards

Friday, March 29th,
 4:00pm - 5:47pm

Online

2.00 Credits

Member Price: $79

This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given.