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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.

Eldercare Financial Scam Protection

Thursday, March 28th,
 10:00am - 11:00am

Online

1.00 Credits

Member Price: $39

Financial exploitation can come from many sources including family, caregivers or the outside. Ensure you are doing your part to protect older clients from financial scams by taking a comprehensive look at identity theft and suspicious activity reporting (SAR) so you know when to call adult protective services. 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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Data Analytics: Practical Insights for Today's Accountant

Thursday, March 28th,
 10:00am - 11:46am

Online

2.00 Credits

Member Price: $79

This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today’s popular and software tools and examine the AICPA’s Five-step approach to incorporating data analytics into public accounting engagements.

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Surgent's Business Writing: Professional & Effective Emails

Thursday, March 28th,
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

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S Corporation Essentials: Review & Update

Thursday, March 28th,
 10:00am - 1:36pm

Online

4.00 Credits

Member Price: $129

This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions.  **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.

What's New in Excel

Thursday, March 28th,
 10:30am - 12:30pm

Online

2.00 Credits

Member Price: $89

Everyone knows that Excel is the most widely used spreadsheet application in the world today. However, because it is ever-changing, many users are unable to keep up with the latest features and capabilities of this ubiquitous application. In this session, we look at some of the most helpful new features and tools that have been added to both the Desktop version of Excel and the Web version. Content like this is valuable to anyone that regularly works with Excel - We hope you will attend! 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 & Auditing Update For Small Business - 2023

Thursday, March 28th,
 10:30am - 2:10pm

Online

4.00 Credits

Member Price: $129

For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement this year, including changes to auditing accounting estimates and risk assessment. 

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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.

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. 

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. 

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.

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?

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.

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.

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.

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.

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.

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.