Professional Development and Event Catalog
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Introduction to Governmental Accounting 101
Thursday, Jan. 28 2:00pm - 3:47pm
Online
2.00 Credits
Member Price: $89
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Introduction to Governmental Accounting 101, is a 2-hour webcast that takes the participant on a whirlwind tour of governmental accounting basics, focusing on wetting the participant’s appetite for more. This session will be the first of a series of webcasts, with each subsequent webcast delving deeper and deeper into governmental accounting basics.
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Big Picture Mega-Trends, Big Data, and World We Now Face
Thursday, Jan. 28 2:00pm - 3:48pm
Online
2.00 Credits
Member Price: $89
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It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.
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Agentic AI for CPAs: Automate Workflows with Intelligence
Thursday, Jan. 28 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business. 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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Basic Individual Taxation Course
Thursday, Jan. 28 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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 Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
Thursday, Jan. 28 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate with stakeholders, including investors, clients, boards of directors, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you.
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Surgent's Guide to Partner Capital Account Reporting
Thursday, Jan. 28 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these complex rules in practical and understandable terms.
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Fraud’s Greatest Hits!
Thursday, Jan. 28 2:00pm - 5:00pm
Online
3.00 Credits
Member Price: $109
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Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future. In addition to the cases, Jeff will cover various aspects, both authoritative and guidance, related to fraud to further improve your awareness and skills. He will also cover a couple of other significant fraud cases as well as a couple of interesting historical notes. The entire presentation is packaged into Jeff’s unique blend of teaching with humor. Each case has its own “Greatest hit”, a song parody to help you remember the case as well as other surprises along the way to keep your interest. If you are looking for a course that will keep awake and engaged and will better prepare you for detecting fraud, then this course is a must.
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The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
Thursday, Jan. 28 2:00pm - 5:38pm
Online
4.00 Credits
Member Price: $149
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Many entities prepare their financial statements using non-GAAP frameworks, such as tax and cash basis. Participants who attend this course will learn the unique reporting and disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements.
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Year-End Tax Planning: Thinking Outside the Box
Thursday, Jan. 28 2:00pm - 5:39pm
Online
4.00 Credits
Member Price: $149
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Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! **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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Proper Financial Accounting for Partnerships and LLCs
Thursday, Jan. 28 2:00pm - 5:42pm
Online
4.00 Credits
Member Price: $149
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Although they are the most common entities for small and mid-sized business, financial (book) accounting for partnerships and LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities.
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2024 Revision to Government Auditing Standards Impact
Thursday, Jan. 28 2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
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This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits. 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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Unlocking the Value: IRS Tax Credits for Businesses & Individuals
Thursday, Jan. 28 2:00pm - 6:00pm
Online
2.00 Credits
Member Price: $149
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This course explores federal tax credits available to both individual taxpayers and business entities. Participants will review how tax credits function within the federal tax system and examine eligibility requirements, documentation standards, and compliance considerations when claiming credits. The program discusses common credits available to individuals and businesses and reviews how recent legislation and IRS guidance have affected credit opportunities. Through practical discussion and examples, the course addresses strategies for identifying and evaluating credits that may apply to various taxpayer situations. Participants will also review substantiation requirements, audit considerations, and common pitfalls that arise when claiming credits. 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 terri.storer@acpen.com
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Federal Tax Update – Individuals (Form 1040)
Thursday, Jan. 28 2:00pm - 9:36pm
Online
8.00 Credits
Member Price: $300
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With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. *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 terri.storer@acpen.com
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S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Thursday, Jan. 28 2:00pm - 9:37pm
Online
8.00 Credits
Member Price: $300
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This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K-1 and how these items affect the shareholder’s Federal 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 terri.storer@acpen.com
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Accountants and Malpractice: Can We Get Sued for This?
Thursday, Jan. 28 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. 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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About the TIGTA: Who Watches the IRS?
Thursday, Jan. 28 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in 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.
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Entertainment, Meals and Travel Expenses: Review and Update
Thursday, Jan. 28 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. 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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Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations
Thursday, Jan. 28 4:00pm - 5:02pm
Online
1.00 Credits
Member Price: $39
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Join us for a dynamic training session tailored for leaders seeking to cultivate a culture of accountability while fostering respect and trust within their teams. High morale is intrinsically linked to high accountability in today’s fast-paced work environment. Through this session, leaders will explore the intersection of accountability, psychological safety, boundaries, and trust, gaining practical insights and actionable strategies to effectively hold their employees accountable while maintaining a positive and supportive work environment.
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Revenue Recognition - Topic 606 Overview
Thursday, Jan. 28 4:00pm - 5:34pm
Online
1.80 Credits
Member Price: $79
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This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. This course is designed to provide an overview of the technical guidance and outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step and then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step and provide example and scenarios that should be considered to properly apply the step.
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Fraud Evaluations: A Guide for The Compliance Professional
Thursday, Jan. 28 4:00pm - 5:49pm
Online
2.00 Credits
Member Price: $85
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The topic of fraud continues to be on the radar of investors, shareholders, and regulators. Despite a Kroll Advisors survey showing a decrease of corporate fraud incidents in recent years, new fraud methods are continually being devised and identified thanks in large part to advances in technology and IT infrastructure. Compliance professionals and auditors are not expected to have the expertise of forensic investigators but should have working knowledge of the aspects of fraudulent activities and maintain a skeptical mind when it comes to reviewing potential violations. This course provides a practitioner’s perspective of what your company should include in their internal audit programs and processes to mitigate and avoid fraud. We’ll cover: The psychology of fraud and connection to the fraud triangle and fraud diamond The International Professional Practices Framework (IPPF) for internal auditors Employing the COSO 2013 towards fraud Rightsizing the internal audit team's responsibilities Risk assessment considerations Reporting procedures