Professional Development and Event Catalog
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The Role of Internal Audit in SOX Compliance
Friday, Feb. 5 9:00am - 10:48am
Online
2.00 Credits
Member Price: $89
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The Sarbanes Oxley Act (SOX) continues to pose challenges with compliance. Companies must continue to evaluate whether they have designed and implemented an adequate system of internal controls over financial reporting (ICFR). This course will address the best practices that ensure an effective and efficient approach to SOX compliance.
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K2’s Office Scripts – The New Macros
Friday, Feb. 5 9:00am - 10:49am
Online
2.00 Credits
Member Price: $89
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Discover the power of Office Scripts, the game-changing feature that lets you automate tasks in Excel and other Office applications effortlessly. Unlike VBA, which is limited to Windows, Office Scripts run on any platform and device that supports Office on the web. With its modern and intuitive interface, you can easily create, edit, and share your scripts, all stored securely in the Cloud. Office Scripts seamlessly integrate with Office Online apps and Power Automate, enabling you to streamline processes and boost productivity like never before. Say goodbye to repetitive tasks and hello to efficiency with Office Scripts in Excel and beyond!
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Excel for Accounting Professionals Session 1: Tables and Named References
Friday, Feb. 5 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Transforming how you use Excel with engaging and expert-led instruction Designed for you to work alongside an expert and complete the same exercises, you'll dig deeper into topics, including: Benefits of using named references for faster navigation Increased versatility and efficiency withing your Excel workbooks Excel Tables special properties and Error reduction for greater productivity. Mastering Excel functions Excel mastery involves understanding how to create functional and efficient workbooks. The instructor will guide you through Tables, named references, and more as you build on basic Excel skills and use critical functions, such as: Excel conventions Critical shortcuts Efficient navigation techniques Automatic formula updating *Session 1 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 2: Data Validation and Conditional Formatting] (https:// https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-2--data-validation-and-conditional-formatting) to further prepare to tackle real-world issues and build powerful workbooks.*
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Retirement Planning: Next Stage for You or Your Client
Friday, Feb. 5 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? 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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Common Deficiencies in SSARS Engagements
Friday, Feb. 5 9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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Preparation, compilation, and review engagements continue to receive heightened attention in peer review, even years after the issuance of SSARS No. 21. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem areas in preparation, compilation, and review engagements and discuss why these deficiencies occur. The course focuses on understanding the root causes of noncompliance, rather than simply listing technical errors, and highlights practical approaches firms can use to improve consistency, documentation, and overall engagement performance. Designed for practitioners performing SSARS engagements, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution. 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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Implementing and Maintaining an Internal Control System
Friday, Feb. 5 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. 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 Best Federal Tax Update Course by Surgent
Friday, Feb. 5 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
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Forensic Accounting: Crafting Expert Reports
Friday, Feb. 5 9:30am - 1:30pm
Online
4.00 Credits
Member Price: $149
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When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. 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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Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing
Friday, Feb. 5 10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
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As organizations rapidly adopt cloud platforms, traditional audit approaches often fail to identify the risks that matter most. This webinar explores common audit blind spots in modern cloud environments, including misconfigurations, identity sprawl, excessive permissions, and ineffective continuous monitoring. Attendees will learn why checklist-based audits fall short in dynamic cloud environments and how leveraging Cloud Security Posture Management (CSPM) and risk-based audit techniques can significantly improve assurance. Practical examples will illustrate how auditors and risk professionals can enhance visibility, prioritize findings, and provide stronger assurance to leadership.
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Revenue Recognition - Recognize Revenue
Friday, Feb. 5 10:00am - 11:04am
Online
1.00 Credits
Member Price: $39
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This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: • Determining if a Performance Obligation is satisfied over time • Identifying indicators of transfer of control of good/services • Utilizing input and output methods to measure progress of revenue recognition • Understanding stand-ready obligations and how to apply discounts
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Tax Practice Ethical Challenges and Circular 230
Friday, Feb. 5 10:00am - 11:49am
Online
2.00 Credits
Member Price: $89
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This presentation will provide a detailed analysis of the Circular 230 rules for conduct of a tax practice, with a review of the political, legislative and regulatory rules impacting every accounting and tax professional. Best practices and guidance provided by the AICPA’s Code of Professional Conduct will be discussed. *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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The Three Million Dollar Ribbon
Friday, Feb. 5 10:00am - 11:53am
Online
2.00 Credits
Member Price: $89
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Two conmen used lies and falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing and rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle and invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized, and analyzed hundreds of documents, identified the falsifications and misrepresentations, conducted multiple interviews, and ultimately convicted the conmen. This case study provides multiple takeaways for detecting and investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.
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ChatGPT and Advanced Accounting Research
Friday, Feb. 5 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment. 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 Skills to Enhance Personal and Professional Networks
Friday, Feb. 5 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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Managing a strong network is one of the most important things you can do to grow professionally. Yet despite its importance, maintaining an effective network is often not taught in undergraduate and graduate schools. The good news is that managing and growing a network is easier than it sounds. In fact, most professionals have some level of basic networking skills simply from helping someone find a job, attending an industry conference, or seeking professional connections through social media. Effective networking involves more than simply collecting contacts. Strong networks should be relevant to your career and consist of people you trust. Personal networks are just as important as professional networks and the two often overlap. In this course, we explore ways to strengthen and grow networks by examining proven strategies that have helped individuals meet their personal and professional goals.
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Surgent's What Tax Practitioners Need to Know About Medicare
Friday, Feb. 5 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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Accounting and finance professionals often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.
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What's Going on at the GASB (2026/27)
Friday, Feb. 5 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board. Coverage includes GASB Statement No. 103 (financial reporting model improvements), GASB Statement No. 104 (enhanced disclosures for capital assets), and GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of active GASB exposure drafts and ongoing projects. The course is designed to help auditors, preparers, and financial leaders understand how these developments affect audits, financial statement preparation, and board reporting.
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Where to Hide Fraud Inventory – Expenses – Payroll
Friday, Feb. 5 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Imagine you have one hundred boxes that are all supposed to be full of manufactured inventory. How do you obtain reasonable assurance—now defined as a high level of assurance—that each box is full without opening every one? You begin by assessing risk. If the client has strong internal controls over manufacturing, packing, and transport to the warehouse, there is reasonable assurance the boxes are properly filled. Next, evaluate warehouse security and controls over access, as well as procedures for removing inventory. Once satisfied that controls are both adequate and operating effectively, you can observe and count the boxes and selectively test a sample—ensuring you do not only choose the most accessible ones, as fraud is often concealed within the middle of the inventory. Based on this risk assessment and targeted testing, you can conclude with reasonable assurance that the inventory is properly stated without inspecting every box. This same approach applies to expenses and payroll: evaluate internal controls, observe processes, and perform independent test procedures. Weak internal controls in inventory, expenses, and payroll create opportunities for fraud that may lead to material misstatements. In this session, we will explore how these vulnerabilities arise and how to recognize and address them through effective audit procedures.
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Proper Financial Accounting for S Corporations
Friday, Feb. 5 10:00am - 1:41pm
Online
4.00 Credits
Member Price: $149
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Proper financial accounting for S corporations involves adhering to specific accounting principles and tax regulations designed for this unique business structure. This course examines the proper financial accounting for S Corporations.
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Building a Better Budget in a Time of Uncertainty
Friday, Feb. 5 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. 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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Estate Planning for Today and Beyond
Friday, Feb. 5 10:00am - 5:42pm
Online
8.00 Credits
Member Price: $250
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Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com