Professional Development and Event Catalog
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Surgent's Construction Contractors: Accounting and Financial Reporting Issues
Friday, Feb. 19 1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting is so complex and examine the relationship between the contractor and the surety, both from an underwriting and a claims perspective. We will also explore what the surety looks for to maximize potential bond credit.
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Ethics: Avoiding the Slippery Slope of Ethical Pressures
Friday, Feb. 19 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $139
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Maintaining an ethical climate (bold) Being on prime-time news might seem exciting, but not when the story is an ethics breach you committed. You may say, "that will never happen to me". And those were the words spoken by Wells Fargo, United Airlines, Senator Al Franken, and Steve Wynn. A claim of an ethical failure can stay in the news for almost five years. That's long enough to damage your reputation and lower your profitability. Upholding high ethical standards for yourself and your team requires constant care and feeding.
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Self-Rental Real Estate: Passive Activity and Section 199A
Friday, Feb. 19 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. 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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How Fraud Can Affect Smaller Organizations
Friday, Feb. 19 1:30pm - 5:30pm
Online
4.00 Credits
Member Price: $149
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Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. 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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Revenue Recognition - Determine the Transaction Price - Part 1
Friday, Feb. 19 2:00pm - 3:07pm
Online
1.20 Credits
Member Price: $39
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The new revenue recognition 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. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
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The Controllership Series - The Role of the Controller in ESG
Friday, Feb. 19 2:00pm - 3:20pm
Online
1.50 Credits
Member Price: $79
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Why do for profit organizations exist" To make money!!!!! What a great concept. But if the organization does not have the proper collections and credit procedures in place, they may not be able to access that money. Hence the importance of the credit and collection process. Credit and collections are critical areas for the financial statement controllers. Customer credit is a form of payment that allows small business customers to purchase a product or service before paying for it in full. The process works similarly to the way a credit card does - you procure something and pay it back later. Collections is a term used by a business when referring to money owed to that business by a customer. When a customer does not pay within the terms specified, the amount of the bill becomes past due and is sometimes submitted to a collection agency. The sales and collection process includes business activities related to selling products and services, maintaining customer records, billing customers, and recording payments from customers. It also includes activities necessary to manage accounts receivable, such as aging accounts and authorizing credit. This course delves into the topics that impact the sales, credit and collections process for management. We discuss strategic steps management can take to ensure their processes are efficient and that they are able to actually collect their revenue.
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Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
Friday, Feb. 19 2:00pm - 3:35pm
Online
1.80 Credits
Member Price: $79
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It would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation. In this segment we will focus on sourcing of emerging risks by utilizing to COSO principles.
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Character and Trust: The Difference Maker in Effective Collaboration
Friday, Feb. 19 2:00pm - 3:46pm
Online
2.00 Credits
Member Price: $89
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This course examines the foundational role of character and trust in building effective collaboration. While individuals are often hired for their skills and knowledge, they are frequently let go due to behavioral issues—highlighting the importance of character in professional success. Participants will explore key attributes of character and engage in a thought-provoking self-assessment exercise to increase self-awareness. The course also delves into the dynamics of trust, offering practical tools and frameworks to evaluate trustworthiness—both in oneself and in others, including managers, colleagues, and team members. Ideal for anyone seeking to strengthen professional relationships, this course provides actionable insights into how character and trust directly impact workplace performance and collaboration.
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Accounting for Construction Contractors
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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This course covers authoritative GAAP for construction contractors as addressed in FASB ASC 910 and the AICPA Guide for Construction Contractors. Jeff explains the unique aspects of accounting within the construction industry and how the applicable standards and guidance address those issues. The course includes practical examples to support understanding of key concepts, including revenue recognition and contract-related issues. Jeff presents the material in an engaging manner to help reinforce learning and maintain focus.
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How to Audit Accounting Estimates
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. 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 Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $119
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Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.
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Surgent's IT Governance and Risk Management
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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This course covers the key components of IT governance and risk management through interactive discussions and hands-on activities. By the end of the course, participants will have a thorough understanding of the function of IT governance within an organization, including roles and responsibilities and key frameworks. In addition, participants will learn about IT risk identification and assessment methods and IT general and application controls. Business process management and change management will also be discussed.
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Tactical Finance Leadership – Building the Finance Team of Tomorrow
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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The finance function is changing rapidly, driven by technology, demographics, and evolving business expectations. This session focuses on the tactical leadership skills CFOs and CPAs need to build and lead high-performing finance teams in the years ahead. Participants will explore how roles, skills, and expectations are shifting, and how leaders can prepare their teams for increased automation, real-time reporting, and greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
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Using ChatGPT with Excel
Friday, Feb. 19 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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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2026 Tax Season Update for Business with Steve Dilley
Friday, Feb. 19 2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
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This comprehensive fall tax update is designed to prepare the practitioner for the upcoming filing season by providing an in-depth analysis and update of the business tax provisions enacted under OBBBA. Participants will examine statutory changes affecting corporate, pass-through, and individual business taxation, including modifications to depreciation, credits, deductions, compliance requirements, and planning strategies. *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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Ethics, Tax Practice and Understanding Circular 230
Friday, Feb. 19 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical principles in tax preparation and representation. 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 Head and Heart of Ethics - Featuring Bob Mims and Don Minges
Friday, Feb. 19 3:00pm - 4:05pm
Online
1.00 Credits
Member Price: $39
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There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness – to help us make better ethical decisions.
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The Controllership Series - Managerial Accounting Basics and Costs
Friday, Feb. 19 3:00pm - 4:10pm
Online
1.20 Credits
Member Price: $39
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Managerial accounting provides economic and financial information for managers and other internal users. Managerial and Financial Accounting have similarities and differences. Each field of accounting deals with the economic events of a business. Both managerial and financial accounting require that a company’s economic events be quantified and communicated to interested parties. This another course in our series on the controller’s role. The controller’s role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting and the basic concepts that surround this discipline as it primarily relates to cost accounting issues.
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Human Leadership in an AI-World
Friday, Feb. 19 3:00pm - 4:30pm
Online
1.50 Credits
Member Price: $69
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"AI won't take your job. But, AI will take parts of your job. And if you don't learn to do the particularly human things that AI will never do, then, you may in fact be without a job." -Kassi Rushing "Human Leadership in an AI World" workshop is designed to equip current and aspiring leaders with understanding of the essential skills and insights needed to thrive in an increasingly technology-driven workplace. This interactive and forward-thinking session challenges participants to harness the power of Generative AI and other new technologies while emphasizing the irreplaceable value of human leadership.
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Employees Today and Tomorrow : Are Employees Assets?
Friday, Feb. 19 3:00pm - 4:48pm
Online
2.00 Credits
Member Price: $89
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As the managers' role continue to evolve, it is crucial for us to understand the strategic aspects of managing a diverse workforce, beginning with understanding the big trends in employee demographics. We begin with a rhetorical question - asking if employees are assets? GAAP tells us they are not, so discussion will revolve around whether this treatment delivers an unhealthy bias on our view of the people in our organization. What do the most successful organizations believe and why? If you have an opinion as to whether employees are an asset or not, this is a fun session intended to be interactive with participation either live, virtual or both.