Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
Tuesday, Feb. 23 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
This course provides tax and accounting professionals with a focused overview of Trump Accounts and their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment, and reporting considerations. Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities, and avoiding common compliance pitfalls when incorporating Trump Accounts into client 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
More Dates
Surgent's Real Estate for Accounting and Finance Professionals
Tuesday, Feb. 23 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $119
See more dates
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.
More Dates
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
Tuesday, Feb. 23 2:00pm - 5:00pm
Online
3.00 Credits
Member Price: $149
See more dates
Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Accounting and finance professionals who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.
More Dates
Not Just Your Everyday FASB Update
Tuesday, Feb. 23 2:00pm - 5:41pm
Online
4.00 Credits
Member Price: $149
See more dates
This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.
More Dates
Complete Guide to Analyze Data with Excel PivotTables
Tuesday, Feb. 23 2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
See more dates
Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Cybersecurity: Protecting Your Firm's Data and Reputation
Tuesday, Feb. 23 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
See more dates
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict, and, most importantly, how to mitigate the risks. This course will prepare you have informed conversations with your IT service providers to ensure you are employing best practices in cybersecurity protection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Decoding Medical Plan Structures: Fully Insured vs. Self-Funded
Tuesday, Feb. 23 3:00pm - 4:41pm
Online
2.00 Credits
Member Price: $79
See more dates
Learn the history of medical plans and how the American health insurance system developed into it's current state. This section will help HR and Finance professionals actually understand the mechanisms behind traditional fully insured plans and their self funded plan counterparts. It will also introduce some key concepts around Stop Loss, Third Party Administration, and Medical Plan Underwriting
More Dates
Key Tax Issues for Individual Taxpayers
Tuesday, Feb. 23 3:00pm - 4:49pm
Online
2.00 Credits
Member Price: $89
See more dates
This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. **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.
More Dates
How to Audit Inventory
Tuesday, Feb. 23 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Critical "Soft" Skills for CFOs and Controllers
Tuesday, Feb. 23 3:00pm - 6:38pm
Online
4.00 Credits
Member Price: $149
See more dates
Accounting and finance managers and executives must demonstrate sound soft skills necessary for personal growth and organizational success. This course will provide insights into the most crtical personal skills critical for CFOs and Controllers - or those that want to be!
More Dates
No Tax on Overtime: Payroll Compliance
Tuesday, Feb. 23 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
See more dates
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
Tuesday, Feb. 23 4:00pm - 5:00pm
Online
1.00 Credits
Member Price: $39
See more dates
Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable and occur frequently for CPAs in business and industry. What will you do when they happen? Will you take the necessary steps to remain ethical and to protect your license? We will show you how in detail. You and I have a responsibility to our organizations and to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public.
More Dates
PowerPoint: Tips and Tricks for Today's Accountant
Tuesday, Feb. 23 4:00pm - 5:46pm
Online
2.00 Credits
Member Price: $89
See more dates
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course’s author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations.
More Dates
K2’s Formatting Excel Spreadsheets the Right Way
Tuesday, Feb. 23 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
See more dates
Did you know that business professionals can spend up to half their time in Excel just formatting? It’s time to change that! Join this fast-paced, results-driven session and discover Excel formatting best practices that will save you hours and elevate your spreadsheets to a professional level. From Custom Format Codes and Templates to Styles, Precision as Displayed, and powerful date and accounting formats, you'll learn how to streamline your workflow and make your data shine. Whether you're building reports, dashboards, or financial models, these formatting techniques will help you work smarter, not harder. Don't let formatting slow you down. Transform your Excel experience, starting now!
More Dates
K2’s Getting Started with Artificial Intelligence
Tuesday, Feb. 23 4:00pm - 5:48pm
Online
2.00 Credits
Member Price: $89
See more dates
Are you intrigued by the buzz around Artificial Intelligence (AI) but unsure how to dive in? You're not alone! Many professionals find AI tools like Gemini, ChatGPT, and Copilot to be a mystery. But don't worry, we're here to help you unlock the potential of these powerful tools! Join K2's "Getting Started With Artificial Intelligence" session and discover how to harness the power of today's AI tools to boost your efficiency and productivity. This session will guide you through accessing and using multiple popular AI tools, making it easier than ever to integrate AI into your daily workflow. If you're new to AI, this is the perfect opportunity to get started and transform the way you work!
More Dates
Preparation, Compilation and Review Engagements
Tuesday, Feb. 23 4:00pm - 5:51pm
Online
2.00 Credits
Member Price: $89
See more dates
This course is an introduction to preparation, compilation, & review engagements. During this course, we will compare and contrast these different engagements by reviewing the procedures that should be performed, different reports, as well as the level of assurance specific to each type of engagement.
More Dates
The Commonsense Approach to Auditing for Fraud
Tuesday, Feb. 23 4:00pm - 6:00pm
Online
3.00 Credits
Member Price: $89
See more dates
As reported by the Association of Certified Fraud Examiners 2024 Report to the Nations on Occupational Fraud and Abuse, organizations lose an average of 5% of their revenues to fraud. Yet, the report disclosed that only 3% of all frauds are detected by the external auditor. However, the thing that management depends on the detect fraud is the external audit. To detect fraud an auditor must: Know what fraud looks like; be able to think like a thief; always maintain healthy professional skepticism; be able to recognize the risk of fraud; and build your audit program to look for fraud. Auditing For Fraud addresses each of these areas as well as several others. During this presentation, I will discuss how to distinguish between an error and a fraud; how to recognize the indicators of fraud; develop and refine a hypothec as to how a fraud was committed; who steals (the basic honest person) and why and lastly; how to prove intent. If you cannot prove intent, all you have is a dumb mistake! Chances are that after this presentation, you will never look at an audit the same way you do now.
More Dates
The Ethic of Self-Esteem For Women
Tuesday, Feb. 23 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Ethics is ultimately about our relationship to ourself, others, and the world in which we live. Therefore, to enhance our relationships with those around us, we must first start with the regard we hold for ourselves. From an ethical vantage, it can be said that we have a moral obligation to work toward self-love, honor, and respect. Matters of self-esteem are important in every aspect of life including goal setting, relationships, establishing boundaries, handling conflict, levels of productivity, and expressing our needs in respectful and dignified ways. This course explores traps of low self-esteem and ways to minimize those traps. We also explore components of high self-esteem and actions to foster higher regard for self. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Stop Loss and Contract Review: Protecting Your Plan and Your Bottom Line
Tuesday, Feb. 23 5:00pm - 6:52pm
Online
2.00 Credits
Member Price: $89
See more dates
Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings.
More Dates
Critical Technical Skills for CFOs and Controllers
Tuesday, Feb. 23 5:00pm - 8:37pm
Online
4.00 Credits
Member Price: $149
See more dates
Accounting and finance managers and executives must demonstrate sound technical and analytical necessary for personal growth and organizational success. This course will provide insights into the most critical technical and analytical skills needed by CFOs and Controllers - or those that want to be!