Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
Thinking Like an Auditor When Preparing Your Financial Statements
Wednesday, Apr. 14 12:00pm - 1:47pm
Online
2.00 Credits
Member Price: $89
See more dates
External auditors understand concepts like materiality, reasonableness, and risk of material misstatement. This course will explain how to think like an auditor when preparing and fairly presenting your financial statements and related disclosures.
More Dates
Current and Upcoming FASB Issues
Wednesday, Apr. 14 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Keeping up with FASB changes You'll explore changes in accounting, including: Relevant pronouncements Exposure drafts Projects Additionally, you'll be able to identify recently issued FASB standards and guidance that cover broad and narrow issues, as well as understanding how to apply them. You'll also learn about upcoming standards that will be effective in the near future.
More Dates
Financial Statement Presentation and Disclosure
Wednesday, Apr. 14 12:00pm - 3:38pm
Online
4.00 Credits
Member Price: $149
See more dates
This comprehensive session is a must-attend event for any professional accountant who prepares financial statements for either a private enterprise or a firm client. We illustrate best practices for presentation and disclosure by revisiting fundamentals of financial reporting for various industries. This workshop explores best practices for United States GAAP in addition to considerations for special purpose frameworks. Experienced accountants will benefit from a refresher whereas other accountants will appreciate formative skill-building insights.
More Dates
Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2
Wednesday, Apr. 14 12:00pm - 3:38pm
Online
4.00 Credits
Member Price: $149
See more dates
This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
More Dates
The Successful Family Business
Wednesday, Apr. 14 12:00pm - 3:39pm
Online
4.00 Credits
Member Price: $149
See more dates
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff.
More Dates
How to Develop an AI Policy for Your Organization
Wednesday, Apr. 14 12:30pm - 2:00pm
Online
1.50 Credits
Member Price: $69
See more dates
As AI continues to revolutionize the business landscape, organizations need clear, ethical, and actionable policies to guide its use. This practical workshop blends expert insights, real-world examples, and interactive activities to enable participants create a tailored AI policy that aligns with their organization's goals, values, and governance obligations.
More Dates
Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions
Wednesday, Apr. 14 1:00pm - 2:09pm
Online
1.20 Credits
Member Price: $39
See more dates
In today's demanding work environment, professionals in high-stress roles often struggle to maintain their well-being, leading to burnout, fatigue, and decreased productivity. This interactive workshop provides practical strategies to build resilience, manage stress, and create sustainable wellness habits. Participants will engage in hands-on exercises, including mindfulness techniques, stress mapping, boundary-setting, and energy management strategies.
More Dates
Forgotten Managerial Accounting Tools
Wednesday, Apr. 14 1:00pm - 2:56pm
Online
2.00 Credits
Member Price: $89
See more dates
This session explores managerial accounting techniques with an emphasis on internal decision-making tools. You will appreciate a reminder regarding concepts you may not have considered since your college days. We will revisit managerial accounting concepts by illustrating practical examples that you can immediately bring back to the office!
More Dates
Indirect Cost Rates 2026: What Nonprofits Must Know to Build NICRA-Proof Proposals
Wednesday, Apr. 14 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Indirect costs are an important aspect of obtaining full cost recovery on grants and cooperative agreements. An indirect rate is a mechanism for recovering allocable indirect costs. Have you struggled to understand how indirect rates work? We will show you Uniform Guidance theory and the mechanical aspects of how indirect rates are constructed. This session will cover the two of the most widely used indirect cost rate proposal templates to obtain Negotiated Indirect Cost Rate Agreements (NICRA) for both the U.S. Department of Health and Human Services (HHS) and U.S. Department of Interior (DOI). We will address: • Fringe and indirect rate examples, • The power of an indirect rate multiplier, • What is an ideal indirect rate, • Mandatory requirements for constructing an indirect rate, • The importance of the Statement of Functional Expense, and • Understanding the HHS and DOI model templates.
More Dates
Retirement Planning: Next Stage for You or Your Client
Wednesday, Apr. 14 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
See more dates
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.
More Dates
Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
Wednesday, Apr. 14 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
See more dates
This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations.
More Dates
2024 Revision to Government Auditing Standards Impact
Wednesday, Apr. 14 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
See more dates
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.
More Dates
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, Apr. 14 1:00pm - 8:37pm
Online
8.00 Credits
Member Price: $300
See more dates
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business 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 business 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
More Dates
Exploring Internal Controls That Could Have Prevented Frauds
Wednesday, Apr. 14 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
See more dates
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts. 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
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
Wednesday, Apr. 14 1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
See more dates
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand, they need the best skills to motivate, manage, and lead people. Being pigeonholed into one area or another is neither good for career building nor good for the organization. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
More Dates
Workforce Transformation and Talent Management in 2025
Wednesday, Apr. 14 2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $55
See more dates
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. 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
White-Collar Crime: What Every CPA Should Know
Wednesday, Apr. 14 2:00pm - 3:45pm
Online
2.00 Credits
Member Price: $89
See more dates
According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.” CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators. This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy.
More Dates
The New Quality Management Standards - What Everyone Needs to Know
Wednesday, Apr. 14 2:00pm - 3:48pm
Online
2.00 Credits
Member Price: $89
See more dates
The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
More Dates
Microsoft Teams for CPAs: Unlocking Its Full Potential
Wednesday, Apr. 14 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. 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
Selected Ethics Topics 2025 - 2026
Wednesday, Apr. 14 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.