Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
Was It Fraud or Just Poor Audit Quality?
Monday, Jun. 7 12:00pm - 1:27pm
Online
1.60 Credits
Member Price: $79
See more dates
This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit. The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit. Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed. Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet. Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions. Were the auditors just sloppy, ignorant, negligent? Or were they active participants in producing fraudulent financial statements? You be the judge.
More Dates
Tax Procedure
Monday, Jun. 7 12:00pm - 1:54pm
Online
2.00 Credits
Member Price: $89
See more dates
This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. **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
The Successful Family Business
Monday, Jun. 7 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
Introduction to Yellow Book
Monday, Jun. 7 1:00pm - 2:51pm
Online
2.00 Credits
Member Price: $89
See more dates
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS), commonly referred to as the "Yellow Book," involves additional reporting, ethics, and performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book and explores its relationship with the AICPA Code of Professional Conduct. Participants will gain an understanding of the unique CPE requirements for GAGAS engagements and review the Yellow Book standards for financial statement audits, with a focus on ethical principles and independence. This course is designed to equip professionals with the foundational knowledge needed to navigate the complexities of Yellow Book engagements effectively.
More Dates
Taxation of Business Entities
Monday, Jun. 7 1:00pm - 3:17pm
Online
2.50 Credits
Member Price: $99
See more dates
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics. **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 Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
Monday, Jun. 7 1:00pm - 8:40pm
Online
8.00 Credits
Member Price: $250
See more dates
Yellow Book and Single Audit reporting entities have complex and unique financial statement audit, compliance and reporting issues. Deficiencies in these types of audit engagements are common. This course will reduce the likelihood of noncompliance with relevant professional and regulatory auditing and reporting standards.
More Dates
Communication Miracles At Work and In Life - Part 2
Monday, Jun. 7 2:00pm - 5:36pm
Online
4.00 Credits
Member Price: $149
See more dates
Following on from Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate clients and co-workers to do your bidding with a minimal amount of wasted time or hassles. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
More Dates
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
Monday, Jun. 7 3:00pm - 4:48pm
Online
2.00 Credits
Member Price: $89
See more dates
Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits.
More Dates
Revenue Recognition in an Environment of Uncertainty
Monday, Jun. 7 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
See more dates
Applying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing.
More Dates
Taxation of Non-fungible Tokens (NFTs)
Monday, Jun. 7 4:00pm - 5:52pm
Online
2.00 Credits
Member Price: $89
See more dates
Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets. **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
K2's AI: Real Tools, Real Results
Tuesday, Jun. 8 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
See more dates
This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era.
More Dates
K2’s NextGen Document Management, Workflows, and Portals
Tuesday, Jun. 8 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
See more dates
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation (“NextGen or NGX”) paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls.
More Dates
Living in the World of AI – How AI Has Changed Ethics
Tuesday, Jun. 8 10:00am - 10:50am
Online
1.00 Credits
Member Price: $39
See more dates
AI (‘Artificial Intelligence’) has already reshaped the way we work, offering immense opportunities alongside serious ethical and organizational challenges. How should we use AI responsibly without slowing innovation? Is using AI ethical? Is it right? Is not using AI ethical? The goal is to make better use of the power of AI, in a sustainable and ethical way.
More Dates
AI Risk Fundamentals: Understanding Emerging Tech Threats
Tuesday, Jun. 8 10:00am - 11:03am
Online
1.00 Credits
Member Price: $39
See more dates
Navigate the rapidly evolving AI landscape and its emerging risks. Understand fundamental AI technologies including large language models, computer vision, and robotic process automation. Learn to identify AI-related security vulnerabilities, privacy concerns, and operational risks in emerging tech implementations. Explore basic AI risk mitigation strategies, technology assessment frameworks, and vendor evaluation criteria. Gain confidence in discussing AI capabilities, limitations, and risk implications with technical teams and stakeholders to make informed technology adoption decisions.
More Dates
Private Company Simplified GAAP Alternatives
Tuesday, Jun. 8 10:00am - 11:48am
Online
2.00 Credits
Member Price: $89
See more dates
The FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits. This course will provide insight into when adopting the accounting and financial reporting alternatives would be to the advantage of private companies.
More Dates
Let's End Business Ethics
Tuesday, Jun. 8 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Most ethics courses focus on unethical individuals and their terrible misdeeds. We don't need another course on lessons from Enron or individuals committing fraud. Most unethical failures result from unethical individuals. Instead, this session will focus on how good people can do better, why there is no such thing as business ethics and why we only need one rule to lead ethical lives.
More Dates
The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
Tuesday, Jun. 8 10:00am - 1:38pm
Online
4.00 Credits
Member Price: $149
See more dates
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.
More Dates
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
Tuesday, Jun. 8 10:00am - 5:40pm
Online
8.00 Credits
Member Price: $250
See more dates
There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service.
More Dates
Independence Requirements for CAAS Engagements
Tuesday, Jun. 8 11:00am - 12:46pm
Online
2.00 Credits
Member Price: $89
See more dates
Understanding independence is essential for CPAs providing Client Advisory and Accounting Services (CAAS) to attest clients. This course provides a comprehensive overview of the AICPA Code of Professional Conduct, focusing on the guidelines for maintaining independence while delivering CAAS. We'll review the overall independence process and its application to CAAS engagements, followed by an in-depth exploration of specific services, including reconciliations, accounting standard implementation, information system services, bookkeeping, hosting, and payroll services. Attendees will gain clarity on what services are permissible and how to navigate potential independence issues to remain compliant and uphold professional standards.
More Dates
Liquidity and Uncertainty Disclosures for Nonprofits
Tuesday, Jun. 8 12:00pm - 1:47pm
Online
2.00 Credits
Member Price: $89
See more dates
The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty, and going concern for nonprofits.