Professional Development and Event Catalog
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Accountants and Malpractice: Can We Get Sued for This?
Friday, Feb. 12 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. 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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AI-Enhanced Business Consulting for CPAs: Strategies and Tools
Friday, Feb. 12 11:00am - 2:41pm
Online
4.00 Credits
Member Price: $149
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Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI.
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The 10 Must Know Excel Features
Friday, Feb. 12 11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. 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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Tax Implications of Retirement Plan Distributions
Friday, Feb. 12 12:00pm - 1:00pm
Online
1.00 Credits
Member Price: $55
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This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. 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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White-Collar Crime: What Every CPA Should Know
Friday, Feb. 12 12:00pm - 1:45pm
Online
2.00 Credits
Member Price: $89
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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.
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Thinking Like an Auditor When Preparing Your Financial Statements
Friday, Feb. 12 12:00pm - 1:47pm
Online
2.00 Credits
Member Price: $89
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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.
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New Client Ethical Challenges: The CPAs Guide
Friday, Feb. 12 12:00pm - 1:49pm
Online
2.00 Credits
Member Price: $89
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This course explores the multitude of issues that taking on a new client can bring with it, and then interprets them using three sets of ethical rules. A group of "players" reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues. *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
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Best-in-Class Internal Controls: Best Practices for Finance Professionals
Friday, Feb. 12 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $85
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Strong internal controls are the foundation of financial integrity and operational efficiency. In this interactive two-hour session, finance professionals will explore best-in-class internal control frameworks and leading practices to mitigate risks, enhance compliance, and improve organizational performance. Participants will gain insights into designing, implementing, and monitoring internal controls that align with regulatory expectations and industry standards. This course will provide real-world examples and practical strategies to strengthen controls in key financial processes, ensuring a culture of accountability and transparency.
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Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
Friday, Feb. 12 12:00pm - 7:48pm
Online
8.00 Credits
Member Price: $250
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As tax policies and economic conditions continue to evolve, staying ahead in fringe benefit planning is more essential than ever. This course provides financial professionals with a comprehensive update on fringe benefit strategies, ensuring compliance with evolving regulations while maximizing tax efficiency for businesses and individuals. Participants will explore the latest legislative and regulatory updates impacting employer-sponsored benefits, IRC §132 fringe benefits, cafeteria plans, and retirement healthcare strategies. This course also examines ERISA reporting requirements, tax-efficient compensation planning, and healthcare benefits, offering practical applications to help practitioners navigate compliance and optimize benefits for their clients. *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
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How to Audit Inventory
Friday, Feb. 12 12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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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.
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AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
Friday, Feb. 12 1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
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This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. 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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A Guide to Sampling - Part 1
Friday, Feb. 12 1:00pm - 2:46pm
Online
2.00 Credits
Member Price: $89
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Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable and basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling and tools that can be leveraged to reduce bias in sampling.
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Becoming a Fractional CFO: What to Do and How?
Friday, Feb. 12 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could, and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. 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 Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
Friday, Feb. 12 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
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This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts, simulating agent autonomy using flipped interaction patterns, and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical, scenario-based exercises using tools they already have.
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Financial Statement Presentation and Disclosure
Friday, Feb. 12 1:00pm - 4:38pm
Online
4.00 Credits
Member Price: $149
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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.
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What's Behind the Data?
Friday, Feb. 12 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. 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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Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
Friday, Feb. 12 2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $39
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This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are the right fit for your team, even from a distance.
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Maximizing the Tax Benefits of an Installment Sale
Friday, Feb. 12 2:00pm - 3:01pm
Online
1.00 Credits
Member Price: $39
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This course will explore the many complex rules of installment sales, with a focus on the tax treatment and strategies to maximize the benefits. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handout Tab and submit to kori.herrera@acpen.com
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Performance Auditing Made Easy
Friday, Feb. 12 2:00pm - 3:24pm
Online
1.50 Credits
Member Price: $79
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Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives. Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth. This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit. Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices.
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State Tax Nexus: Frequently Awkward Questions
Friday, Feb. 12 2:00pm - 3:48pm
Online
2.00 Credits
Member Price: $89
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Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *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