Professional Development and Event Catalog
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Strategic Government Budgeting: Tools for Long-Term Sustainability
Tuesday, Feb. 23 2:00pm - 2:57pm
Online
1.00 Credits
Member Price: $39
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This course equips participants with the tools and strategies needed to create sustainable, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue and expenditures, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on experience with scenario planning, enhancing budget transparency and resilience. By the end of the session, attendees will have the knowledge and confidence to design and implement budgets that support long-term governmental priorities and strengthen financial stability.
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Surgent's Reasonable Suspicion
Tuesday, Feb. 23 2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $59
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Given the opioid epidemic and the legalization of medical and recreational marijuana in a growing number of states, many employers are concerned about the impact drugs and alcohol may be having on the safety and security of their workplaces. Reasonable suspicion testing is among the best ways for employers to identify whether an employee is under the influence of drugs or alcohol while working. This webinar explores what managers and supervisors need to know to implement a Reasonable Suspicion Testing Policy.
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The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
Tuesday, Feb. 23 2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $39
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The staggering volume of accounting scandals is a scandal. What has happened and what were the root causes? Why do many financial professionals choose to do the wrong thing? What has been the cumulative impact on the profession? What can we do to enhance our professional reputation? We will discuss the many "fixes" imposed to address previous accounting scandals, including COSO; were they effective? We must understand that accounting fraud is prevalent and what should we look out for? Be aware. We do not want history to repeat itself.
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Humanize Automation: Frameworks for Understanding AI and Your Strategy
Tuesday, Feb. 23 2:00pm - 3:05pm
Online
1.20 Credits
Member Price: $39
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By now you've heard of AI, and a lot about Generative AI (ChatGPT, Co-Pilot, etc.). And in experimenting with these tools, you've likely had some success and some disappointment. That's all part of the process! And it's also why we're bringing you this session, so that you can avoid the failures and accelerate the efficiencies. In this session you'll take a journey. From learning an effective method for prompting generative AI tools, to understanding the importance of data organization, to leveraging automations for strategic points in your customer experience, and to the ever-expanding area of building your own AI agents, this session will provide you with frameworks and processes to better understand AI and craft a strategy for your business.
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The Controllership Series: The Controllers role in ESG
Tuesday, Feb. 23 2:00pm - 3:20pm
Online
1.50 Credits
Member Price: $79
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As ever more jurisdictions move toward mandatory disclosure of ESG metrics, (ex: the European Union’s new Corporate Sustainability Reporting directive and impending U.S. SEC requirements) the urgency to get those disclosures right has gone up. This course to as an introduction to the concept of requirements for Controllers and financial personnel to understand ESG disclosures .Whether the role related to ESG disclosures and information falls into the job responsibility of the controller or not is yet to be seen. However, it is clear the Controller must maintain some level of knowledge and expertise around the types and timing of such disclosures.
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AI and Accounting in Retail
Tuesday, Feb. 23 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. 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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Individual Tax Update: OBBA and Recent Developments
Tuesday, Feb. 23 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. 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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Procurement Standards 2026: What You Need To Know
Tuesday, Feb. 23 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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Federal procurement requirements under the Uniform Guidance were significantly revised effective October 1, 2024, introducing new expectations for procurement methods, internal controls, contractor oversight, and domestic sourcing preferences. This session will provide grant recipients and subrecipients with practical guidance on implementing compliant procurement procedures under 2 CFR SS200.317-200.327 and aligning procurement policies with updated federal standards, and thresholds from the FAR. Attendees will learn how to strengthen procurement documentation, apply revised competition requirements, and prepare for federal agency or Single Audit procurement system reviews. This session provides the regulatory application to develop your own SOP.
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Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
Tuesday, Feb. 23 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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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
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Surgent's Real Estate for Accounting and Finance Professionals
Tuesday, Feb. 23 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $119
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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.
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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
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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.
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Not Just Your Everyday FASB Update
Tuesday, Feb. 23 2:00pm - 5:41pm
Online
4.00 Credits
Member Price: $149
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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.
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Complete Guide to Analyze Data with Excel PivotTables
Tuesday, Feb. 23 2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
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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.
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Cybersecurity: Protecting Your Firm's Data and Reputation
Tuesday, Feb. 23 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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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.
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Decoding Medical Plan Structures: Fully Insured vs. Self-Funded
Tuesday, Feb. 23 3:00pm - 4:41pm
Online
2.00 Credits
Member Price: $79
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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
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Key Tax Issues for Individual Taxpayers
Tuesday, Feb. 23 3:00pm - 4:49pm
Online
2.00 Credits
Member Price: $89
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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.
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How to Audit Inventory
Tuesday, Feb. 23 3:00pm - 5:00pm
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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Critical "Soft" Skills for CFOs and Controllers
Tuesday, Feb. 23 3:00pm - 6:38pm
Online
4.00 Credits
Member Price: $149
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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!
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No Tax on Overtime: Payroll Compliance
Tuesday, Feb. 23 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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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.
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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
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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.