Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
The Ethics of How We Treat People; Why it Matters?
Wednesday, Mar. 17 12:00pm - 12:50pm
Online
1.00 Credits
Member Price: $39
See more dates
As leaders in the community and in the profession – we are held to a higher standard and to do more to help others. We do not want to conduct business with unethical organizations or work with those who mistreat others. People, whether they are contractors, employees, customers, suppliers, clients or partners, all want to be treated fairly and with respect. Especially in a service business, people are the only true asset. By treating people with respect and honor – you will attract talent and clients. If you believe there is a war for talent, then listen to this discussion that proves that treating others well is THE ethical course of action and what sets us apart. Being fair, honest and supportive – is being ethical and it matters.
More Dates
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
Wednesday, Mar. 17 12:00pm - 1:00pm
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
HR Investigations – Episode 3 – Gathering-Analyzing-Reporting
Wednesday, Mar. 17 12:00pm - 1:06pm
Online
1.00 Credits
Member Price: $39
See more dates
Human Resources professionals are often tasked with investigating allegations of employee misconduct, discrimination, and others. Investigation training is traditionally presented from the position of an outsider looking in, such as a governmental agency, law firm, or private investigator. HR investigations require similar skills, but the environment and the approach are quite different. This session provides best practices for gathering and analyzing evidence and reporting the investigation results. Attendees will end the session with takeaways to immediately implement in future HR investigations. Three of three Episodes in the series.
More Dates
Excel Tips and Tricks for the Non-Accountant
Wednesday, Mar. 17 12:00pm - 1:48pm
Online
2.00 Credits
Member Price: $89
See more dates
You don’t need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars and cents. We will focus on fundamental concepts for creating, editing, and utilizing Excel content. Participants will learn how to use Excel’s menus and other functions to craft Excel workbooks. Because this course is designed for newer users, we intentionally offer a broad overview of Excel’s numerous capabilities with in-depth coverage of selected resources tailored for non-accounting applications.
More Dates
Self-Rental Real Estate: Passive Activity and Section 199A
Wednesday, Mar. 17 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
See more dates
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. 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
Mary Jane Hourani’s Federal Tax Update: Business
Wednesday, Mar. 17 12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $149
See more dates
This course provides a practical review of recent federal tax law changes affecting businesses. It covers enacted and proposed tax legislation, IRS regulations and rulings, recent tax-related court cases, and updates to IRS procedures. The course focuses on how these developments impact business entities and common tax positions. Participants will work through real-world scenarios and examples to apply current law to business tax situations, including the use of deductions, credits, and other available tax benefits. Emphasis is placed on applying new guidance in practice while maintaining compliance with current IRS rules and procedures. 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
K2’s Next Generation Excel Reporting
Wednesday, Mar. 17 12:00pm - 8:00pm
Online
8.00 Credits
Member Price: $250
See more dates
Unlock the full potential of Excel and transform your operational and financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions, and Power Pivot, you can create powerful summaries and schedules in record time. Combine these with Excel's legacy features, and you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query and how it seamlessly links data into Excel data models, enabling more efficient and insightful reporting. Learn to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance data analytics and understandability. Plus, master best practices for quickly and efficiently formatting your spreadsheets, giving them a polished and professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills and stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session.
More Dates
K2’s QuickBooks Online for Accountants
Wednesday, Mar. 17 12:00pm - 8:00pm
Online
8.00 Credits
Member Price: $250
See more dates
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved and thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants and business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model and learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements, and seamlessly migrate from QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using, and excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!
More Dates
Advanced Excel for Staff - Build Reports and Analyze Data
Wednesday, Mar. 17 12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
See more dates
Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. 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
Business Partnerships: Managing Supplier Relationships
Wednesday, Mar. 17 1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
See more dates
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. 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
Emotional Intelligence for Professionals: Mastering the Human Side of Success
Wednesday, Mar. 17 1:00pm - 2:01pm
Online
1.00 Credits
Member Price: $39
See more dates
Technical expertise may get you in the door—but emotional intelligence (EQ) is what builds trust, earns loyalty, and sustains lasting success. For CPAs, attorneys, financial professionals, bankers, and insurance agents, your ability to navigate emotions—your own and others'—is often the difference between a good client interaction and a great one, between a team that functions and a team that thrives. This interactive course goes beyond theory and dives into real-world application. You’ll uncover what emotional intelligence really is, why it matters more than ever in today’s professional world, and how to strengthen your EQ to improve performance, strengthen relationships, and manage stress with confidence. You’ll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust, and drive results—while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight and strategies to make it happen.
More Dates
Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
Wednesday, Mar. 17 1:00pm - 2:38pm
Online
2.00 Credits
Member Price: $89
See more dates
Learn the history of PBMs and how they have developed into one of the leading drivers of health plan cost. Understand how drug prices are set and how PBMs control the flow of money (and not always to our benefit!). This course will also show you how rebates and sourcing programs are used to offset the cost of drugs in self funded plans while also learning how to protect the plan from unfavorable PBM practices.
More Dates
Awesome Business Lessons from the Past: Learn from the Best!
Wednesday, Mar. 17 1:00pm - 2:46pm
Online
2.00 Credits
Member Price: $89
See more dates
Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today’s world? Ford’s solution worked! We see today’s problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; ‘How to Win Friends and Influence People,’ ‘Today and Tomorrow,’ and ‘The Art of War.’ Let's learn from the very best, as these lessons have been battle-tested and proven over time.
More Dates
New PCAOB Quality Control Standard Overview
Wednesday, Mar. 17 1:00pm - 2:46pm
Online
2.00 Credits
Member Price: $89
See more dates
Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard.
More Dates
Build Better Budgets: Fundamental Techniques
Wednesday, Mar. 17 1:00pm - 2:47pm
Online
2.00 Credits
Member Price: $89
See more dates
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.
More Dates
How to Choose the Right Business Entity for Your Client
Wednesday, Mar. 17 1:00pm - 2:47pm
Online
2.00 Credits
Member Price: $89
See more dates
Tax rates, personal liability, operations - these are all factors to be weighed when advising clients about their choice of entity decision. This session provides a comparison of the multiple entity choices to start the discussion with clients and selecting the best tax efficient option for them. *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
Best-in-Class Internal Controls: Best Practices for Finance Professionals
Wednesday, Mar. 17 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $85
See more dates
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.
More Dates
Ethics and Professional Conduct
Wednesday, Mar. 17 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
See more dates
By revisiting these fundamental principles, you will reinforce your knowledge and ensure that your professional conduct aligns with the industry's best practices. Furthermore, this seminar will equip you with the necessary skills to apply the independence rules to common situations that arise in your day-to-day work. By exploring practical scenarios, you will learn how to navigate complex ethical dilemmas, safeguarding the trust and confidence of your clients.
More Dates
Supervision/Management Competencies: An Ethical Approach
Wednesday, Mar. 17 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. 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
Fraud, Controls and Ethics: Best Practices and Case Studies
Wednesday, Mar. 17 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
See more dates
This course explores 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 from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.