Professional Development and Event Catalog
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Surgent's Virtual Currency: Keeping Up with the Tax Code
Thursday, Mar. 18 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
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Independence for Auditors - AICPA, PCAOB, GAO and DOL
Thursday, Mar. 18 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies. Participants will review independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL), and the Public Company Accounting Oversight Board / SEC. The course emphasizes common areas of confusion, nuanced differences among the frameworks, and considerations auditors should keep in mind when performing attest services for different types of clients. This overview course is designed to help auditors recognize which independence rules apply in various engagement scenarios and better position themselves to meet applicable independence requirements. 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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Impact of OBBBA 2025 on the Individual Taxpayer
Thursday, Mar. 18 10:00am - 3:28pm
Online
6.00 Credits
Member Price: $189
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This program covers all of the major individual provisions of the OBBA of 2025 (H.R. 1), including detailed examples of provisions which were extended, made permanent with substantial changes, and new for 2025 and beyond. A comprehensive case study will apply many of these provisions to illustrate the impact of these provisions on the individual taxpayer. Other current individual tax issues, including dependent care and student loan reporting, will also be review. *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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Nonprofit Accounting and Financial Reporting Explained
Thursday, Mar. 18 10:00am - 5:39pm
Online
8.00 Credits
Member Price: $250
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This course provides a high-level overview of the most important issues facing nonprofit entities and their auditors. The focus of this course is on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant professional and regulatory standards related to reliable financial reporting for nonprofit entities.
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You Don't Know What You Don't Know About Microsoft Excel
Thursday, Mar. 18 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $239
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Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. 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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Character and Trust: The Difference Maker in Effective Collaboration
Thursday, Mar. 18 11:00am - 12:46pm
Online
2.00 Credits
Member Price: $89
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This course examines the foundational role of character and trust in building effective collaboration. While individuals are often hired for their skills and knowledge, they are frequently let go due to behavioral issues—highlighting the importance of character in professional success. Participants will explore key attributes of character and engage in a thought-provoking self-assessment exercise to increase self-awareness. The course also delves into the dynamics of trust, offering practical tools and frameworks to evaluate trustworthiness—both in oneself and in others, including managers, colleagues, and team members. Ideal for anyone seeking to strengthen professional relationships, this course provides actionable insights into how character and trust directly impact workplace performance and collaboration.
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Fraud and Embezzlement: Case Studies from the Trenches
Thursday, Mar. 18 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource 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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Recognizing Lies: How to Detect and Prevent
Thursday, Mar. 18 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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Trust is the glue that binds all relationships. Regardless, humans tell lies, a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How are the cues properly interpreted? How can you protect yourself from lies? Learn how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth.
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Surgent's Social Security: Dispelling Common Myths with Essential Truths
Thursday, Mar. 18 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $119
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For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.
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IT Controls and SOC Reporting in Financial Audits
Thursday, Mar. 18 11:00am - 2:00pm
Online
3.00 Credits
Member Price: $109
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This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs).
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Current and Upcoming FASB Issues
Thursday, Mar. 18 11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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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.
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2026/27 Not-for-Profit GAAP Update
Thursday, Mar. 18 12:00pm - 1:00pm
Online
1.00 Credits
Member Price: $55
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Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders, and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. 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 New Quality Management Standards - What Everyone Needs to Know
Thursday, Mar. 18 12:00pm - 1:48pm
Online
2.00 Credits
Member Price: $89
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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.
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International Tax Treaties
Thursday, Mar. 18 12:00pm - 1:52pm
Online
2.00 Credits
Member Price: $89
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This course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations. **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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Forgotten Managerial Accounting Tools
Thursday, Mar. 18 12:00pm - 1:56pm
Online
2.00 Credits
Member Price: $89
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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!
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International Cross Border Transactions
Thursday, Mar. 18 12:00pm - 2:00pm
Online
2.20 Credits
Member Price: $89
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Please join us for an introductory course in international cross border transactions. We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entities effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US- Canada transaction. **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 leighanne.conroy@acpen.com.
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Mastering Partnership Basis: Inside and Outside Basis
Thursday, Mar. 18 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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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Cash Conversion Cycle: Tool and Techniques
Thursday, Mar. 18 12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization.
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Ethics: Court Orders, Confidentiality, and Compliance
Thursday, Mar. 18 12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230, and the Gramm-Leach-Bliley Act (GLBA). Through scenario-based learning and practical analysis, participants will examine how ethical principles intersect with legal mandates and how to maintain professional integrity when faced with conflicting client interests, ambiguous court orders, or pressure to over-disclose. This course emphasizes informed consent, scope limitations, and the preparer's duty to protect confidentiality even when disclosure is legally permitted. This course provides the tools and frameworks needed to make sound decisions, avoid regulatory pitfalls, and uphold the highest standards of practice in sensitive legal contexts. 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 Crucial Connection - Why You Should Care About Your Client's System of Internal Control
Thursday, Mar. 18 1:00pm - 2:30pm
Online
1.50 Credits
Member Price: $69
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Conduct risk assessment the right way Regardless of the size of your client or audit budget, there are specific requirements in accounting standards and generally accepted auditing principles (GAAP) related to auditing internal control for risk assessment purposes. Take a deep dive into understanding your audit client's system of internal control to perform a more effective and efficient audit.