Professional Development and Event Catalog
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The Current and Future Landscape of Audit Technology
Saturday, Mar. 27 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. 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 In Audit and Financial Reporting
Saturday, Mar. 27 2:00pm - 3:06pm
Online
1.60 Credits
Member Price: $39
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Auditors and financial professionals must understand how to integrate AI responsibly while maintaining professional skepticism, audit quality, and compliance with regulatory expectations. However, the use of AI also introduces new governance, ethical, and regulatory considerations that organizations must carefully manage. This course explores how AI is currently being used in audit and financial reporting, the benefits and risks associated with its adoption, and how organizations can establish appropriate governance, controls, and oversight.
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State Tax Nexus: Frequently Awkward Questions
Saturday, Mar. 27 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
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Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
Saturday, Mar. 27 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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The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 1
Saturday, Mar. 27 3:00pm - 4:08pm
Online
1.80 Credits
Member Price: $89
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The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations, and financial outcomes. This can sometimes appear to be accuracy-focused and not necessarily decision useful insight. Controllers must move away from just variance explanation and include performance interpretation. To do this, the controller must understand business models and value drivers, be able to translate strategy into financial growth and align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts and controllers will come away with insightful ideas regarding how to elevate their roles.
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AI-Enhanced Business Consulting for CPAs: Strategies and Tools
Saturday, Mar. 27 3:00pm - 6:41pm
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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Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
Saturday, Mar. 27 4:00pm - 5:46pm
Online
2.00 Credits
Member Price: $89
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The difference between star performers and average ones in leadership roles is attributable largely to emotional intelligence (EQ). It’s surprising, then, that EQ is underrated as an essential ingredient for success in life and leadership. This presentation highlights the importance of EQ and provides participants with actionable tools to develop better relationships within and outside of the workplace, build healthy teams, and navigate constant change.
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Effective Governance for Nonprofit Success
Monday, Mar. 29 9:00am - 9:57am
Online
1.00 Credits
Member Price: $39
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Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical tools and insights to confidently navigate the complexities of nonprofit governance.
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ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
Monday, Mar. 29 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it a tool that every CPA should have a basic understanding of how to use and apply in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of ChatGPT on your computer. Practice files will be provided so you don't have to expose your confidential data. 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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K2's AI Accounting and Fraud Detection
Monday, Mar. 29 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io, and Docyt. It examines how new technologies, like vibe coding and low-code/no-code automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics, and develop an automation strategy that enhances accuracy, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation.
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K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
Monday, Mar. 29 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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This session dives into real-world cases of financial fraud, cybercrime, and ethics breaches that captivated the business and accounting world. This session analyzes how these crimes unfolded, the warning signs that were missed, and the internal control and technology failures that enabled them. Participants will explore modern threats, including AI-enabled deception, and learn practical steps to strengthen fraud prevention, data protection, and governance. From shocking embezzlements to headline-making cyberattacks, this course turns true stories into powerful lessons for today's accounting and finance professionals.
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Mastering Partnership Basis: Inside and Outside Basis
Monday, Mar. 29 9:00am - 11:00am
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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Public Procurement Basics: Protecting the People's Money
Monday, Mar. 29 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Procurement is a critical component of successful government operations. While there are challenges in public procurement, there are a number of guidelines and requirements that will help lead you to success. This course will offer guidance on how governments can meet complicated procurement needs and develop best practices that protect public and Federal funds. 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 Lessons Learned From Recent Accounting Malpractice Actions
Monday, Mar. 29 9:00am - 11:00am
Online
2.00 Credits
Member Price: $119
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Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk.
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The Complete Guide to the Preparation of Form 1041
Monday, Mar. 29 9:00am - 4:41pm
Online
8.00 Credits
Member Price: $250
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Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD), and tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code and learn how to apply tax rules to real world situations. Through case studies and line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately and efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration and its impact on fiduciary taxation. *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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Multi Year Failure to File: Getting into Compliance
Monday, Mar. 29 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. 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 A Complete Guide to the Yellow Book
Monday, Mar. 29 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $279
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A thorough understanding of the Yellow Book is essential for anyone working with governments and not-for-profits. This course provides comprehensive coverage of Yellow Book requirements while building confidence and proficiency in performing Yellow Book audits. The course uses a highly illustrative and engaging format, featuring more than 25 focused exercises designed to strengthen practical application and enhance working knowledge.
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Navigating IRS Correspondence: Responding to IRS Letters
Monday, Mar. 29 9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. 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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Revenue Recognition Topic 606 - Identify the Contract Part 1
Monday, Mar. 29 10:00am - 11:14am
Online
1.20 Credits
Member Price: $39
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On May 28, 2014, the Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing and uncertainty of revenue from contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard.
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Accounting for People: Workforce Trends, Costs, and Talent
Monday, Mar. 29 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends, and risks associated with today’s ever-changing workforce has changed. From recruiting and retention to engagement and compensation alternatives. The modern leader must understand how employee-related decisions drive both performance and profitability. This session will examine the financial implications of HR trends, workforce planning, and the evolving role of talent strategy. We will also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you? Join for some interesting research and entertaining mix of videos to understand the people around you in the workforce.