Professional Development and Event Catalog
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Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information
Friday, Apr. 16 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we'll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We'll examine how data can be accessed — legitimately or maliciously — by third parties during travel, and offer practical strategies to minimize risk, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations, and actionable tips for staying secure in transit.
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Independence for Auditors - AICPA, PCAOB, GAO and DOL
Friday, Apr. 16 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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Multistate Taxation - Issues and Planning Opportunities
Friday, Apr. 16 10:00am - 5:41pm
Online
8.00 Credits
Member Price: $250
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Join our course on Multistate Taxation – Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations, and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity, and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks, and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently. **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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Implementing and Maintaining an Internal Control System
Friday, Apr. 16 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $239
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Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. 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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Effective Governance for Nonprofit Success
Friday, Apr. 16 11:00am - 11:57am
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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Calculating the Retirement Need
Friday, Apr. 16 11:00am - 12:00pm
Online
1.00 Credits
Member Price: $55
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For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. 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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Addressing Common Documentation Deficiencies
Friday, Apr. 16 11:00am - 12:48pm
Online
2.00 Credits
Member Price: $89
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The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation and provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality, and mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices and uphold the highest standards of the profession.
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Better Business Writing: Improve Your Speed and Quality
Friday, Apr. 16 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message.
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K2's AI Accounting and Fraud Detection
Friday, Apr. 16 11:00am - 1:00pm
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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AI-Enhanced Business Consulting for CPAs: Strategies and Tools
Friday, Apr. 16 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 Complete Guide to the Preparation of Form 1041
Friday, Apr. 16 11:00am - 6:41pm
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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How to Audit Accounting Estimates
Friday, Apr. 16 11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. 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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Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
Friday, Apr. 16 12:00pm - 1:04pm
Online
1.00 Credits
Member Price: $39
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Individuals may cite retaliatory concerns when weighing their decision to report an issue; during an investigation; or, after an investigation’s conclusion. No matter the timing, when an individual raises a retaliation concern, their claims should be taken seriously and fully reviewed. Does your organization analyze retaliation allegations and investigate outcomes as part of their cultural assessment? Most organizations track retaliation matters at a general, non-specific level. The type of retaliation and the perceived cause of the retaliatory act are not delineated. When a retaliation matter requires investigation, an organization should gather key data points for trending purposes and to fine tune future training and policy initiatives. This course offers recommendations for (1) framing responses to retaliation allegations (2) capturing key data points (3) developing specific metrics for retaliation matters
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Data Science for Accountants – Business Analytics
Friday, Apr. 16 12:00pm - 1:44pm
Online
2.00 Credits
Member Price: $89
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In today’s environment of constant volatility and complexity, organizations are inundated with data yet often lack meaningful insights. The finance and accounting function has a unique opportunity to harness Big Data and the full spectrum of analytics—descriptive, diagnostic, predictive, and prescriptive—to enhance decision-making. However, collecting and reporting data is not the same as analyzing it to extract actionable intelligence. Compared to fields like marketing, sales, and supply chain management, finance has been slower to adopt advanced analytics. This course explores how CFOs and finance leaders can close that gap and transform their function into a true driver of strategic insight.
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Sleepless Nights: In AI It's All About "The Prompt", in Careers It's All About "The Relationships"
Friday, Apr. 16 12:00pm - 1:48pm
Online
2.00 Credits
Member Price: $89
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This course focuses on the individual taking ownership for their career. It provides tools and methods to assist and guide the individual to develop the collateral necessary in navigating their career. It provides a Personal Marketing Plan that can be customized to fit the career objectives and goals of the individual. It also focuses on character self-awareness, crucial for long-tern career success.
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Partnership Checkup: Tax Issues and Forms Reporting
Friday, Apr. 16 12:00pm - 3:38pm
Online
4.00 Credits
Member Price: $149
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This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts & now required for tax form reporting, as well an overview of K-2 and K-3 reporting requirements and effective dates. *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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Compilation, Preparation and Review Basics and Peer Reviews
Friday, Apr. 16 12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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Cover the basic requirements for performing preparation, compilation, and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements, and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. 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, Apr. 16 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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Considerations of Fraud
Friday, Apr. 16 1:00pm - 2:53pm
Online
2.00 Credits
Member Price: $89
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This course provides an in-depth exploration of AU-C 240, Consideration of Fraud in a Financial Statements Audit. Participants will gain practical insights into identifying, assessing, and responding to fraud risks within the context of financial statement audits. Through engaging lectures, real-world examples, and case studies, the course examines the nature and characteristics of fraud, including fraudulent financial reporting and misappropriation of assets. It also delves into the auditor's responsibilities under AU-C 240 for planning and performing audits with fraud considerations, techniques for identifying fraud risk factors and assessing risks of material misstatement, and methods for designing and implementing effective audit procedures. Additionally, participants will explore best practices for communicating and documenting findings related to potential or identified fraud. Ideal for auditors at all experience levels, this course equips attendees with the knowledge and tools necessary to navigate fraud-related complexities and maintain audit integrity.
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Navigating IRS Authorizations: Form 2848 and Form 8821
Friday, Apr. 16 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.