Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
S Corporations: Calculating Shareholder Basis
Friday, Apr. 30 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
See more dates
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many 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.
More Dates
Fraud Case Studies: Professional Misbehavior in the 21st Century
Friday, Apr. 30 4:00pm - 7:36pm
Online
4.00 Credits
Member Price: $149
See more dates
Savvy accountants pay attention to fraud trends so they can implement preventive and/or detective controls. This course examines novel frauds to explore potential mitigation measures. Participants will see how selected frauds were accomplished so they can consider internal controls that could have foiled the fraudsters' nefarious efforts. We examine broad ethical considerations and specific provisions of the AICPA Code of Professional Conduct. Along the way, we consider dramatic details of several fraud cases to illustrate practical applications that accountants can apply in their professional endeavors.
More Dates
Beyond the Basics: Financial Ratios You Might Be Overlooking
Friday, Apr. 30 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
See more dates
Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. 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
Best-in-Class Internal Controls: Best Practices for Finance Professionals
Saturday, May 1 10:00am - 12:00pm
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
Taxation of Business Entities
Monday, May 3 9:00am - 11:17am
Online
2.50 Credits
Member Price: $99
See more dates
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics. **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
Digital Resilience: Building Stronger, Smarter Organizations
Monday, May 3 10:00am - 11:03am
Online
1.00 Credits
Member Price: $39
See more dates
In an era of unrelenting technological disruption-where cyberattacks, AI-driven risks, and digital transformations collide-resilience is no longer a luxury; it's a strategic imperative. This session will explore how organizations can build digital resilience, leveraging technology not just to survive disruptions but to emerge stronger and more adaptive.
More Dates
The New Quality Management Standards - What Everyone Needs to Know
Monday, May 3 10:00am - 11:48am
Online
2.00 Credits
Member Price: $89
See more dates
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.
More Dates
Audit and Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
Monday, May 3 10:00am - 5:37pm
Online
8.00 Credits
Member Price: $250
See more dates
Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review.
More Dates
Taxation of Non-fungible Tokens (NFTs)
Monday, May 3 12:00pm - 1:52pm
Online
2.00 Credits
Member Price: $89
See more dates
Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets. **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
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
Monday, May 3 12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $149
See more dates
This course is designed for accounting and finance professionals who desire financial reporting flexibility for small- and medium-sized entities (SMEs). We examine special-purpose frameworks (SPFs) that may offer simplification while enhancing the usefulness of financial reporting for SMEs. Our discussion offers practical ways to align financial reporting with the decision-making needs of users and other stakeholders. Real-world examples and case discussions will help attendees confidently prepare, review, and interpret SMEs’ financial statements.
More Dates
Was It Fraud or Just Poor Audit Quality?
Monday, May 3 2:00pm - 3:27pm
Online
1.60 Credits
Member Price: $79
See more dates
This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit. The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit. Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed. Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet. Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions. Were the auditors just sloppy, ignorant, negligent? Or were they active participants in producing fraudulent financial statements? You be the judge.
More Dates
Common Peer Review Deficiencies and How to Avoid Them
Monday, May 3 2:00pm - 3:48pm
Online
2.00 Credits
Member Price: $89
See more dates
Required Peer Reviews are an important element for ensuring high quality audit and attest services are being offered by CPAs. This course will explore the most common deficiencies identified through the Peer Review program, so that CPAs know what potential problems to avoid.
More Dates
Tax Practice Standards
Monday, May 3 2:00pm - 3:57pm
Online
2.00 Credits
Member Price: $89
See more dates
Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law. Also included will be case studies illustrating dilemmas faced by tax practitioners. **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
2027 Spring Tax Rewind
Monday, May 3 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Join us for the Spring 2027 installment of the Tax Rewind quarterly webcast series, featuring a practical review of the current tax landscape for practitioners preparing and reviewing client returns. In this webcast, we'll discuss: Practical tax planning considerations for current year returns Key tax practice and procedure updates affecting day-to-day work Recent IRS guidance, trends, and compliance considerations
More Dates
Taxation of Judgements and Settlements
Monday, May 3 3:00pm - 5:05pm
Online
2.40 Credits
Member Price: $99
See more dates
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **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
Thinking Like an Auditor When Preparing Your Financial Statements
Monday, May 3 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
See more dates
External auditors understand concepts like materiality, reasonableness, and risk of material misstatement. This course will explain how to think like an auditor when preparing and fairly presenting your financial statements and related disclosures.
More Dates
Tax Procedure
Monday, May 3 4:00pm - 5:54pm
Online
2.00 Credits
Member Price: $89
See more dates
This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. **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
Key Financial and Economic Issues Facing the Financial Executive
Tuesday, May 4 9:00am - 10:00am
Online
1.00 Credits
Member Price: $49
See more dates
The webcast explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
More Dates
The Seven High Quality Questions that Lead to Success and Solutions
Tuesday, May 4 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
See more dates
“How will I EVER get this all done?" It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words! Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm! Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success. It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization. For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier. For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity. You and your team will shine. Your staff will feel appreciated and connected to their value as well as the company's goals. Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'. The quality of your question will impact the quality of your solution. Learn the 7 questions that take you from confused and frustrated to creative and focused.
More Dates
Living in the World of AI – How AI Has Changed Ethics
Tuesday, May 4 10:00am - 10:50am
Online
1.00 Credits
Member Price: $39
See more dates
AI (‘Artificial Intelligence’) has already reshaped the way we work, offering immense opportunities alongside serious ethical and organizational challenges. How should we use AI responsibly without slowing innovation? Is using AI ethical? Is it right? Is not using AI ethical? The goal is to make better use of the power of AI, in a sustainable and ethical way.