Calendar of Events

Event Type:

June 2024
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Events available for Registration...

Surgent's Unlimited Plus Package - 2024
1/1/2024 - 1/1/2025
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AI and Data Analytics for Auditing - The Big Picture
6/25/2024
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AICPA - Construction Contractors: Auditing Considerations
6/25/2024
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Guide and Update to Compilations, Reviews, and Preparations
6/25/2024
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Level V: Advanced Management and Leadership Essentials
6/25/2024
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Live Webinar K2?s Better Productivity Through Artificial Intelligence & Automation Tools
6/25/2024
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Live Webinar K2?s Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies
6/25/2024
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Preparing and Reviewing Client Prepared Financial Statements and General Attest Engagements
6/25/2024
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AICPA - 2024 Washington Tax Brief
6/26/2024
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AICPA - Key Financial and Economic Issues Facing the Financial Executive
6/26/2024
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Interstate Insights: Regional Perspectives on Multistate Tax Trends
6/26/2024
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Live Webinar K2?s Paperless Office
6/26/2024
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Accounting Data Analytics
6/27/2024
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AICPA Town Hall Series (6/27/2024)
6/27/2024
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Live Webinar K2?s Ethics And Technology
6/27/2024
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Live Webinar K2?s Mastering Advanced Excel Functions
6/27/2024
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2024 Mid-Year Business Tax Update
6/28/2024
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2024 Mid-Year Individual Tax Update
6/28/2024
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Live Webinar K2's Technology For CPAs - Don't Get Left Behind
6/28/2024
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AICPA - New Quality Management Standards: Resources ? Expectations for Firms and Engagement Partners
7/9/2024
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AICPA - New Quality Management Standards: What?s New for Firms? Monitoring and Remediation Processes
7/11/2024
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AICPA - Contract Accounting, Lease Accounting, and their Impact on Construction Contractors
7/12/2024
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Level I: Basic Staff Training
7/15/2024 - 7/18/2024
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Live Webinar K2?s Microsoft 365/Office 365 - All the things You Need to Know
7/16/2024
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Live Webinar K2?s Small Business Internal Controls, Security, and Fraud Prevention and Detection
7/17/2024
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AICPA Town Hall Series (7/18/2024)
7/18/2024
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Live Webinar K2?s Best Word, Outlook, And PowerPoint Features
7/18/2024
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Live Webinar K2?s Excel Charting And Visualizations
7/18/2024
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AICPA - PCAOB Updates
7/23/2024
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Level V: Advanced Management and Leadership Essentials
7/23/2024
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AICPA - Construction Contractors: Auditing Considerations
7/29/2024
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Live Webinar K2?s An Accountant?s Guide To Blockchain And Cryptocurrency
7/30/2024
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Live Webinar K2?s Artificial Intelligence For Accounting And Financial Professionals
7/30/2024
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Live Webinar K2?s Advanced QuickBooks Tips And Techniques
7/31/2024
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Live Webinar K2?s Case Studies In Fraud And Technology Controls
7/31/2024
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AICPA Town Hall Series (8/1/2024)
8/1/2024
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AICPA A&A Focus (8/7/2024)
8/7/2024
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Yellow Book: Staying Compliant with Government Auditing Standards
8/8/2024
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Annual CPA Convention
8/11/2024 - 8/13/2024
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Virtual Annual CPA Convention
8/11/2024 - 8/13/2024
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Annual Convention Exhibitor and Sponsorship
8/12/2024 - 8/13/2024
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Accounting for Changes in Accounting Principles and Error Corrections
8/15/2024
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Critical Issues That CPAs in Industry Will Need to Face This Year
8/15/2024
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Live Webinar K2?s Business Continuity ? Best Practices For Managing The Risks
8/20/2024
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Live Webinar K2?s Microsoft Access ? Tables, Queries, And Beyond
8/21/2024
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Live Webinar K2?s QuickBooks For Accountants
8/22/2024
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Auto and Energy-Related Tax Credits
8/26/2024
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Level V: Advanced Management and Leadership Essentials
8/27/2024
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What Practitioners Need to Know About Estate Planning and Administering a Client?s Estate
8/27/2024
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Free Member Webinar: What you need to know about Cybersecurity and the FTC Safeguards Compliance
9/5/2024
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Farm Tax Conference
9/9/2024 - 9/10/2024
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Farm Tax Conference Exhibitor and Sponsorship
9/9/2024 - 9/10/2024
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Virtual Farm Tax Conference
9/9/2024 - 9/10/2024
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AI Ethics: Balancing on the Tightrope
9/11/2024
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Accounting and Auditing Update for Not-for-Profits
9/12/2024
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The Accounting Pipeline Shortage - Exploring Alternatives to Outsourcing
9/19/2024
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Guide to the AICPA Quality Management Standards
9/20/2024
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AI and Data Analytics for Auditing - The Big Picture
9/24/2024
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Level V: Advanced Management and Leadership Essentials
9/24/2024
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Accounting Data Analytics
9/26/2024
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Social Security: Dispelling Common Myths with Essential Truths
9/27/2024
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Level IV: Management and Leadership Essentials Training
10/17/2024
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Surgent's Federal Tax Update
10/17/2024
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Accounting and Auditing Update for Small Businesses
10/21/2024
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The Top Five Tax Issues in Dealing with LLCs and Partnerships
10/24/2024
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Level V: Advanced Management and Leadership Essentials
10/29/2024
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Multistate Income Tax Issues
10/30/2024
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Surgent's Individual Income Tax Update
10/30/2024
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Accounting Data Analytics
10/31/2024
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MNCPA Business Valuation Conference
11/6/2024
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K2's Accountant's Artificial Intelligence Conference
11/7/2024
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Free Member Webinar: Current Economic and Market Update
11/8/2024
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Level IV: Management and Leadership Essentials Training
11/18/2024 - 11/21/2024
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AI and Data Analytics for Auditing - The Big Picture
11/26/2024
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Level V: Advanced Management and Leadership Essentials
11/26/2024
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Level V: Advanced Management and Leadership Essentials
12/9/2024 - 12/12/2024
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Level V: Advanced Management and Leadership Essentials
12/17/2024
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Surgent's Unlimited Self-Study Package - 2024
1/1/2025
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Surgent's Unlimited Webinar Package - 2024
1/1/2025
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Level I: Basic Staff Training
1/6/2025 - 1/9/2025
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Level V: Advanced Management and Leadership Essentials
1/7/2025
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Professional Ethics: The AICPA's Comprehensive Course
1/15/2025
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Events in the next 30 days...
8/25/2023 - 12/31/2024

CPE for the CFO and Internal Controller


This compilation of timely topics has been designed with the CFO, internal controller and in-house accountant in mind. The series includes 8- 2 Hour sessions that include everything your industry accountant needs in Accounting and Tax.

You will have multiple dates and time options to complete each course. 

Courses Include:

Tax Track

  • Business Tax Update for Industry
  • The AB5s of Employees vs. Independent Contractors
  • Depreciating & Expensing Business Assets
  • Business Losses: Going Backward and Forward


A&A Track

  • Managerial Accounting Refresher for the In-House Accountant
  • Is Activity-Based Costing the Right Tool for Your Organization?
  • FASB's New Lease Accounting Standard
  • Internal Controls That Could Have Prevented Frauds
11/29/2023 - 6/30/2025

ACPEN has joined forces with Practice Protect to present a webinar series, "Mastering Cybersecurity," carefully crafted to empower CPAs with the essential knowledge and tools required for effectively safeguarding their practices and client information.

This classroom comprises of three parts and if you are a member, you'll receive one of them for free. Don't pass up this opportunity. 

Cybercrime is on the rise and CPAs that handle sensitive client data are often the target of cybercrimes.  

In this bundle, you get:

  • Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
  • Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
  • Mastering The Three Pillars of Cybersecurity: Team & Compliance

You'll learn what the eight biggest threats are to your business and uncover the three pillars of cybersecurity that you can build your firm's defense around.


Speakers:
Jon Melloy
1/23/2024 - 6/30/2025

Welcome to the ACPEN Employee Relations Micro-Credential. In order to successfully complete this program, there are 6 required sessions and a final exam to test competency. The sessions are scheduled with multiple date/time options that you may choose from. This group of courses will address the following concepts: 

  • Maintaining a Harmonious Work Environment 
  • Addressing Accomodations in the Workplace
  • Coaching and Counseling 
  • Balancing Employee and Employer Rights

These sessions will provide you with practical knowledge and critical information that will help your firm or company to thrive in an increasingly complex work environment. This comprehensive program is designed to help practitioners, business owners, managers and leaders create successful, positive work places and avoid litigation.  The sessions included are as follows:  Balancing Employee and Employer Rights, Maintaining a Harmonious Working Environment, Coaching & Counseling - Performance Management,     Coaching & Counseling - Addressing Misconduct, Preparing for & Conducting Discharge Meetings, Accommodation Requests - Substance Abuse - Contagious Infections

In addition to the microcredential, the successful completion of this program will award 7 hours of CPE in the applicable NASBA field of study.


Speakers:
Mike Mirarchi
3/4/2024 - 6/30/2025

Welcome to DEI: From the Inside Out! Many of you have participated in different versions of DEI programs over the last several years. DEI has been a big buzzword in the workplace over the past four years. Many companies and organizations, large and small, have established DEI initiatives. Based on the research, however, many still need help with successful implementation. From our company's perspective, the primary reason is the approach! Many DEI initiatives are about race and other factors and negate the one aspect with the most remarkable ability to move the needle, the humanistic element of DEI. This approach is about valuing, welcoming, and appreciating the people around us as human beings, regardless of their differences in culture, race, gender, etc. The system of diving into bias training, microaggressions, etc.—has not worked very well. We are not negating their importance, but when we view things from the humanistic side, we begin to see the beauty and benefit of DEI as a growth and benefits tool for your company or organization.

That is what the DEI From the Inside-Out Model is all about.

This 2-session Micro-Credential program, will provide valuable tools to add to or develop your DEI efforts so that all stakeholders will benefit from the investment of money and time. It will also create a safe space for people to learn, grow, and adjust where necessary.


Speakers:
Darrell (Coach D) Andrews
3/6/2024 - 6/22/2025

Welcome to the ACPEN Fraud Micro-Credential. In order to successfully complete this program, there are 6 required sessions and a final exam to test competency. The sessions are scheduled with a variety of dates and times, so you can select the days that work with your schedule.

This group of courses will address the following concepts: 

  • Preventing and Detecting Business Fraud
  • Managing Risks Associated with Business Fraud
  • Types of Business Fraud - Payroll, Embezzlement, Accounting & Auditing
  • Interviewing & Interrogation

In addition to the microcredential, the successful completion of this program will award 19.5 hours of CPE in the applicable NASBA field of study.  Course titles will include:  Prevention & Detection of Fraud In Small Businesses, Auditing for Fraud, Expense and Payroll Fraud, ACPEN Signature 2023:  Business Fraud Update and Managing the Risk of Fraud, Accounting Fraud & Embezzlement: Case Studies from the Trenches, Was It Fraud or Just Poor Audit Quality?


Speakers:
Paul E. Coggins, JD
Dennis F. Dycus, CFE, CPA, CGFM
Mr. Dennis F. Dycus, CFE, CPA, CGFM
David L. Cotton, CPA, CFE, CGFM
David L. Cotton, CPA, CFE, CGFM
Alan M. Buie, JD
Vincent M. Walden, CPA, CFE
Kevin M. Rockecharlie, CISA
Sandra Johnigan, CPA
Allison M. McLeod, LL.M., CPA
Mary O'Connor, CPA
Vincent M. Walden, CPA, CFE
Paul E. Coggins, JD
Sandra Johnigan, CPA
John D. Gill, J.D., CFE
Katherine Miller, JD
Kevin M. Rockecharlie, CISA
Mary O'Connor
Chad Francis, CPA, CFE
3/21/2024 - 6/30/2025

Welcome to the ACPEN Yellowbook Micro-Credential. This program will award you all 24 hours of Governmental CPE so you can be Yellowbook compliant. 

In order to successfully complete this program, there are 6 required sessions and a final exam to test competency. The sessions are scheduled in order and there are many date/time options that you may choose from for each session. This group of courses will address the following concepts: 

  • Learn about the similarities between all three GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s.  Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. 
  • Take a whirlwind tour of governmental accounting basics while focusing on wetting the participant’s appetite for more. 
  • Stay up-to-date on rapidly changing developments by participating in the 2024 Governmental Accounting and Auditing Update! 
  • Learn about Common Audit and Financial Reporting Deficiencies in State and Local Governments.
  • Learn how to simplify the requirements using common sense examples and language. 
  • Learn what you need to know if you are performing audits under these audit standards and the Uniform Guidance for Federal Awards. 

 The sessions included are as follows:  GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2), Governmental Accounting 101, ACPEN Signature 2024: Governmental Accounting & Auditing Update, Common Audit and Financial Reporting Deficiencies in State and Local Governments, Audit Risk Assessment in Plain English, and ACPEN Signature 2024: Single Audit and Uniform Guidance Issues Update


Speakers:
Frank Crawford, CPA
Frank Crawford, CPA
Joel Black, CPA
David L. Cotton, CPA, CFE, CGFM
William Blend, CPA
Carole A. Burgess, CPA
Robert Scott, CPA
Lindsey Kennimer, CPA
Raymond Krouse, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
3/28/2024 - 6/30/2025

Welcome to the ACPEN Future Of Work Micro-Credential! 

This 3-session Micro-Credential program, approximately sixty minutes per session, will provide you with 3 hours of CPE, as well as a micro-credential badge. 

In order to successfully complete this program, there are 3 required sessions and a final exam to test competency. The sessions should be taken in order and there are multiple date/time options that you may choose from. These sessions will provide you with practical knowledge and critical information that will help your plan for the future work. 


Speakers:
Steve Cadigan
5/13/2024 - 10/31/2025

The Workplace Safety Micro-Credential offers a comprehensive curriculum designed to equip individuals with the essential knowledge and skills to ensure workplace safety and effectively respond to emergencies. This program comprises five modules, each focusing on critical aspects of incident preparedness:

  1. Pre-Incident Awareness and Threat Recognition: This module provides participants with the necessary knowledge to recognize potential threats and hazards in the workplace. Topics include identifying warning signs, understanding situational awareness, and implementing proactive measures to prevent incidents before they occur.

  2. Responding to a Threat: Participants learn how to effectively respond to various threats, including active shooters, and workplace violence.

  3. Life-Saving Medical Training: This module emphasizes the importance of immediate medical intervention in emergencies. Participants acquire essential first aid skills, bleeding control (wound packing, tourniquet).

  4. Interaction with First Responders: Participants learn how to effectively communicate and collaborate with first responders during emergency incidents. This module covers the role of law enforcement, fire departments, and emergency medical services, as well as best practices for facilitating a smooth transition of command and control.

  5. Deescalation Training: This module focuses on conflict resolution and deescalation techniques to prevent potentially volatile situations from escalating into violence. Participants learn communication strategies, active listening skills, and practical deescalation tactics to defuse tension, promote cooperation, and foster a safe and respectful work environment.

Upon successful completion of all modules, participants will receive a Workplace Safety Micro-Credential, demonstrating their proficiency in incident preparedness and their commitment to maintaining a safe and secure work environment. This credential not only enhances individual skills but also contributes to a culture of safety within the workplace, ultimately safeguarding the well-being of employees and stakeholders.


Speakers:
Andy Sexton
Chad Ayers
6/1/2024 - 6/1/2030
This On-Demand subscription includes more that 100 curated courses covering a wide range of topics in accounting and auditing, tax, technology, and more. Access to the Anytime CPE subscription begins immediately upon purchase and is available through December 31 in the year of purchase. Please review our Anytime CPE FAQs for more information.
6/21/2024 - 12/31/2034
Staying current on significant changes in Government Audit Standards can be difficult. This course covers the most important issues and changes relevant to Yellow Book financial statement audits.

Objectives:
Describe developing issues and challenges in performing Yellow Book financial statement audits
Explain important judgments made in audits performed in accordance with Government Audit Standards

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing (Governmental)
6/21/2024 - 12/31/2034
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics.

Objectives:
Be able to differentiate between the different types of business entities
Be able to determine if a business client is using the most tax efficient entity structure based on its business goals.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
It's a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now.

Objectives:
Apply the new financial accounting concepts of leases

Gain a working knowledge of accounting rules as they apply to leases

Instructor:
Chris Harper, CPA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
This program will introduce useful features of Excel, with a focus on workbook structure, navigating within workbooks, understanding how to use formulas, formatting, and other introductory concepts.

Objectives:
Recall best practices to create and modify basic Excel workbooks

Select basis formulas to analyze information

Select formatting techniques to enhance Excel workbooks

Instructor:
Chris Harper, CPA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
This course explores the FASB codification provisions and AICPA financial reporting framework for transaction with related parties, including business owners and special purpose entities. Real-life examples are used to illustrate the various authoritative standards and discuss the consequences of failing to comply.

Objectives:
Apply the financial accounting rules for related parties and how they impact accounting transactions

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
A discussion of the latest tax provisions and their impact on non-profit entities, including charities, hospitals, and universities.

Objectives:
Apply the latest tax provisions related to non-profit entities

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
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.

Objectives:
Apply recent tax developments affecting the partnership entity and its partners

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction.

Objectives:
Apply the passive activity and flow-through entity rules for real estate professionals and show how these situations should be reported on various tax forms

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments.

Objectives:
Apply the rules and forms reporting for deducting income from flow-through entities

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
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.

Objectives:
Apply the passive activity and flow-through entity rules for "self-rental property" and show how these situations should be reported on various tax forms

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034


Objectives:

Instructor:


Fields of Study:
6/21/2024 - 12/31/2034
Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.

Objectives:
Gain ideas that will help your organization perform it's month-end closing faster, better and cheaper.

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Individuals who work in a governmental environment have many rules of ethics that must be followed. The Government Accountability Office (GAO) issues Yellow Book providing rules related to ethics and independence, which received a significant update in 2018. We'll review some of the key elements of ethics relevant to governmental entities and auditors to prevent independence noncompliance.

Objectives:
Threats and safeguards
Independence Rules
GAGAS

Instructor:
Melisa Galasso

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
The Auditing Standards Board (ASB) has completed its update of the three engagement types in the SSAEs. In this course, we will review the changes to the examination, review, and agreed-upon procedures standard to provide you with an understanding of the changes to performance and reporting requirements.

Objectives:
Identify changes to the performance requirements for attestation standards
Recall changes to reporting requirements

Instructor:
Melisa Galasso

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Environmental, Social and Governance (ESG) has become a hot topic among standard setters. This session will look at the work of the FASB, GASB, and AICPA in the areas of ESG. We'll also look at the types of engagements CPAs can provide to entities who want assurance around their ESG reporting.

Objectives:
Identify types of engagements CPAs can perform on ESG related items
Describe current projects of accounting standard setters"

Instructor:
Melisa Galasso

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Government leases are getting an overhaul. GASB Statement 87 was issued in 2017 and provides an update on the proper accounting for leases from both the lessee and lessor points-of-view.

Objectives:
Define a lease per GASB 87
Prepare journal entries for lessee and lessor accounting compliant with GASB 87

Instructor:
Melisa Galasso

Fields of Study:
Accounting (Governmental)
6/21/2024 - 12/31/2034
Governmental accounting is very unique. This course will introduce the financial reporting basics for governments, including fund accounting and the modified accrual basis of accounting. Attendees will analyze the layouts of the fund financial statements as well as the government-wide financial statements.

Objectives:
Describe the unique accounting principles and transactions applicable to governmental entities

Instructor:
Melisa Galasso

Fields of Study:
Accounting (Governmental)
6/21/2024 - 12/31/2034
Nonprofits face unique accounting challenges. This course will introduce attendees to the financial statements and unique accounting principles applicable to not-for-profit organizations. Specifically, we will focus on the typical transactions and account balances unique to NFPs, including net assets, agency transactions, contributions, endowments, and programmatic investments.

Objectives:
Recall the unique accounting principles and transactions applicable to NFP organizations

Instructor:
Melisa Galasso

Fields of Study:
Accounting (Governmental)
6/21/2024 - 12/31/2034
This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.

Objectives:
Identify and recall key compliance issues and significant changes in retirement provisions.

Instructor:
Steven C. Dilley, PhD, CPA, JD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures.

Objectives:
identify recent changes affecting the deduction of research and experimental expenditures.

Instructor:
Steven C. Dilley, PhD, CPA, JD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
This course will identify the factors in the choice of entity decision while considering the impact of various recent tax act provisions.

Objectives:
determine the factors in the choice of entity decision considering the impact of various recent tax act provisions.

Instructor:
Steven C. Dilley, PhD, CPA, JD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
Are you aware there are 470+ formula functions in Excel? Do you realize that they add new functions in every major version of Excel? Did you know that Microsoft adds new functions throughout the year in the Office 365 version of Excel? Are you stuck using old or simple functions like SUM or ROUND? Do you want to expand your knowledge of the extensive function library in Excel?
If these questions perk your interest in becoming an Excel function expert, this course is right up your alley.
This past-paced course digs into some of the most powerful functions in Excel. Although, we cannot cover 470 functions, we will look at over 20 functions that will allow you to create advanced calculations in your spreadsheets. Functions like: VLOOKUP, IF, IFS, FORECAST, RAND, SWITCH, TEXTJOIN, UNIQUE, SUBTOTAL, IS, TEXT and more! We will also provide examples files that will include all the functions used during the class. It's time to take your Excel spreadsheets to the next level.
This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Apply formula creation best practices when developing spreadsheets
Use Excel functions to create better calculations in your spreadsheets
Select Excel functions to create advanced calculations

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Have you ever opened a blank workbook in Excel and just stared at it, wondering where to begin? Or, do you spend most of your time just formatting cells to make your spreadsheet look pretty? Or, do you just wonder if there is a better way to creating your spreadsheets?
This course is designed to take you from a blank worksheet to a completed report. Our example will be a financial statement but you can use the knowledge gained in the course and apply it to your specific job function. You will learn to import data instead of manually entering it. Learn that you can use functions and formulas to build calculations that will eliminate the need to manually manipulate your data. Our goal is to make sure you have all the information needed to build reports without having to manually enter it every month.
You will learn techniques to use your data to build your reports. This will include building formulas that are flexible with your changing data. You will learn techniques to validate your report calculations so you can improve the accuracy of your reports. You will also learn how to quickly format reports and techniques that allow you to efficiently change the format. Lastly, you will learn how PivotTables can provide a more dynamic reporting option instead of using pre-defined report formats.
Obviously, we will be covering a lot of ground, so to enhance your learning experience all examples will be provided to each participant along with instructions. This will allow you to follow along and use as you apply your new knowledge to your spreadsheets.
This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Recall best practices when creating reports in Excel
Identify ways to reduce manual entries when creating reports in Excel
Recognize features that are more efficient for creating reports in Excel
Indicate how you can use PivotTables to provide more flexibility in Excel reports

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Over the years, Excel has added MANY new features and functionality, yet most people still use it the same way they first learned it. Many of the features were added to Excel to enhance your ability to create spreadsheets more efficiently and with more accurately. However, if you aren't aware of these new features, how can you use them?
This class will focus on walking through each ribbon (menu) to explain the capability of various features in Excel. It is a great overview for both new and advanced Excel users to make sure you know all the capabilities of Excel. You may have seen many of the features but had no idea what they could do for you. This class will help you to understand these features and determine how you might take advantage of their capabilities.
This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Identify features that allow you to create spreadsheets more efficiently
Select the features that you can use to build better spreadsheets
Recognize features and functions to enhance your spreadsheets

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Excel is the #1 data analysis tool for accountants, yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis.This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make analyzing data an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features.This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Understand the advantages of using PivotTables to analyze data from multiple dimensions.
Create a PivotTable using a step-by-step process that will analyze accounting data.
Use all PivotTable options to maximize your data analysis.
Create PivotCharts to present your data graphically for the most effective analysis.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Did you know Excel has 400-500 functions depending on your version? Did you know there are 12 different function categories? Did you know you could create your own functions? After you attend this class, you will be in the know!
In this course, we will focus on proofing and auditing your spreadsheets. You will learn how to build spreadsheets that validate the accuracy of your calculations and techniques to use the Data Validation feature to validate data entry. You will also learn techniques to cross-foot your data to ensure accuracy as well as how to use the various Excel Auditing Tools.
This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Use the Excel Auditing Tools to validate your calculations
Use the Data Validation feature to verify data entry
Apply various methods of ensuring the accuracy of your spreadsheets

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then we will work through importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards.Most business professionals use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes more difficult to make strategic decisions based on rows and rows and columns and columns of data. You will learn how to add charts and eye-catching visuals with Power View, which will make your dashboards easily understood.This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Create KPI dashboards
Make strategic decisions based on the dashboards you've created
Use various Excel tools to easily create even more meaningful KPI dashboards

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
This course will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words." People tend to better understand the point when visuals are used. We will explore the many capabilities of presenting data without showing rows and rows or columns and columns of data. Help your audience visualize the meaning of the data, whether it is a trend, an exception, a distribution or a good vs. a bad relationship.This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Create charts with ease
Customize specific elements of your charts
Choose which chart will work best in your situation
Use charting to visually communicate your data

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
In this course, we will focus on debugging and troubleshooting complex formulas. You will learn various techniques that will assist you in creating complex compound formulas. You will also learn methods to resolve issues when you receive errors. Do you dread that annoying ERROR! message popping up on your spreadsheets? Tired of using the same long, elaborate formulas when you could be using Excel's built-in formulas? Then this class is for you!This session will also discuss Excel's nine built-in error-checking options and then demonstrate different approaches to error resolution. We will also review techniques to resolve rounding errors.This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Create complex spreadsheets more quickly while maintaining accuracy
Apply advanced skills to build complex formulas
Troubleshoot complex formulas using various methods

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
In this course, we will focus on Financial, Statistical and Math functions. In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your data. Depending on your version, Excel has over 500 functions already built in and ready to use. How many of those do you incorporate into your spreadsheets? You will learn some powerful functions that will take your calculating power to the next level.
This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Create complex amortization schedules
Use math functions to make SUM functions more accurate
Analyze data using the statistical functions

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
In this course, we will focus on the Logical, Information and Lookup and Reference functions. In the Logical function section, you will learn to perform logical tests using the IF function along with AND, OR and NOT. In the Information function section, you will learn various ERROR checking functions that can be combined with the Logical functions. In the Lookup and Reference section, you will learn to use the various LOOKUP functions and the INDIRECT function. Excel has over 500 functions that are built in and ready to use. You just have to figure out which one to use and when. Integrating functions into each and every one of your spreadsheets not only improves efficiency, it also makes your task easier to execute.
This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Create complex lookup formulas
Use the INDIRECT function to speed worksheet creation
Use ERROR checking functions in calculations

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
In this course, we will focus on Text functions and Date and Time functions. Want to automatically update the date and time on your spreadsheet? Or pick text strings from other cells to automatically copy and update to a different cell? You will learn how to incorporate text, date and time functions in your spreadsheet that will make data entry a breeze. In the Text function section, you will learn how to use the various Text functions to join and separate text entries as well as formatting the results. In the Date and Time function section, you will learn how to perform various date and time calculations.
This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Create complex Text functions to separate text entries
Format cells using Text functions
Perform complex date and time calculations

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
This course is designed to build the foundation to becoming an Excel formula expert. Our focus will be on design techniques that should be used when creating formulas. Excel has over 500 functions and among those, Defined Names is one of the top choices in creating formulas that make your spreadsheets work better for you.After understanding what they are and how to properly create Defined Names, you will wonder how you managed without them for so long. You will learn how to use Defined Names and Excel Tables as an important and fundamental part of EVERY spreadsheet. You will learn techniques that most advanced users don't implement in their spreadsheets but should.This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Objectives:
Use Defined Names to create formulas more efficiently
Create Excel Tables to improve spreadsheet accuracy
Utilize structured calculations in Excel Tables

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Excel is a popular data analysis tool, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks.

In 2010, after much development and little hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since 2010, Microsoft has continued their development of end-user data analytic tools. This entire suite of products is called Power BI.

In this session, we will provide an overview of the various Power BI tools and discuss Microsoft's Power BI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool.

This session is an overview of the various Microsoft Power BI tools and should be your first step in learning the complete set of Power BI tools. As an overview, we will not be teaching the details of each tool but you will receive a thorough understanding of what each tool can accomplish.

This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Recognize ways that the Power BI tools can help with your data analysis needs
Identify uses for each Power BI tool
Select which Power BI tool will meet your organization's strategy

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Before you can analyze data, you first must get the data. This course focuses on getting data into Excel using different data sources. Whether your data is text, comma delimited (CSV), reports, Excel, databases, web, applications and/or many others, Excel provides the ability to access that data. You will learn about tools that have been added to Excel that will make accessing that data even easier, such as data models and Power Query (Get and Transform). After this class, you will finally be able to get the data you need to perform data analysis.This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Differentiate between improper and proper data structure
Select the best way to import data into Excel
Identify ways to use Power Query to clean your data

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Excel is a popular tool for data analysis, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis.

This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make data analyzation an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features.

This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Determine the advantages of using PivotTables to analyze data from multiple dimensions
Apply the step-by-step process to create PivotTables
Choose the PivotTable options that best fit your needs
Use PivotCharts to present your data graphically for the most effective analysis

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel.
We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals, in order to make your dashboards easily understood.

This course focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, this course is NOT about using Power BI to create visuals.

This session is presented using Excel 2019. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Use dashboards to make strategic decisions
Create KPI dashboards that graphically represent your data
Use Excel tools to easily create meaningful KPI dashboards

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail - the inability to get the correct data.

This class focuses on using Power Query (Get and Transform) to clean, shape and transform your messy data while still allowing you a one-click refresh. We will review various data issues including appending files, combining multiple files from a folder, adding custom columns, unpivoting data, creating a lookup table, and much more.

This session is presented using Excel 2019. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Use Power Query to solve your data clean-up issues
Determine how Power Query allows you to get more data into Excel
Apply a one-click step to refresh your data

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
This course focuses on using the Power Pivot features to enhance data analysis. We will review the 4 features of Power Pivot (data model, calculations, hierarchies and KPI's) and you will learn how you can use each of these features. Although, the majority of the time will be spent on building the data model and using calculations. You will learn how to add data to your data model either directly into Power Pivot or from Power Query. We will discuss the benefits of the data model relationships versus using the VLOOKUP function to access data in different tables. One of the strengths of Power Pivot is the formula language called DAX (Data Analysis eXpressions). We will introduce DAX so that you can use basic DAX formulas to build various calculations in the data model. You will learn the difference between calculated columns and measures as we build these various calculations into our data model. This session is presented using Excel 2019/Office365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Create a data model using Power Pivot
Differentiate between calculated columns and measures
Use Power Pivot for data analysis

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
This course focuses on using DAX (Data Analysis eXpressions) to create advanced calculations in Power Pivot data models. We will review what you learned in "Power BI - Go Beyond PivotTables with Power Pivot" and take your calculations to the next level using advanced DAX formulas. You will learn over 20 DAX functions that will allow you to perform calculations that were not possible with standard Excel. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data like: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. You will also learn the DAX calculation process in order to proof and validate your calculations. We will be using Power Pivot to create our DAX calculations, however, the process is very similar in Power BI Desktop and the functions and formulas are identical. If you are using Power BI Desktop, you should be able to follow along and learn how to create advanced calculations. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Create calculations using DAX formulas
Use a Date / Calendar table to perform complex date analysis
Use the DAX calculation process to validate calculations

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each.

We will also show how the visualization can be connected together to provide fully-interactive reports with drill-down capabilities. This class does not require any Excel knowledge but understanding Power Pivot and Power Query can reduce your learning curve.

This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Identify components of the Power BI Desktop interface
Use Power BI Desktop to connect to data sources
Use Power BI Desktop to create interactive visualizations of your data

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
What good is data analysis if you can't share it? This course will focus on using Microsoft's cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop. Using PowerBI.com to create visuals is very similar to Power BI Desktop, so we will only review this feature. If you want detailed instructions on creating visualizations, please attend the Power BI Desktop course. This class can be taken with no Excel or Power BI Desktop knowledge, but some concepts will be a repeat from those classes and will serve as a knowledge reinforcement for experienced users. Many data analysts may create models in Power Pivot or Power BI Desktop, so we will spend time to learn how to share that data with PowerBI.com. This will ensure that everyone is looking at the same data, no matter the toolset. PowerBI.com adds the ability to create and share dashboards, so we will demonstrate how to create visualizations that can be turned into dashboards that allow users to customize their PowerBI.com with dashboards that are meaningful to them. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Identify the components of the PowerBI.com interface
Use PowerBI.com to connect data models
Use PowerBI.com to create interactive visualizations and dashboards

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the ability to create a calculation in a cell that is based upon the measure in the data model. This powerful tool provides the ability to create calculations in an Excel worksheet without using a PivotTable to perform the calculation. Gone are the days of creating a PivotTable, then using those values in the PivotTable for additional calculations.When using Power BI to build a data model that connects to data files, you may want to know the date of these files. This class teaches you how to create a measure based upon the refresh date of your data. In the class "Power BI - Use Advanced Calculations with DAX Formulas," you learned the basics of time intelligent functions, the ability to calculate measures based upon dates. In THIS course, we will take it to the next step and teach you how to perform many more date-based calculations.This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Formulate worksheet calculations that use the Power Pivot data model
Create measures that provide a visual of the date of the data
Formulate calculated measures that calculate based upon the date of the filters

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Over the years, Excel has added MANY new features and functionality, yet most people still use it in the same way they first learned. Part of the reason is new features were added when the newest version was announced approximately every 3 years. The list was so extensive, making it difficult to learn what was new. Microsoft attempted to solve this for Office 365 customers by releasing new features more often, making it difficult to pinpoint the latest update.This class focuses on the specific added elements to Excel 2019 plus new functionality available to Office 365 users. Not only is this a great class to learn about what's new, it provides those who have not upgraded an opportunity to determine the value of upgrading or purchasing an Office 365 license.

Objectives:
Identify features that allow you to create spreadsheets more efficiently
Select the features that you can use to build better spreadsheet
Recognize features and functions to enhance your spreadsheets

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
The importance of Defined Names and Excel Tables is detailed in our course "Excel - Two Must Know Features: Defined Names & Tables." Once you understand these two features, how can you use them to build advanced spreadsheets?This course is designed to demonstrate how you can use these features to build better spreadsheets that are easier to read, easier to update and more accurate. Learn about the INDIRECT function and how to use it with Defined Names to build a summary table. You will also learn the importance of Consistent Column Calculations and how tables can help. We will demonstrate the use of Structured Table References, as this is the foundation for using the advanced data analytics.This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Use the INDIRECT function and Defined Names to build a summary table
Determine the importance of having Consistent Column Calculations
Use Excel Tables to build Consistent Column Calculations
Build formulas that use Structured Tables References

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Formatting Excel spreadsheets to look their best can be a tedious task. From deciding which fonts to use to cell formatting to multiple sheets to printing to distribution, these factors can take considerable valuable time. This class is designed to help you efficiently format spreadsheets, so you can spend time on more profitable tasks like analyzing data.Learn to format multiple sheets at the same time as well as use Cell Styles to quickly format cells and ranges. Learn how to create and use templates that are pre-formatted. We will also review print options.This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Identify all the formatting options
Select formatting features / tools that help you format more efficiently
Recognize options that allow you to print your spreadsheets
Identify ways to use templates for create spreadsheets more efficiently

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Are you self-taught on Excel?Have you ever wondered if you really know how to use Excel?Do you want to build a great foundation for using Excel?Are you new to using Excel?If you answered YES to any of these questions, this is for you.This course is designed to start with the basics of using Excel from the interface to the structure to data entry to formula basics. Whether you're a beginner or an intermediate user, you will gain valuable foundational knowledge for using Excel.This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Select features from the Excel interface that will help you create spreadsheets
Recognize efficient ways to add data to your spreadsheets
Identify ways to create better formulas

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
In the "Excel - Formatting Spreadsheets for Beginners" class, you learned basic formatting of a spreadsheet. In this class, we take you to the next level by teaching you how to customize many of the formatting options.Learn to customize cell styles and how to use these styles in other workbooks. Most Excel users know how to select number formats but this class shows how to leverage the Custom Number Formatting option to create special formatting options.Many of the formatting options are applied manually, cell-by-cell or by range. This can be tedious if there is a condition by which you want to apply a format. You will learn to use Conditional Formatting to format based upon a criteria.Have you ever finalized a spreadsheet, only to accidently make changes over the top? This action is something that is very easy to do. This class demonstrates various options to prevent this from happening and will look at various security options within Excel.This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

Objectives:
Create custom cell styles that can be used in other Excel workbooks
Create custom number formatting that can be used to format the content of cells
Apply Conditional Formatting to cells where the format is based upon a defined criteria
Determine the best options to protect you workbook and worksheets

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Long-lived assets may be either finite or indefinite-lived, tangible or intangible in nature. The carrying value of these long-lived assets should be evaluated at each measurement date to determine whether there is an impairment loss necessary due to declines in an asset's fair value. This course describes the tips and techniques for determining whether an impairment loss risk exists, and how to calculate, record, and disclose any such loss.

Objectives:
Describe typical assets subject to impairment, including finite and indefinite-lived assets
Discuss indicators of impairment and recoverability testing for both tangible and intangible long-lived assets
Explain goodwill accounting and auditing risks

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities.

Objectives:
Discuss common financial statement disclosures for small- and medium-sized nonpublic entities
Describe critical information useful to financial statement readers for making economic decisions
Explain results of operations through information that supplements the face financial statements

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA.

Objectives:
Describe how to identify signs that your auditors may be over- or under-auditing
Explain the "soft" skills, such as communication, creativity, critical thinking, and more that your auditor should readily exhibit in order to give you the greatest return for your audit dollars
Apply illustrative examples, of value-added business advice and assistance the auditor may apply without impairing independence

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This course provides practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. This course also differentiates the auditor's responsibilities for internal controls under Sarbanes Oxley, Government Auditing Standards, and Single Audit requirements.

Objectives:
Discuss the evolution of internal control through the decades
Describe the revamped 2013 COSO Internal Control - Integrated Framework, including how the various components and principles interrelate to form a strong system of internal control over reliable financial reporting
Identify special considerations for internal control in a smaller-entity environment
Explain important varying audit considerations

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit.

Objectives:
Discuss generally accepted audit requirements related to testing controls for operating effectiveness
Explain how to evaluate the results of a control reliance test for operating effectiveness
Describe the use of Service Organization Control (SOC1) Reports on a financial statement audit
Identify the impact of a control reliance strategy on a detailed audit plan

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Who investigates tax crimes and how are tax crimes prosecuted?Considered the "World's Finest Financial Investigators", the IRS-Criminal Investigation (IRS-CI) has sole jurisdiction in tax crimes and boasts a greater than 90% conviction rate. This agency was responsible for Al Capone going to federal prison and 90 years later they continue to investigate tax crimes such as tax evasion, filing false tax returns, and unpaid employment taxes.The course discusses how IRS-CI finds tax cases to prosecute, what happens during the course of the investigation, what techniques are used to prove tax crimes, what federal criminal statutes are commonly used, how IRS-CI evaluates an investigation, and the expected consequences of a successful prosecution.

Objectives:
Understand the role of IRS-Criminal Investigation (IRS-CI) in the IRS mission
Learn how IRS-CI finds and evaluates investigations for prosecution potential
Understand the two ways that IRS-CI can investigate tax crimes
Know the tools that IRS-CI uses in investigating potential criminal violations
Explain the common criminal statutes used to prosecute criminal tax violations
Learn the approval process for a criminal tax investigation
Understand the expected consequences of defendant in a successful criminal tax prosecution
Discuss case studies of various criminal prosecutions

Instructor:
Robert Nordlander, CPA, CFE

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel.

Objectives:
Define the elements of negligence, the common law cause of action.
Explain what constitutes reasonable practitioner behavior with reference to practice standards and common law.
Ascertain how to avoid common pitfalls that could lead to the practitioner being sued.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
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.

Objectives:
Understand the factors that create an environment for fraud to easily occur.

Identify areas where there could be an inadvertent failure to separate duties.

Ascertain the proper role of an external auditor and identify areas where independence can be compromised.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
This course focuses on how to integrate independence and avoid conflicts of interest in situations accounting professionals face daily. Participants will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action. As part of this course, we also walk through real-world examples of individuals and companies faced with these dilemmas.

Objectives:
Have the ability to define independence as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.

Be able to ascertain situations which could threaten a CPA's independence.

Understand how conflicts of interest and the use of contingency fees can subvert independence.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of this course, we will also walk through real world examples of individuals and companies faced with these dilemmas.

Objectives:
Define integrity and objectivity as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.

Have the ability to identify situations where the CPA may be susceptible to subordinating his/her judgment to a client or employer.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying and selling real property. We cover the basic structure of a LKE, and ways a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants or other tax professionals.

Objectives:
Determine whether a LKE can be used to defer taxes upon the sale of real property.

Know when it is appropriate to use a QI in effecting a LKE.

Define a DST and how it can be used in obtaining replacement property on a timely basis.

Become knowledgeable about ways to appropriately use the LKE structure in unusual situations.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
Please join us for a introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal for CPAs, CFPs, EAs and other tax preparers.

Objectives:
Identify how the federal income tax differs from other types of federal taxes.
Determine the steps in computing a taxpayer's federal income tax liability.
Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," "qualifying child," "tax credits," "filing status," and "kiddie tax."
Recognize how an individual's standard deduction is determined.
Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals.

Objectives:
Identify the appropriate taxpayers who should be filing Schedule C.

Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.

Develop a working knowledge of related issues, such as reporting the deduction of self-employed health insurance, employment taxes, home office deductions, and proper reporting of employee/independent contractor salaries. and retirement contributions.

Discuss types of typical deductions, such as advertising, utilities, supplies, etc.

Determine the methods of deducting the cost of a company car.

Be able to apply the rules, such as Section 179 or bonus depreciation, which permit the immediate expensing of some or all of the cost of certain assets.

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.

Objectives:
Evaluate lesser-known but powerful Excel functions

Categorize your level of intellectual curiosity as you unearth ways to utilize Excel in manners you may not have previously considered

Assess your mindset of professional skepticism that helps you explore the edges of Excel's capabilities

Instructor:
Chris Harper, CPA

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given.

Objectives:
Distinguish the nature of analytical procedures.

Design and implement analytical procedures for professional engagements.

Apply the AICPA's guidance for utilizing analytical procedures in audit and review engagements.

Instructor:
Chris Harper, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
This session provides an overview of compilation, review, and audit engagements. We will explore major considerations regarding each type of engagement in addition to contrasting and comparing these three major professional services provided by certified public accountants.

Objectives:
Compare and contrast the three major types of engagement services

Comprehend procedures that are typically accomplished for each type of engagement

Identify documentation requirements and best practices

Instructor:
Chris Harper, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today's popular and software tools and examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.

Objectives:
Apply new effective tools in business processes

Recognize and comprehend how to use data analytics in public accounting engagements

Identify popular software packages that may be useful for accomplishing data analytics

Instructor:
Chris Harper, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Companies operating in today's business climate are weathering a storm of major FASB updates. Companies and their advisors may want to consider non-GAAP options as they develop strategies involving revenue recognition, leasing, credit losses, and other FASB pronouncements. This session will provide an overview of special purpose frameworks that may present salient alternatives to U.S. GAAP for certain entities.

Objectives:
Indicate and discover non-GAAP option for client engagements

Better comprehend special purpose frameworks

Instructor:
Chris Harper, CPA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area.

Objectives:
Answer common questions related to the fair presentation and disclosure of cryptocurrency and other digital assets

Recognize common risks and audit techniques relevant to digital records

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145.

Objectives:
Identify new requirements related to audit reporting and required by-product communications

Recall core concepts fundamental to obtaining sufficient and appropriate audit evidence in compliance with recently-issued auditing standards

Recognize recent clarifications and enhancements made to improve the quality of the risk-based audit process

Recall significant new requirements of SAS Nos 134-145

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing (Governmental)
6/21/2024 - 12/31/2034
Environmental, social, and governance (ESG) has become an area of increasing focus. ESG reporting includes a broad spectrum of quantitative and qualitative information. Interested parties seek to understand the effects of relevant ESG matters on an entity's business strategy, cash flows, financial position, and financial performance. This course will focus on the impact of ESG-related matters on the fair preparation of financial statements and related disclosures, and the related financial statement audit considerations.

Objectives:
Recognize the increasing importance of environmental, social, and governance matters to financial statements and annual reports
Recall audit risks and considerations in a financial statement audit related to environmental, social, and governance matters

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality to risk-based audits. The concepts apply to financial statements audits, including those performed in accordance with Government Auditing Standards. This course will discuss the important clarifications and enhancements intended to improve audit quality.

Objectives:
Identify clarifications and enhancements made to the risk-based audit process post-SAS No. 145

Recognize core concepts fundamental to high quality risk-based financial statement audits

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing (Governmental)
6/21/2024 - 12/31/2034
Nonprofits serve a unique purpose in society compared to other entities. Nonprofits face special accounting, operational, and compliance challenges for effective management and governance. This course will provide an overview of the broad barriers and challenges faced in the nonprofit environment.

Objectives:
Distinguish unique accounting and financial reporting considerations for nonprofits

Identify tips for better management and governance of nonprofit organizations

Indicate common operational and compliance requirements faced by nonprofits

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed.

Objectives:
Apply guidance of the "big picture" of qualified deductible expenses and strategies and guidance on what to do and when to do it

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
A detailed analysis of the calculations related to determining a partner's tax basis for a partnership interest. How to use the Form 1065 and Schedule K-1 information for basis determination will be reviewed. An illustrated example with filled in forms will demonstrate how the process works, including its many potential pitfalls.

Objectives:
Apply the latest tax provisions related to LLC members/partners basis from formation through operations and concluding with sale and/or liquidation

Calculate tax basis capital accounts

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
A detailed analysis of the calculations related to determining an S shareholder's tax basis for S corporation shares and loans. Learn 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.

Objectives:
Distinguish the tax issues related to S corporation owner's basis for shares and loans from formation through operations

Determine strategies of a sale and/or liquidation

Analyze how S corporation losses impact Form 1040 Schedule E-reporting

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
If you have ever had someone just read you the rules in an ethics class, you know there is a better way. Cases in Corporate Ethics reviews 10 real life cases and puts you in the position of someone in the middle of it all. You'll learn about conflicts that corporate financial professionals often encounter, you'll gain skills for dealing with a boss who is behaving badly and find out where to go for help.Once you have studied ethics using real world cases, you'll never want to do it any other way.

Objectives:Prepare for possible ethical conflicts in your career by discussing real life cases.

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
The AICPA Code of Professional Conduct makes it clear that workplace harassment and discrimination is unacceptable, but gives little further guidance. Other behavior standards can help us fill the gaps. This session will discuss cases involving ethical issues relating to diversity, including age discrimination, ethnicity, sexually hostile work environments, and gender identity.

Objectives:
Understand what the AICPA Code of Professional Conduct has to say about harassment and discrimination and look at real world cases.

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This webinar explores a practical "real world" planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and might actually be fun when everyone gets on board. The result will create a model for your organization's future growth and profitability.

Objectives:
Make your organization's budgets and strategic plan reflect the same vision of reality

Choose the appropriate model for your organization's future growth and profitability

Instructor:
Jay Giannantonio

Fields of Study:
Business Management and Organization
6/21/2024 - 12/31/2034
Senior management yearns to report positive news and impressive financial results that will please investors, bankers and drive value higher. While most companies act ethically and follow prescribed accounting rules, some take advantage of gray areas in the rules or ignore them altogether in order to portray their financial results in a misleading way.

This session will discuss some common financial statement shenanigans to help prevent them from fooling you.

Objectives:
Identify common ways that financial statement fraud fools users

Prevent financial fraud from fooling you

Instructor:
Jay Giannantonio

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message.

Learn to motivate them to action. Come hear a veteran CFO tell you how.

Objectives:
Understand how to connect with your stakeholders who do not have a financial background.

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause".

This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties.

Objectives:
Identify situations where penalties can be imposed

Utilize techniques for preventing or reducing any penalty assessments

Ascertain when the First Time Abatement can be used

Obtain a working knowledge of the procedure governing the request for refund

Instructor:
Allison M. McLeod, LL.M., CPA

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in you.

Objectives:
Understand how to create a projected Balance Sheet and Statement of Cash Flow

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
With more than 30 years working with entrepreneurs and their employees, Sherré has been able to identify five wishful thinking mindsets and six fearful thinking mindsets that hold individuals back from reaching their goals and achieving their desired level of success in life and at work.

Based on her nationally acclaimed book, Me, Myself & Inc., DREAM WIDE AWAKE will help you shift your thinking from can't imagine to can-do, inspiring and motivating you to take action and shift from daydreaming to dream doing!

Objectives:
Understand issues that may be limiting your ability to excel and achieve your goals.

Instructor:
Sherre L. DeMao, CGS

Fields of Study:
Business Management and Organization
6/21/2024 - 12/31/2034
A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements.

Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems

Objectives:
Understand current chart of accounts best practices and how to fix the current mess that you may have.

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
With each new crisis, surviving organizations revise their risk management plans, often modeling situations which look like the one just past. Whatever crisis troubles your organization next, it is not likely to be another pandemic, but may resemble some other crisis from the distant past.

Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because they have plans in place to handle one possible risk, they are better prepared when a different crisis happens as a result of having important elements of a solution in place. Often well-prepared organizations actually end up better off because the crisis occurred.

Objectives:
Recall the risk management lessons from the COVID pandemic

Realize the role of Auditors in risk management

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
The title of this webinar is NOT a joke. If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents, your business will prosper, you will take better care of yourself and lose that weight, and either find or keep the love of your life.

However, you are the one that will have to do the work, day in and day out. All Bruce can do is show you the way. If you are willing to commit (or renew your commitment) to leading your business and your personal life with ethical intelligence, this is the perfect webinar for you. The work you put in during and after the webinar will help to make you a better CPA and a better person.

Objectives:
Recognize the top six changes that will occur if lessons are put into practice

Identify how to keep track of progress

Recall the Call to Action items to achieve long-term goals

Instructor:
Bruce Weinstein

Fields of Study:
Behavioral Ethics
6/21/2024 - 12/31/2034
Can you afford to hire a single dishonest person? Of course not. But what are you doing to ensure that you hire and promote only honest, accountable people?

One of the most common complaints in business is, "I can't find and keep good people on my team." This distinctive, results-focused webinar will show you the four things you must do to hire and retain the very best employees at every level of your organization.

This one-hour presentation in behavioral ethics disguised as one of the most practical, revenue-building webinars you'll take this year.

Objectives:
Identify a powerful four-step strategy that will help you find the most qualified people

Recognize the steps to follow to keep the best people at every level of your organization

Recognize that you must be willing to take each of these four steps promptly if you truly want to build your A-team

Instructor:
Bruce Weinstein

Fields of Study:
Behavioral Ethics
6/21/2024 - 12/31/2034
The walking dead aren't the only threat to your business. So are several dangerous, even terrifying myths about what ethical leadership is and is not.

This fun and distinctive webinar will present what Forbes contributor Bruce Weinstein, The Ethics Guy, calls "zombie ethics"-myths about accounting that hinder your ability to serve your clients and enjoy a thriving business.

Taking a page from Nobel laureate Paul Krugman's recent work, zombie ethics are ideas about ethical leadership that deserve to remain buried but keep resurfacing from time to time. They walk the earth and wreak havoc. In this engaging webinar, The Ethics Guy will show you how to send them back to the cemetery for good. You can then fearlessly bring in new business--and watch your practice soar!

Objectives:
Discuss better ways to lead your practice without fear, which may lead to higher client retention and additional business opportunities

Recognize the myths about ethical leadership

Instructor:
Bruce Weinstein

Fields of Study:
Behavioral Ethics
6/21/2024 - 12/31/2034
How did the world's superstars build such powerful businesses? What lessons from the biggest musicians, movie stars, athletes, and innovators will help you become more successful?

We'll explore how the principles of ethics and the traits of high-character leaders have made your favorite celebrities who they are and how you can follow in their footsteps. This webinar is based on presenter Bruce Weinstein, The Ethics Guy's popular Forbes.com columns, "Lead Like..."

It's an ethics presentation disguised as a fun, engaging, and entertaining journey into what makes superstars so influential and how they are able to sustain their stellar success.

Objectives:
Identify the ethical principles that guide the world's most successful leaders

Recognize several of the high-character traits that define several of your favorite superstars

Prepare a strategy for putting the leadership lessons you learn into practice immediately

Instructor:
Bruce Weinstein

Fields of Study:
Behavioral Ethics
6/21/2024 - 12/31/2034
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security.

Objectives:Recall the primary methods of online fraud
Identify the types of weaknesses that can be exploited by those undertaking electronically based frauds
Recognize specific internal control measures that can help to reduce these types of fraud activities.

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization.

Objectives:
Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensating
Determine how each control becomes a piece of an overall internal control structure
Identify both organization-wide measures as well as more segmented controls and how these must co-exist

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks.

Objectives:
Recognize external fraud
Identify control issues that can give rise to external fraud occurrences
Recall ways to reduce external fraud risk

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Fraud in the workplace is not new, however, statistics show that the number of instances of internally actuated fraud schemes is increasing. Additionally, because of all the changes that have come about due to recent upheaval, fraud risk is at an all-time high. This session starts by reviewing the many reasons that fraud occurs; it then looks at ways to detect internal fraud and finally explores control measures that can help to reduce fraud risk. Those that take the class will learn just how invasive and damaging internal fraud can be. They will also know ways to detect and thwart fraudulent activity.

Objectives:
Identify reasons employees and others internal to an organization choose to undertake fraudulent acts
Recall the types of control measures that work best as entities strive to mitigate fraud risk
Recognize specific internal control measures that can help to reduce fraud activities

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session.

Objectives:
Control design basics
Areas or segments of an enterprise to control
Controls to reduce risk
Controls to drive operations

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Did you know that simply by utilizing the built-in headings found under Styles in Microsoft Word you can create an automatic table of contents that can be updated in a matter of seconds if the body of the document changes? Did you know that Word can be used to open, edit, and re-save PDF documents? How about the fact that by using the Insert Caption tool in conjunction with the Cross-Reference feature, users can rid themselves of the need to manually renumber figures, tables or illustrations and will not even need to update references to these in the document text? This material shows tools and features that are easy to understand and use, will save time, and add consistency to documents. Participants in this session will come away knowing the power of Microsoft Word; this knowledge will benefit them greatly!

Objectives:
Recognize ways to improve Word documents and presentations
Recall three benefits of using Word Styles in documents
Identify features hidden within the application that people should know about

Instructor:
Karl Egnatoff

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security.

Objectives:
Identify reasons that employees and others that are internal to an organization choose to undertake fraudulent acts
Recall the factors that make smaller organizations attractive to those considering fraud
Recognize specific internal control measures that can help to reduce fraud activities executed against smaller and medium sized companies

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world.

Objectives:
Recall the effects of the rapid move to distance employees
Indicate the factors that make supporting and controlling telecommuters challenging, and
Identify the types of controls to consider for the new geographically dispersed work environment

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
We have all heard the statement that it is the people that work at a company that gives it value. It is, sometimes and unfortunately, also the people that provide fraudsters with an entry point into an organization that can lead to hardship. This is even more true now because cyber-attacks on both organization and individuals have increased notably. Many highly publicized corporate hacking events are successful, at least in part, because an individual was targeted. In this session, we look the types of fraud that take aim at individuals with a special focus on the growth of cyber-attacks. We then discuss measures that can be put forth to help employees protect both themselves and the organization.

Objectives:
Recall fraud methods that affect individuals
Identify how the connection between an employee and an employer can be exploited
Indicate ways to reduce this type of fraud risk.

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information.

Objectives:
Identify some of the security risks that affect electronic information
Select cloud storage providers by employing vetting process
Recognize the steps to effectively set up and control cloud storage
Recall ways to add security to individual electronic documents as well as to storage areas that must be controlled

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session.

Objectives:
Identify important components and sub-components of an Internal Control System
Recognize how the control environment can help or hinder the operation of control measures and help or hinder operational effectiveness
Recall important steps that an organization can undertake, specifically related to control development that can drive the methodologies of the entity

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session!

Objectives:
List and use powerful but often hidden tools available in Excel
Discuss some of the new features built into the spreadsheet application
Work in a more efficient manner because of keyboard and ribbon-based tools

Instructor:
Karl Egnatoff

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Everyone knows that Excel is the most widely used spreadsheet application in the world today. However, because it is ever-changing, many users are unable to keep up with the latest features and capabilities of this ubiquitous application. In this session, we look at some of the most helpful new features and tools that have been added to both the Desktop version of Excel and the Web version. Content like this is valuable to anyone that regularly works with Excel - We hope you will attend!

Objectives:
Recall helpful new features that will help users work more efficiently
Recognize how new functions in the Excel Function Library can be beneficial

Instructor:
Karl Egnatoff

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.

Objectives:
Distinguish reasons that employees and others that are internal to an organization choose to undertake fraudulent acts
Determine the ways that fraud activities are changing as business methods change
Differentiate between the types of control measures that work best as entities strive to mitigate fraud risk
Select specific internal control measures that reduce fraud activities
Identify how anti-fraud measures add security to all segments and aspects of a business organization

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.

Objectives:
Distinguish reasons that employees and others that are internal to an organization choose to undertake fraudulent acts
Determine the ways that fraud activities are changing as business methods change
Differentiate between the types of control measures that work best as entities strive to mitigate fraud risk
Select specific internal control measures that reduce fraud activities
Identify how anti-fraud measures add security to all segments and aspects of a business organization

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
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.

Objectives:
Determine the steps needed to implement a developed system of internal controls
Apply steps to build control measure schedules that function weekly, monthly, quarterly, and yearly, and that are designed to test and monitor the internal control structure of an organization
Analyze developed control measures to make sure they are working properly
Determine why there is a need to update existing controls to keep them viable as business operations change
Identify methods that can be used to communicate policy and procedure changes to those that are affected by these changes

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
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.

Objectives:
Determine the steps needed to implement a developed system of internal controls
Apply steps to build control measure schedules that function weekly, monthly, quarterly, and yearly, and that are designed to test and monitor the internal control structure of an organization
Analyze developed control measures to make sure they are working properly
Determine why there is a need to update existing controls to keep them viable as business operations change
Identify methods that can be used to communicate policy and procedure changes to those that are affected by these changes

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

Objectives:
Identify the components of a control system
Identify the ways that risk affects all business activities
Use concepts such as risk appetite and risk tolerance to properly create controls
Apply the concepts set forth in the COSO framework that relate to the control environment
Choose the necessary steps to increase the quality of control development activities

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

Objectives:
Identify the components of a control system
Identify the ways that risk affects all business activities
Use concepts such as risk appetite and risk tolerance to properly create controls
Apply the concepts set forth in the COSO framework that relate to the control environment
Choose the necessary steps to increase the quality of control development activities

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
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.

Objectives:
Understand the many keyboard shortcuts that are available to save time and effort
Use Excel Templates, Styles, and Themes to add uniformity to workbooks they design or edit
Design custom number and date formats to meet their specific needs
Add security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security features
Understand formula building conventions such as order of operation
Troubleshoot formulas that are not working properly
Work with functions in the function library to create powerful formulas

Instructor:
Karl Egnatoff

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
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.

Objectives:
Understand the many keyboard shortcuts that are available to save time and effort
Use Excel Templates, Styles, and Themes to add uniformity to workbooks they design or edit
Design custom number and date formats to meet their specific needs
Add security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security features
Understand formula building conventions such as order of operation
Troubleshoot formulas that are not working properly
Work with functions in the function library to create powerful formulas

Instructor:
Karl Egnatoff

Fields of Study:
Computer Software & Applications
6/21/2024 - 12/31/2034
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.

Objectives:
Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensating
Identify ways to create strong internal controls
Identify reasons that control measures are required, such as to deter fraud or reduce operational inefficiencies
Determine why the control environment is important as implementation efforts are ongoing
Apply COSO Framework concepts to three segments of an organization's technology infrastructure that must be controlled.

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types.

Objectives:
Distinguish key internal control concepts, including the four types of internal control: preventive, detective, deterrent and compensating
Identify ways to create strong internal controls
Identify reasons that control measures are required, such as to deter fraud or reduce operational inefficiencies
Determine why the control environment is important as implementation efforts are ongoing
Apply COSO Framework concepts to three segments of an organization's technology infrastructure that must be controlled.

Instructor:
Karl Egnatoff

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
At its height, LIBOR was the benchmark for over US $350 trillion in financial contracts worldwide. Yet, due to concerns over the manipulation of the rate, standard setters determined that LIBOR should be discontinued. The global response to reference rate reform required financial reporting standard setters to provide practical expedients and exceptions to current modification guidance. This course will provide an overview of the standards issued (including amendments) from both the FASB and GASB to address the transition away from LIBOR.

Objectives:
Recall the optional expedients for entities as a result of reference rate reform

Instructor:
Melisa Galasso

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
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.

Objectives:
Be able to define NFTs and describe how they are created.

Develop a working knowledge of how NFTs are recorded and transferred.

Determine what type of transaction involving an NFT creates a taxable event.

Be able to identify how NFTs are classified.

Discuss the current legislative environment and actions taken to regulate NFTs.

Become knowledgeable of current enforcement actions employed by the IRS.

Instructor:
Allison McLeod

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.

Objectives:
Develop an outline of presentation topics

Draft talking points for a media interview

Edit your written work for clarity and length

Adapt content depth and delivery as appropriate for the intended audience

Recognize best practices for both written and verbal formats

Avoid plagiarism by providing appropriate credit for sourced material

Enhance audience engagement

Instructor:
Chris Harper

Fields of Study:
Communications and Marketing
6/21/2024 - 12/31/2034
This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

Objectives:
Recall major elements of the statement of cash flows

Identify the two broad methods for preparing the statement of cash flows

Perform certain calculations for preparing both the indirect and direct statements of cash flows

Use the statement of cash flows as part of financial statement analysis

Instructor:
Chris Harper

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
Practitioners need to exercise caution to ensure they maintain independence as they assist their clients with reviews, audits, and compilation engagements. This course provides a roadmap to best practices and guidance provided by the AICPA's Code of Professional Conduct and analyzes and applies it to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices.

Objectives:
Apply key strategies in maintaining independence in client engagements.

Assess circumstances that threaten independence.

Identify safeguards that may reduce independence threats to an acceptable level.

Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.

Instructor:
Chris Harper

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.

Objectives:
Understand the newest tax developments contained in in the Secure Act 2.0.

Become knowledgeable about the new provisions modifying the administration of employer retirement plans.

Learn about the expanded contribution and catch-up limits for individuals.

Obtain understanding on the new required beginning dates for distributions.

Understand the newest developments on required minimum distribution dates.

Instructor:
Allison McLeod

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
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.

Objectives:
Obtain a working knowledge of the IRC, Treasury Regulations and case law governing the taxation of litigation payments.

Be able to differentiate between the different types of damage payments and whether they are taxable to the recipient or deductible by the payor.

Be able to draft pleadings and agreements to order to allocate the payments among the different categories of damages.

Have an ability to advise clients on the most advantageous manner of categorizing settlement payments.

Instructor:
Allison McLeod

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners.

Objectives:
Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.

Understand the practitioner's obligations to disclose certain client information when representing them against the IRS.

Understand the provisions of Treasury Circular 230, the IRC and common law as it pertains to tax practitioners.

Know the IRS requirements before an individual may file returns on behalf of others as a preparer.

Instructor:
Allison McLeod

Fields of Study:
Taxes
6/21/2024 - 12/31/2034
This course examines 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' ability to accomplish their nefarious acts.

Objectives:
Determine what factors allowed certain frauds to occur

Identify what internal controls may have prevented the frauds

Consider application of these lessons to circumstances you encounter in your professional endeavors

Instructor:
Chris Harper, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications.

Objectives:
Identify ethical guidelines of the AICPA Code of Professional Conduct

Identify ethical guidelines of the IRS Circular 230

Explore numerous practice situations occasioned by the world in crisis and relate them to various ethical authorities.

Instructor:
Steven C. Dilley, PhD, CPA, JD

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
Fraud Trends - Applying Real-life Lessons to Small- and Mid-Size Entities will focus on real-life and practical examples of fraud in smaller- and mid-size environments, including nonprofits. Fraud involves an intentional act to deceive, which may result in material misstatement in the financial statements due to fraudulent financial reporting or misappropriation of assets. Management's responsibility is to design, implement, maintain and monitor a system of internal control to prevent, or detect and correct, fraud.

Objectives:
Identify the cause and impact on real-life fraud cases

Determine what to be alert for in an audit to identify fraud potential

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Auditing Contingencies and Going Concern Uncertainty - Testing for Completeness and Proper Disclosure will provide tips and techniques for obtaining sufficient appropriate audit evidence to support conclusions related to contingencies and going concern uncertainty. Financial statements may contain significant uncertainties requiring special audit consideration for evaluating proper accounting and financial reporting treatment.

Objectives:
Recognize accounting and auditing requirements for commitments and contingencies

Identify litigation, claims and assessment special considerations
Recall the auditor's responsibility for evaluating the appropriateness of going concern accounting and disclosure

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner.

Objectives:
Identify the traits of a disciplined culture for teams

Recognize best practices for project and time management

List ways to manage stress for maximum productivity

Recall best practices for effective meetings

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Personal Development
6/21/2024 - 12/31/2034
Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others.

Objectives:
Recognize four primary personality styles, including relative strengths and weaknesses

Identify what traits you and others demonstrate

List factors to consider to more effectively communicate and otherwise interact with others

Recall best practices for modifying personal behaviors in appropriate circumstances to result in better situational outcomes with others

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Personal Development
6/21/2024 - 12/31/2034
Today's CPAs can expect their prospects, clients, referral partners, and candidates to research them on LinkedIn. The good news is that you can leverage LinkedIn to craft a digital presence that demonstrates your expertise, showcases your personal brand, and aligns with your values. Learn how to create a LinkedIn profile that is not just a resume but a valuable marketing tool for your CPA business.

Objectives:
Make immediate improvements to your LinkedIn profile

Position yourself to attract clients, prospects, or candidates (instead of your current resume version)

Showcase your credentials, education, experience, and personal brand

Instructor:
Sandra Long

Fields of Study:
Communications and Marketing
6/21/2024 - 12/31/2034
Today's senior executives use LinkedIn to impress hiring managers, find talent, develop opportunities, and build relationships. This interactive session is for the financial executive who wants to position themselves internally and externally for career success by leveraging the #1 professional digital platform.

Objectives:
Make immediate improvements to your LinkedIn profile

Expand and upgrade your career network on LinkedIn

Find and develop new career and leadership opportunities with LinkedIn

Instructor:
Sandra Long

Fields of Study:
Personal Development
6/21/2024 - 12/31/2034
After more than 10 years in the marketplace, Bitcoin has been firmly planted in the global financial system as the de facto leader in the cryptocurrency market. Bitcoin is no longer looked at as a mystical concept of money made of pixie dust. Bitcoin has evolved to be a major force in the financial technology (FinTech) industry. With the collapse of the FTX cryptocurrency exchange, among others, it is important to understand how Bitcoin separates itself from all the other alternative cryptocurrencies, aka alt coins, as well as how you can protect your Bitcoin investment from these exchange collapses.

Objectives:

Recognize the impact that Bitcoin and other crypto currencies are having on the global monetary ecosystem

Identify the components of the Bitcoin ecosystem and how they all work together as a global crypto currency

Recognize how you can participate in the Bitcoin ecosystem


Instructor:
John H. Higgins, CPA.CITP

Fields of Study:
Specialized Knowledge
6/21/2024 - 12/31/2034
One of the most talked about emerging technologies that has the potential to significantly disrupt the accounting profession is blockchain. This course is designed to bring you up to speed on what this revolutionary technology is all about. You will learn about the concepts, nomenclature, technology and potential applications related to blockchain. This will prepare you to participate in conversations about blockchain technology with your colleagues, peers and others.

Objectives:

Recognize the concepts and terminology of blockchain technology

Formulate a solid understanding of how blockchain works

Recognize potential applications for blockchain

Apply the knowledge gained to participate in discussions about blockchain


Instructor:
John H. Higgins, CPA.CITP

Fields of Study:
Specialized Knowledge
6/21/2024 - 12/31/2034
This CPE course provides an examination of the recent reports from a selection of Single Audit results. The instructor will go over the most common deficiencies found in Yellow Book and Single Audits and common peer review findings and OIG investigations. This course will also provide examples of common controls, best practices, and mitigation techniques.

Objectives:

Recall an overview of Single Audit requirements

Identify common deficiencies found in Single Audits, common peer review findings and OIG investigations and weaknesses in internal controls which may have been at the root cause of findings

Apply mitigation techniques and internal controls in order to be prepared for audits and to prevent future audit findings and weaknesses


Instructor:
Adelina Burke, CPA

Fields of Study:
Auditing (Governmental)
6/21/2024 - 12/31/2034
This CPE course provides an overview and changes with respect to ASU 2016-14 Presentation of Financial Statements and ASU 2016-18 Restricted Cash and Cash Equivalents in Statement of Cash Flows for Not-for-Profit Entities. This course provides common pitfalls and tips on functional expense reporting and, how to manage liquid resources, common peer review findings related to ASU 2016-14, and tips and suggestions on a successful audit. This course also reviews items to consider, given COVID-19, when preparing for an audit and reviewing financial statements. The instructor will explain the key facts and impacts of ASU 2018-08 Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made, ASU 2019-03: Updating the Definition of Collections, ASU 2019-06: Extending the Private Company Accounting Alternatives on Goodwill and Certain Identifiable Intangibles to NFP Entities, and ASU 2020-07 Presentation and Disclosures by NFP Entities for Contributed Nonfinancial Assets. Lastly, this course will cover Cybersecurity Issues.

Objectives:

Identify the major components of reporting in not-for profit organizations

Determine how to prepare, in accordance with GAAP, the note disclosures for a not-for-profit entity's (NFP)'s financial statements relating to ASU 2016-14 and ASU 2016-18

Evaluate going concern and subsequent events resulting from COVID-19

Recognize appropriate accounting for recording and recognizing contributions

Recognize key facts and impacts of current accounting standard updates


Instructor:
Adelina Burke, CPA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing nonaudit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting.

Objectives:

Identity the conceptual framework for making independence determinations

Identify independence threats related to preparing financial statements and accounting records

Identify specific non-audit services that would and would not impair independence

Complete proper audit documentation to support adequate consideration of auditor independence

Identify what a single audit entails

Identify the basic audit requirements in a Uniform Guidance compliance audit

Identify key auditee and auditor responsibilities in the compliance audit of federal awards

Recognize key consideration related to the auditor's responsibilities regarding testing and reporting on compliance under the Uniform Guidance


Instructor:
Adelina Burke, CPA

Fields of Study:
Auditing (Governmental)
6/21/2024 - 12/31/2034
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality.

Objectives:

Identify the most recent changes in auditing, reviews, compilations and other attestation engagements

Select practice tips for achieving high quality engagements


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
This course will explore the ethical principles included in the Code of Professional Conduct that address emerging practice issues created by new technologies. Consider the how technologies could impact audit quality and the integrity of the financial systems and whether they create a need for CPAs to change their skill sets to address those challenges. Discuss the changes being proposed by the profession to address emerging ethics challenges. Consider whether there are new ethical challenges created by the data related to privacy, security, and its application.

Objectives:

Recognize the ethical challenges created by emerging technologies such as artificial intelligence and the foundational principles included in the Code of Professional Standards.

Recall the ethical imperative to remain competent in this new environment in order to serve in the public interest.

Consider whether current ethics standards address all of the challenges associated with data privacy and security.


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
The course will cover the basic requirements for performing preparation, compilation and review engagements under the current SSARS standards including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. The session will highlight common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a firm's peer review. The discussion will highlight the key issues to consider during your upcoming SSARS engagements and will incorporate quality control recommendations and tips for performing high-quality SSARS engagements.

Objectives:

Recognize the foundational principles of SSARS.

Identify the new requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.

Indicate processes to achieve high-quality SSARS engagements.


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
This comprehensive course will highlight the impact of the current financial reporting environment on financial statement reporting, evaluate recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board, recall other financial reporting frameworks, and key implementation challenges and identify emerging financial reporting trends.

Objectives:

Identify the most recent FASB accounting and financial statement reporting standards.


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
The course will cover the basic requirements of a peer review performed in accordance with the AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics to be covered include the documents reviewed by the peer reviewers, the evaluation of the engagements, the types of matters and peer review reports, the administrative process, the peer review committee involvement, and the requirements of the state boards of accountancy.

Objectives:

Recognize basic tenets of engagement reviews performed in accordance with the AICPA Peer Review Standards.

Recall tips to make sure that your firm has a successful peer review.


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence.

Objectives:

Identify recent changes to the AICPA Code of Professional Conduct and other ethics standard-setters.

Recognize the regulatory requirements created by other state boards of accountancy, the National Association of State Boards of Accountancy, and recent regulatory initiatives.

Recognize the application of those standards in practice, emphasizing the experience of other practitioners.


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
This session will highlight recent cases of ethical failures and fraud and will highlight concepts of trust, personal accountability, responding to fraud, and the conduct expected of CPAs outlined in the Code of Professional Conduct.

Objectives:

Identify situations that create pressure for practitioners to violate professional standards, the Code of Professional Conduct and/or the law.

Construct safeguards against these pressures.


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Regulatory Ethics
6/21/2024 - 12/31/2034
This session will identify the progress of the AICPA Enhancing Audit Quality Initiative and evaluate whether audit quality is improving. Analyze the trends that are contributing to audit quality and recall the major issues identified and the related resources issued by the AICPA to improve practice quality.

Objectives:

Evaluate the AICPA's enhancing audit quality initiative and the AICPA's new SQMS

Recall trends in the practice landscape

Evaluate how AICPA's Enhancing Audit Quality Initiative is improving practice quality

Identify SQMS implementation resources


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Auditing
6/21/2024 - 12/31/2034
Recall lessons learned and practical implementation challenges and complexities with the FASB's Accounting Standard Update for Leases (ASC Topic 842). Identify key differences between ASC Topic 842 and ASC Topic 840, Practical Expedients, remeasurement-triggering events. Session will go beyond the basics and will apply to specific examples.

Objectives:

Identify the complexities of the new FASB lease standard and its implementation challenges.


Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Accounting
6/21/2024 - 12/31/2034
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.

Objectives:
Identify a cross border transaction and be able to discuss potential implications.

Determine potential audit risks involved with cross border transactions.

Explain the role of competent authority, advanced pricing agreements and other alternative methods in reducing audit risk.

Understand the types of contemporaneous documentation needed.

Apply these principles in order to decrease and entity's effective tax rate.

Instructor:
Allison M. McLeod, LL.M., CPA. A PLLC

Fields of Study:
Taxes
6/25/2024
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. Note: This course is recommended as a part of an 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for project and time management. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the traits of a disciplined culture for teams
Recognize best practices for project and time management
List ways to manage stress for maximum productivity
Recall best practices for effective meetings

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Personal Development

Major Topics:

The major topics covered in this course include:

  • Creating a culture of discipline
  • Project and time management best practices
  • Avoiding common time wasters
  • Tips for both getting, and staying, organized
  • Managing stress for yourself and others
  • Managing productive meetings
6/25/2024
The course provides a concise overview of cognitive biases âeuro" thinking errors and âeuroœbrain bugsâeuro that may distort perceptions, compromise ethics, trigger inaccurate judgments, and spark illogical interpretations in your accounting work. Discover the most common types of cognitive biases in the profession, and how to recognize and address these flaws and blindspots in your âeuroœmental firmwareâeuro. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Raise awareness of unconscious biases that may unintentionally impact your judgment and ethical practices
Evaluate heuristics -- or mental shortcuts -- that allow people to make decisions quickly and efficiently, but may lead individuals astray in their thought process
Discover how to spot and counter biases to help maintain objectivity

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics that will be covered in this class include:

  • What are cognitive biases?
  • Common judgment biases in the accounting profession
  • Professional judgment frameworks
  • How to use psychology to your advantage
  • Simple and pragmatic steps to overcome bias

6/25/2024
It's a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply the new financial accounting concepts of leases
Gain a working knowledge of accounting rules as they apply to leases

Instructor:
Chris Harper, CPA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • What is a lease?
  • Recognition and measurement of lease assets and liabilities Impact on lessors and lessees
  • Disclosures and transition rules
  • Effective dates
6/25/2024
Attracting and retaining staff is critical to an organization's success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise a growing percentage or the workforce. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Educate on what is important to attract and retain millennial workers.
Distinguish how generational viewpoints differ, and how to get them to see "eye-to-eye."
Apply tips and techniques for mentoring and developing younger workers.

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Personnel/Human Resources

Major Topics:

The major topics that will be covered in this course include:

  • Building a high-performing team comprised of multi-generational workers.
  • How to effectively communicate with the millennial worker.
  • Leveraging younger staff in business development opportunities.
  • Measuring the productivity of a millennial workforce.
6/25/2024
Companies operating in today's business climate are weathering a storm of major FASB updates. Companies and their advisors may want to consider non-GAAP options as they develop strategies involving revenue recognition, leasing, credit losses, and other FASB pronouncements. This session will provide an overview of special purpose frameworks that may present salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Indicate and discover non-GAAP option for client engagements
Better comprehend special purpose frameworks

Instructor:
Chris Harper, CPA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • Review of special purpose frameworks
  • Discussion of non-GAAP options for financial reporting
  • U.S GAAP alternatives for certain entities
6/25/2024

Many businesses are being held back by legacy solutions. The old way of doing things doesn't work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor's knowledge of the market to minimize your risk.


Speakers:
Brian F. Tankersley, CPA.CITP, CGMA
6/25/2024

At some point in his or her career, every financial manager will face a choice of doing the right thing or taking the easy way out. Skillfully handling a conflict, ethical or otherwise, can make a big difference your career's trajectory. Professional standards provide procedures for resolving ethical conflicts. Yet, following these procedures alone will often cause a financial professional to lose their job.  This webcast will show you how to both do the right thing and keep your job.    


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
6/25/2024

The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023).  It has quickly gained acceptance as the set of best practices for preventing, detecting, and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow.  It covers:

  • How to establish fraud risk management governance.
  • How to conduct rigorous fraud risk assessments.
  • How to design and implement fraud control activities.
  • How to establish reporting mechanisms and investigative procedures.
  • How to monitor the overall fraud risk management program.

Fraud risk can be managed.  All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management.


Speakers:
David L. Cotton, CPA, CFE, CGFM
6/25/2024

This course examines 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’ ability to accomplish their nefarious acts.


Speakers:
Chris Harper
6/25/2024
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

Objectives:
  • Understand strategies and tactics to use in light of new legislation
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • Comprehensive coverage of the Inflation Reduction Act, including:
    • The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements
  • Comprehensive coverage of the SECURE 2.0 Act, including:
    • Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance
  • Timely coverage of breaking tax legislation
  • Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
  • The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule
  • Real Estate professional requirements
  • Review of pertinent cases and rulings affecting taxpayers
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
6/25/2024
A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements. Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
Understand current chart of accounts best practices and how to fix the current mess that you may have.A A

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Accounting

Major Topics:

Current Chart of Accounts Best Practices

  • Why developing a chart of accounts begins with studying your organizational chart
  • How to identify your account segments
  • Determining the order of your account segments
  • Best practices for numbering account bases
  • How to avoid memorization

Fixing Your Current Chart of Accounts

  • How big company and small company software differs
  • Two key approaches for preserving your historical data
  • What to know when making major chart of accounts changes





6/25/2024
We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We then move to the NFP side of the house with a look at the Accounting Standard Updates issued by the FASB that impacts nonprofit entities. Following that, we review the work of the Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on. After the break, we will conduct a deeper dive into Yellow Book and Single Audit engagements. The course closes with a look at the significant changes in the 2024 Compliance Supplement, the changes to the Uniform Guidance and the common deficiencies identified by the federal agencies and peer reviewers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall changes to nonprofit and governmental accounting standards.
Identify key issues in governmental auditing.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting (Governmental)
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • New GASB standards
    • GASB 100, Accounting Changes and Error Corrections
    • GASB 101, Compensated Absences.
  • Accounting Standard Updates issued by the FASB
  • Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.
  • Yellow Book and Single Audit engagements.
  • Changes in the 2024 Compliance Supplement
  • Changes to the Uniform Guidance
  • Common deficiencies identified by the federal agencies and peer reviewers.
6/25/2024
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Analyze common audit deficiencies
Identify proper methods of performing risk assessment and documentation
Recall best practices for auditing estimates
Recognize changes to auditing standards for estimates and risk assessment

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this course include:

  • Review common deficiencies identified by the AICPA and state boards of accountancy.
  • Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.
  • Review of the areas of concern and how you can overcome them by employing best practices.


6/25/2024
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish reasons that employees and others that are internal to an organization choose to undertake fraudulent acts
Determine the ways that fraud activities are changing as business methods change
Differentiate between the types of control measures that work best as entities strive to mitigate fraud risk
Select specific internal control measures that reduce fraud activities
Identify how anti-fraud measures add security to all segments and aspects of a business organization

Instructor:
Karl Egnatoff, CPA.CITP

Fields of Study:
Accounting

Major Topics:

The major topics covered in this course include:

  • Fraudulent acts initiated from outside organizations
  • Why internal fraud occurs
  • The importance of fighting cyber-fraud
  • Steps that verify anti-fraud activities are working
6/25/2024

All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts. Fraud activities can be executed from within an organization, by parties outside an entity, or by both. One of the primary ways to thwart fraud is to understand how and why it occurs. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses how difficult it can be to see some of the motives driving those that undertake fraud. We then discuss measures that organizations can implement to help stop fraud activities and add security to the entire enterprise.


Speakers:
Karl W. Egnatoff, CPA, CITP
6/25/2024
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined. In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish the difference between a Compliance Strategy and an Integrity Strategy
List the questions in the litmus test for your decisions and actions
Recall ethical principles when managing through change
Identify and give examples of how to put ethical principles into practice
List the organizational pressures that threaten ethical change management
Analyze case study of prizing outcomes over process
Recall case study of poorly managed Change Agents and Networks
Apply case study of poorly managed leadership alignment
Assess case study of non-transparent leadership
List the winning strategies for ethical self-regulation

Instructor:
Tammy Daugherty

Fields of Study:
Behavioral Ethics

Major Topics:

The major topics covered in this course include:

  • The litmus test for all of your decisions and actions
  • Ethical principles when managing through change
  • Pressures that threaten ethical change management
  • Case studies of what can go sideways when ethics are not part of every stage of change
  • Winning strategies for ethical self-regulation
6/25/2024

Various legal tests are used to evaluate whether a worker should be classified as an employee or an independent contractor. There is no uniform standard or bright-line rule for determining whether an individual is properly classified as an independent contractor. Instead, the inquiry is always fact-intensive, and the analysis can vary based what body is performing it, i.e. the Internal Revenue Service (“IRS”), Department of Labor (“DOL”), various state agencies, or the courts. This presentation will review the various tests and highlight some of the common, most important factors for consideration. 

 


Speakers:
Alana Ackels
6/25/2024

Human Resources is a wonderful profession, but finding the right technology is challenging. While you may think you have settled your information technology tools, you might be surprised by what is in the market that can help you do your job in the best way possible. We'll cover select tools to help you every day at work.

Join us for a session to help you find the software tools to streamline your HR process. We'll cover recruitment, onboarding, compliance, and solutions in many other categories. You should leave this session with more than a few software products and approaches that can make your job easier.


Speakers:
Randolph (Randy) P. Johnston
6/25/2024

You only have one chance to make a good first impression.  In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever.  Fortunately, this is an easily learnable skill that can serve you in both business and in life.  People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.  


Speakers:
Jonathan Robinson, MA, MFT
6/25/2024

Sustainability Accounting is now a recognized professional skill of increasing importance in larger organizations. It is the process of finding, measuring and managing the material metrics for sustainable performance and risk management. The goal is to bring these metrics into regular financial statements so leaders can act on them.  This course teaches Sustainability Accounting basics with example from the restaurant industry.   It is suitable for any professional or student who wants to learn fast about sustainability issues in specific industry sectors and how to integrate sustainability metrics into financial accounting and reporting.


Speakers:
Burt Hamner
6/25/2024

There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons?  How can we balance these opposing views? 

This seminar outlines the value of; trust, courage, fairness, sensitivity, persistence, honesty and gracefulness – to help us make better ethical decisions.


Speakers:
Don Minges, MBA
Bob Mims, CPA
6/25/2024

Ethical behavior continues to be a problem in society and even in the CPA ranks. "Ethics - A Line in the Sand" looks at the behavioral issues that influence how CPA's act. The course will address why individuals make ethical blunders, the state of ethical conduct in business organizations, the relationship between strong cultures, policy and procedures and successful ethical work environments. In addition, the course will highlight the one behavior to watch for as an indicator of potential ethical violations.


Speakers:
James T. Lindell, CPA, CSP, CGMA, MBA
6/25/2024

The course will start off with a look at the Accounting Standard Updates (ASUs) issued by the FASB that will be effective in 2024 as well as those that may be great for early adoption. The course will also review year 2 issues in lease accounting including how to handle lease modifications. We'll then turn our attention from accounting to auditing where we will cover the audit standards coming down the pike including group audit and quality management. 


Speakers:
Melisa F. Galasso
6/25/2024

At its height, LIBOR was the benchmark for over US $350 trillion in financial contracts worldwide. Yet, due to concerns over the manipulation of the rate, standard setters determined that LIBOR should be discontinued. The global response to reference rate reform required financial reporting standard setters to provide practical expedients and exceptions to current modification guidance. This course will provide an overview of the standards issued (including amendments) from both the FASB and GASB to address the transition away from LIBOR.


Speakers:
Melisa F. Galasso
6/25/2024

Financial forecasting is an important part of any successful business. It enables businesses to plan for the future and anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue and income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing, and how they must adjust to these changes. There are many types and methods of financial forecasting. This course will review the most prevalent forecasts and relative methods being used.


Speakers:
Lynn Fountain
6/25/2024

This course is designed to equip CPAs, EAs, attorneys, and tax professionals with the essential knowledge and strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options, and align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) and discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning.

**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.


Speakers:
Arthur Werner
6/25/2024
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation’s ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.

Objectives:
  • Advise owners of C corporations and those wishing to acquire C corporations of the tax consequences associated with an asset or stock acquisition

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Ian Redpath, J.D., LLM

Field of Study:
Taxes (2)

Major Topics:
  • Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition
  • Tax treatment of consulting agreements and covenants not to compete
  • Sale of personal goodwill associated with an asset acquisition
  • Tax consequences associated with a stock acquisition and an asset acquisition
  • Acquisitive reorganizations
  • Non-tax issues that must be considered when a corporation is acquired
6/25/2024

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors.



Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don’t trigger a DOL inspection by conforming to all applicable rules and regulations.


Objectives:
  • Identify the key provisions of recently issued SASs
  • Properly document understanding of the plan, the environment, and internal controls for an employee benefit plan
  • Understand the importance of reading, reviewing, and documenting the controls in a service organization control report
  • Identify potential audit triggers that may result in Department of Labor inspections
  • Understand the risks associated with a benefit plan audit engagement
  • Avoid common mistakes noted during peer reviews

Presenters:
Melissa Critcher, CPA, PC

Field of Study:
Auditing (8)

Major Topics:
  • Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency
  • Common pitfalls in planning and detailed audit procedures
  • Changes affecting 401(k) plans, including recently issued SASs
  • Common mistakes as noted in peer reviews and DOL inspections
6/25/2024
Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years, including the 16 SASs effective since 2021 and beyond. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice.

On the financial front, the course covers the 9 ASUs issued in 2023, including ASUs covering crypto assets and leases for common control entities. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142–149 over the next few years, including a detailed review of the audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA’s quality management project.

In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Objectives:
  • Review and apply recently issued and proposed FASB and AICPA pronouncements
  • Review and apply guidance within ASC 842, Leases
  • Understand SAS 142 and SAS 145
  • Recall and apply AICPA quality management standards (SQMS 1, SQMS 2, and SQMS 3)
  • Be familiar with other important A&A practice matters you should be aware of
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Presenters:
Jason Carney, CPA, PMP, CISA

Field of Study:
Accounting (4), Auditing (4)

Major Topics:
  • Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda
  • Leases – Topic 842
  • Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures
  • ASC 326: CECL
  • Review of SAS 142 – Focus on Audit Evidence
  • Recently issued SASs and other AICPA activity
  • SSARS No. 25 and other recently issued SSARS
  • Detailed review of SAS 145
  • Other important A&A practice matters
6/25/2024
It’s not about top-down management anymore — things have changed. For organizations to be successful today, everyone needs to contribute. Our success depends not just on how you manage those who report to you but also on those to whom you report.

The world is too complex now for any one person to have all the answers. Sometimes those in charge need and want your support. Learn how to manage the managers in “Managing Up the Ladder.” It takes a special finesse and approach.

You’ll learn strategies for acquiring buy-in from those above you in the organization and tools for more effective communications and building respect.

Objectives:
  • Understand how to get buy-in from those above you in the organization
  • Use your acquired skills to influence and persuade for success
  • Understand how to communicate more effectively with your manager
  • Avoid 10 critical mistakes when it comes to managing upward
  • Understand the 5 questions NOT to ask your manager that can impact your success

Presenters:
Susan Ward

Field of Study:
Personnel/Human Resources (2)

Major Topics:
  • Influence, persuasion, and power 
  • Navigating without position power
6/25/2024

This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including inflation increases and Section 179 and 168(k) deductions.  Planning and potential pitfalls will also be presented. 

**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.


Speakers:
Doug Van Der Aa, CPA, JD
6/25/2024

This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental.

**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.


Speakers:
Steven C. Dilley, CPA, JD, PhD
6/25/2024

Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.


Speakers:
Don Minges, MBA
6/25/2024
The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You'll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
Apply the knowledge of using ChatGPT in their preferred environment, recognizing how it can be seamlessly integrated into their daily workflow.
Evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
Analyze various use cases of ChatGPT in accounting scenarios and the implications on their existing workflow.
Formulate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API
Formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
Reflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Information Technology

Major Topics:

The major topics covered in this course include:
  • ChatGPT Basics
  • Custom Instructions
  • Playground
  • OpenAI API Key
  • ChatGPT in Bing
  • ChatGPT in Excel
  • Microsoft 365 Copilot
  • ChatGPT in Google Sheets
  • ChatGPT in Google Docs
  • Plugins
  • Code Interpreter
  • Using ChatGPT for Financial Analysis
  • ChatGPT File Uploader
  • ChatPDF

6/25/2024

Suitable for anyone with an interest in understanding the impacts of remote work on diverse people and promoting equitable outcomes that lead to a more inclusive work environment.


Speakers:
Charla Welch
6/25/2024

This course will review the Federal Trade Commission's proposed rule banning non-competes. It will also briefly go over the rule making process and timeline for the proposed rule to go into effect. In the second half, the presentation will review the patchwork quilt of state laws that have curtailed enforcement of non-competes, as well as best practices for businesses to consider when implementing non-competes in the workforce. 


Speakers:
Alana Ackels
6/25/2024

At some point in his or her career, every financial manager will face a choice of doing the right thing or taking the easy way out. Skillfully handling a conflict, ethical or otherwise, can make a big difference your career's trajectory. Professional standards provide procedures for resolving ethical conflicts. Yet, following these procedures alone will often cause a financial professional to lose their job.  This webcast will show you how to both do the right thing and keep your job.    


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
6/25/2024

American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts and turns off customers.  Optimize your time spent in communications as a writer and a reader.  Prevent your readers from deleting your email or sending your document to the circular file because they are too much work to decipher.  Write with clear purpose and enjoy the results and time saved.

Be part of the solution, not part of the problem – write it right the first time.


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
6/25/2024
Effective January 1, 2024, an estimated 32.6 million entities will be required to report information about their beneficial owners to FinCEN as part of the Corporate Transparency Act (CTA). In an effort to combat money laundering and other illegal activities, the law provides harsh penalties for the failure to report the required information. This reporting specifically targets small businesses and holding entities, creating opportunities for accountants, tax practitioners, and other business advisors to expand their service offerings. The reports require the listing of all “beneficial owners,” and they are imprecisely defined, possibly requiring an exercise of judgement. Therefore, proper education of professionals and business owners is paramount for accurate reporting. The course includes an overview of the CTA and a detailed discussion of what information needs to be reported to FinCEN.

Objectives:
  • Understand the goals of the beneficial ownership reporting
  • Identify what entities need to file the reports and what information needs to be provided

Presenters:
Renata Maroney (Stasaityte), CPA

Field of Study:
Finance (2)

Major Topics:
  • Updates on legislative challenges
  • The Corporate Transparency Act and its goals
  • Which entities need to file reports and which entities are exempt?
  • Deep dive into the definitions of beneficial owner and substantial control
  • Information that needs to be reported
  • Logistics on how and when to file the forms
6/25/2024

This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.


Speakers:
Chris Harper
6/25/2024
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.

Objectives:
After attending this presentation, you will be able to...
Identify what factors allowed certain frauds to occur.
Recognize what internal controls may have prevented the frauds.
Consider application of these lessons to circumstances you encounter in your professional endeavors.
Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.

Instructor:
Chris Harper, CPA

Fields of Study:
Auditing
Regulatory Ethics

Major Topics:

The major topics covered in this course include:

  • Examination of actual frauds
  • Discussion of internal controls that could have prevented frauds
  • Contemplation of epiphanies for your own professional scenarios.
  • The AICPA Code of Professional Conduct
  • Other elements of professional conduct and compliance with professional standards
6/25/2024
The title of this webinar is NOT a joke. If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents, your business will prosper, you will take better care of yourself and lose that weight, and either find or keep the love of your life. However, you are the one that will have to do the work, day in and day out. All Bruce can do is show you the way. If you are willing to commit (or renew your commitment) to leading your business and your personal life with ethical intelligence, this is the perfect webinar for you. The work you put in during and after the webinar will help to make you a better CPA and a better person. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize the top six changes that will occur if lessons are put into practice
Identify how to keep track of progress
Recall the Call to Action items to achieve long-term goals

Instructor:
Bruce Weinstein

Fields of Study:
Behavioral Ethics

Major Topics:

We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).
Next we'll do a deep dive into the five principles of ethical intelligence:

  1. Do No Harm
  2. Make Things Better
  3. Respect Others (by keeping confidences, telling the truth, and keeping your promises)
  4. Be Fair
  5. Care

Complete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.

We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life.

6/25/2024
Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recognize four primary personality styles, including relative strengths and weaknesses
Identify what traits you and others demonstrate
List factors to consider to more effectively communicate and otherwise interact with others
Recall best practices for modifying personal behaviors in appropriate circumstances to result in better situational outcomes with others

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Personal Development

Major Topics:

The major topics covered in this course include:
  • Defining primary personality style characteristics
  • Determining your own primary personality style and the style of others
  • Effectively adapting for improving interactions with various personality styles
  • Leveraging strengths and minimizing the negative impact of personality weaknesses
  • Applying personality style analysis to real-life situations involving clients, staff, peers and superiors
6/25/2024

In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading innovations and techniques driving this ever-evolving field of "finding hidden money."


Speakers:
Vincent M. Walden, CPA, CFE
6/25/2024

Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to its viability. Data breaches, cyber-attacks, and ransomware are examples of the most significant existential risks facing businesses today. There are threat actors worldwide that entirely focus on stealing organizational data, stealing economic resources, and disrupting commerce. They use complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. For example, publically reported data breaches now exceed 100k annually. These breaches resulted in releasing the personal information of millions of people worldwide, billions of dollars of compromised organizational assets, and putting countless people in harm’s way. This course covers recent major security breaches, including Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, and LabCorp. It will discuss how these breaches occurred, why they occurred, and how organizations can prevent similar incidents from impacting them. Each case study examines a different form of security vulnerability and how to avoid it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and, from that experience, develop their own security best practices for their organizations.

 


Speakers:
Steven M. Yoss, Jr., CPA
6/25/2024

Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself
consistently taking care of everyone else with no time left to take care of you?

In this session, we dive into controlling your chaos and managing your energy. Make no mistake, this isn't your father's time management class. It’s an energy management class developed on behalf of and with tired, frustrated, and burned out HR professionals like yourselves! If you find yourself drained and drinking far too much coffee, this is the session for you!


Speakers:
Summer Jelinek
6/25/2024

Join us for an in-depth webcast on Charitable Remainder Trusts (CRTs) and the essential aspects of preparing Form 5227.  This course will provide a comprehensive overview of CRTs, including their purpose, benefits, and practical considerations. Moreover, we will delve into the intricacies of Form 5227, the informational return for charitable remainder trusts, ensuring you have the necessary knowledge to accurately complete and file this crucial document.

During this webcast, Art Werner will guide you through the fundamental concepts of Charitable Remainder Trusts, illustrating how they can be utilized as a strategic tool for tax planning. We will explore various types of CRTs, their formation, and the different scenarios in which they are most beneficial.  A significant portion of the webcast will be dedicated to Form 5227, the reporting requirement for charitable remainder trusts. We will provide an in-depth analysis of the form's components, line by line, ensuring you gain a comprehensive understanding of the information it requires. From trust assets and income to distributions and charitable beneficiaries,
we will cover each section, discussing common pitfalls and best practices for accurate reporting. Mr. Werner will address the recent updates and changes to Form 5227, enabling you to stay up to date with the latest compliance requirements.


Speakers:
Arthur Werner
6/25/2024

What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives?


Speakers:
Bob Mims, CPA
6/25/2024

In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often classified as "challenging," the course offers tax insights. From divorce and personal bankruptcy to intricate personal relationship matters, participants will equip themselves to adeptly guide clients through these challenging scenarios by understanding the tax implications.


Speakers:
Arthur Werner
6/25/2024

In 2020, 96% of the world’s largest 250 companies published reports on their sustainability performance in accordance with national and international standards.   Now many more companies are committing to sustainability, and Net Zero emissions in particular.   This creates a new responsibility and opportunity for HR leaders.   Staff must be trained in new policies, goals and procedures.  Executives need help as leaders in this new approach.  This one-hour course summarizes SHRM research into HR and sustainability, plus other expert sources and the instructor's own 30-year journey helping companies become more sustainable.   The course presents key concepts, tools and sources to help HR find its role.


Speakers:
Burt Hamner
6/25/2024

Numbers and especially the digits within those numbers can conceal a lot of information.  Benford's Law and other digital analysis techniques can be the keys to unlocking that information.  This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data.  Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques.  But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators.


Speakers:
David L. Cotton, CPA, CFE, CGFM
6/25/2024

Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause – the why?


Speakers:
Bob Mims, CPA
6/25/2024

This program provides an update to the latest tax developments, rules and regulations impacting and individual taxpayers, with a review and integration of the recent tax legislation.  

**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.


Speakers:
Steven C. Dilley, CPA, JD, PhD
6/25/2024

The AICPA has determined than 1 in 10 firms are not compliant with the risk assessment standards. This course will discuss how to properly identify risks and assess risks under AU-C 315. We will then review how to respond to identified risks under AU-C 330. The course will focus on the inherent risk model. We will also review common deficiencies and how a proper risk assessment can drive a more efficient and effective audit.


Speakers:
Melisa F. Galasso
6/25/2024

We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences.  We then move to the NFP side of the house with a look at the Accounting Standard Updates issued by the FASB that impacts nonprofit entities. Following that, we review the work of the Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on. After the break, we will conduct a deeper dive into Yellow Book and Single Audit engagements. The course closes with a look at the significant changes in the 2024 Compliance Supplement, the changes to the Uniform Guidance and the common deficiencies identified by the federal agencies and peer reviewers. 


Speakers:
Melisa F. Galasso
6/25/2024
This course explores the FASB codification provisions and AICPA financial reporting framework for transaction with related parties, including business owners and special purpose entities. Real-life examples are used to illustrate the various authoritative standards and discuss the consequences of failing to comply. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply the financial accounting rules for related parties and how they impact accounting transactions

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • FASB codification provisions for transactions with related parties, including business owners and special purpose entities.
  • Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.
  • Review the tax accounting related taxpayer standards.
  • Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.
6/25/2024

Artificial Intelligence (AI) is no longer just a theoretical concept! Instead, AI is a practical tool available today to help you address and solve real-world problems. In this course, you will learn about the fundamentals of AI and how you can put this amazing technology to work today to help you and your team work more efficiently and effectively. Participate in this course to learn about the fundamentals of AI and specific types of problems AI can help you address. You will learn about AI features available in everyday applications – including Excel – and how you can use these features in situations such as detecting fraud and identifying potential errors in transactions. You will also learn how AI is changing how accounting and financial professionals work, both today and in the future.

 


Speakers:
Steven M. Yoss, Jr., CPA
6/25/2024

Demands for an excellent user experience are at an all-time high. But how do you solve for easy collaboration, compliance, and workflow? What features do you need to be effective? How do you integrate payments, eSignatures, and other technologies to make interaction convenient? This session will explain the necessary features, provide an overview of the best technologies for collaboration, and help you think through how to solve your business problems. You'll learn about the options available from client portals, workflow management, payments, eSignatures, and more. Attend this session and arm yourself with the tools you need to succeed!


Speakers:
Randolph (Randy) P. Johnston
6/25/2024

Enterprise Risk Management for SMEs


Speakers:
William F. O’Brien, MBA, CPA
6/25/2024

This course explores the increasingly complex features of Excel that facilitate efficient data analysis.  We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information.


Speakers:
Chris Harper
6/25/2024

This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team.

The rapid pace of the evolving technological landscape has promoted changes in how accountants and financial professionals focus attention on strategy and modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles and initiating real-time reporting and insights. These are the core attributes that will assist in transforming the work that controllership function performs. Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) and Deloitte’s Center for Controllership aimed to better understand the current state of controllership and expectations of future demands for controllers and accounting professionals. They conducted a survey in late 2022 and identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight and questions to answer on the controllership transformation journey. In this segment, we will go through numerous concepts in detail.
 


Speakers:
Lynn Fountain
6/25/2024
Partnership tax law is always difficult. However, when certain transactions come up, not knowing how to handle them can be costly to clients and practitioners. In this course, we discuss several of these types of situations. We will explore the tax impacts of a PTE election and how a 754 election affects the inside basis of partnership assets. We will then examine those tricky look-through provisions on the sale of a partnership interest in order to properly calculate the tax implications.

Objectives:
  • Identify when a pass-through entity is able to deduct state taxes it pays at the entity level
  • Recognize the tax implications of hot assets in the sale of a partnership interest
  • State the character of a gain on the sale of a partnership interest

Presenters:
Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

Field of Study:
Taxes (2)

Major Topics:
  • Notice 2020-75: PTE elections
  • What is a 754 election?
  • What if a 754 election is not in effect?
  • Tax implications of a partnership interest sale on the seller
  • Look-through provisions
6/25/2024
Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to ...
Identify the key components and functionalities of the PowerBI.com interface, enabling efficient navigation and utilization for data analysis tasks.
Recognize the capabilities of the Q&A feature in PowerBI.com, so you can leverage it for generating quick insights from data using natural language queries.
Select the appropriate data sharing and collaboration methods within PowerBI.com for your situation.

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.
  • PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.
  • Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.
  • Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.
  • Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.
  • Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.
  • Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
6/25/2024
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements, and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!

Objectives:
  • Understand what peer reviewers look at (and don’t look at) when reviewing Yellow Book and single audits
  • Apply some of the best practices and avoid some of the worst habits seen in audits of governments and not-for-profits
  • Skillfully apply today’s Yellow Book and Uniform Guidance requirements

Presenters:
Charlie Blanton, CPA

Field of Study:
Auditing (Governmental) (4)

Major Topics:
  • The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements
  • Avoiding common pitfalls seen in Yellow Book and single audits
  • How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
6/25/2024
The effective date for private companies of ASC 326, Credit Losses, is rapidly approaching. Staring in 2023, all entities will be recording credit losses using the current estimate of credit loss (CECL) model, which will accelerate the recognition of such losses for all companies, including non-lending institutions and companies with trade accounts and leases receivable. This new guidance truly impacts all entities.

In this course, we’ll focus on applying the ASC 326 guidance to non-lending institutions. We’ll review the CECL model and discuss how to apply it to trade accounts receivables and lease receivables, as well as the other financial assets which are in the scope of the new guidance. We’ll also examine how to transition to the CECL guidance as well as review the new and voluminous disclosures required by ASC 326.

2023 is right around the corner and now is the time to get up to speed on the impact of this new guidance.

Objectives:
  • Identify the key provisions of ASC 326
  • Recall how to apply these provisions to trade and lease receivables
  • Recall the disclosure requirements for CECL
  • Identify approaches to audit the transition to and ongoing accounting for CECL


Presenters:
Richard Daisley, CPA

Field of Study:
Accounting (2), Auditing (2)

Major Topics:
  • Overview of ASC 326, Credit Losses
  • Application of ASC 326 to non-lending institutions
  • CECL transition and disclosures
  • Audit considerations related to the adoption and ongoing accounting for CECL

6/25/2024
Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. This course will provide a general introduction to the workings of the payroll returns an employer is required to file. We will cover the various types of federal and state payroll taxes, what various payroll returns an employer may need to file, how to complete the most common types of payroll returns accurately, and real-life illustrations for reconciling at year end and ensuring your payroll returns are correct. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize common payroll tax forms used by employers
Recall due dates for common payroll returns
Distinguish which federal and state payroll returns an employer is required to file
Indicate the filing requirements for common payroll returns
Recognize common errors on payroll returns
Identify IRS publications that are useful resources on payroll topics for employers

Instructor:
Elizabeth Bystrom, CPA

Fields of Study:
Taxes

Major Topics:

The major topics covered in this class include:

  • Introduction to common payroll taxes and related payroll forms
  • Filing out, reconciling, and filing payroll returns
  • Due dates and filing requirements
6/25/2024
Learn how to investigate an asset misappropriate scheme. We will dig into asset misappropriation by learning some of the most common schemes and red flags. Learn data analysis techniques used in the early stages of a fraud investigation. You will be guided through a detailed case study to see forensic accounting techniques in action. This is the most practical fraud investigation course you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. How-To Guide to Fraud Investigations is Part 3 of a series of four courses on fraud investigations. Each course is a stand-alone class that may be taken individually. For comprehensive instruction on completing a fraud investigation from start to finish, take all four. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to:
Identify common asset misappropriation schemes and their red flags
Use data analysis technique to identify areas of potential fraud
Apply forensic accounting procedures to financial data
Evaluate the evidence to prove and quantify a fraud

Instructor:
Tracy L. Coenen, CPA, CFF

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • Typical asset misappropriation schemes and how they are carried out
  • Red flags of asset misappropriation schemes
  • Data analysis, including financial ratios that may identify irregularities
  • Analyzing financial statements for fraud investigations
  • In-depth asset misappropriation case study
6/25/2024

Getting rich requires many things.  First, you need to know how to overcome previous limitations you may have had about making a lot of money.  Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies.   And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented.  By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.


Speakers:
Jonathan Robinson, MA, MFT
6/25/2024
This discussion outlines situations where ‘legal’ and ‘ethical’ are not necessarily in alignment.  How should you handle these issues?  We will detail a better thought process to help you avoid ‘crossing the line.’ 

Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!


Speakers:
Bob Mims, CPA
Rob Berry, CPA
6/25/2024

This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, including a review and integration any new tax legislation. 

**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.


Speakers:
Steven C. Dilley, CPA, JD, PhD
6/25/2024
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape.

Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.

Objectives:
  • Identify and manage client risks and expectations
  • Develop strategies for boosting client satisfaction and loyalty
  • Understand client management best practices
  • Develop practical skills to build stronger client relationships and improve client satisfaction
  • Leverage technology to enhance your client service capabilities
  • Discover strategies to optimize client retention and drive growth in your practice

Presenters:
Jason Cornell, Esq.

Field of Study:
Business Management and Organization (2)

Major Topics:
  • The evolving landscape of client expectations in the accounting profession
  • Building strong and lasting client relationships through effective communication, empathy, and proactive service
  • Implementing efficient client onboarding and engagement processes
  • Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service
  • Effectively resolving client concerns and complaints
  • Utilizing client feedback to continually improve your practice
6/25/2024

It's an exciting time to manage a public practice accounting firm! In addition to technical knowledge in tax, auditing, and accounting, we need to understand data analytics and security options in an advisory context. Beyond that, we must manage the practice and people while profitably delivering excellent client service in a competitive environment for the owners. Further, portals, CAS stacks, PBC lists, electronic signatures, Cloud, and robotic process automation are technologies we need to understand beyond our tax, audit, practice management, document management, and workflow systems. This CPA Firm Update session independently covers significant trends and technologies for CPA firms, which will help you understand your current and future choices. With such rapid change, what will your firm do?


Speakers:
Randolph (Randy) P. Johnston
6/25/2024

It is easy for us to get caught up in our work, but it is better to examine the ‘big picture’ by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.


Speakers:
Bob Mims, CPA
6/25/2024

Network forensics - defined as the investigation of network traffic patterns and data captured in transit between computing devices - can provide insight into the source and extent of an attack. It is used in forensic accounting and with the expansion of information technology it has become a growing field.

Network forensics is a relatively new field of forensic science. Computing has become network centric. Data is now available outside of disk-based digital evidence. Network forensics can be performed as a standalone investigation or alongside a computer forensics analysis. When used alongside a computer forensic analysis it is used to reveal links between digital devices or reconstruct how a crime was committed.

Network investigations deal with volatile and dynamic information and is a sub-branch of digital forensics. It relates to the monitoring and analysis of computer network traffic for information gathering, legal evidence, or intrusion detection. This course is a complement to our other courses in the series on becoming a forensic accountant.
 


Speakers:
Lynn Fountain
6/25/2024

This course corresponds to our Controllership series.

Within this course, we specifically address the Controllers role and pro-active potentials in organization Strategic and Annual Planning. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the Controller can add strategic value to their organizations. Controllers are essential to the day-to-day accounting for organizations. Yet, the role is not often readily understood. In today’s world of acronyms such as CFO, CEO, COO, CAO, etc. the Controller function may get lost in the shuffle. However, they are a critical group of professionals who ensure the adequacy and transparency of accounting and financial reporting information. When it comes to the task of strategic planning, many feel this role is primarily the responsibility of the executive team and board. However, in this course, we delve into the various steps of the strategic plan and explore where the Controller can add strategic value through providing functional input and insight.

Strategic planning is a process used to identify goals, the strategies necessary to accomplish those goals, and the internal performance management system that will be used to monitor and evaluate progress.

 


Speakers:
Lynn Fountain
6/25/2024

In this course, participants will learn about the five principals of COSO's Fraud Risk Management Guide and the linkages each principal has to the use of forensic data analytics to measurably demonstrate effectiveness and ROI.  We will also explore key elements to a successful program that is sustainable as well as pitfalls to avoid. Finally, we will cover several case studies that demonstrate the key concepts discussed. 


Speakers:
Vincent M. Walden, CPA, CFE
6/25/2024

Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
6/25/2024

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of many unique business planning tools, this course explores the entrance and exit strategies available to business owners.  

**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.


Speakers:
Arthur Werner
6/25/2024

This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. 

**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.


Speakers:
Doug Van Der Aa, CPA, JD
6/25/2024

This course corresponds to our Controllership series. This course is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we discuss the area of cash and investments and explore how the controller can move these responsibilities into more of a strategic role.

In today’s world, the role of cash management is often a pivotal role in the organization. In economically difficult times, controllers may find that they spend a great deal of their time on understanding and managing the organizations' cash position. This is certainly important and, in some areas, can be seen as a staple of the lifeblood of the organization’s ongoing viability. This course takes a look at some of the typical objectives involved in cash management and then evaluates how those objectives can be further stretched into strategic pillars of the organization.

 


Speakers:
Lynn Fountain
6/25/2024

Working with a small business, you know that keeping the company's finances in order is critical to success. While numerous software programs and tools are available to help you do this, they vary substantially in many significant aspects. In addition to conventional options like QuickBooks and Sage 50, you can choose from Cloud-based tools such as Zoho Books, QuickBooks Online, Spire Systems, Xero, Accounting Suite, Accounting Power, and many more. In this session, we'll look at the best accounting tools for small businesses and discuss the benefits of each one. This session covers accounting solutions that should work for startups and companies with up to $10 million in annual revenue. We also cover various add-on solutions that can enhance the overall functionality of your accounting platform. Join us to learn your options for achieving your small business management financial goals.


Speakers:
Randolph (Randy) P. Johnston
6/25/2024

This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization.


Speakers:
Chris Harper
6/25/2024

In the last year, our country has seen the passage of multiple federal laws impacting the enforceability to common employment documents. Several federal agencies have also issued opinions that could impact common employment documents. This presentation will review those new laws and opinions and discuss the potential impact they may have on arbitration agreements, severance agreements, confidentiality agreement, and non-disparagement agreements.

 


Speakers:
Alana Ackels
6/25/2024

Employee Turnover is at an all-time high, and what use to work isn't working anymore. We explore a call to action with a new way of thinking.


Speakers:
Anthony P. Howard, SPHP. SHRM-SCP
6/25/2024

In this course, participants will gain a broad understanding of the various anti-fraud preventive and detective tests available to practitioners and take initial steps in building their own library of tests unique to their business or industry risks. Specific discussions and examples will include vendor analysis to look for potentially improper payments around conflicts of interests, fake vendor schemes, bribery & corruption, sanctions and trade compliance, anomalous payments, segregation of duties, among other risk categories.  Participants will also explore tests around customers or distributors that include margin analysis, free goods, discounts and revenue recognition. Further, we will explore employee related test to mitigate travel & entertainment expense abuses. We will also point out various online and public resources for participants to start building their own library of tests to support both reactive investigations as well as proactive prevention and detection.


Speakers:
Vincent M. Walden, CPA, CFE
6/25/2024

In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins.  The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis. 


Speakers:
Vincent M. Walden, CPA, CFE
6/25/2024

Overview of the most important labor and employment policies and practices that every business should have. The review will go over confidentiality agreements, arbitration agreements, restrictive covenants, training, and severance agreements, as well as compliance issues related to each of them. 


Speakers:
Alana Ackels
6/25/2024 - 6/26/2024

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables–including grouping options for fiscal periods–and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you willbe a master of Excel PivotTables!If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With abit of information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you are spending presently to complete such tasks.

 

 

6/25/2024

What are my best technology choices, and how do I keep up? Even informed accounting professionals will find multiple ideas they can apply daily. This visionary session provides insights, options, and recommendations to help you decide which technologies will affect your business and which will give you a competitive edge. Included in Tech Update are emerging and evolving technologies important to accounting professionals. We will cover the benefits and risks of adopting recent technologies, ranging from software applications to hardware devices. You will also learn how to develop a balanced technology strategy that includes current, emerging, and future technology choices for your firm or business.


Speakers:
Randolph (Randy) P. Johnston
6/25/2024

Performance targets and incentives can drive breathtakingly positive results: the moon landings, the eradication of smallpox, or the repair of the ozone layer, for example. They can also have a dark side that can create stress, overload and anxiety and even drive lawbreaking.

What is the difference between a healthy ‘stretch’ target and one pushes people too far? How can we spot potential problems in advance and systematically design sensible, humane and effective performance targets?

Using practical examples and case studies, Bernie will give you an overview of the essential steps for designing robust, effective, and credible targets for any organization.

Designing effective, practical and realistic performance targets will never be easy, but this session will introduce you to the tools that help make the process clearer, simpler and more consistent.


Speakers:
Bernie Smith
6/25/2024

In a competitive economy, CPA's  and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you’ll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.


Speakers:
Jonathan Robinson, MA, MFT
6/25/2024

In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career.  You'll learn how to write a good talk, how to present it well, and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness, and how to overcome stress in less than a minute.


Speakers:
Jonathan Robinson, MA, MFT
6/25/2024 - 6/26/2024

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their daily activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then make plans to participate in this course. 

In this program, you will learn how to build PivotTables, how to group data inside PivotTables, and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques. Some of these techniques will include consolidating data with PivotTables and linking data from external data sources into PivotTables. Additionally, you will learn how to take advantage of many other features associated with PivotTables. Among them are Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!

If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables in no time at all. And with just a little practice, you will be able to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
6/25/2024

This course is essential for the tax practitioner who wants to update their knowledge of business income taxation so that the practitioner can provide solid planning advice to their clients prior to year-end. This course will provide a comprehensive review of business issues for the current tax year. Included will be a thorough review of all Internal Revenue Code changes made by year-to-date. In addition, this course will instruct the participant as to where to expect potential changes to be made by the current administration.


Speakers:
Arthur Werner
6/25/2024

This comprehensive four-hour course takes CPAs beyond the basics, diving deep into the ethical quandaries that professionals face. Beyond just the rules of Circular 230, you'll explore a variety of ethical issues, discovering the best ways to handle them with integrity and wisdom. The course provides a dual focus: understanding your obligations under Circular 230 and tackling wider ethical challenges that can arise in your day-to-day work. With real-world scenarios and interactive discussions, you'll come away with practical solutions and the confidence to make the right decisions, keeping your practice ethical and your professional standing secure.

**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.


Speakers:
Arthur Werner
Shelli Huston, CPA, MS
6/25/2024

A chain is only as strong as its weakest link.  The same theory applies to departmental performance—the overall result is only as strong as its weakest contributor.  Leave our interactive and entertaining session with insight for developing and sustaining the best team you can possibly assemble.  The four elements in this process are (1) development, (2) leadership, (3) hiring and (4) environment.  Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success and the negative impact of Leadership’s Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output and results.  


Speakers:
William F. O’Brien, MBA, CPA
6/25/2024

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, as well as an update on Schedules K-2 and K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls.

**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.


Speakers:
Steven C. Dilley, CPA, JD, PhD
6/25/2024

Using Outlook for email management is routine for most business professionals these days. But unfortunately, using this tool for so long may cause some to perpetuate bad practices and habits when working in Outlook and exploring new options Outlook offers. In this session, you will discover ten valuable tips to take you to the next level of your email and work management.


Speakers:
Connie Clark
6/25/2024

Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
6/25/2024

As part of the Tax Cuts and Jobs Act (TCJA), IRC § 199A was added.  This Internal Revenue Code section allows certain pass-through entities the ability to has made it deduct up to 20% of their qualified business. Although practitioners have had over three years of “experience” utilizing IRC § 100A, many practitioners still do not feel comfortable with this part of the Internal Revenue Code.  The purpose of this presentation is to provide the practitioner with an understanding of the rules of IRC § 199A as well as an understanding of the IRC § 199A regulations.

**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.


Speakers:
Arthur Werner
Shelli Huston, CPA, MS
6/25/2024

Financial managers and executives need to create cash projections that are relevant, current, and accurate. Too often cash planning is reactive, leading to inefficient, chaotic, and unreliable forecasts. Organizations never want to find themselves short in the availability or timing of cash.  Proper cash forecasting and planning can avoid such cash shortfalls.  This session will explore proactive approaches to cash forecasting.  

 


Speakers:
Richard A. Karwic, MBA
6/25/2024

Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. 


Speakers:
Jaclyn Veno, CPA
6/25/2024

Professional Codes of Conduct make Ethics seem easy and clear cut. However, this is not so in real life. This session discusses five cases where the ethics is not so clear cut.  What should be considered?  We will explain how you can be more diligent and maintain awareness of ethical issues to become more effective and enhance the reputation of the profession.    


Speakers:
Don Minges, MBA
J. Michael Inzina
6/25/2024

What if being nice, or specifically being a positive best version of yourself, made you a more effective leader?  Ethical leadership, is effective leadership. That’s what Dr. Cohen, noted psychologist, transformational speaker, executive coach, and author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen’s work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen’s path to this work, what the Heliotropic Effect is, and how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
Dr. Harry D. Cohen, PhD
6/25/2024
What would you do when ___? Is would the same as should? Examples; Rashmi Airan-Pace and Yale Law School. What should you do when a vendor offers to give you tickets to the NCAA Final Four basketball tournament and your organization will permit it? Prepare for ‘situations’ before they happen to you.

Speakers:
Don Minges, MBA
Allison M. McLeod, LL.M., CPA
6/25/2024

More and more entities need Yellow Book engagements, including a growing number of for-profit entities. In this course, we will review the unique independence requirements in GAGAS. We'll also review the recent changes to quality management in Yellow Book. We'll close with a reminder of common deficiencies found in Yellow Book engagements.


Speakers:
Melisa F. Galasso
6/25/2024

Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies.  


Speakers:
Mark Hugh, CPA
6/25/2024

This session will focus on the most common types of fraud in the procurement and contracting arena, with a focus on fraud in construction.  The session will examine fraud vulnerabilities in the four key phases of the procurement process:

  • Presolicitation.
  • Negotiation.
  • Performance.
  • Closeout and Claims. 

Within each phase, “red flags” will be discussed.  These are the indicia of possible fraud that managers should be alert for.  Also, within each phase, the most common fraud schemes will be highlighted and discussed.  Finally, the session will describe the generally accepted safeguards or controls that should be established to prevent the various fraud schemes that can occur.  This part of the program will make extensive use of actual fraud case studies designed to demonstrate fraud risks and fraud detection strategies.


Speakers:
David L. Cotton, CPA, CFE, CGFM
6/25/2024

This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today’s popular and software tools and examine the AICPA’s Five-step approach to incorporating data analytics into public accounting engagements.


Speakers:
Chris Harper
6/25/2024

This course examines the critical issues and special opportunities facing partnerships and their partners, with a focus on reporting tax basis capital accounts. 

**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.


Speakers:
Doug Van Der Aa, CPA, JD
6/25/2024

Based on an AICPA Enhancing Audit Quality study, 23% of all single audits subject to enhanced oversight were materially non-conforming with professional standards due to failure to properly test controls over compliance. 

This course will provide an overview of internal controls over compliance specifically related to Single Audits. We will discuss how to apply the concept of internal controls to various compliance requirements. Additionally, a common finding in the audits of governmental entities receiving federal grants is misidentifying controls and mistaking compliance for a control. That's why this course will also focus on identifying compliance versus controls over compliance.


Speakers:
Melisa F. Galasso
6/25/2024

The AICPA has determined that one in ten audit firms are not compliant with the risk assessment standards. This course will discuss how to properly identify risks and assess risk under AU-C 315. We will then review how to respond to identified risks under AU-C 330. The course will focus on the audit risk model and cover both inherent risk and internal controls. We review common deficiencies and how a proper risk assessment drives a more efficient and effective audit. 


Speakers:
Melisa F. Galasso
6/25/2024

Strategic Planning for SMEs


Speakers:
William F. O’Brien, MBA, CPA
6/25/2024

Cloud computing has become a source of cyber-crime. “Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather and preserve evidence in a way that is suitable for presentation in a court of law.” Cloud forensics is a combination of the varied types of accounting forensics including:

•    Digital forensics
•    Network forensics.
•    Hardware forensics

In cloud crime, the cloud is considered the object when the target of the crime is the cloud service provider they are directly affected by the act. It is considered the subject of the crime when the criminal act is committed within the cloud environment. It is considered the tool when it is used to plan or conduct a crime. This course will delve into the many concepts involved in cloud forensics. The course complements other courses in the series of Becoming a Forensic Accountant.
 


Speakers:
Lynn Fountain
6/25/2024

This is a two-part series that discuss new trends and concepts the financial controller should begin to execute in order to truly become a valued member of the senior leadership team. The rapid pace of the evolving technological landscape has promoted changes in how accountants and financial professionals focus attention on strategy and modernize their roles to leverage digital technology. There is increased demand for enhancing flexibility into finance cycles and initiating real-time reporting and insights. These are the core attributes that will assist in transforming the work that controllership function performs.

Is the financial controllership prepared to meet future business demands? The IMA® (Institute of Management Accountants) and Deloitte’s Center for Controllership aimed to better understand the current state of controllership and expectations of future demands for controllers and accounting professionals. They conducted a survey in late 2022 and identified several trends. The survey takes a look at how prepared controllership is to meet future business demands. It also highlights some insights for leaders to consider that may increase their preparedness. It also identified areas of additional insight and questions to answer on the controllership transformation journey.

In this segment one, we go through numerous concepts in detail and the remaining concepts will be covered in segment two.


Speakers:
Lynn Fountain
6/25/2024

For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it’s a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management.

This offering is more than just a learning experience; it’s an investment in one’s professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age.

**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.


Speakers:
Arthur Werner
Steven M. Yoss, Jr., CPA
6/25/2024

It is virtually impossible to pick up the daily newspaper and not find an article on some type of fraudulent event. In the wake of the “Era of Fraud, Waste and Excess,” one might suspect that potential fraudsters would think twice before committing illegal acts. However, just the opposite seems to be the case.  Is there really more fraud or is there simply more fraud awareness?  The harsh reality is that it is a little bit of each.  Not only has fraud worldwide reached a level of over $7.0 billion in lost  revenue but savvy C-level executives now realize that it could happen to their companies—very easily. When you put these facts together, it adds up to a completely new era of vigilance.


Speakers:
William F. O’Brien, MBA, CPA
6/25/2024

This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments.  Planning alternatives and the potential risks associated with those strategies will also be discussed. 

**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.


Speakers:
Doug Van Der Aa, CPA, JD
6/25/2024

In today’s business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization’s bottom line and your management team’s personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans - this session will help you understand the issues and get it right the first time.


Speakers:
Don Minges, MBA
6/26/2024
Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has client relationship or prospecting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify the importance of continuously marketing to retain existing clients
Recognize best practices for developing opportunities to engage with prospective clients
Recall what differentiates your firm and its services from the competition in a way that is easily communicated and understood

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Personal Development

Major Topics:

The major topics covered in this course include:

  • Continued marketing to existing clients
  • How to better connect with existing and prospective clients
  • Motivating prospective clients to engage with your firm
  • Methods for building value perceptions with existing and prospective clients
  • Differentiating your firm from the competition, including translating features into benefits
  • Handling objections and closing a sale
6/26/2024
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

Objectives:
After completing this course, you will be able to:
Recognize the foundational principles of SSARS.
Identify the new requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
Indicate processes to achieve high-quality SSARS engagements.

Instructor:
Allison M. Henry, CPA, CGMA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.
  • New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
  • Common peer review findings.
  • Practice tips for high-quality engagements.
6/26/2024
One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader, John Higgins, will take you through the step-by-step process of setting up and using the Sync app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Recognize the value proposition for deploying the OneDrive Sync app
Identify all the steps necessary to setup the Sync app properly

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics covered in this course include:

  • Overview of the OneDrive Sync app functionality
  • Step-by-step review and demonstration of how to deploy this app
  • Installing the Sync app on your local devices
  • Configuring the files and folders to synchronize toy your local device
  • Manage the locally stored files
  • Best practice tips for using the Sync app and avoiding common mistakes
6/26/2024
This course will help you develop an effective plan for revenue generation with client accounting services. The course will help you define and market to your chosen niches with effective and cost-efficient tactics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify profitable business niches
Recall key attributes of the audiences that you want to reach
Identify effective packages and services for CAS services
Recognize how to deliver a marketable service offering
Identify strategies for lead generation
Recall a process for selling to leads
Select the right technology to help close sales and nurture referrals

Instructor:
Gaynor Hardy (Meilke), MS, CBC

Fields of Study:
Business Management & Organization

Major Topics:

The major topics covered in this class include:

  • An efficient process to identify, attract and consultatively sell CAS to new prospects
  • Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels
  • How to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market
6/26/2024

The AICPA's Auditing Standards Board has several large projects that will be impacting entities in the near future. We'll take a deep dive into the changes related quality management as well as group audits. We'll also review common audit deficiencies. This course will keep auditors up to date on the work of the ASB. 


Speakers:
Melisa F. Galasso
6/26/2024
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

Objectives:
  • Understand the major issues on which taxpayers and the IRS are in conflict
  • Understand recent IRS guidance and legislation impacting pass-through entities

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • Comprehensive coverage of the Inflation Reduction Act, including:
    • The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, §45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements
  • Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes
  • Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers
  • Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions 
  • Retirements and redemptions: considerations for partnerships and S corporations
  • Timely coverage of breaking tax legislation
  • Selected Practice and Reporting Issues: What’s new?
  • A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
  • Form 1099-K reporting requirements
  • Bonus depreciation in 2024
  • Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12
  • New FinCEN reporting requirements in 2024
  • A review of like-kind exchange transactions under §1031
6/26/2024
If you have ever had someone just read you the rules in an ethics class, you know there is a better way. Cases in Corporate Ethics reviews 10 real life cases and puts you in the position of someone in the middle of it all. You'll learn about conflicts that corporate financial professionals often encounter, you'll gain skills for dealing with a boss who is behaving badly and find out where to go for help. Once you have studied ethics using real world cases, you'll never want to do it any other way. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
Prepare for possible ethical conflicts in your career by discussing real life cases.A A

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Regulatory Ethics

Major Topics:

We introduce new case selections to this seminar every year. Past cases have included these issues:
  • Can you protect the public interest without violating our profession's confidentiality rules?
  • How can a corporate world CPA get in trouble with their board of accountancy?
  • Is a culture of fear and intimidation particularly susceptible to corporate fraud?
  • How can using the CPA credential get a corporate accountant in trouble?
  • Is exaggerating your CPE hours a violation of our professional codes of conduct?
  • What are your options when your employer is clearly breaking the law?
  • Does any legislation provide effective Whistleblower protection?
6/26/2024
This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. We'll then switch gears to review the GASB standards coming down the pike, including major projects of the GASB. When considering the audit side of the house, Yellow Book and Single Audit engagements are considered must-select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor performs a Yellow Book or Single Audit even when the engagement is for a for-profit entity. The session will also cover the changes to the Uniform Guidance. We'll close with a look at the key changes in the 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Recall the impact of recent GASB standards on financial reporting.
Identify independence requirements of Yellow Book.
Identify changes in the 2024 Compliance Supplement.
Recognize changes to the Uniform Guidance.

Instructor:
Melisa F. Galasso, CPA

Fields of Study:
Accounting (Governmental)
Auditing (Governmental)

Major Topics:

The major topics that will be covered in this course include:

  • GASB 100, Accounting Changes and Error Corrections.
  • GASB 101, Compensated Absences.
  • Yellow Book and Single Audit engagements.
  • Yellow Book independence requirements.
  • Changes to the Uniform Guidance.
  • 2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.
6/26/2024

The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like"Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies, secure digital information.


Speakers:
Karl W. Egnatoff, CPA, CITP
6/26/2024
Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. This course will provide a general introduction to the inner workings of payroll and payroll taxes. We will introduce you to the various types of payroll statutory and withholding taxes, under what conditions and which employees these various types of taxes apply, how to calculate, withhold and deposit those taxes and the related due dates requirements that apply to payroll taxes. This course will include real-life examples of how to process payroll, the withholding and payroll tax deposit regime, familiar payroll forms, and tips and tricks for tying it all together. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Indicate the types of payroll taxes related to a typical payroll check
Distinguish between federal and state payroll taxes
Recall what makes up the components of a payroll tax deposit
Recall payroll tax deposit filing frequency rules, and requirements
Identify the various types of payroll tax returns employers need to file and the due dates of these forms
Examine the interplay between payroll tax deposits and payroll tax returns
Select correct payroll tax form for use in reporting employer payroll taxes
Identify IRS publications that are useful resources on payroll topics for employers

Instructor:
Elizabeth Bystrom, CPA

Fields of Study:
Taxes

Major Topics:

The major topics covered in this class include:

  • The various types of payroll taxes related to compensation
  • Payroll calculations related to the various of payroll taxes
  • Introduction to common payroll forms
  • Resources, recommendations, and guidance on compensation and payroll related topics
6/26/2024

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.


Speakers:
Arthur Werner
6/26/2024

Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement.  This session will attempt to simplify the requirements using common sense examples and language.


Speakers:
Frank Crawford, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
6/26/2024

Estate and trust administration is a growing part of a CPA’s practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA’s role as a key member of the administration team. 

**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.



Speakers:
Arthur Werner
6/26/2024

Unhealthy behavior in the workplace can create a drama-laden, hostile work environment, negatively impact productivity and increase turnover. When team members are focused on how they can one-up their counterparts or are fearful of their co-workers/leaders actions towards them – they are NOT focused on reaching your company’s goals. 
 


Speakers:
Tish Times
6/26/2024

The budgeting process can be a time consuming and frustrating process for accountants.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This series will offer solutions to the budgeting woes from both the big picture and in the details. 

 

Understanding and Preventing Budget Calamities

2 Hours - Accounting
•    Most of us lead or participate in the budget process at least annually.  Inherent flaws exist in the standard budget building process that you can solved by recognizing them and committing to solutions.  

Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
2 Hours - Accounting
•    We can all learn from others and improve our budgeting process by listening to our colleagues’ wisdom and experience.  This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial planning. 

Avoiding Budget People Issues:  Managing Budgeting’s Soft Side
2 Hours - Accounting
•    Financial plans have a technical component and human component.  We can resolve some of our budget issues by exploring the process’ human aspect.  This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create to a better plan.  

Budgeting:  Presenting and Communicating your Numbers
2 Hours - Accounting
•    Now that the budget is complete, how we communicate our plan is critical.  this session reveals some key guidelines in budget presentation and will identify key problems in how people often communicate financial plans. 
 


Speakers:
Bob Mims, CPA
6/26/2024

Cybercrime is on the rise and CPAs that handle sensitive client data are often the target of cybercrimes.  By attending this session you'll learn what the eight biggest threats are to your business and uncover the three pillars of cybersecurity that you can build your firm's defense around.


Speakers:
Jon Melloy
6/26/2024

ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims.  

*****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)*****


Speakers:
Andy Sexton
Chad Ayers
6/26/2024

PowerPoint has become a ubiquitous tool in virtual and in-person meeting rooms around the world. However, it's a tool that is often misused, leading to boredom and frustration for audiences. A bored and frustrated audience will not receive your message, and you – the presenter – will not achieve your desired results. Many speakers know their slides are ineffective but don't know a better way. Well, here it is!

This workshop is interactive, incorporating activities and exercises in order for participants to be able to apply the principles of effective communication of their ideas to real life situations. 

The workshop is based on current research and covers the basics of effective PowerPoint design that works for you, not against you. 


Speakers:
Lisa Braithwaite, M.A.
6/26/2024

Good judgment works well in handling most employee relations matters.  However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability.   This course provides practical knowledge and scripts for responding to requests for accommodations regarding religious practices or disabilities, confronting employees in substance abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.


Speakers:
Mike Mirarchi
6/26/2024

The objective of corrective action is to change conduct through teaching.  Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all.  The action selected should reflect the type, frequency, and severity of the misconduct.  Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
6/26/2024

Prior to the original SAS No. 82 on Consideration of Fraud In A Financial Statement Audit (now codified as SAS No. 122, AU 240), the word fraud never appeared in a single SAS, nor was it described anywhere.  SAS No. 82 stated that auditors failed to detect fraud for two reasons:  1) They did not know what it looked like and 2) They had not been trained to look for it.  Although the SASs did not provide any guidance, auditors have always been responsible for the detection of anything that would cause a material misstatement of the financial statements whether caused by error or irregularities.  (They would not even say the word fraud until it appeared in SAS No. 82) The standards were replete with guidance on the detection of an error but silent on how to detect irregularities.  Now auditors are required to document in every financial statement audit their process of determining the risk of financial misstatement due to fraud.

This presentation is designed to focus on frauds that were missed by the auditors and, in some cases, why it was missed.  There will also be discussion as to what the auditor must do in order to improve their track record on detecting fraud.  As reported on the Association of Certified Fraud Examiners Occupational Fraud 2022: A Report to the Nations, only 4% of frauds were initially discovered by the external auditor.  It was reported that more frauds were discovered by accident, (5%) then was discovered by the external auditor.


Speakers:
Dennis F. Dycus, CFE, CPA, CGFM
6/26/2024

A significant amount of information is electronically initiated, recorded, processed, or reported, and information to be used as audit evidence may be available only in electronic form. During this session we will look at different types of information commonly presented to an auditor during the audit of an employee benefit plan, and identify considerations for auditors when evaluating information to be used as audit evidence.


Speakers:
Melissa Critcher, CPA
6/26/2024

The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed.  Many organizations trying to bring people back to the office have experienced significant turnover.  Some practices have changed forever while some principles will always remain the same.  Keeping your people happy equals keeping your best people.  Learn the changes you should make now and the things you should do forever!


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
6/26/2024

Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results.

Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.


Speakers:
Richard A. Karwic, MBA
6/26/2024

Yellow Book and Single Audit engagements are considered must-select engagements for peer review. This course will review the common deficiencies noted by peer reviewers and federal agencies. We'll focus on the requirements of Yellow Book independence, CPE, and reporting. We will also review deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits. We'll close the course with a look at the deficiencies often identified in COVID-related funds.


Speakers:
Melisa F. Galasso
6/26/2024

Stay at the forefront of business income taxation with this essential course tailored for tax practitioners seeking to enhance their expertise. This course offers an in-depth review of the intricacies surrounding business income taxation, focusing on the latest developments for the current tax year. Dive into recent changes and updates within the tax code, providing you with a comprehensive understanding of the evolving tax landscape. Equip yourself to effectively navigate new regulations, guidelines, and strategies while assisting clients in optimizing their business income tax planning. 

This course was updated in January of 2024 with an additional speaker, Shelli Huston. 


Speakers:
Arthur Werner
6/26/2024

Emerging from the pandemic is a workplace culture governed by values. Far from a soft approach, it can drive significant business results. Organizations that embrace an empathetic culture increase performance and decrease turnover, while their customers report a more positive experience. Additionally, being more “person-focused” strongly correlates with more effective ethics and compliance programs. These insights can provide a roadmap for the "new normal" as the world emerges from the crisis. How employees and management move forward from this experience will shape the workplace for decades to come.


Speakers:
Charla Welch
6/26/2024

Based on an AICPA Enhancing Audit Quality study, 23% of all single audits subject to enhanced oversight were materially non-conforming with professional standards due to failure to properly test controls over compliance. 

This course will provide an overview of internal controls over compliance specifically related to Single Audits. We will discuss how to apply the concept of internal controls to various compliance requirements. Additionally, a common finding in the audits of governmental entities receiving federal grants is misidentifying controls and mistaking compliance for a control. That's why this course will also focus on identifying compliance versus controls over compliance.


Speakers:
Jaclyn Veno, CPA
6/26/2024

Navigating the complexities of estate and trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities and the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional’s role in estate and trust administration, emphasizing practical insights and strategies for managing assets, addressing the legitimacy of debts and creditors, and ensuring the proper distribution of 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.


Speakers:
Arthur Werner
Tara Singer
6/26/2024

Fraud continues to be a pervasive problem for organizations of all sizes and in all industries. And it can happen to your organization. Accountability professionals are the first line of defense against fraud. Accordingly, accountants, internal auditors, external auditors, and risk management professionals need to develop the skills needed to prevent, detect, and deter fraud.

According to the Association of Certified Fraud Examiners’ (ACFE) 2022 Report to the Nations:

  • Certified Fraud Examiners estimate that the typical organization loses about 5% of its revenues each year due to fraud. 
  • The median loss per fraud case is $117,000; the average loss per fraud case is $1,783,000.
  • 42% of frauds are discovered by tips, usually from employees.
  • Asset misappropriation schemes are the most common (86%) but least costly ($100,000 median loss).
  • Financial statement fraud schemes are the least common (9%) but most costly ($593,000 median loss).
  • Corruption is the most common scheme in all global regions.

These statistics are alarming and should be a wake-up call for all business and government professionals. The impact of fraud is almost always devastating and can be catastrophic.

The 2023 Business Fraud Update is another fast-moving seminar that will provide a comprehensive look at the latest developments about fraud from the technical, legal, and operational perspectives and update participants on the most recent legal and regulatory developments in this important area of professional responsibility.  

In addition, attendees will watch a unique and specially designed simulated case of fraud in a corporate setting and watch as the panelists, in their roles as characters in the simulation, respond to the emerging situation and deal with it as a corporate and legal matter to determine the fraud, identify the perpetrators, respond as an organization and deal with criminal and corporate fallout. Following each stage of the fact situation the entire panel will discuss the developments and consider how damage to the company could have been avoided and how it can be mitigated!


Speakers:
Paul E. Coggins, JD
Mr. Dennis F. Dycus, CFE, CPA, CGFM
David L. Cotton, CPA, CFE, CGFM
John D. Gill, JD, CFE
Vincent M. Walden, CPA, CFE
Katherine Miller, JD
Kevin M. Rockecharlie, CISA
Sandra Johnigan, CPA
Mary O'Connor, CPA
6/26/2024

The newest acronym in the business community is ESG (Environmental, Social and Governance)

  • Investors’ demand enhanced information about how companies are approaching environmental sustainability. (Sustainability accounting)
  • The foundation of sustainability reporting is for an organization to identify and prioritize its impacts on the economy, environment, and people - to be transparent about their impacts

The foundation of sustainability reporting is for an organization to identify and prioritize its impacts on the economy, environment, and people - to be transparent about their impacts

This session is an introduction to the topic of ESG and what accountants and management should know


Speakers:
Lynn Fountain, CGMA, CRMA, MBA
6/26/2024
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.

Objectives:
  • Understand who is eligible for Medicare
  • Determine whether an individual will have to pay a surtax for Medicare Part B and Part D coverage
  • Ascertain whether private or spousal insurance options are preferable to Medicare

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Erica Dumpel, CLU

Field of Study:
Taxes (2)

Major Topics:
  • Eligibility for Medicare
  • How to apply for  Medicare
  • Introduction to Parts A, B, C, and D of Medicare
  • Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries
  • Late enrollment penalties
  • Medicare Advantage in lieu of original Medicare
  • The Affordable Care Act’s impact on Medicare
  • Legislative and regulatory developments
6/26/2024
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That’s a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.

Objectives:
  • Organize thoughts to create purposeful, clear, and concise writing
  • Understand how to write for your reader
  • Practice applying techniques for writing more efficient, readable, outcome-focused emails
  • Use an appropriate tone and professionalism in business communications
  • Plan for continued improvement and apply learned skills

Presenters:
Margaret Uhrich

Field of Study:
Personal Development (2)

Major Topics:
  • Preparing to write: what is my purpose and objective and who is my audience
  • When email is the appropriate communication methodology and when it’s not
  • Common email mistakes and how to avoid them
  • Proven techniques for writing more efficient, readable, and outcome-focused emails
6/26/2024

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.
 


Speakers:
Allison M. McLeod, LL.M., CPA
6/26/2024

Blockchain technology offers the promise of digital truth. It provides a transparent, permanent, immutable, and high-speed record-keeping system when appropriately implemented. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing, with millions of new users every year. Organizations adopt this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel widespread adoption amongst Wall Street and regular investors alike. While more popular than ever, few business professionals understand these technologies, their capabilities, risks, and potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. In fact, this incredible technology is a mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology, including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. By participating in this session, you will gain a deeper understanding of the inner workings of this technology and recommendations on getting started.

 


Speakers:
Steven M. Yoss, Jr., CPA
6/26/2024

A burning question on the minds of many is, “What features should I use in Windows 11?” Presented with end-users in mind, in this session, you will get the answer you need to that question and others, all delivered in the context of improving productivity and security.

Among other topics, you will learn about improvements in virtual desktops, changes to the user interface, customization options, and more. If you’re using Windows 11 now or plan to upgrade soon, this is a must-see session to help you make the most of your upgrade.

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
6/26/2024

Financial Leaders often achieve their position primarily with left brain analytical skills.  They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan.  This course will help the financial executive and professional focus on where they are currently and help them bridge the gap in leadership skills that will enable them to gravitate to the next level.  This course will guide the financial executive and professional to position themselves as leaders that others will trust and want to follow.  The financial executive and financial professional will walk away understanding a more holistic approach to people and organizations and a transformational leadership style.


Speakers:
Mario Flores
6/26/2024
This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the ability to create a calculation in a cell that is based upon the measure in the data model. This powerful tool provides the ability to create calculations in an Excel worksheet without using a PivotTable to perform the calculation. Gone are the days of creating a PivotTable, then using those values in the PivotTable for additional calculations. When using Power BI to build a data model that connects to data files, you may want to know the date of these files. This class teaches you how to create a measure based upon the refresh date of your data. In the class "Power BI - Use Advanced Calculations with DAX Formulas," you learned the basics of time intelligent functions, the ability to calculate measures based upon dates. In THIS course, we will take it to the next step and teach you how to perform many more date-based calculations. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Formulate worksheet calculations that use the Power Pivot data model
Create measures that provide a visual of the date of the data
Formulate calculated measures that calculate based upon the date of the filters

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • OLAP functions to create custom calculations on an Excel worksheet
  • Measures that help determine the date of your refreshed data
  • Advanced time intelligent functions to create date-based measures
6/26/2024
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Prepare for an investigation
Recall how to review paper and electronic handling procedures
Identify the process of preserving, analyzing, and evaluating evidence
Recall how to conduct the investigation efficiently
Discuss the characteristics of a quality investigative report that can be used in court
Evaluate options for civil and criminal legal actions

Instructor:
Robert Nordlander, CPA, CFE

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued
  • How to advise your client in approaching an allegation of embezzlement
  • What pitfalls may arise in finding the truth
  • The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
6/26/2024
Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization. Note: This course is recommended as a part of a 16-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for leading or managing others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Distinguish the difference between short-term management and long-term leadership
Identify how to strike the right balance between leading individuals and teams towards both short-term and long-term objectives
Determine how to adapt your own natural behaviors to enhance the likelihood of overall success for individuals and teams

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Personal Development

Major Topics:

The major topics covered in this course include:

  • Differentiating between managing and leading, while highlighting the importance of each
  • Assessing your own natural management and leadership style
  • Adapting management and leadership styles to the specific circumstances
  • Becoming a catalyst for positive change
  • Overcoming barriers to successfully managing and leading
  • Successfully engaging in difficult conversations to minimize performance issues and conflict
6/26/2024

Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews, and various organizations checklists for oversight. 


Speakers:
Frank Crawford, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
6/26/2024

Yes, taking an ethics course is a requirement to keep your license.  But that doesn’t mean that an ethics course can’t be practical and meaningful.  This update course is meant to give the tax practitioner two hours of ethics CPE but at the same time provide a detailed analysis of the Circular 230 rules for conduct of a tax practice.  Best practices and guidance issues will also be provided.  

**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.


Speakers:
Arthur Werner
Shelli Huston, CPA, MS
6/26/2024

Excel errors continue to plague organizations of all sizes. As spreadsheets become more common, these errors will continue to impact virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before adversely affecting reports and decision-making processes.

In this session, you will learn how to apply best practices to reduce the error rate in workbooks you and others on your team create and edit. Equally important, you will learn how to use add-ins for Excel to programmatically scan and audit your spreadsheets to identify potentially costly errors while there is still time to correct them. Finally, you do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team identify and correct potentially disastrous spreadsheet errors.

 


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
6/26/2024

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.


Speakers:
Richard A. Karwic, MBA
6/26/2024

When asked the question, “What would you like to improve about your leadership and communication style?” more than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicates leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident compelling leader helps to inspire better relationships, promotes trust and reduces stress in the workplace.


Speakers:
Tish Times
6/26/2024

This  session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence.  Topics include employee complaints, personality & attitude problems,  performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions.

You will learn how to use a unique process, “Reset the Clock,” that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future.  Liability is replaced with credibility.

Lawsuits are then avoided rather than won.  Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders:  “You should have anticipated this” after an avoidable legal claim.


Speakers:
Mike Mirarchi
6/26/2024

Award winning and entertaining discussion leader, former state accountancy board chair, and lifelong tax practitioner Mark Hugh will review ethics for tax professionals: the AICPA Code of Professional Conduct and interpretations; the Statements on Standards for Tax Services; the rules for practice with and before the IRS, including IRS Circular 230; other tax preparer requirements; new developments in regulation at the national and state level; and discuss examples of best practices and case studies.

6/26/2024

Over 80% of all employment-related lawsuits relate to termination.  Every termination should be treated as a potential lawsuit.  The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee  requires prior review and approval.  Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions.  This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
6/26/2024

Governmental accounting is very unique. This course will introduce the financial reporting basics for governments, including fund accounting and the modified accrual basis of accounting. Attendees will analyze the layouts of the fund financial statements as well as the government-wide financial statements. The course will also cover the concept of component units, Management Discussion & Analysis (MD&A), and the Annual Comprehensive Financial Report.


Speakers:
Melisa F. Galasso
6/26/2024

When the leadership in any organizations carries out their responsibilities of establishing, maintaining and monitoring internal controls, it significantly reduces the possibility of fraud occurring.  When and if it does occur, a good system of internal controls will often detect it early on. 

This presentation is an illustration of what can happen when top management fails to carry out their responsibility of protecting an entity’s assets through a good system of internal controls.


Speakers:
Dennis F. Dycus, CFE, CPA, CGFM
6/26/2024

This course takes a candid look inside the family business. Understanding the dynamics of family interaction will be one of the most important skills in helping a family business succeed. This course will help the participant navigate delicate issues and learn to provide counsel that will grow - or protect - the family business and non-family staff.

6/26/2024

Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers.  In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers.  The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency.  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.
 


Speakers:
Allison M. McLeod, LL.M., CPA
6/26/2024

Stay up to date with the ever-evolving realm of individual income taxation in this essential course tailored for tax practitioners seeking to enhance their knowledge. This course offers an in-depth review of the complexities surrounding Form 1040 for the current tax year. Delve into the recent changes and updates within the tax code, providing you with a comprehensive understanding of the shifting tax landscape. Our course ensures you are well-prepared to assist your clients by navigating the most recent tax changes, regulations, and guidelines.


Speakers:
Arthur Werner
6/26/2024

Are you  looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the second installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect.

In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. 

This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.


Speakers:
Jon Melloy
6/26/2024

Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed.

This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff.


Speakers:
James T. Lindell, CPA, CSP, CGMA, MBA
6/26/2024

Our session will include a discussion regarding indirect rate strategies for cost recovery.  We will cover negotiating indirect rates with pass-through entities and alternative indirect cost recovery methods. A look at applying the PPP Loan Forgiveness credit.  Understanding the definition of sub-awards and the MTDC allocation base, and where best  to allocate bonus expense.  Included in this session will be a selected review of the Uniform Guidance FAQs regarding indirect rates for States and Municipalities, as well as recently issued FAQs that impact indirect rates and cost recovery.
 


Speakers:
Paul H. Calabrese
6/26/2024
This course provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by federal tax law, itâeuro™s also shaped by social norms. As part of their mission to collect taxes and administer the Internal Revenue Code, the agency utilizes human psychology to achieve their goals. These activities include public identity (using the IRS logo, seal, and symbol), voluntary compliance (using public shaming and the âeuroœWesley Snipesâeuro effect), trust building (using a Taxpayer Bill of Rights), and error reductions (using alerts and reminders to nudge behaviors). The session reveals how to âeuroœget into the headâeuro of the agency and better understand the key psychological factors (individual, environmental, social) that drive leading IRS operations and decisions. The course also spotlights the leading issues and pain-points that are currently âeuroœtop of mindâeuro for the agency and how practitioners can be more mindful in their interactions with the IRS to improve outcomes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
Highlight the corporate cognitive-culture and psychological foundations of IRS processes, policies, information products and rulingsExplore IRS communication dynamics with taxpayers and tax professionalsUse an âeuroœIRS lensâeuro to more rationally and pragmatically interact with the agency

Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP

Fields of Study:
Behavioral Ethics

Major Topics:

  • Behavioral insights (BI) Primer
  • How and why BI are used by the IRS
  • IRS and individual decision-making
  • IRS and environmental and design considerations
  • IRS and social norms
  • IRS “top of mind” issues
  • BI and Implementation of tax reform legislation
  • BI and private debt collection
  • BI and online taxpayer accounts
  • BI and taxpayer rights in “real” vs. “unreal” audits
  • BI and the tax-exempt approval process
  • BI and passport renewal and revocation
  • How to use BI to more mindfully interact with the IRS to improve outcomes
6/26/2024

Yellow Book and Single Audit engagements are considered must select engagements for Peer Review. This course will cover the Yellow Book independence requirements which are required any time an auditor is performing a Yellow Book or Single Audit even when the engagement is for a for-profit entity. 

We'll take a look at the major changes in the 2024 Compliance Supplement as well as the changes to the Uniform Guidance. We'll close with major deficiencies identified by the federal agencies and peer reviewers. 


Speakers:
Melisa F. Galasso
6/26/2024

Could you imagine a drug dealer using a credit-card terminal to accept payment? How about someone paying for a television they bought off the back of a truck with a personal check? Hard to imagine, right? Most criminals conduct their business in cash.

For years, criminals kept their ill-gotten gains in cash and used it to pay for everything from real estate to jewelry to things such as private school tuition. This prompted governments around the globe to pass laws prohibiting large cash payments or, at the least, requiring such payments to be reported.

These laws created the need for criminals to conceal the true source of the money or to "launder" it. To combat these threats, laws, and regulations have been enacted in countries around the globe that make financial services firms, and in some cases individuals, responsible for preventing or stopping money laundering. Within this course, we explore AML warning signs and potential mitigation techniques companies and professionals can take to help eliminate money laundering.


Speakers:
Lynn Fountain, CGMA, CRMA, MBA
6/26/2024
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.

Objectives:
  • Calculate an S corporation shareholder's basis in his or her S corporation shares on Form 7203
  • Understand and apply the S corporation shareholder loan basis rules

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Bob Lickwar, CPA

Field of Study:
Taxes (2)

Major Topics:
  • Introduction to Form 7203
  • Introduction to the calculation of stock basis
  • Introduction to the calculation of loan basis
  • Taxable and nontaxable S corporation distributions to shareholders
  • The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
6/26/2024

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.


Speakers:
Allison M. McLeod, LL.M., CPA
6/26/2024

It is generally not necessary to expound on the importance of protecting assets. Most business owners and top-level executives believe asset security is paramount. There is, however, a growing disconnect when it comes to which assets have significant value and what methods are best to secure them. This session discusses the growing scope of assets that must be properly protected by all entities. It also spends time developing strategies and methods to safeguard all entity assets regardless of type or perceived value.


Speakers:
Karl W. Egnatoff, CPA, CITP
6/26/2024
George Washington once wrote, “We ought not to look back, unless it is to derive useful lessons from past errors, and for the purpose of profiting by dear bought experience.” The cost of fraud, dearly paid by governments and nonprofits, is too severe not to learn and profit from. In this course, we will look back at real-world government and nonprofit frauds and derive useful controls to stop them. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of fraud and anti-fraud controls to both auditors and industry professionals.

Objectives:
  • Identify common frauds occurring in governments and nonprofits today
  • Skillfully develop controls to combat frauds
  • Protect governments and nonprofits from fraud

Presenters:
Charlie Blanton, CPA

Field of Study:
Auditing (Governmental) (4)

Major Topics:
  • Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds
  • Consider and develop controls to stop fraud
  • Tailor controls to the size and fit of the government or nonprofit
6/26/2024
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing, and reporting information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply a variety of advanced formulas to analyze and manipulate data
Identify solutions to data analysis problems
Identify how Excel can be used as a tool to address data analysis problems you encounter in your professional and personal endeavors

Instructor:
Chris Harper, CPA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics covered in this class include:

  • Using formulas to manipulate and transform data
  • Using formulas and reference formulas such as =VLOOKUP
  • Using pivot tables
  • Understanding Solver to perform multivariate analysis
6/26/2024
A project doesn't just happen, it takes a dedicated person to help a team create something from nothing. The best project managers incorporate the art of people management and science of execution to guide an initiative from an idea to reality. Not everyone can hire a project manager, so the great news is these skills and techniques can be learned. This class will show how a project manager breaks down a concept and applies techniques needed to effectively lead a team through the visioning, scoping, testing and rolling out of an initiative. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Apply project management principles to scoping projects, reporting, and improved documentation
Recognize how to use project management techniques to overcome obstacles
Recognize the role the project manager plays in rolling out a new initiative

Instructor:
Samantha Mansfield/Jessica Hartsfield

Fields of Study:
Business Management & Organization

Major Topics:

The major topics covered in this course include:

  • Applying project management templates to a sample initiative
  • Leveraging project management tools for effective communication
6/26/2024

This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) and P3s.  Compare and contrast these standards as you prepare for implementation this year of GASB 94 and GASB 96, and review the implementation efforts of Leases in Year 2. 


Speakers:
Frank Crawford, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
6/26/2024

Yes, taking an ethics course is a requirement to keep your CPA license.  But that doesn’t mean that an ethics course can’t be practical and meaningful.  This update course is meant to give the CPA four hours of ethics CPE but at the same time provide a detailed analysis of the Circular 230 rules for conduct of a tax practice.  Best practices and guidance issues will also be provided.  

**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.


Speakers:
Arthur Werner
Shelli Huston, CPA, MS
6/26/2024

Many organizations unconsciously fail to exhibit diversity, inclusion and belonging.  This session provides an opportunity for leaders to  understand diversity language and definitions, build awareness of biases and stereotypes, recognize how our own actions protect our awareness gaps, and find a level of understanding concerning where we are and where we want to be in the future. 


Speakers:
Tish Times
6/26/2024

This course will examine certain qualities a leader must exhibit to set an ethical tone from the top.


Speakers:
Allison M. McLeod, LL.M., CPA
6/26/2024

You spent your life building retirement savings.  Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation.  Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.  


Speakers:
John L. Daly, MBA, CPA, CMA, CPIM
6/26/2024

The audit standards state that one of the reasons auditors fail to detect fraud is that they don’t know what it looks like.  Prior to the original SAS No. 82, Consideration of Fraud In A Financial Statement Audit, nowhere in any SAS was there a description of what fraud looked like.  So, as they say, if you don’t know what you are looking for, you can often look right at it and not recognize it!

This presentation illustrates some of the more common indicators of fraud they most individuals would overlook unless they 1) knew what they were looking for and were 2) actually looking for it.  Contrary to what the standards say about fraud being concealed, I have found that fraud is often laying on the table right in front of you; but no one has discovered it because they have no idea what the indicators of fraud are.


Speakers:
Dennis F. Dycus, CFE, CPA, CGFM
6/26/2024

Nonprofits face unique accounting challenges. This course will introduce attendees to the financial statements and unique accounting principles applicable to not-for-profit organizations. Specifically, we will focus on the typical transactions and account balances unique to NFPs, including net assets, agency transactions, contributions, endowments, and programmatic investments.


Speakers:
Melisa F. Galasso
6/26/2024

Leaders naturally wield power and influence. But, to avoid the temptation of abusing power, leaders must apply ethical behaviors for themselves and others. Words,
actions and deeds which demonstrate integrity and trust yield the credibility that make others want to follow ethical leaders. Betraying trust can destroy careers, whole
organizations, and lives. This is why trust is a top prerequisite for principled and ethical leadership. Positive (and negative) influence is derived from the credibility trust brings.

Ethical leaders who continually work to earn and keep trust reap enormous payback in all aspects of business including superior economic, competitive, and strategic performance.


Speakers:
Richard A. Karwic, MBA
6/26/2024

Are you looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the third installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect. 

In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.


Speakers:
Jon Melloy
6/26/2024

Fraud continues to be a pervasive problem for organizations of all sizes and in all industries. And it can happen to your organization. Accountability professionals are the first line of defense against fraud. Accordingly, accountants, internal auditors, external auditors, and risk management professionals need to develop the skills needed to prevent, detect, and deter fraud.

According to the Association of Certified Fraud Examiners’ (ACFE) 2022 Report to the Nations:

  • Certified Fraud Examiners estimate that the typical organization loses about 5% of its revenues each year due to fraud. 
  • The median loss per fraud case is $117,000; the average loss per fraud case is $1,783,000.
  • 42% of frauds are discovered by tips, usually from employees.
  • Asset misappropriation schemes are the most common (86%) but least costly ($100,000 median loss).
  • Financial statement fraud schemes are the least common (9%) but most costly ($593,000 median loss).
  • Corruption is the most common scheme in all global regions.

These statistics are alarming and should be a wake-up call for all business and government professionals. The impact of fraud is almost always devastating and can be catastrophic.

The 2023 Business Fraud Update is another fast-moving seminar that will provide a comprehensive look at the latest developments about fraud from the technical, legal, and operational perspectives and update participants on the most recent legal and regulatory developments in this important area of professional responsibility.  

In addition, attendees will watch a unique and specially designed simulated case of fraud in a corporate setting and watch as the panelists, in their roles as characters in the simulation, respond to the emerging situation and deal with it as a corporate and legal matter to determine the fraud, identify the perpetrators, respond as an organization and deal with criminal and corporate fallout. Following each stage of the fact situation the entire panel will discuss the developments and consider how damage to the company could have been avoided and how it can be mitigated!


Speakers:
Paul E. Coggins, JD
Mr. Dennis F. Dycus, CFE, CPA, CGFM
David L. Cotton, CPA, CFE, CGFM
John D. Gill, JD, CFE
Vincent M. Walden, CPA, CFE
Katherine Miller, JD
Kevin M. Rockecharlie, CISA
Sandra Johnigan, CPA
Mary O'Connor, CPA
6/26/2024
Tax practitioners advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that tax practitioners must know in order to advise their individual and pass-through entity clients fully and adequately as to when and if a loss limitation applies. The loss limitations discussed in this program start with an introductory discussion of hobby loss rules and graduate to a more substantive discussion of the remaining loss limitations: basis limits, at-risk rules, passive loss limits, excess business loss limits, net operating losses, and the Section 163(j) interest limitation. Knowing when loss limits apply is essential for any tax practitioner. This program will put you in a position to advise clients fully and intelligently regarding each of the loss limits.

Objectives:
  • Recognize the impact of partner/S corporation’s shareholder basis on the ability to take losses
  • Advise clients regarding the taking of losses from pass-through entities

Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Bob Lickwar, CPA
Lance Weiss, CPA, CVA

Field of Study:
Taxes (3)

Major Topics:
  • How to calculate a partner or S corporation shareholder’s basis
  • Form 7203 and an S corporation shareholder’s basis
  • The at risk basis rules and Form 6198
  • The passive activity loss limits
  • The Section 461(l) loss rule
  • The net operating loss limitation rules
  • The Section 163(j) business interest limitation
6/26/2024

Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel’s most powerful feature. Yet, most who create and work with them barely scratch the surface of all that PivotTables can do. In this session, you’ll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we’ll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
6/26/2024

The ability for an organization to operate without cyber-tools no longer exists. The growth in dependance on connective technology continues to become more significant as telecommuting expands, and the fourth industrial revolution unfolds. The most publicized instances of theft and fraud all now relate to cyber incursions. This session explains the scope of cyber-tools now regularly used by business, details the importance of these tools, and looks at currently used as well as evolving controls to protect this important segment of business operations. Those involved in creating measures to secure a company's cyber-footprint would benefit by taking this session.


Speakers:
Karl W. Egnatoff, CPA, CITP
6/26/2024

Governmental Accounting 101, is a 2 hour webcast that takes the participant of a whirlwind tour of governmental accounting basics, focusing on wetting the participant’s appetite for more.  This session will be the first of a series of webcasts, with each subsequent webcast delving deeper and deeper into the governmental accounting basics. 


Speakers:
Frank Crawford, CPA
Christopher Pembrook, CPA, MBA, CGAP, CRFA
6/26/2024

The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent. This course provides the practitioner an understanding of after-death planning issues of a decedent’s estate.

**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.



Speakers:
Arthur Werner
6/26/2024

Combatting today’s cybercriminals takes everyone working together. The Internal Revenue Service works with state tax agencies and the tax industry to fight these 21st-century identity thieves. Unfortunately, data thefts at tax professionals’ offices are on the rise. Online providers also must follow the six security and privacy standards in Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. In addition, you fall under the PTIN and 4557 mandates if you prepare tax returns. Learn how to fulfill your obligations by participating in this session.

Regardless of size, most public accounting firms are mandated to have a written security plan in place. Failing to have such a plan in place can lead to substantial fines. Join us in this session to learn what your security plan should include and how to implement it.


Speakers:
Randolph (Randy) P. Johnston
6/26/2024

As discussed in the Association of Certified Fraud Examiners’ Occupational Fraud 2022: A Report to the Nations, 86% of all frauds are misappropriation of assets.  Why is the misappropriation of assets so large?  Because there as so many of them it creates many, many opportunities.  And the asset which is stolen the most?  CASH!  Because it’s easy to conceal and you don’t have to convert it.  During this presentation, the many, many different ways to misappropriate (steal) assets and which assets (besides cash) are most subject to misappropriation are discussed as well as how to recognize such and more importantly, how easy it is to prevent it!


Speakers:
Dennis F. Dycus, CFE, CPA, CGFM
6/26/2024

The tools for managing performance and addressing misconduct are not identical. The failure to point this out to leaders has often resulted in the use of the wrong tool. Reinforcing good performance and securing improvements in performance requires skill in coaching employees, making effective requests, and providing effective feedback   This course provides practical knowledge and scripts for setting, communicating, and enforcing performance expectations, such that personal and employer liability is avoided.


Speakers:
Mike Mirarchi
6/26/2024

Single Audits are an area of focus for the AICPA's Enhancing Audit Quality Initiative. The Uniform Guidance provides very unique audit requirements when auditing federal funds. This course will look into the unique performance and reporting requirements in Single Audits. Participants will have a basic understanding of internal controls over compliance, compliance requirements, how to use the Compliance Supplement, and the elements of a finding in a Single Audit.


Speakers:
Melisa F. Galasso
6/26/2024

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 leighanne.conroy@acpen.com.


Speakers:
Allison M. McLeod, LL.M., CPA
6/26/2024

During this presentation, the most common mistakes made by employee benefit plan auditors, as well as, plan sponsors will be identified. Best practices for handling specific issues that arise during the course of the engagement will also be explored. This discussion will help auditors recognize potential pitfalls in audit procedures/documentation and assist plan sponsors with compliance issues.


Speakers:
Melissa Critcher, CPA
6/26/2024

This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.


Speakers:
Jonathan Robinson, MA, MFT
6/26/2024

The topic of ethics has seemed to permeate every aspect of today’s business including occupying a significant spot in today’s business, educational and professional curriculum. Yet with all the discussion and awareness on the topic, why is it that significant ethical dilemmas and incidents continue to impact our daily lives?

The concept of ethics is based in moral philosophy. In part, that is why it is such a difficult issue to “manage”. We often get caught between our independent moral ethical duty, the legal or compliance viewpoint of an issue and management concerns around reputation and ramifications.

This course is dedicated to examining a time-line of historical ethical issues that have plagued the business world, evaluating the moral and perceived concepts around ethics, and taking a practical look at how moral and ethical concepts impact the creation of an ethical culture.

 


Speakers:
Lynn Fountain, CGMA, CRMA, MBA
6/26/2024

When asked the question, “What would you like to improve about your leadership and communication style?” more than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicate leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident, compelling leader helps to inspire better relationships, promotes trust, and reduces stress in the workplace.
Lack of confidence and assertiveness can lead to resentment, depression, low self-esteem, and loss of respect from colleagues and employers. Confident communication cultivates cooperation, goal achievement, and a more respectful work environment. Clear and compelling leaders are better equipped to move projects forward and make things happen while improving cooperation and respect from partners and subordinates.
 


Speakers:
Tish Times
6/27/2024
An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Describe how to identify signs that your auditors may be over- or under-auditing
Explain the "soft" skills, such as communication, creativity, critical thinking, and more that your auditor should readily exhibit in order to give you the greatest return for your audit dollars
Apply illustrative examples, of value-added business advice and assistance the auditor may apply without impairing independence

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Auditing

Major Topics:

The major topics that will be covered in this class include:

  • Limitations in roles and responsibilities an auditor can accept without impairing independence
  • Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances
  • Evaluating your auditor's time and project management stills
  • Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

6/27/2024
Accountants in public practice face ethical conflicts almost daily. This workshop (re-)introduces the revised AICPA Code of Professional Conduct and walks through the eleven rules of conduct applicable to accountants in public practice, emphasizing the management of objectivity and competence. We end with discussions of a real-world case involving a CPA whose objectivity and competence is questioned. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:

Increased appreciation for the role and importance of the Code of Professional Conduct
Review of the eleven basic rules applicable to members in public practice
Increased awareness of the threats to noncompliance faced by members in public practice per the Conceptual Framework
Enhanced ethics-related critical thinking skills through case analysis

Instructor:
Albert D. Spalding, JD, PhD, CPA/CFF

Fields of Study:
Regulatory Ethics

Major Topics:

  • Ethics for Members in Public Practice: Why Bother?
  • Re-Introducing the AICPA Code of Professional Conduct
  • The Eleven Rules for Members in Public Practice
  • The Conceptual Framework: Avoiding the Risk of Noncompliance
  • Case Discussions: Members in Public Practice
6/27/2024
Over the years, Excel has added MANY new features and functionality, yet most people still use it the same way they first learned it. Many of the features were added to Excel to enhance your ability to create spreadsheets more efficiently and with more accuracy. However, if you aren't aware of these new features, how can you use them? This class will focus on walking through each ribbon (menu) to explain the capability of various features in Excel. It is a great overview for both new and advanced Excel users to make sure you know all the capabilities of Excel. You may have seen many of the features but had no idea what they could do for you. This class will help you to understand these features and determine how you might take advantage of their capabilities. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to....
Identify features that allow you to create spreadsheets more efficiently
Select the features that you can use to build better spreadsheets
Recognize features and functions to enhance your spreadsheets

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • Review of Excel's features and functions
  • Walk-through of Excel's ribbons
  • What the Excel features and functions can do for you
6/27/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Apply recent tax developments affecting the partnership entity and its partners

Instructor:
Steven C. Dilley, CPA, JD, PhD

Fields of Study:
Taxes

Major Topics:

The major topics that will be covered in this class include:

  • Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners
  • The meaning of a "tax basis capital account"
  • How the financial accounting and tax capital accounts differ from one another
  • Determine a partner's share of the partnership's liabilities
  • Distinguish "recourse" loans from "nonrecourse" loans
  • What are "qualified nonrecourse financing" loans and how they affect partners
  • Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting
  • Section 4655 "at risk" rules and how they impact Schedule K-1 reporting
6/27/2024
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Discuss common financial statement disclosures for small- and medium-sized nonpublic entities
Describe critical information useful to financial statement readers for making economic decisions
Explain results of operations through information that supplements the face financial statements

Instructor:
Jennifer F. Louis, CPA

Fields of Study:
Accounting

Major Topics:

The major topics covered in this class include:

  • General disclosures about the entity and its environment
  • Common critical information useful to financial statement readers for making economic decisions
  • Explain results of operations through information that supplements the face financial statements

6/27/2024
One of the most important aspect of transforming your practice or business to a digital model is to know how to prioritize the applications and initiatives that you focus on and invest in. There is an abundance of "low hanging fruit" initiatives that can provide useful benefits quickly and economically. Using Microsoft Teams meeting app is a perfect example. Chances are pretty good that you are already investing in Microsoft 365 subscriptions for your office. This course will show you how to use the Microsoft 365 subscription ROI by fully utilizing the meeting app and eliminate the unnecessary cost of a separate third-party meeting app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation you will be able to...
Identify all the unique features available in Microsoft Teams meetings.
Recognize the opportunity to improve the quality of your Teams meetings.

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics covered in this course include:

  • Overview of using Microsoft Teams for online meetings.
  • Detailed review and analyze all the Teams meeting app features.
  • Setting up a meeting with all the meeting options available.
  • Tips for scheduling meetings with internal and external participants.
  • Integrating with Microsoft Outlook.
  • Creating a registration page for invitation only meetings.
  • Managing your audio/video settings.
  • Configuring your "in meeting" features.
  • Recording and transcribing a meeting.
  • Tips for hosting virtual meetings in Teams.
6/27/2024

Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments.

Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.


Speakers:
Brian F. Tankersley, CPA.CITP, CGMA
6/27/2024

These are uncertain times. With constant economic fluctuation, geopolitical uncertainty and inflation pressures, corporations and their professionals are facing challenges at every turn. The Controllership function is accustomed to dealing with changing variables but when the
change is constant and every evolving, even the simplest of tasks like cash flow and cash forecasting can become difficult. 

This webinar is to focus on what methods the controller can elicit to attempt to address the current uncertainty when working with their cash flow issues and forecasting. Of course, there are basic measures that can be employed such as:

  • Proactively managing receivables and payables
  • Automate your accounts payable and receivables process
  • Keep business expenses at a minimum
  • Work with digital methods of payment from vendors
  • Use credit wisely

However, this webinar will explore methods used to create and manage your cash flow and forecasting processes. These methods go one-step past your typical forecasting to enable management to explore various alternatives and scenarios for the business.


Speakers:
Lynn Fountain
6/27/2024
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

Objectives:
  • Understand the latest enacted tax law changes
  • Understand strategies and techniques to use in light of tax changes
  • Understand current cases and rulings affecting individuals and businesses

Presenters:
Bob Lickwar, CPA

Field of Study:
Taxes (8)

Major Topics:
  • Comprehensive coverage of the Inflation Reduction Act, including:
    • The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements
  • Comprehensive coverage of the SECURE 2.0 Act, including:
    • Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance
  • Timely coverage of breaking tax legislation
  • Form 1099-K reporting requirements
  • Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
  • The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule
  • New FinCEN reporting requirements under the Corporate Transparency Act in 2024
  • Employee Retention Tax Credit updates
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
6/27/2024
In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including revenue recognition, contributions, and leases. The course materials utilize a highly illustrative and innovative format, including over 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.

Objectives:
  • Obtain a working knowledge of the not-for-profit financial reporting requirements
  • Skillfully prepare a not-for-profit’s financial statements with superior knowledge of accounting and reporting requirements
  • Effectively apply today’s core not-for-profit accounting requirements

Presenters:
Charlie Blanton, CPA

Field of Study:
Accounting (Governmental) (8)

Major Topics:
  • Key requirements, options, and disclosures related to each of the basic financial statements
  • The reporting of functional and natural expense information
  • Requirements related to providing liquidity and availability of financial assets information
  • Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
  • The impact of FASB ASC 842, Leases, on not-for-profits
6/27/2024

Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field.

Explore the intricacies of different IRAs, ranging from traditional to Roth, and gain valuable insights into SEPs, qualified plans, and contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s, and master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies, and real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients' unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don't miss out on this opportunity to elevate your practice and establish yourself as a trusted advisor in retirement planning. Enroll today and embark on a journey towards maximizing your clients' financial future!

**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.


Speakers:
Arthur Werner
6/27/2024
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed.

However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance.

Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.

Objectives:
  • Understand, apply SSARS No. 21, Clarification and Recodification
  • Be familiar with changes due to the issuance of SSARS Nos. 22-26
  • Be familiar with compilation and review program examples and disclosure illustrations
  • Identify and apply compilation, preparation, and review procedures
  • Be aware of the most recent compilation and review reports and other communications
  • Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Presenters:
Ken Levine

Field of Study:
Auditing (8)

Major Topics:
  • SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services
  • SSARS No. 22, Compilation of Pro Forma Financial Information
  • SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018
  • SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions 
  • SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services
  • Sample comprehensive engagement work programs for preparation, compilation and review engagements
  • Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations
  • Other communication requirements, such as sample engagement letters and management representation letters
6/27/2024

PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course’s author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We will also explain how PowerPoint can be used for purposes other than delivering presentations.


Speakers:
Chris Harper
6/27/2024
This webinar will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words." People tend to better understand your point when visuals are used. We will explore the many capabilities of presenting your data without showing rows and rows or columns and columns of data. Help your audience visualize the meaning of the data, whether it is a trend, an exception, a distribution or a good vs. bad relationship. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After completing this class you will have the ability to...
Create charts with ease
Customize the elements of your charts
Understand which chart will work best in your situation
Use charting to visually communicate your data

Instructor:
Bryan L. Smith, CPA.CITP, CISA

Fields of Study:
Computer Software & Applications

Major Topics:

The major topics that will be covered in this class include:

  • Selecting the right chart type
  • Creating dynamic charts
  • Choosing data to display as a chart
  • Customizing charts with all the various chart options
  • Printing and sharing your charts
6/27/2024
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
Understand how to connect with your stakeholders who do not have a financial background.

Instructor:
John L. Daly, MBA, CPA, CMA, CPIM

Fields of Study:
Accounting

Major Topics:

  • The math literacy barrier
  • The financial literacy barrier
  • What to say and how to say it
  • Communicating ideas graphically
6/27/2024
Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life. The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. This course is an invaluable step towards mastering Power BI and making data-dri