Calendar of Events - North Dakota CPA Society

Event Type:

February 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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AICPA - Controller Series: Technology - Must Have Excel Competencies
2/26/2024
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AICPA - Advanced Financial Skills
2/28/2024
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AICPA - A&A Focus (2/29/2024)
2/29/2024
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Level IV: Management and Leadership Essentials Training
4/29/2024 - 5/2/2024
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Level II: Semi-Senior Staff Training
5/13/2024 - 5/16/2024
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Free Member Webinar: LinkedIn Profile Secrets
5/14/2024
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Young Professionals: Networking & Learning
5/15/2024
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Level III: Beginning in Charge Training
5/20/2024 - 5/23/2024
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AI and Data Analytics for Auditing - The Big Picture
5/28/2024
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Level V: Advanced Management and Leadership Essentials
5/28/2024
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Accounting Data Analytics
5/30/2024
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Level V: Advanced Management and Leadership Essentials
6/3/2024 - 6/6/2024
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Small Firms Conference Exhibitor and Sponsorship
6/5/2024 - 6/6/2024
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Level IV: Management and Leadership Essentials Training
6/6/2024
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Free Member Webinar: AI Etihcs - A CPA's Guide
6/11/2024
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Management Conference Exhibitor and Sponsorship
6/17/2024 - 6/18/2024
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AI and Data Analytics for Auditing - The Big Picture
6/25/2024
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Level V: Advanced Management and Leadership Essentials
6/25/2024
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Accounting Data Analytics
6/27/2024
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Level I: Basic Staff Training
7/15/2024 - 7/18/2024
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Level V: Advanced Management and Leadership Essentials
7/23/2024
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Annual Convention Exhibitor and Sponsorship
8/12/2024 - 8/13/2024
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Level V: Advanced Management and Leadership Essentials
8/27/2024
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Level I: Basic Staff Training
9/3/2024 - 9/6/2024
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Farm Tax Conference Exhibitor and Sponsorship
9/9/2024 - 9/10/2024
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Level II: Semi-Senior Staff Training
9/16/2024 - 9/19/2024
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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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Level IV: Management and Leadership Essentials Training
10/17/2024
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Level I: Basic Staff Training
10/21/2024 - 10/24/2024
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Level III: Beginning in Charge Training
10/28/2024 - 10/31/2024
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Level V: Advanced Management and Leadership Essentials
10/29/2024
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Accounting Data Analytics
10/31/2024
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K2's Accountant's Artificial Intelligence Conference
11/7/2024
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Level V: Advanced Management and Leadership Essentials
11/16/2024
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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
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
9/7/2023 - 3/1/2024

This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of individual income taxation. The cornerstone of this course is the preparation of the Form 1040 using actual client data common to most individual income tax returns.

**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

9/20/2023 - 4/30/2024

Welcome to the CPE for the CFO and Internal Controller Micro-Credential. In order to successfully complete this program, there are 8 required sessions and a final exam to test competency. The sessions run from September of 2023 through end of April 2024. The sessions are scheduled with a variety of dates and times, so you can select the days that work with your schedule.

In addition to the microcredential, the successful completion of this program will award 16 hours of CPE in the applicable NASBA field of study.  Course titles will 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


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.

 

9/28/2023 - 4/30/2024

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 run from August of 2023 through end of December of 2023. 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?

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.

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.

2/26/2024
Session 8 of Borenstein's Form 990 Foundational Series: Schedule G is a top five 'most common substantive'' Schedule as it details with more specificity than the Core Form a filer's revenue capture and the direct expenses from a filer's galas (i.e., fundraising events) and non-event fundraising sales, as well as reportings on the conduct of gaming activities. Schedule G also applies if the filer has used a professional fundraiser. Schedule D's parts are there to denote financial information as well as compliance points and/or data-capture the IRS seeks when a filer has certain assets on its balance sheet. Schedule D also requires input of audited financial statements' footnote specifying whether or not an uncertain tax position has been taken. This session highlights not only what informs the IRS' inquiries in each of these Schedules, and also notes how the required disclosures are used by the IRS and State/local regulators as well as by the public at large. Although this course is categorized as "Basic", the content is also suitable for those seeking intermediate-level training. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024
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.
2/26/2024
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024
In this session, Sharrin Fuller of Glass Wallet Ventures will help attendees identify how to overcome the most common and challenging mental roadblocks standing in the way of success, starting with one of the most limiting F-words of all: fear. Sharrin, who has built and grown multiple businesses and scaled and sold her own accounting firm, will show attendees how to tap into their own uninhibited business potential by focusing on being fearless, financially savvy, and future-oriented while empowering business owners to foster a culture of forgiveness and learning from failures. She will also support their vision for the future via a standardized approach to managing people and processes; and take the emotion out of key decisions so that the business wins over personal interests. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.
2/26/2024
With the roll out of a new Form W-4 in late 2019, the IRS made significant changes to employers' withholding and payroll reporting requirements. In addition to the myriad of changes brought about by COVID-19 legislation, carried out through the payroll function, the IRS fundamentally revamped Form W-4 for employee reporting, doing away with the concept of allowances and requiring changes to payroll administration and employee communications. Now more than ever, employers need to know that the W-4 they are working with is working to withhold income taxes correctly for their employees. In addition, it is the employer's responsibility to ensure Form W-4 is filled out correctly and accurately. Employers need to understand the nuances and requirements that come with this obligation. This course will review the Form W-4 in all its glory, including all the changes that were made to the format and substance of the form, understanding what an employer can and cannot do, and how to actually fill out the Form W-4. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024
This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. This course is loaded with practical aids to enable CPAs to comply with the standards! Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024

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.

2/26/2024

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.

2/26/2024

According to the Gallup Organization, only 10% of employees believe that their organization does a good job onboarding new employees. This means most organizations are overlooking this crucial phase of the employee lifecycle, which not only includes the often-neglected pre-boarding stage but also the continuous efforts to reduce uncertainty, bolster excitement, and foster connections for their new recruits. By streamlining these processes and crafting impactful moments from pre-boarding through the initial weeks, HR and Business leaders can significantly enhance efficiency, foster trust, and establish a foundation of psychological safety for years to come. In this session, attendees will discover strategies and resources that craft a holistic onboarding experience, mitigating risks like employee ghosting, and paving the way for heightened engagement and retention.

2/26/2024
Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024

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. 

2/26/2024

Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or “Yellow Book”) requires additional reporting, ethics, and performance requirements. This course will identify and review the guidance found in the Yellow Book and analyze the relationship between Government Auditing Standards and the AICPA Code of Professional Conduct. We will review the Yellow Book requirements for financial statement audits while also touching upon ethical principles and independence

2/26/2024

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.

2/26/2024

The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax!  Content includes recent court decisions on partnership tax issues as well as current updates to the new Forms K-2 and K-3. 

Who should Attend:  This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications.  All in-house and public practice tax professionals will benefit from this timely and insightful seminar.

**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.
 

2/26/2024

Performance management's impact on an organization can be directly felt in the bottom line. Companies with high turnover and poor employee retention rates experience lower employee morale and increased expenses in recruiting and training. Understanding the strengths and development needs of staff can guide employees toward a long-term career track. Communicating the keys to success is even more critical in long-term productivity and retention. This course will provide methodologies for each phase from goal setting to coaching to feedback. Exercises offer an opportunity for participants to begin developing their personal objectives as well as imparting techniques to manage the monitoring, coaching, and appraisal feedback phases of the process.

2/26/2024

Appreciation affects your bottom line and your workplace culture. Don’t think so? Think again! Your customers, clients, and co-workers want and need to know they are appreciated. How do you show them appreciation? You show them in their preferred appreciation style. 

You have a bias for how you like to receive appreciation, and so do the people with whom you work.

In this program, we will build on the research of Gary Chapman and Paul White on appreciation languages – words, time, service, and gifts. 

Appreciation is a skill and practice that promises to influence your work life positively. You will experience strategies you can employ in your day-to-day lives to improve your team culture and manage work relationships.

2/26/2024

When we verbally communicate with an individual, we must make a conscious decision as to whether we believe what we have heard.  Little do we realize that we are not making a decision based on what we have heard; rather we make a subconscious decision based primarily on what we have seen, or how the body was behaving when the subject was speaking.  We often walk away from a conversation with a gut feeling that the person was not telling the truth.  That gut feeling is your subconscious.  Yet we often have no idea as to why we have that feeling.

This presentation is designed to provide the participant with the tools to identify those both verbal and nonverbal indicators that we all give off when we are under stress.  Normally, telling the truth does not create stress.  When we lie, we know that we are not supposed to and that creates stress, and it will manifest itself in some manner, and that is what a trained interviewer is looking to observe.

When we observe indicators of deception, how do we deal with it?  How do we get the subject to admit to a wrong-doing when it is not in their best interest to do so?  That is one of the many things that will be addressed in this presentation.  Whether you are a parent dealing with you kids; an employer dealing with employees or and investigation interviewing a suspect, this presentation will provide you with the tools to assist you in finding the truth.

2/26/2024

In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement.  This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
 

2/26/2024
Learn to manage difficult colleagues with gloves — kid gloves, not boxing gloves. Having even one difficult person in your department can tax your restraint and deplete the time and energy you need to supervise your team. “Handling Difficult People” teaches you how to manage challenging colleagues without sacrificing everyone else to the process. This workshop is designed to help you learn to recognize difficult behavior before it gets out of hand and to understand why difficult people behave the way they do. You’ll work with a three-part problem-solving model and study a five-step process for initiating the dialogue through to planned resolution. And you’ll leave with an action plan to address specific situations in your workplace.
2/26/2024

To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants.  In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.

2/26/2024
It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and care giving options, guardianships, conservatorships, financial and health care powers of attorney, Medicaid qualification and asset protection planning. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024

The course will start off with a look at the Accounting Standard Updates (ASUs) issued by the FASB that will be effective in 2023. We'll also review late breaking changes to the lease standard that may impact common control entities. We'll then turn our attention from accounting to auditing where we will cover the key SASes effective this year including new standards around auditing accounting estimates an risk assessment. This course focuses on what you need to know this year to be ready for 2023 year end financial reporting and audits. 

2/26/2024

For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement this year, including changes to auditing accounting estimates and risk assessment. 

2/26/2024
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.
2/26/2024

Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization.

2/26/2024

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!

2/26/2024

Your ability to create meaningful and lasting relationships directly impacts your success from hiring, to being a trustworthy leader, to shaping the organizational culture. Growing a larger network with stronger relationships increases your value, influence and impact.

Discover how you can become a leader who attracts and engages an eager, committed team.  Expand your role, build loyalty, and close deals on relationships not price.  And when opportunities arise, be first in mind and someone they want to say ‘yes’ to!
 

2/26/2024

For HR and Business professionals, navigating the intricate dynamics of executive decision-making can often be a daunting task. Despite the meticulous hours invested in research, strategy formulation, and planning, the true challenge often lies in effectively communicating and gaining acceptance for these transformative ideas. A key aspect of this is the art of persuasion, ensuring that the merits of our proposals are not just understood but wholeheartedly embraced by decision-makers. This session is designed to empower leaders with the tools and insights needed to craft persuasive pitches, build a robust business case, and confidently communicate the ROI of their initiatives. Moreover, attendees will gain insights into the common pitfalls that can hinder their pitches and learn techniques to address objections frequently raised by executive leadership.

2/26/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024
A discussion of the latest 2021/222 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024

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. 

2/26/2024

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.

2/26/2024

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.

2/26/2024

The thought of bartering, bickering, negotiating, even compromising often produce a negative connotation, and frequently fear, in one's mind. Each of us however, has to negotiate daily in every aspect of our lives. Negotiation is an integral part of creating value for the organization and your success depends on your skills as a negotiator.  This course will give you with a new perspective on the art of negotiation by equipping you with techniques, counter-techniques, and a framework for mutually beneficial results.

2/26/2024

You often can perform an audit in accordance with all of the standards, and still have a substandard audit IF you did not get out among the clients employees (let them know you are there and where you located), talk to as many people as you can regardless as to whether you may think that they may have any helpful information; constantly observe your surrounding where ever you are at (you never now what you might see) and lastly, listen to not only what people are saying to you but are also saying around you.

This presentation is designed to illustrate the importance of making yourself available to your client’s employees, let them know that you are there and where you can be found. Talk with them because if there is a problem, somebody knows and they will often tell you all about it IF you just ask them.  Look at your surrounding everywhere you go.  What are you looking for?  I don’t know but I’ll know it when I see it. Lastly, listen to what they have to say.  Every word is important because they may say something that you had not asked about. 

Remember, you never want to discover something and go to an individual who you determined knew about it and ask, why didn’t you tell me about this and their response was, you never asked me!

2/26/2024

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.

**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.
 

2/26/2024

In the dynamic landscape of modern workplaces, the ability to retain top talent and foster employee engagement is a key determinant of organizational success. "The Education Advantage" is a one-hour program designed to help HR professionals, employers and employees understand:

  • Turnover Costs
  • Cost of Disengaged Employees
  • Professional Development as a Strategic Imperative
  • Employer Hesitations
  • How to Embrace Professional Development Initiatives
  • Types of Educational Opportunities

This one-hour session is ideal for HR professionals, managers, and organizational leaders seeking tangible solutions to elevate employee engagement and retention through strategic professional development. Elevate your workforce and organizational success with "The Education Advantage."

2/26/2024
To believe or disbelieve ... that is the question often faced by CPAs in public accounting and by accountants and financial professionals in business and industry. This workshop addresses the mindset of professional skepticism that is often required in a variety of settings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/26/2024
While the effective date of Topic 606 has passed for companies, there will always be a need for a comprehensive review of the accounting related to revenue recognition, including recently issued changes to this guidance. Whether you are looking to improve your revenue recognition processes, benchmark your financial statement disclosures against your peer group, or assess the impact of changes to your revenue recognition processes due to COVID-19, this course will provide you with the information you need to apply Topic 606 in this current environment. This course will review the basic Topic 606 five-step model and provide specific implementation guidance and examples. It will cover the presentation and disclosure requirements for Topic 606, including the private company disclosure relief available under Topic 606, and provide disclosure examples. Lastly, the course will discuss best practices, lessons learned, and ways to improve the business process when recognizing revenue going forward. Even though implementing Topic 606 is behind us, it is still possible to improve the processes that drive revenue recognition and this course will assist you in doing that.
2/26/2024
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, it'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 "Wesley Snipes" effect), trust building (using a Taxpayer Bill of Rights), and error reductions (using alerts and reminders to nudge behaviors). The session reveals how to "get into the head" 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 "top of mind" 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.
2/26/2024

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?

2/26/2024

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.

2/26/2024

Understanding how you prefer to communicate impacts how you lead, solve problems, make decisions, form relationships, collaborate, provide feedback, influence, and motivate. It also indicates what is influential and motivating to you. In this program you will learn your own communication preferences, how to identify others' preferences, and how to flex your style.

2/26/2024

Do you often hear people complaining about coworkers or other departments? Do you have talented people with the right skills who struggle to collaborate and cooperate as a team? You’re not alone. This can be a common situation when people’s values, beliefs and their approach to solving problems differ. The key is to help everyone understand that our differences aren't bad – they’re interesting and extremely valuable. 

In this course, Tina guides you through tools and activities you can use to help your people (and yourself) broaden their perspective so they can more easily cooperate, collaborate, and communicate with the people around them. This program explores ways to help them connect, from personality assessments to team building activities. When coworkers or team-members understand each other better, it's easier to appreciate their differences.
 

2/26/2024

Did you know that AI can now write your marketing copy? Create videos with your digital likeness? Provide subjective advice to your clients? Produce training for your employees? Even if you're on the fence about trusting artificial intelligence tools, knowing about these technologies, especially when combined with forms of synthetic media (think deep fakes, but not nefarious), is important for any business leader. Imagine being able to have your likeness communicate in over 40 languages. Think about how amazing it would be to create customized content for every situation without building each piece from scratch. Marvel at how that *perfect* image can manifest from typing just a few keywords. In this session you'll learn about the evolution of communication technologies, how artificial intelligence has expanded our range of connective possibilities, and what possibilities exist for leveraging these channels of communication in your business.

Thankfully, Jan Fraser is your Reinvention expert! Jan has developed the 7 step process for reinventing.  In this course, Jan will introduce you to the steps and show you how you can emerge successfully on the other side of Reinvention, creating your best life and feeling good about yourself in the process!

2/26/2024

In the modern corporate landscape, the challenge for lean HR departments isn't just managing administrative tasks—it's about curating a meaningful and enriching employee journey. Small HR teams are uniquely poised to offer a level of personalization and touch that larger departments might struggle to replicate. These compact teams have the potential to craft individualized experiences, ensuring that each step of an employee's journey, from onboarding to advancement, resonates deeply and positively. Yet, knowing the potential and harnessing it are two distinct tasks. This session provides attendees with a deep dive into three transformative engagement strategies tailored for lean HR environments. By placing the employee journey at the heart of these strategies, HR professionals can ensure every interaction, every milestone, and every touchpoint is optimized for engagement, satisfaction, and growth. Discover methods that don't just streamline processes, but elevate the entire employee experience, creating a lasting impact on both individual careers and the organization's culture.

2/26/2024

Debt is a real problem for many clients, business owners, and the general public.  It can be ever increasing and causes financial, emotional and physical challenges that seem to spiral out of control.

What if you could help your clients “do debt differently”? This strategy turns the game upside down and presents solutions from the inside out.  As a CPA, you are already a trusted advisor for your clients.  What if you could help your clients be free of this burden?  This is a tremendous resource you can offer to your clients, expanding the value of what you offer them by adding these processes to your packages.  Clients will be happy to pay for this kind of relief as you support them in doing debt differently.  

If you are one of the many people who are personally burdened by this situation, these strategies, tools, mindsets and actions will personally help you get better results…so you can go back to the task of expanding and growing your business, sleeping better at night and gaining access to the creativity that will take you to your next level of financial fulfillment. 

Paying off debt is an inside/outside job.  Successful strategies include the internal shifts to mindset and enhancing the inner qualities that are most helpful in paying off debt, and practical tools to help make the transition from thinking about paying off debt to actually doing it. This program combines both -- emotional support and dozens of tools and action steps to Do Debt Differently, including:

  • An inventory process to objectively assess the situation and face it head on
  • Guided mind/body processes to alleviate anxiety about the situation
  • Creative exploration (writing and drawing) to gain clarity and specificity
  • Stories and discussion to strengthen your access to the qualities that will be most helpful to your success
  • Using a menu of options to create a personal action plan and an ongoing support team

The techniques in this program are creative and easy, but immensely practical.   We will combine practical, nuts-and-bolts action steps with powerful tools for mindset-shifting.

There is no reason to continue to suffer the burden and overwhelm of debt. Relief is here! Through discussion, interactive exercises, skill building, mindset shifting and powerful actions, you and your clients could be on your way to a debt free life. Please join me for this empowering approach to changing your financial situation.

2/26/2024
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. 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. 22–24 and SSARS No. 26 by the ARSC. In addition to SSARS No. 26, the entire suite of quality management standards is discussed. Most importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.
2/26/2024

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.

2/26/2024

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.

2/26/2024

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!

2/26/2024

How do you keep your team connected with the limitations of virtual meetings? Suddenly, it’s more important than ever for each member to understand and appreciate their differences; to see beyond the screen and see each other’s human-side to maintain trust. In this session, Tina Hallis, Ph.D., will explore the neuroscience of trust and why it’s critical for optimum teamwork. But more importantly, you will leave with specific strategies and tools that you can choose from to use with your people. 

2/26/2024

It is the role of a leader to build and maintain a great culture in the organization. The culture is the driving force that shapes the attitudes and behaviors of everyone in the organization. A relationship driven organization is built on trust and is the most effective way to improve productivity, engagement, and the bottom line. Understand the components that enable trust to  be created and maintained throughout teams and organizations.

2/26/2024

Leaders have the right to exercise customary management functions.  Employees have the right to be kept free from discrimination.  Neither employer rights nor employee rights are absolute.  The courts are equally protective of the rights of employees and employers.  A courtroom is the wrong place for anyone to find this out.  This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.

2/26/2024

In order not to perform an excessive number of audit procedures (over audit) auditors must perform procedures in order to determine in what areas are there weak internal controls that could result in a risk that the financial statements would be materially misstated and not be detected.  SAS No. 122, AU 300 – 499, Measuring Audit Risk provides guidance as well as required procedures that must be performed in every audit in order to determine the risk of material misstatement.  No longer can the auditor state that they assess the risk of material misstatement at maximum without having a basis for making such assessment.  As a result, the standards now require that the auditor make such an assessment of a material misstatement of the financial statement on every audit in order to have a basis for such assessment.  This program is an overview of the statement documentation requirements in assessing such a risk.

2/26/2024
This course is designed to assist practitioners in preparing Offers in Compromise (OIC). After this course, you should have an understanding of how proper planning can make a significant difference in the amount eventually paid to the IRS and the resulting financial well-being of your client. This program covers the basics, from choosing the proper forms to utilize through the filing of an appeal if necessary. We will also explain how to increase your chances of having your OIC approved by the IRS by going over the complexities involved.
2/26/2024

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. 

In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do.  We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.

2/26/2024

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.

2/26/2024

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 point of view. This course will help attendees understand the nuances of the updated definition of a lease as well as other significant changes to terminology. Attendees will discuss the impact of the changes to financial reporting as well as the key challenges that governments and auditors will need to consider to properly implement the new standard. This interactive course includes the preparation of journal entries to assist in understanding impact.

2/26/2024

In today's dynamic business environment, preserving a unified and engaged team culture is more challenging than ever. As the rhythm of work accelerates and organizational structures evolve, silent threats can begin to undermine our established team dynamics. These undercurrents, if left unaddressed, can erode morale, dampen productivity, and weaken the team's cohesion. This session offers a deep dive into strategies that can help identify, address, and neutralize these challenges, ensuring a positive, resilient, and inclusive workplace culture. Attendees will be equipped with a blend of insights and actionable strategies, enabling them to both recognize and respond to these potential pitfalls.

2/26/2024

“How will I EVER get this all done?"  It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words!  Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm!

Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success.  It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. 

 

This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization.  For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier.  For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity.  You and your team will shine.  Your staff will feel appreciated and connected to their value as well as the company's goals.


Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'.  The quality of your question will impact the quality of your solution.  Learn the 7 questions that take you from confused and frustrated to creative and focused. 

2/26/2024

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."

2/26/2024

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.

2/26/2024

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.

2/26/2024

What do you need to get ahead? In this day and age, we live in a network economy – – it’s all about who you know, who knows you, and what they know about you.
In this talk Connector’s Advantage author Michelle Tillis Lederman explains the types of relationships you want and need, how to adopt the Connector’s mindset and move up the Connector spectrum to get better, faster, and easier results. At the end of the day it is the strength of your relationships that leads to your success.

2/26/2024

A harmonious working environment is one in which people feel safe, seen, heard, and respected.  Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting.  This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence,such that personal and employer liability is avoided.

2/26/2024

As reported in the Association of Certified Fraud Examiners Occupational Fraud 2022:  A Report to the Nations, on average, small businesses lose 5% of their revenue due to fraud.  Can the average small business owner afford to lose 5% of their revenue due to fraud?  I think not.  This presentation is designed to illustrate the numerous ways employees commit fraud in small businesses, how to detect it, and most importantly, how to prevent it.  Both auditors and small business owners would both benefit from this presentation.

2/26/2024

In this session, participants will delve into the differences and similarities that coexist between the Baby Boomers, Gen X, Millennials, and Gen Z in the workplace. Guided by generational whisperer, Summer Jelinek, this immersive session will equip HR professionals with actionable strategies to foster understanding, drive productivity, and promote a harmonious working environment, irrespective of generational backgrounds.

2/27/2024
In a surprise twist, the Inflation Reduction Act (IRA) was passed in short order after secret negotiations were revealed in late July 2022. Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour program in order to stay abreast of these developments! This course will provide a concise look at these hot topics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024
This course will provide overview of key cybersecurity security domains that CPA's should evaluate in an audit. It will provide an overview of each security domain, and an overview of how to evaluate and assess the sufficiency of the cybersecurity control. Examples of security domains that will be covered include: Change management Access management Data integrity This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024
This two-hour course will cover the GASB standards that are effective this year with a deeper dive into GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We'll also look at smaller standards that are effective for 2023 year ends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024
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.
2/27/2024
This distinctive presentation shows how multigenerational teams enrich your CPA practice. You'll discover both quantitative and qualitative benefits from having members of Gen Z, the Milliennials, Gen X, and Baby Boomers working on the same project. The presenters walk the talk! Elbert Lilly, Video Production Specialist at CPA Crossings, LLC, is a Millennial. Forbes Contributor Dr. Bruce Weinstein, The Ethics Guy, is a Baby Boomer. Through real-life examples, stories you can relate to, and a few fun exercises, Al and Bruce will demonstrate the power of collaborating with someone a bit (or a lot) older or younger than you. This event may be a rebroadcast of a live event and the instructors will be available to answer your questions during the event.
2/27/2024
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly being called upon by governments and economic organizations at all levels to step up and help law enforcement battle financial impropriety. The stakes are huge. In the United States alone, the OECD estimates that 5% to 10% of the annual budget of the US health care programs, Medicare and Medicaid, is wasted as a result of corruption. Every dollar lost to monetary malfeasance has a crippling effect that ripples through countries, industries, companies, communities and individual lives. Government resources are wasted, public services are compromised, companies are financially destabilized, shareholders are cheated, employers are swindled, charities are undermined and much more. By increasing their awareness of what and how the IRS investigates and prosecutes, accountants can heighten their "spidey sense" of what doesn't look right in financial records. This includes honing skills to more readily notice -- and report -- ledger anomalies and irregularities, and even rethink a "silence is always safer" mindset. As technology disrupts and automates many fundamental accounting functions, practitioners can add value by more diligently scanning for "creative accounting" red flags on the frontlines. Prioritizing transparency and behaving ethically -- the core of the profession -- not only helps society and the economy as a whole, it can help accountants boost their reputation as highly trusted business advisors and even supercharge their bottom line. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024

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, as well an overview of K-2 and K-3 reporting requirements and effective dates.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

2/27/2024
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.
2/27/2024
Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it more than that? In this course, we'll discover what sets ethics apart and, therefore, sets the profession apart as well. We'll explore the tools available, the role of bias, and dive into real life case studies. We'll apply the AICPA's ethical framework and detect where bias was involved in the case studies. We'll even discover that one person set the price tag on their ethics at $53.7 million, only to lose it all in the end. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024

This session explores managerial accounting techniques with an emphasis on internal decision-making tools. You will appreciate a reminder regarding concepts you may not have considered since your college days. We will revisit managerial accounting concepts by illustrating practical examples that you can immediately bring back to the office!

2/27/2024

This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships, 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 leighanne.conroy@acpen.com.

2/27/2024

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.

2/27/2024

This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K-1 and how these items affect the shareholder’s Federal individual income tax return.

**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

2/27/2024

The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. 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. 

 **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 anne.taylor@acpen.com.

2/27/2024
The Family and Medical Leave Act (FMLA) and the Americans with Disabilities Act (ADA) were implemented to improve the lives of employees. FMLA allows eligible employees to take job-protected leave for their own serious health conditions or to care for sick family members. The ADA was intended to ensure “equality of opportunity” and “economic self-sufficiency” for individuals with disabilities. Yet both laws have proven challenging for employers. These laws are complex with rules that can be confusing and often misunderstood. This webinar is designed to provide information, guidelines, and examples of the key concepts under both laws.
2/27/2024

When a company has poor financial performance, the financial person is often the first to go.  Proactive efforts by financial managers can prevent the need for a company to “catch up.”  

2/27/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024

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 leighanne.conroy@acpen.com.

2/27/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization’s strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management’s decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant’s further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data, and reinforces the status quo. Budgets are about the organization’s story, not just the raw numbers!
2/27/2024
This course allows you to get reacquainted with the statement of cash flows. We will refresh 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024
This will examine and analyze the rise of non-fungible tokens (NFTs) alongside the smart contracts that support and manage these tokens. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024

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.

2/27/2024

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 leighanne.conroy@acpen.com.

2/27/2024

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.


2/27/2024

This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K-1 and how these items affect the shareholder’s Federal individual income tax return.

**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

2/27/2024

When performing a financial statement audit, auditors have always been responsible for the detection of anything that would cause a material misstatement of the financial statements whether caused by error of fraud.  However, in the past the audit profession focused on material misstatements due to errors and more or less ignored the possibility of misstatements due to fraud.  Now, SAS No. 122, AU 240 requires significant documentation as to what the auditor did in order to determine if there any material risk of a misstatement of the financial statements.  This presentation is an overview of what the auditor is to document in there working papers on every financial audit as to the procedures they performed in order to determine the risk of a material misstatement.  If a material risk is discovered, they are then required to document what they did in order to determine if the financial statements were misstated.

2/27/2024

The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds.  This course will provide a concise look at these hot topics.  

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to anne.taylor@acpen.com.

2/27/2024

In this course we will look at the highlights of what valuation is doing, how to go about it and what to look for in business valuation reports.  Areas such as types of reports, the standards by which they are prepared and process that is used to go from data to report.  We will also discuss the purposes of reports and how that purpose may impact the value.  Finally, we discuss how to determine the value of minority interests.

2/27/2024

This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. 

2/27/2024
Are you using Excel to keep track of progress and task completion for your engagements? Or, are you using a sophisticated engagement management app that takes too much time or requires too much information to keep your task completion progress up to date? Worst of all, are you relying primarily on email communications to keep track of your engagement task completion progress? If any of these scenarios apply to your practice, this course will show you a better way to manage engagements from simple 1040 tax preparation to comprehensive audits. The Microsoft 365 Planner app, which you are likely already paying for as part of your Microsoft 365 subscription, provides a comprehensive, yet simple solution for all of your client engagements and internal projects. John Higgins, a nationally recognized strategic accounting technology advisor will guide you through the process of how to deploy this app to effectively manage all your projects. This app is effective for sole practitioners and firms of all sizes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024
As litigation becomes more complex, attorneys are relying more on accountants to serve as consulting experts or expert witnesses at trial. Serving as an expert witness is not as difficult as you might expect. Accounting experts educate lawyers and jurors on issues such as valuation, tax liability, and forensics. Learn how accountants become expert witnesses, the role they play during pre-litigation through to trial, and the techniques experts employ to avoid challenges from opposing counsel.
2/27/2024
* This course is #8 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024
Dawn Brolin, author of the new book, "The Designated Motivator for Accounting Professionals", leads this practical, play-by-play session to help you understand the key positions that every firm needs to fill with the right technology solutions and provider partnerships. Attendees will learn how to leverage integrations between all technology applications for tax, accounting, client experience, and administrative workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/27/2024

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 leighanne.conroy@acpen.com.

2/27/2024

Appreciation affects your bottom line and your workplace culture. Don’t think so? Think again! Your customers, clients, and co-workers want and need to know they are appreciated. How do you show them appreciation? You show them in their preferred appreciation style. 

You have a bias for how you like to receive appreciation, and so do the people with whom you work.

In this program, we will build on the research of Gary Chapman and Paul White on appreciation languages – words, time, service, and gifts. 

Appreciation is a skill and practice that promises to influence your work life positively. You will experience strategies you can employ in your day-to-day lives to improve your team culture and manage work relationships.

2/27/2024
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You’ll learn how to use observation tools to find out what motivates your employees and you’ll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
2/27/2024

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. 

2/27/2024

It’s a whole new world for lessees under ASC topic 842.  Soon nearly all leases will need to be disclosed as a liability on the balance sheet – from buildings right down to autos and copiers.  Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well.  This program will dive into the new standard on leases, effective dates, and address what you need to know now.

2/27/2024

Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.

2/27/2024

Why can it be hard to automate accounting? Because many accountants don’t know their options and, therefore, fail to reap the rewards of accounting automation.

This session will teach you how easy and profitable accounting automation can be. In it, you will learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.

2/27/2024
Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Tax practitioners who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.
2/27/2024

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.


2/27/2024

Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use “brute force,” inefficient means when working with these three components of Microsoft Office. If that describes you, ensure you carve time out of your schedule to participate in this fourhour session. In it, you will learn how to work much more efficiently when using these tools to get better results in less time.

 

2/27/2024

If you do not understand the entity that you are auditing, you won’t know what type of transactions they should be entering into.  As a result, you won’t recognize those transactions they should not be there.  In other words, you will be performing the audit without having any idea of what you should be looking at.  This statement requires that the auditor document their understanding of the entity and its environment that it operates in as well as assessing the risks of material misstatement.

Prior to this statement, auditors often assessed risk at maximum and did not evaluate internal controls.  A big change made by this statement is that, while it allowed the auditor to continue to assess risk at maximum, they now must first evaluate internal controls in order to have a basis for making such an assumption.  As a result, auditors are now required to document their evaluation of internal controls on every financial statement audit.

This presentation is an overview of the many procedures auditors are now required to perform and document on every audit related to their understanding of the entity and its environment and the basis for assessing the risk of material misstatement.

2/27/2024
Explore the intricacies of federal income taxation as it intertwines with rental real estate activities. This course delves into the calculation of rental income, understanding the nuances of deductions, and unraveling the complexities of passive activity loss rules. Whether it's mastering Schedule E or understanding Congress' intent behind tax laws, professionals will leave with an enriched understanding.
2/27/2024

The IRS has recently increased the pressure on how to calculate and report partner and shareholder basis.  Changes in the forms reflect these developments.  This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest and S corporation shareholder shares and loans. How to use the Form 1065, Schedule K-1  and Form 1120S, Schedule K-1 information for basis determination.  Illustrated examples with filled in forms will demonstrate how the processes works and their 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 leighanne.conroy@acpen.com.

2/27/2024

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 also review the new alternative engagements that have been created by various federal agencies to provide alternatives to Single Audits including SVOG, CSLFRF, and PRF engagements. We'll close with a look at the major changes in the 2023 Compliance Supplement and the COVID deficiencies identified by the federal agencies and peer reviewers. 

2/27/2024

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.

2/27/2024

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

2/27/2024

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.

2/27/2024

Auditors are required by Generally Accepted Auditing Standards to perform audit procedures to determine if the financial statements are materially misstated due to error OR FRAUD.  Unfortunately, in the past the profession has focused on misstatements due to errors and largely ignored to possibility of misstatements due to fraud.  While SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit sets forth the procedures that auditors are required to perform in each audit to determine if the financial statements are materially misstated due to fraud, this program presents a practical approach to making such a determination.  It’s not a substitute for the requirements in SAS 122, AU 240, but rather an informal supplement to the standard with some common-sense procedures which are designed from my over 30 plus years of directing fraud investigations.  After attending this session, you will more than likely never look at a financial statement audit the same way.

2/27/2024

Due to the constant stress of a fast paced life, overwork, and family demands, it’s easy to feel one’s life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities and goals, overcoming stress, and deciding what’s most important to you, you can achieve new levels of balance and greater results. Having more balance in your life will allow you to do less of what you don’t want and more of what is truly important to you.

2/27/2024

This course helps the practitioner understand not only how to make the portability election, but how it can provide overall tax benefits to surviving spouses and beneficiary of estates that fall below the federal estate exclusion amount.  We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, along with comparing the benefits of electing portability to conventional credit shelter trust 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 leighanne.conroy@acpen.com.
 

2/27/2024

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 leighanne.conroy@acpen.com.

2/27/2024 - 2/28/2024

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.

 

 

2/27/2024

QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks.

Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.

2/27/2024

Unlike technologies we use every day, many currently emerging technologies can change how we work in the future. This session covers an assortment of technologies nearing mainstream adoption and helps you understand what they do, how they work, and some of the potential risks and rewards they offer. Attend this course, and learn the basics of blockchain, cryptocurrencies, big data, artificial intelligence, and machine learn.

2/27/2024

Security is not optional, and yesterday’s security techniques do not minimize today’s security threats. Therefore, now is the time for you to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You will also learn how to implement a practical, five-step approach to securing your PC and the questions you should ask your staff to ensure server-based information remains protected. Security failures, such as a breach of client or customer data, are costly – they can even drive your company out of business. So, what security tools do you need, and how should you use them to secure your sensitive data and systems? Can you afford to risk attempting to manage today’s threats using yesterday’s techniques? Participate in this program to learn how to identify viable and practical solutions to mitigating today’s security threats.

 

2/27/2024

Inventory is a wonderful place to both hide fraud and commit fraud.  The reasons that inventory is subject to so much fraud is the it is often very large, spread out over a large area, and many people have access to it.  When there are little or no internal controls related to inventory control, you are begging employees to steal it.  No with so many ways to dispose of stolen inventory via the internet, i.e., EBAY, inventory fraud is much more appealing to a lot of individuals.

The more common ways to commit expense fraud and how to cover it up will also be discussed.  Travel and entertainment are some of the favorite areas of committing expense fraud.  In addition, payroll fraud will be discussed.  Although there are many ways to commit payroll fraud, it is very easy to prevent.

This presentation is designed to familiarize the participants with the many ways to commit inventory, expense and payroll fraud, how to detect it, and more importantly, how to prevent it.

2/27/2024 - 2/28/2024

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.

2/27/2024

In trying to achieve life balance, various internal and external obstacles arise.  In this course we will look at these obstacles and provide specific ways to overcome them.  In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of  happiness, and your physical health and leisure time pursuits.  You will leave this course with powerful methods and a specific plan to move forward in your life in a balanced, healthy, and productive manner.  Don't forget to take Part 1 of this amazing course.

2/27/2024

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

2/27/2024

In a surprise twist, Inflation Reduction Act (IRA) was passed in short order after secret negotiations were revealed in late July, 2022. Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour program in order to stay abreast of these developments!  This course will provide a concise look at these hot topics. 

Who should Attend:  This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have these tax implications.  All in-house and public practice tax professionals will benefit from this timely and insightful seminar

**Please Note:  If you need credit reported to the IRS for this IRS approved program (2 Hours only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

2/28/2024
Are you getting the most from your staff? Are you paying top-dollar and still not getting high performance? New research gives us the insights to effectively motivate your people. This session discusses proven people motivation tactics. Many 'old' methods really did not motivate in the past and certainly do not work today. Getting the most from your people requires new, very learnable, leadership techniques. Whether your business is large or a start-up, getting people to move forward as one is a challenge. This session will show you how to create an environment where your talented employees can excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024
Financial exploitation can come from many sources including family, caregivers or the outside. Ensure you are doing your part to protect older clients from financial scams by taking a comprehensive look at identity theft and suspicious activity reporting (SAR) so you know when to call adult protective services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability, and growth. It also provides hands-on training for implementing these techniques in real-world scenarios. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024

Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services.

In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.
2/28/2024
The COVID-19 pandemic and related supply chain issues demonstrate the importance of effective inventory management, control, and analysis of this business lifeline. Inventory management is all about having the right items on hand at the right time to meet customer demand while controlling costs and minimizing waste and loss. Companies with best-in-class inventory management practices don’t guess how much stock to buy, and they keep a steady flow of raw materials, work-in-progress items, and finished goods moving from manufacturing to consumer, over a variety of distribution channels. Inventory control is a part of the inventory management process. It is the daily activity of managing stock within the warehouse. Inventory control activities include receiving, storing, and transferring stock, as well as tracking and fulfilling orders and returns. Inventory analysis helps you determine the right amount of stock to keep on-hand to fill demand while avoiding spending too much on inventory storage. This course will focus on “The Big 3” tools that best-in-class financial leaders use to sustain enhanced growth and profitability: inventory management, control, and analysis. These will allow companies to stay on top of trends in inventory management, understand the drivers behind them, establish and follow a state-of-the-art inventory control system, and master inventory analysis skills.
2/28/2024
This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024
Bitcoin and other cryptocurrencies have created a new generation of millionaires, with the benefit of anonymity. Whether the cryptocurrency is being used for criminal activity or held as a legitimate investment, the IRS is spending substantial resources in finding those who possess, purchase, and sell cryptocurrencies to ensure that the tax, banking, and money laundering laws are being followed. Are you or your firm prepared to advise your client when reporting cryptocurrency transactions? Can you identify when cryptocurrency is being used for potential criminal purposes? Can you prepare an accurate tax return related to cryptocurrency transactions? Do you know what questions to ask your client or what documents to request? This course will give you a brief overview of cryptocurrencies, how this new technology is being regulated, the common ways that cryptocurrencies are used to evade tax and money laundering laws, and what is expected from taxpayers and their return preparers when cryptocurrencies are involved. Your instructor is a former special agent with IRS-Criminal Investigation. He spent many years finding, investigating, and prosecuting tax and money laundering crimes that were using cryptocurrency as the form of payment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024

This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities. It includes a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed.

2/28/2024

The ability to influence people is the one fundamental skill that every professional needs. All managers know how hard it can be to make views heard despite having persuasive points to make. The program gives participants all the techniques necessary to increase their influence and put the power of persuasion to work for them.

2/28/2024

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.    

2/28/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024
The insurance industry has unique accounting and regulatory requirements. This course provides an introduction to those unique requirements, including the multiple layers of regulation, statutory vs. GAAP accounting, non-admitted assets, special treatment of taxes, and more! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024

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.

2/28/2024

Privacy should be everywhere, yet every day seemingly brings a new story about a privacy violation. While it can be frustrating and sometimes scary to think about mishandling our personal information, it’s important to remember that we can take steps to protect our privacy.

This session will teach you where your critical threats are and what information you may already have at risk. More importantly, you will learn how to manage and mitigate privacy risks. In an era of increasing connectivity – and by extension, risk – this session should be high on your list to take as soon as possible.

2/28/2024

The Not-for-Profit Advisory Committee has been busy discussing several projects that the FASB is working on and their impact on nonprofits. In this course, we will review the key issues and discussions from recent NAC meetings. We'll also take a look at ASUs issued by the FASB that may impact nonprofit financial statements. After a break, we then transition from accounting to auditing with a look at the common deficiencies found in nonprofit Yellow Book audits with a focus on CPE, reporting, and independence.

2/28/2024

Emotions get us every time. We all feel emotion. It’s what we do after we experience them that defines us. Emotional intelligence is critical in moving you, your teams, and your life forward. It’s all about your awareness and relationships with people. 

In this course, you will learn what emotional intelligence is and why it is one of the essential factors in determining your success in your career and your life. You will apply the four key areas of emotional intelligence and strategies you can immediately use to increase your emotional intelligence.

Emotional intelligence is a skill and practice that promises to influence your life positively. You will learn the value it brings to how you approach your work and your relationships with co-workers, clients, and customers.

2/28/2024
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.
2/28/2024

Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity.

This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.

 

2/28/2024

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!

2/28/2024

This course helps the practitioner understand planning considerations and potential problems when certain “bad situations” happen to his/her client. Updated for COVID-19 issues, this course will explore a variety of bad situations and provide the practitioner an understanding of the tax and non-tax circumstances to be considered when advising a client who is experiencing a bad situation in these trying times.

**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.

2/28/2024

Cryptocurrency can be a very confusing issue for a client in both compliance and in planning.  This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a federal compliance standpoint.

**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.
 

2/28/2024

When we’re going through change and life feels out of balance, it’s normal to get stuck focused on all the problems and challenges that stress us out. How will the changes impact our team, our job, our lives? It doesn’t help that our brains are wired to anticipate the worst possible outcome. This wiring can make it difficult to be our best; to provide our best teamwork, our best ideas, and our best leadership. However, studies show that there are things we can do to shift our thinking so we can spend more time in positive emotions, like curiosity, enthusiasm, and optimism. Now everything gets easier and better, including:

~ Productivity
~ Customer relations
~ Change management
~ Teamwork
~ Leadership

Join Tina to learn and apply The Path for Positivity™ framework based in Positive Psychology. You will learn strategies and insights to help you experience less stress, a smoother transition, and higher productivity even when the future seems uncertain. Share the framework and strategies with your team, too.

2/28/2024

Networking strikes fear into the heart of even the most confident business leader. 

What if you don't know anyone? How do you introduce yourself? How do you enter a group conversation in progress, and how do you exit when you're ready to move on? How soon should you follow up and what's the best way to stay in touch? 

And: “Can't I just stay home, sit at my computer, and network on LinkedIn?”

Networking is a critical tool for spreading your message and growing your organization, yet many business and nonprofit leaders don't represent themselves or their companies effectively. 

This workshop covers the nitty gritty of talking to strangers and building relationships and partnerships through networking.

2/28/2024

Employees, now more than ever, are experiencing stress, anxiety and other mental health challenges and all of those come with them each day to the workplace. In order to ensure the safety and security of their workplace, employers need to address these issues and support their employees. Join us to discuss the challenges to providing mental health support to employees, the potential risks of deprioritizing mental health, and tangible actions employers can take to support the mental health of their work group. The cost of providing mental health resources and support pales in comparison to the cost of NOT providing it. Make a plan. Be ProActive.

2/28/2024

Every business needs capital, and capital has a cost. Providers of debt and equity demand a return and the combination is the cost of capital for the business. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number.

Who should understand your organization’s cost of capital? Even if you are not yet the CFO, you need to thoroughly understand the cost of capital and its use. The cost of capital allows managers to, “Get the biggest bang for the buck.” If you want to enhance your corporate finance skills, this session is for you.

2/28/2024

Does your firm have interest in expanding its’ services beyond traditional CPA services?  Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm’s professional responsibilities and most importantly how to recognize the needs of the client.

2/28/2024
Stay current on recent changes to the AICPA Code of Professional Conduct and keep abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. Explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024

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.

 

2/28/2024

This course will keep you informed about what’s going on in Uniform Guidance including the new compliance supplement including a focus on ARPA funding. We will also review the 2020 update to the Uniform Guidance. We close with a look at Part 6 of the Compliance Supplement with a focus on internal controls over compliance which is a common audit deficiency. This course will help firms keep up to date with the information they need to perform Single Audits in these changing times.

2/28/2024
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. As a CPA advising your clients on financial matters, it is imperative that you have a fundamental understanding of Bitcoin and how it all works and what distinguishes it from all the other cryptocurrencies. This course provides you with a solid base of Bitcoin knowledge so that you will be confident in having those client conversations, as well as participating in the Bitcoin ecosystem, including current tax implications. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024

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.

2/28/2024

This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the new AICPA "small" GAAP accounting standards.

2/28/2024

The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. In this course, we will explore the work of the NAC and the impact they've had. We then transition to the Accounting Standards Updates (ASUs) issued by the FASB that are impacting nonprofit entities, including a deep dive into the leases standard which is effective for many nonprofits this fiscal year. We will close with a look at common deficiencies found in grant accounting.

2/28/2024

How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicator’s effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speaker’s credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals, and more.

2/28/2024

We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships.  In this seminar, you will learn the most effective methods for creating the life you really want.  In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not.  In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career.  Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level. 

2/28/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024

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.

2/28/2024

In times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces with regard to real estate ownership, prospective real estate ownership, and the tax issues surrounding their real estate holding and prospective holdings.

**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.
 

2/28/2024

Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019.  There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master.  This course will provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

**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.

2/28/2024

Being consistently ethical is a challenge. Most of us have had to make tough choices.  This session will discuss real world cases involving thorny ethical dilemmas and how to resolve them.

Being ethical is not the same as complying with the law and ethical issues are not always black and white. This session will review different professional ethical standards.  What does integrity mean in the office? If you want to learn lessons from the best in a short time, this session is for you.  Participate in engaging dialogue about how to prepare for the inevitable ethical situations.  These lessons are valuable for every business leader.

2/28/2024

How do you raise your skills to the next level to master the Controller or CFO role?  Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. 

  • How are your technical skills?  Are you a traditional accountant or have you learned to expand your technical skills to go beyond “what are the financial numbers?” to “why did these financial results occur?”  Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action?  Are the systems that you implement and operate best practices or merely stop-gap solutions?
  • How are your business skills?  Can you set a vision? Can you develop a strategy?  Do you understand the macroeconomic environment of your organization?   Can you lead a major project to a successful conclusion?  This session will explore the role of business as opposed to tracking the results of the business.
  • How are your people skills?  How good is your ability to influence others? How are successful are your negotiation skills?   How well can you communicate?  Are you a collaborator or a partner?  This section will help accountants understand that it is people skills that drive the overall success of the accounting operations.
  • Finally, how are your Leadership skills?  Do you inspire staff or make them angry?  Do you know why your staff work for your company and you?  Do you understand what employees want from their position?  Do you know how to deal with a difficult staff person?  Can you lead difficult change?  This session will help you recognize what leadership truly is as opposed to what passes for day to day management.
2/28/2024
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.
2/28/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024

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. Based on real life experiences.

2/28/2024
Recent feedback from peer reviewers and regulators has emphasized the importance of performing an effective risk assessment to identify and evaluate the risk of material misstatement in a financial statement audit. Risk assessment procedures include obtaining an understanding of the entity, performing preliminary analytical procedures, making fraud inquiries, evaluating the design and implementation of internal controls, and determining how much reliance an auditor will place on those controls. The results of the risk assessment process provide the auditor with the information needed to create an audit strategy and an audit plan. In October 2021 the Auditing Standards Board issued SAS 145 which amends the current risk assessment guidance and makes certain changes to other standards. The amendments clarify confusion that the AICPA believes auditors experienced under the existing standard and also conforms, for the most part, to the IAASB standard on the same topic. SAS 145 is effective for December 31, 2023 audits. Early implementation is permitted. This course will focus on how to perform the risk assessment process under the new standard providing participants with a summary of the changes to existing guidance. The course will also touch on performing a risk assessment in a virtual environment. Finally, the course will discuss linking the results of the risk assessment to further testing (internal control and substantive testing) and procedures performed in concluding on the evidence obtained.
2/28/2024

What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust, and are known amongst your colleagues are all critical components of your future success. In this workshop Michelle Tillis Lederman, CEO and Founder of Executive Essentials, will discuss how to determine you brand attributes, demonstrate the nuances of body language on your professional presence, and discuss how to strengthen trust and the lasting impressions you make on your network, expanding upon lessons from her books The Connectors’ Advantage and The 11 Laws of Likability. 

2/28/2024

The HR role is full of communicative opportunities to multiple audiences. From communicating with partners, management, and stakeholders in the business, to onboarding new talent, to training existing employees and beyond. In fast-paced business environments, it's often overwhelming to keep up with the changes and making sure all of your communication and training is up-to-date and accurate. That's where AI and synthetic media can intervene. By leveraging these tools and technologies, HR professionals are able to change the way they communicate and create new content. This session will uncover ways to make this happen, providing attendees with knowledge of new tools and strategies to use these technologies.

2/28/2024

In today's dynamic corporate landscape, HR professionals are no longer just HR experts; they are integral business strategists. This session unveils the pivotal role HR plays in shaping and influencing a company's overarching business strategy. It emphasizes the need for HR to don the hat of a businessperson first and an HR professional second.

In this engaging presentation, we will delve into the critical strategic business concepts that HR leaders should not only grasp but also embrace confidently at the executive level. Moreover, we will explore how HR can navigate the fast-paced, technology-driven world by adapting to evolving strategic HR concepts.

Discover how HR can transform from a support function to a strategic partner, contributing directly to the organization's bottom line. Learn how to align HR initiatives with business objectives, fostering a synergy that propels the company forward. Join us as we explore the art of blending business acumen with HR expertise to create a winning formula for success at the executive table. It's time for HR to lead the way in strategic synergy!

2/28/2024
While once thought just to apply to banking and financial institutions, entities now need to apply fair value accounting under ASC 820 across a variety of transitions. From financial instruments to leases, business combination accounting and impairment measurement, GAAP either requires or allows the use of fair value measures in an ever-increasing number of circumstances. Now is the time for you to get up-to-speed on the basics of the fair value approach. In this course, we will review when fair value accounting is required and when an entity can select to use it. Then we will review the basics of the ASC 820 model, including the concept of “exit price,” the various approaches which an entity may follow when using a fair value approach and the different levels of inputs which an entity may consider when determining fair value. Lastly, the course will provide examples on when and how to apply this complex accounting guidance.
2/28/2024
Session 9 of Borenstein's Form 990 Foundational Series: This session focuses first (and primarily) on Part V, providing explanation of each inquiry from two perspectives - the line's underlying compliance requirement, and the business need ramifications they generate. Part V invokes multiple compliance points set out in federal tax law (such as payroll tax obligations, and donors' ability to access charitable contributions deductibility) that are not elsewhere addressed in the 990's Core Form or Schedules. The author/instructor addresses issues and nuances not covered in the instructions and provides preparation tips. Part I's preparation needs start with avoiding calculation confusion when completing the Summary Financials totals at lines 8-22. These lines' abbreviated categories and oddball capture of "fundraising expenses" from competing Core Form parts are covered, along with tips on addressing questions readers may have in exploring this part. Although this course is categorized as "Basic", the content is also suitable for those seeking intermediate-level training. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/28/2024
Starting and owning a small business has often been referred to as the “Third Pillar of Wealth,” right behind investments and owning real estate. Essentially, all businesses start off as “small businesses.” Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more. This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.
2/28/2024

Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation and filing of Form 1065.

The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships, and the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting, and the filing deadlines for Form 1065.

Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions, and credits. The course will also cover how to report partnership income, expenses, and deductions, as well as the tax implications of buying and selling partnership interests.

In addition, the course will provide an overview of common errors and omissions made when preparing Form 1065, and how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation.

Overall, this course is designed for tax professionals, accountants, business owners, and individuals who need to understand the intricacies of partnership taxation and the preparation and filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation and will be able to prepare and file Form 1065 with confidence.

**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.

2/28/2024

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.

2/28/2024

Every business has risks, but some myths seem to damage or kill more enterprises than others do. This session will review ten of the most problematic myths that may doom a business and discuss action steps to prevent these myths from holding your business back. This session discusses the common myths, mistakes, risks, and hidden landmines inherent in every business. We will learn from the mistakes of others who often paid a steep price so that we may learn valuable lessons. If you are a leader who wants your business to become even more successful, this session is for you.

2/28/2024

Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.

2/28/2024

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. 

In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.

2/28/2024

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.

2/28/2024

This course explores the multitude of issues that taking on a new client can bring with it, and then interprets them using three sets of ethical rules.  A group of “players” reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues.

2/28/2024

In the fast moving world where everyone is communicating through email, text and instant messaging we have forgotten the power of face-to-face conversation. Communication and connection is the foundation for building a thriving network and business.

During this talk, The Connector’s Advantage author, Michelle Tillis Lederman will inspire you to leverage the power of personal connection in the digital age while still incorporating the efficiency of virtual communication.
 

2/28/2024

Poorly handled conflicts can lead to break downs in communication, reduced morale, and higher turnover. However, when managed well, conflict has the potential to bring value to the organization and the team. Conflict is a costly and often mishandled occurrence in the workplace. Successful conflict resolution occurs by listening to and providing opportunities to meet each side’s needs, and adequately addressing their interests so that they are each satisfied with the outcome. In this you will learn the different conflict modes, how to choose the appropriate strategy for your situation, and how relationships impact your ability to promote the positive outcomes and minimize the negative outcomes of conflict.

2/28/2024

Do you ever get tired of other people's complaining and negativity? How can you stay calm, upbeat, and motivated despite other people’s grumpiness, rudeness, or pessimism? This program is all about helping you be your best. Even though you may not be able to change your colleagues, customers, or even your boss, you can reduce your stress and frustration by changing how you respond. Staying positive and calm is easier when you learn how to build your immunity.

This course teaches you Tina’s proprietary five-step “Immunity to Negativity Formula™”. You’ll learn simple techniques for staying calm and choosing to respond as your best self. This is a key skill you can build for yourself so you can enjoy less stress and frustration. You can even teach others so they can improve customer service, teamwork, and relationships within your company. 
 

2/28/2024

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Due to these changes, fringe benefit planning has become one of the most important areas of planning for your client’s business and personal needs.  There are a variety of tools and techniques to meet a client’s fringe benefit planning objectives. This course takes a look at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

**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.

2/28/2024

Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the ‘hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.

2/28/2024

To move beyond the HR realm it is essential for HR professionals to understand planning at the strategic and tactical level. This session is designed to help HR professionals understand the overall strategic planning process so they can contribute at the executive level.

2/29/2024
This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on topics that comprise the 990's most difficulty arenas. The two public support tests have been utilized since the finalization of Regulations to the 1969 statutory changes that subdivided the 501(c)(3) world into "private foundations" and "public charities." The tests' application remains murky to most preparers (even though they have been in existence, virtually unchanged, for decades). This session has two key goals: first, ensuring that participants understand the design, reach, and purpose of each test; and second, making practitioners conversant (with the materials as back-up) h of each test's line-by-line inputs. While it is impossible "to have fun" with these tests, participants will walk away knowing where pressure points exist and how those vary depending on an organization's specific successes or gaps in achieving diversity of so-called "public support." What is possible and achievable from this session is that these tests can be mastered! Although this course is categorized as "Basic", the content is also suitable for those seeking advanced-level training. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024
In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.
2/29/2024
Applying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an essential course for auditors performing single audits as it will equip you with the hands-on skills needed to perform audits under the Uniform Guidance for Federal Awards. The course materials utilize a highly illustrative and innovative format. Over 40 focused exercises are included to provide an enhanced working knowledge of the single audit requirements.
2/29/2024
Learn the inner workings of a government investigation from people who've gone through them. In 2019, the U.S. Attorney's office in Boston brought charges against more than 50 people in a single case. Those people did not have any idea that law-enforcement officers would have an interest in them. They were movie stars, business owners, CEOs, and professionals. Yet each of those people retained Rick Singer, a man who claimed that he could help their children get accepted into elite colleges. Although the parents thought they were making a donation to a nonprofit, they unintentionally implicated themselves in serious criminal charges that would expose them to the possibility of many years in federal prison. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024
The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry.
2/29/2024

This course will focus on updated IRS procedures taxpayers and practitioners may use to either voluntarily withdraw or voluntarily disclose incorrect Employee Retention Credit claims.  The voluntary withdrawal procedures were introduced in Revenue Bulletin 2023-193 on October 19, 2023, and the voluntary disclosure procedures were set forth in Revenue Bulletin 2024-3 on December 21, 2023.  The voluntary programs offer taxpayers an opportunity to correct previously filed returns that are incorrect while offering penalty relief from filing erroneous or potentially fraudulent returns.  The opportunity to participate in these voluntary programs and benefit from reduced repayment and penalty relief expire on March 22, 2024 at 11:59pm.   This course provides an in-depth discussion of the programs and opportunities available to taxpayers and practitioners, and was updated on 1/10/24.

*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

2/29/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024

This two-credit Yellow Book Update will cover some of the recent guidance issued by the Government Accountability Office. We will review the 2021 Technical Update to the 2018 Uniform Guidance as well as the GAO guidance on data quality. We'll also cover the GAO's identification of the most high-risk areas in government. The course will close with a look at Yellow Book independence requirements, which is frequently cited as an issue by Peer Review.

2/29/2024
Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.
2/29/2024
Honest people face real challenges when working in an unethical environment. Business owners may be at risk if team members feel as though policies and practices within the business violate rules, regulations, or laws. Some of those employees may contact authorities. Perhaps they work in an undercover capacity, exposing the business owner and other people that work with the business, or align with the business, to both government investigations and potentially criminal prosecutions. Participants will learn from a real story which led to criminal prosecution for Medicare Fraud. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024
A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income.

**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.

2/29/2024

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.

2/29/2024

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.

2/29/2024

For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement this year, including changes to auditing accounting estimates and risk assessment. 

2/29/2024
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024

Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization?  What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing?

How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.

2/29/2024

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.

2/29/2024
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues and the ramifications.  What are the considerations and evaluation criteria to use? The need to carefully deliberate alternatives – is paramount. Be aware. 
2/29/2024
You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.
2/29/2024
What happens when businesspeople think they can lie and cheat at work, as long as it makes a profit? Some believe that business is like war, and there are no rules!  Do you really want to behave differently in business than in your personal life? Can, or should, ethics be ‘switched on’ or off?
2/29/2024
Fringe benefits are just another way of paying your employees. Do you know how to correctly track fringe benefits, as well as apply and report the various withholding tax rules for those fringe benefits? The IRS says fringe benefits must be included in and reported as a part of employee pay, but with any good tax law, there are always exclusions to that rule. Knowing how to handle fringe benefits can be complicated, especially in an area that changes on an annual basis. Attendees will leave with an understanding of what the requirements are around fringe benefits, what constitutes a fringe benefit, and whether it is taxable or not. We will also explore the evergreen areas of reporting S-Corp Shareholder Health, HSA, and when cash is not taxable compensation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024
Unconscious bias is shaped by automatic, implicit associations through our experiences, attitudes, beliefs and culture. These influences directly affect our behavior and decisions. This fascinating session uses the latest cognitive and behavioral research along with demonstrations of implicit association experiments to help attendees unveil hidden biases that impact decisions related to accounting and auditing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024

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.

2/29/2024

This program addresses the recent changes imposed by recent tax legislation that real estate owners and investors need to know, including Section 199A, the new Section 163(j) interest expense limits and the opportunity to elect out.  An introduction to opportunity zones and other important issues will also be addressed.

**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.

2/29/2024

In today’s real estate market, IRC §1031 tax-deferred exchanges can be one of the most important planning tools available to the real estate investor. The use of this technique is filled with pitfalls and traps. This new course will assist the practitioner in understanding the mechanics of a tax-deferred exchange and the value of a tax-deferred exchange in both tax and financial planning.

Updated August 2022


2/29/2024

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. 

2/29/2024

Governmental accounting and auditing has many unique requirements. In this course, we will start off with a look at the recent changes in accounting as GASB has been very busy issuing standards impacting state and local governments. We will take a deeper dive into GASB 87, Leases by reviewing the impact for both lessees and lessors. We will also cover other standards effective this year impacting state and local governments including the recently renamed annual comprehensive financial report and reference rate reform. As we turn our attention to the auditing side of the house, we will look at the 2021 Technical Update and review the 2018 Yellow Book independence requirements. The course closes with a look at the Uniform Guidance including changes in the new compliance supplement as well as the impact of ARPA

2/29/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024
This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.
2/29/2024
Think about how much time you spend reviewing and creating PDF files. This course teaches you how to take advantage of a multitude of features and functions available in Adobe Acrobat to create, review, organize, edit and secure your PDF files more effectively and efficiently. Like many personal productivity software applications, it is very likely that you are using only a fraction of the potential of Adobe Acrobat when working with your PDF files. For many CPAs, a PDF file is the final presentation of your work product, whether it is a tax return, financial statement, audit report or other financial reports. This course will teach you how improve the quality of those report presentations. The tips you learn in this course will save you time on a daily basis. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024

If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how.  

2/29/2024
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2/29/2024

This course covers FASB Accounting Standard Updates (ASUs) that impact not-for-profit entities. It includes a deep dive into the new disclosure requirements for contributed nonfinancial assets in ASU 2020-07. We also review the impact of COVID19 on accounting for various federal funding in response to the global pandemic.

2/29/2024

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.

2/29/2024

This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including 2023 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 leighanne.conroy@acpen.com.

2/29/2024

Google is one of the largest, most widely used and vital technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. Google developed and maintains a wide range of products that have changed how we learn, find things in our community, and communicate with the world. Further, Google offers a business-ready cloud productivity suite used by a growing number of businesses worldwide. Google brings together a wide range of communication and business tools under one roof to serve as the backbone of an organization’s technology infrastructure. Most users are familiar with Google’s search service or Gmail but are unaware of the other services they provide. Additionally, most users barely scratch the surface of the functionality of Google’s tools and services. This course looks at the most valuable features, apps, and services of Google that the busy working professional could better utilize. Course participants will learn to find better web results using search operators and tools. Further, they will understand Workspace and use it as an organization’s back office. They will learn to create dynamic, creative, and useful business documents using Google tools. They will learn to back up and sync their electronic documents to the Cloud using Google Drive. Finally, they will learn to grow their business and expand their marketing using Google’s marketing and website tools. This session finishes with a top-five list of Google's best-hidden secrets and functionalities. Beginners to advanced users of Google products will leave this course with a much deeper understanding of the services, time-saving tips to use the products more effectively, and practical advice on how to best leverage their incredible technology.

 

2/29/2024
A personal brand is your story. Having a well-defined personal brand can help you not only cultivate powerful connections but also set you apart. Explore the integral components to building a strong brand and gain strategies to help you create your own marketable personal brand.
2/29/2024
Accounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance professions. As trusted advisors, it is wise to understand the fundamentals of contract law for both personal and professional benefit. This course provides a broad overview of contract law basics geared specifically toward the accounting and finance professions. From contract formation to enforceability, this course offers an interesting look at how contract law intersects with accounting and finance. Participants should walk away with a better understanding of common issues that arise when reviewing contracts.
2/29/2024

This course will keep you informed about what’s going on in Uniform Guidance including the new compliance supplement including a focus on ARPA funding. We will also review the 2020 update to the Uniform Guidance. We close with a look at Part 6 of the Compliance Supplement with a focus on internal controls over compliance which is a common audit deficiency. This course will help firms keep up to date with the information they need to perform Single Audits in these changing times.

2/29/2024

The course will start off with a look at the Accounting Standard Updates (ASUs) issued by the FASB that will be effective in 2023. We'll also review late breaking changes to the lease standard that may impact common control entities. We'll then turn our attention from accounting to auditing where we will cover the key SASes effective this year including new standards around auditing accounting estimates an risk assessment. This course focuses on what you need to know this year to be ready for 2023 year end financial reporting and audits. 

2/29/2024

Cloud-based options of familiar Microsoft Office applications have been available for over a decade. Moreover, these tools have matured to the point where their functionality rivals desktop-based options. Further, the ease of deploying, accessing, and using these tools is striking.

In this session, you will learn about Cloud-based alternatives to everyday desktop applications and why you should consider adding them to your toolbox. You will also learn about the relative strengths of competitive services available from Zoho and Google and why you should consider these tools. Knowing all your options is imperative in the new cloud-connected world! 

2/29/2024

This program will explain the new rules for deducting travel, meals and entertainment expenses and the TCJA disallowance of business entertainment expenses.  Documentation requirements and planning opportunities related to travel, entertainment, and automobile expenses will also be addressed.

2/29/2024

The number of accounting applications available today can be staggering for businesses with up to $15 million in annual revenue! In addition, cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth. At the same time, traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. In this course, we will take a deep look into setting up a Quickbooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This session focuses specifically on the configuration options for the financial professional. QBO is an extensive application, requiring you to ensure you’ve correctly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO and some of the best 3rd party tools in the Intuit App Marketplace. Participants will leave this class supercharged with the knowledge of getting the most out of their QBOA subscription.

 

2/29/2024

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.

2/29/2024

Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice.  Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.

 

2/29/2024

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. 

2/29/2024

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.

2/29/2024

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.

2/29/2024
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc. 
2/29/2024

The next five years are going to be eventful for CPA firms. The profession has never seen such rapid change, with new and changing technologies appearing almost daily! So, what will your firm do?

How can you keep up without getting overwhelmed by these fast-paced transformations in the profession and stay profitable during this turmoil? What are the best technologies to handle client interactions, PBC lists, electronic signatures, and Advisory services? How do the cloud, next-generation accounting software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

2/29/2024

Blockchain is one of the most-watched emerging technologies. Yet, few accountants understand how to use this technology to make existing ledger-based systems more efficient, effective, and tamper-resistant. In this session, you will learn the basics of blockchain-based ledgers. You will also learn about the fundamentals of cryptocurrencies such as Bitcoin and Ripple. Additionally, you will learn about emerging issues in these fields, such as stablecoins, central bank-issued digital currencies, smart contracts, and sovereign identity management. By attending this session, you will see how blockchain-based technologies will change your work with others.

2/29/2024

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. 

2/29/2024

If you are efficient and want to learn lessons from the best in a short time, this seminar is for you.  Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective.  The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think?  These lessons are valuable for every business leader. 

2/29/2024

Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment.  While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy.  Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert.  We will discuss proven methods to better understand introverts, how to manage them, and how to get the most out of their amazing talents.  If you want to enhance your leadership skills, this seminar is for you. 

2/29/2024

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.

3/1/2024
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024
This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle's virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually and organizationally and its impact on individual, organizational and world wellbeing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024

The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updated existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. 

3/1/2024

This course explores the multitude of issues that taking on a new client can bring with it, and then interprets them using three sets of ethical rules.  A group of “players” reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues.

3/1/2024

How good are you with the technology you use daily?  What new technology tools are available that could save you time and make you more effective?  Technology continues to accelerate rapidly, and the need to keep pace is essential. If you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively, this course is for you!

In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 10), and what they mean for you, and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends.  Examples include the latest Excel features, working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.

Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.

 

3/1/2024
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB’s technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.
3/1/2024

In today's dynamic business environment, preserving a unified and engaged team culture is more challenging than ever. As the rhythm of work accelerates and organizational structures evolve, silent threats can begin to undermine our established team dynamics. These undercurrents, if left unaddressed, can erode morale, dampen productivity, and weaken the team's cohesion. This session offers a deep dive into strategies that can help identify, address, and neutralize these challenges, ensuring a positive, resilient, and inclusive workplace culture. Attendees will be equipped with a blend of insights and actionable strategies, enabling them to both recognize and respond to these potential pitfalls.

3/1/2024
You are probably somewhat familiar with the Trust Fund Recovery Penalty or TFRP. This is a civil process that asserts the employee portion (Social Security, Medicare, and Federal income taxes withheld) of delinquent payroll taxes against business owners and other individuals. The IRS has wide discretion in asserting the TFRP, but did you know that there are certain strategies you can adopt to help mitigate the TFRP, both pre-and-post assessment? This program will focus on trust fund issues, along with pre-planning strategies, appealing the proposed assessment, and attempting to resolve the TFRP after the fact. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024
The course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier and faster, improve your research tactics as a trusted business advisor, slice through the endless online static and distractions, and interpret search results related to accounting in their proper context. You'll walk away with scores of practical and proven online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024

Governmental accounting and auditing has many unique requirements. In this course, we will start off with a look at the recent changes in accounting as GASB has been very busy issuing standards impacting state and local governments. We will take a deeper dive into GASB 87, Leases by reviewing the impact for both lessees and lessors. We will also cover other standards effective this year impacting state and local governments including the recently renamed annual comprehensive financial report and reference rate reform. As we turn our attention to the auditing side of the house, we will look at the 2021 Technical Update and review the 2018 Yellow Book independence requirements. The course closes with a look at the Uniform Guidance including changes in the new compliance supplement as well as the impact of ARPA

3/1/2024

Emotions get us every time. We all feel emotion. It’s what we do after we experience them that defines us. Emotional intelligence is critical in moving you, your teams, and your life forward. It’s all about your awareness and relationships with people. 

In this course, you will learn what emotional intelligence is and why it is one of the essential factors in determining your success in your career and your life. You will apply the four key areas of emotional intelligence and strategies you can immediately use to increase your emotional intelligence.

Emotional intelligence is a skill and practice that promises to influence your life positively. You will learn the value it brings to how you approach your work and your relationships with co-workers, clients, and customers.

3/1/2024

Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. 

HR Professionals walk a tight rope of being strong, but not aggressive, polite, but not a push over. It is exhausting!

In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch.
 

3/1/2024
The course provides a concise overview of cognitive biases - thinking errors and "brain bugs" 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 "mental firmware". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024

This course provides an in-depth exploration of Form 1120S, the tax return form used by S corporations. Students will learn the intricacies of preparing and analyzing this form, including how to determine the taxable income of the S corporation, how to properly report and allocate income, deductions, and credits, and how to calculate the shareholder's basis in the S corporation.

**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.

3/1/2024

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

3/1/2024

This course will cover the Accounting Standards Updates (ASUs) issued by the FASB that will be effective this year including a deep dive into Topic 842, Leases as well as those that will be effective in the near future. The course will address those standards that will be effective for public and private entities in 2022.

3/1/2024

What do you need to get ahead? In this day and age, we live in a network economy – – it’s all about who you know, who knows you, and what they know about you.
In this talk Connector’s Advantage author Michelle Tillis Lederman explains the types of relationships you want and need, how to adopt the Connector’s mindset and move up the Connector spectrum to get better, faster, and easier results. At the end of the day it is the strength of your relationships that leads to your success.

3/1/2024
Given the opioid epidemic and the legalization of medical and recreational marijuana in a growing number of states, many employers are concerned about the impact drugs and alcohol may be having on the safety and security of their workplaces. Reasonable suspicion testing is among the best ways for employers to identify whether an employee is under the influence of drugs or alcohol while working. This webinar explores what managers and supervisors need to know to implement a Reasonable Suspicion Testing Policy.
3/1/2024

This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. 

3/1/2024

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.

 

3/1/2024
The #MeToo movement is an example of how cultural, and even legal, changes can be initiated and promoted by social media. This workshop considers the changing legal and ethical ramifications of sexual harassment in the wake of this movement. Financial and accounting professionals need to be aware of these changes and how they may be expected to be part of the solution rather than part of the problem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024

The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession. Over half of the engagements reviewed by the AICPA did not meet the requirements of AU-C 230. This course will look at common misconceptions related to audit documentation and help attendees address these deficiencies with efficient and effective best practices.

3/1/2024

This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities. It includes a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed.

3/1/2024

Remote work environments have created many new opportunities for cybercriminals and other fraudsters to exploit, and accounting professionals are some of the most commonly targeted individuals. This session is a series of case studies that examine actual criminal filings and news accounts and use them to highlight some of the actions you can take to limit your exposure to similar schemes. Attend this session and learn more about how high-profile control failures occurred so you can be more effective at preventing crimes in your organization.

3/1/2024

Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. 

Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.

3/1/2024

According to the Gallup Organization, only 10% of employees believe that their organization does a good job onboarding new employees. This means most organizations are overlooking this crucial phase of the employee lifecycle, which not only includes the often-neglected pre-boarding stage but also the continuous efforts to reduce uncertainty, bolster excitement, and foster connections for their new recruits. By streamlining these processes and crafting impactful moments from pre-boarding through the initial weeks, HR and Business leaders can significantly enhance efficiency, foster trust, and establish a foundation of psychological safety for years to come. In this session, attendees will discover strategies and resources that craft a holistic onboarding experience, mitigating risks like employee ghosting, and paving the way for heightened engagement and retention.

3/1/2024
In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024

The Corporate Transparency Act requires mandatory disclosure of the beneficial owners of existing and newly formed entities. This legislation imposes new compliance requirements for existing business entities.  Knowledge of this legislation and the new reporting requirements is critical for any person involved in the creation of a new business entity or advising existing business entities. More importantly, advisors must be aware of the new reporting requirements to prevent the imposition of harsh penalties.  This course will provide the attendee with both knowledge of the legislation and knowledge of the exceptions to the legislation. 

3/1/2024

The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively.  This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods.  This program starts fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features.  Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.  

 

3/1/2024

Performance management's impact on an organization can be directly felt in the bottom line. Companies with high turnover and poor employee retention rates experience lower employee morale and increased expenses in recruiting and training. Understanding the strengths and development needs of staff can guide employees toward a long-term career track. Communicating the keys to success is even more critical in long-term productivity and retention. This course will provide methodologies for each phase from goal setting to coaching to feedback. Exercises offer an opportunity for participants to begin developing their personal objectives as well as imparting techniques to manage the monitoring, coaching, and appraisal feedback phases of the process.

3/1/2024

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.

3/1/2024

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.

3/1/2024
Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming, and chemical production, as well as facilities, design, and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.
3/1/2024
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? After this course, you will learn some powerful functions that will take your calculating power to the next level. In this webinar, 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. 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.
3/1/2024
Government Auditing Standards (also referred to as the Yellow Book or GAGAS) were last updated in 2018. A significant challenge facing many auditors involved in financial statement audits under the Yellow Book requirements is determining the difference in professional requirements between generally accepted auditing standards (GAAS) and generally accepted government auditing standards (GAGAS). All professional involved in audits performed in accordance with GAGAS should have a working knowledge of the supplemental requirements imposed by the 2018 Yellow Book. This course will cover the issues that all auditors need to know about the supplemental GAGAS requirements, by providing example about how to comply with these supplemental requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/1/2024
With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value, and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as, manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team.
3/1/2024

This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the new AICPA "small" GAAP accounting standards.

3/1/2024

Most small and mid-sized businesses are at least considering cloud-based suites for business management, performance management, and productivity. Unfortunately, many owners and accounting professionals need to learn the difference between using cloud-native tools, employing a managed service provider, and utilizing a desktop hosting provider. This session helps participants understand the differences in the levels of service provided by these offerings and will also highlight some of the regulatory barriers which could create problems for your organization. Attend this session and learn what you need to know before saying “see ya” to your servers.

3/1/2024

Your ability to create meaningful and lasting relationships directly impacts your success from hiring, to being a trustworthy leader, to shaping the organizational culture. Growing a larger network with stronger relationships increases your value, influence and impact.

Discover how you can become a leader who attracts and engages an eager, committed team.  Expand your role, build loyalty, and close deals on relationships not price.  And when opportunities arise, be first in mind and someone they want to say ‘yes’ to!
 

3/1/2024

For HR and Business professionals, navigating the intricate dynamics of executive decision-making can often be a daunting task. Despite the meticulous hours invested in research, strategy formulation, and planning, the true challenge often lies in effectively communicating and gaining acceptance for these transformative ideas. A key aspect of this is the art of persuasion, ensuring that the merits of our proposals are not just understood but wholeheartedly embraced by decision-makers. This session is designed to empower leaders with the tools and insights needed to craft persuasive pitches, build a robust business case, and confidently communicate the ROI of their initiatives. Moreover, attendees will gain insights into the common pitfalls that can hinder their pitches and learn techniques to address objections frequently raised by executive leadership.

3/1/2024
Do you ever import data into Excel, and then spend a bunch of time manually preparing it for use? Perhaps you delete extra columns or rows. Maybe you need to split a single column into multiple columns, or, combine multiple columns into a single column. The good news is that many of these transformations can be fully automated with Excel! The Get & Transform tools built-in to Excel 2016 for Windows, formerly available as the Power Query add-in, are incredibly powerful. At a high level, they enable us to retrieve data from a variety of sources and prepare it for use as needed. In this session, we’ll use Get & Transform queries to help with several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. If you frequently export/import data from one system to another, you will want to understand how to use a Get & Transform query to streamline your work.
3/1/2024
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as those relating to adoption of new accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.
3/1/2024

Prior to the COVID-19 pandemic, telework in state and local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work and are reevaluating hiring practices to offer more telework and hybrid work options, not simply as a result of an emergency. 

This course will review various telework options and best practices for success. 

3/1/2024

This course is designed to provide learners with an understanding of the Internal Revenue Service (IRS) Cybersecurity Checklist and how it can be used to protect taxpayer data. The course will cover the basics of cybersecurity, including threats, risks, and vulnerabilities. Learners will be introduced to the IRS Cybersecurity Checklist, which provides a framework for organizations to assess and enhance their cybersecurity practices.

The course will cover the various elements of the IRS Cybersecurity Checklist, including access control, data protection, and employee training. Learners will gain an understanding of the importance of each element and how it contributes to the overall security of taxpayer data. The course will also cover best practices for implementing each element of the IRS Cybersecurity Checklist.

Throughout the course, learners will be presented with real-world examples of cybersecurity threats and breaches, highlighting the importance of effective cybersecurity practices. Learners will also be given practical exercises and assessments to reinforce their understanding of the IRS Cybersecurity Checklist.

*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.

3/1/2024

The thought of bartering, bickering, negotiating, even compromising often produce a negative connotation, and frequently fear, in one's mind. Each of us however, has to negotiate daily in every aspect of our lives. Negotiation is an integral part of creating value for the organization and your success depends on your skills as a negotiator.  This course will give you with a new perspective on the art of negotiation by equipping you with techniques, counter-techniques, and a framework for mutually beneficial results.

3/1/2024

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. Based on real life experiences.

3/1/2024

The term “automate” has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. In this session, you will learn how to crank up your automation projects and see first-hand how easy and effective automation can be. More specifically, this session shows you exactly how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.

3/1/2024

Understanding how you prefer to communicate impacts how you lead, solve problems, make decisions, form relationships, collaborate, provide feedback, influence, and motivate. It also indicates what is influential and motivating to you. In this program you will learn your own communication preferences, how to identify others' preferences, and how to flex your style.

3/1/2024

Do you often hear people complaining about coworkers or other departments? Do you have talented people with the right skills who struggle to collaborate and cooperate as a team? You’re not alone. This can be a common situation when people’s values, beliefs and their approach to solving problems differ. The key is to help everyone understand that our differences aren't bad – they’re interesting and extremely valuable. 

In this course, Tina guides you through tools and activities you can use to help your people (and yourself) broaden their perspective so they can more easily cooperate, collaborate, and communicate with the people around them. This program explores ways to help them connect, from personality assessments to team building activities. When coworkers or team-members understand each other better, it's easier to appreciate their differences.
 

3/1/2024

Did you know that AI can now write your marketing copy? Create videos with your digital likeness? Provide subjective advice to your clients? Produce training for your employees? Even if you're on the fence about trusting artificial intelligence tools, knowing about these technologies, especially when combined with forms of synthetic media (think deep fakes, but not nefarious), is important for any business leader. Imagine being able to have your likeness communicate in over 40 languages. Think about how amazing it would be to create customized content for every situation without building each piece from scratch. Marvel at how that *perfect* image can manifest from typing just a few keywords. In this session you'll learn about the evolution of communication technologies, how artificial intelligence has expanded our range of connective possibilities, and what possibilities exist for leveraging these channels of communication in your business.

Thankfully, Jan Fraser is your Reinvention expert! Jan has developed the 7 step process for reinventing.  In this course, Jan will introduce you to the steps and show you how you can emerge successfully on the other side of Reinvention, creating your best life and feeling good about yourself in the process!

3/1/2024

In the modern corporate landscape, the challenge for lean HR departments isn't just managing administrative tasks—it's about curating a meaningful and enriching employee journey. Small HR teams are uniquely poised to offer a level of personalization and touch that larger departments might struggle to replicate. These compact teams have the potential to craft individualized experiences, ensuring that each step of an employee's journey, from onboarding to advancement, resonates deeply and positively. Yet, knowing the potential and harnessing it are two distinct tasks. This session provides attendees with a deep dive into three transformative engagement strategies tailored for lean HR environments. By placing the employee journey at the heart of these strategies, HR professionals can ensure every interaction, every milestone, and every touchpoint is optimized for engagement, satisfaction, and growth. Discover methods that don't just streamline processes, but elevate the entire employee experience, creating a lasting impact on both individual careers and the organization's culture.

3/1/2024

Debt is a real problem for many clients, business owners, and the general public.  It can be ever increasing and causes financial, emotional and physical challenges that seem to spiral out of control.

What if you could help your clients “do debt differently”? This strategy turns the game upside down and presents solutions from the inside out.  As a CPA, you are already a trusted advisor for your clients.  What if you could help your clients be free of this burden?  This is a tremendous resource you can offer to your clients, expanding the value of what you offer them by adding these processes to your packages.  Clients will be happy to pay for this kind of relief as you support them in doing debt differently.  

If you are one of the many people who are personally burdened by this situation, these strategies, tools, mindsets and actions will personally help you get better results…so you can go back to the task of expanding and growing your business, sleeping better at night and gaining access to the creativity that will take you to your next level of financial fulfillment. 

Paying off debt is an inside/outside job.  Successful strategies include the internal shifts to mindset and enhancing the inner qualities that are most helpful in paying off debt, and practical tools to help make the transition from thinking about paying off debt to actually doing it. This program combines both -- emotional support and dozens of tools and action steps to Do Debt Differently, including:

  • An inventory process to objectively assess the situation and face it head on
  • Guided mind/body processes to alleviate anxiety about the situation
  • Creative exploration (writing and drawing) to gain clarity and specificity
  • Stories and discussion to strengthen your access to the qualities that will be most helpful to your success
  • Using a menu of options to create a personal action plan and an ongoing support team

The techniques in this program are creative and easy, but immensely practical.   We will combine practical, nuts-and-bolts action steps with powerful tools for mindset-shifting.

There is no reason to continue to suffer the burden and overwhelm of debt. Relief is here! Through discussion, interactive exercises, skill building, mindset shifting and powerful actions, you and your clients could be on your way to a debt free life. Please join me for this empowering approach to changing your financial situation.

3/1/2024

“How will I EVER get this all done?"  It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words!  Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm!

Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success.  It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. 

 

This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization.  For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier.  For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity.  You and your team will shine.  Your staff will feel appreciated and connected to their value as well as the company's goals.


Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'.  The quality of your question will impact the quality of your solution.  Learn the 7 questions that take you from confused and frustrated to creative and focused. 

3/1/2024

One of the three major forms of occupational fraud, along with corruption and asset misappropriation, is financial statement fraud. 

From improper asset valuation to fictitious revenues, this course will review financial statement fraud red flags and examine real-life examples. 
 

3/1/2024

It is the role of a leader to build and maintain a great culture in the organization. The culture is the driving force that shapes the attitudes and behaviors of everyone in the organization. A relationship driven organization is built on trust and is the most effective way to improve productivity, engagement, and the bottom line. Understand the components that enable trust to  be created and maintained throughout teams and organizations.

3/2/2024

The number of accounting applications available today can be staggering for businesses with up to $15 million in annual revenue! In addition, cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth. At the same time, traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. In this course, we will take a deep look into setting up a Quickbooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This session focuses specifically on the configuration options for the financial professional. QBO is an extensive application, requiring you to ensure you’ve correctly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO and some of the best 3rd party tools in the Intuit App Marketplace. Participants will leave this class supercharged with the knowledge of getting the most out of their QBOA subscription.

 

3/2/2024

The IRS has recently increased the pressure on how to calculate and report partner and shareholder basis.  Changes in the forms reflect these developments.  This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest and S corporation shareholder shares and loans. How to use the Form 1065, Schedule K-1  and Form 1120S, Schedule K-1 information for basis determination.  Illustrated examples with filled in forms will demonstrate how the processes works and their 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 leighanne.conroy@acpen.com.

3/2/2024

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.

3/2/2024

Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own.

In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn’t – this session is for you.

3/2/2024

This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax season.

**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.

3/2/2024

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.

3/2/2024

Microsoft Teams is one of the most exciting personal and organizationally productivity tools to ever appear on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few clicks of the mouse. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle with deploying and using Teams. 

In this session, you will learn how you can get up and running quickly in Teams so that you can take full advantage of this powerful tool. More specifically, you will learn how you can get started in Teams and critical decisions that will affect your deployment. Also, you will learn how to work in Teams, including how to take advantage of the chat, voice, and video call services and how to share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how you can add other applications into Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!

3/2/2024

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.

3/2/2024

The next five years are going to be eventful for CPA firms. The profession has never seen such rapid change, with new and changing technologies appearing almost daily! So, what will your firm do?

How can you keep up without getting overwhelmed by these fast-paced transformations in the profession and stay profitable during this turmoil? What are the best technologies to handle client interactions, PBC lists, electronic signatures, and Advisory services? How do the cloud, next-generation accounting software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

3/2/2024

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, as well an overview of K-2 and K-3 reporting requirements and effective dates.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

3/2/2024

Leaders have the right to exercise customary management functions.  Employees have the right to be kept free from discrimination.  Neither employer rights nor employee rights are absolute.  The courts are equally protective of the rights of employees and employers.  A courtroom is the wrong place for anyone to find this out.  This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.

3/2/2024

When performing a financial statement audit, auditors have always been responsible for the detection of anything that would cause a material misstatement of the financial statements whether caused by error of fraud.  However, in the past the audit profession focused on material misstatements due to errors and more or less ignored the possibility of misstatements due to fraud.  Now, SAS No. 122, AU 240 requires significant documentation as to what the auditor did in order to determine if there any material risk of a misstatement of the financial statements.  This presentation is an overview of what the auditor is to document in there working papers on every financial audit as to the procedures they performed in order to determine the risk of a material misstatement.  If a material risk is discovered, they are then required to document what they did in order to determine if the financial statements were misstated.

3/2/2024

The ethical challenge of trustworthy leadership has never been harder than right now.

We’re living in a time of major social change, generational transition, and troubling possibilities. People are dangerously agitated by uncertainty over what leadership to trust any more. They see angry culture conflict among citizens and between nations. They witness big failures of integrity in public and private spheres of leadership. Many feel afraid and alienated from institutions across the board.

Such heightened sensitivity guarantees that unethical behavior from untrustworthy leaders will inflict disproportionate harm. People trust leaders with authority only as long as that power is not abused. Leaders in our culture are duty-bound to uphold that foundational trust through their actions and words.

This updated session is meant for anyone who wonders how trustworthy leadership is even possible “these days”. Don’t despair. Moral courage plus basic ethical wisdom is the answer for all times. Whether you aspire to leadership or not, the information and questions presented in this course will enlighten and encourage.  

3/2/2024

In this session, participants will delve into the differences and similarities that coexist between the Baby Boomers, Gen X, Millennials, and Gen Z in the workplace. Guided by generational whisperer, Summer Jelinek, this immersive session will equip HR professionals with actionable strategies to foster understanding, drive productivity, and promote a harmonious working environment, irrespective of generational backgrounds.

3/2/2024

In today's dynamic business environment, preserving a unified and engaged team culture is more challenging than ever. As the rhythm of work accelerates and organizational structures evolve, silent threats can begin to undermine our established team dynamics. These undercurrents, if left unaddressed, can erode morale, dampen productivity, and weaken the team's cohesion. This session offers a deep dive into strategies that can help identify, address, and neutralize these challenges, ensuring a positive, resilient, and inclusive workplace culture. Attendees will be equipped with a blend of insights and actionable strategies, enabling them to both recognize and respond to these potential pitfalls.

3/2/2024

This course will focus on updated IRS procedures taxpayers and practitioners may use to either voluntarily withdraw or voluntarily disclose incorrect Employee Retention Credit claims.  The voluntary withdrawal procedures were introduced in Revenue Bulletin 2023-193 on October 19, 2023, and the voluntary disclosure procedures were set forth in Revenue Bulletin 2024-3 on December 21, 2023.  The voluntary programs offer taxpayers an opportunity to correct previously filed returns that are incorrect while offering penalty relief from filing erroneous or potentially fraudulent returns.  The opportunity to participate in these voluntary programs and benefit from reduced repayment and penalty relief expire on March 22, 2024 at 11:59pm.   This course provides an in-depth discussion of the programs and opportunities available to taxpayers and practitioners, and was updated on 1/10/24.

*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

3/2/2024

This two hour course will cover the GASB standards that are effective this year with a deeper dive into GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We'll also look at smaller standards that are effective for 2023 year ends.

3/2/2024

Practitioners and members in industry seeking a general business tax update or wishing to review key business tax topics and staff members desiring a business tax overview.

**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.

3/2/2024

Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing and credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review and audit clients with such matters, as well as with compilation engagements. This course addresses these issues and explores best practices and guidance provided by the AICPA's Code of Professional Conduct.

3/2/2024

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.

This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.

3/2/2024

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.

3/2/2024

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 leighanne.conroy@acpen.com.

3/2/2024

You don’t need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars and cents. We will focus on fundamental concepts for creating, editing, and utilizing Excel content. Participants will learn how to use Excel’s menus and other functions to craft Excel workbooks. Because this course is designed for newer users, we intentionally offer a broad overview of Excel’s numerous capabilities with in-depth coverage of selected resources tailored for non-accounting applications.

3/2/2024

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.

3/2/2024

Blockchain is one of the most-watched emerging technologies. Yet, few accountants understand how to use this technology to make existing ledger-based systems more efficient, effective, and tamper-resistant. In this session, you will learn the basics of blockchain-based ledgers. You will also learn about the fundamentals of cryptocurrencies such as Bitcoin and Ripple. Additionally, you will learn about emerging issues in these fields, such as stablecoins, central bank-issued digital currencies, smart contracts, and sovereign identity management. By attending this session, you will see how blockchain-based technologies will change your work with others.

3/2/2024

Tax planning is more than an estimated tax calculation, it's a process.  Where are we now and what can we change?  This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients!

**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.

3/2/2024

You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, “One day, I’ll learn how to write macros.” Finally, that time has arrived because this four-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA).

This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel’s Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

3/2/2024

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 leighanne.conroy@acpen.com.

3/2/2024

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.

3/2/2024

Google is one of the largest, most widely used and vital technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. Google developed and maintains a wide range of products that have changed how we learn, find things in our community, and communicate with the world. Further, Google offers a business-ready cloud productivity suite used by a growing number of businesses worldwide. Google brings together a wide range of communication and business tools under one roof to serve as the backbone of an organization’s technology infrastructure. Most users are familiar with Google’s search service or Gmail but are unaware of the other services they provide. Additionally, most users barely scratch the surface of the functionality of Google’s tools and services. This course looks at the most valuable features, apps, and services of Google that the busy working professional could better utilize. Course participants will learn to find better web results using search operators and tools. Further, they will understand Workspace and use it as an organization’s back office. They will learn to create dynamic, creative, and useful business documents using Google tools. They will learn to back up and sync their electronic documents to the Cloud using Google Drive. Finally, they will learn to grow their business and expand their marketing using Google’s marketing and website tools. This session finishes with a top-five list of Google's best-hidden secrets and functionalities. Beginners to advanced users of Google products will leave this course with a much deeper understanding of the services, time-saving tips to use the products more effectively, and practical advice on how to best leverage their incredible technology.

 

3/2/2024

Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing and credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review and audit clients with such matters, as well as with compilation engagements. This course addresses these issues and explores best practices and guidance provided by the AICPA's Code of Professional Conduct.

3/2/2024

With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.

In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

3/4/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024

The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and when uncovered, management and the board may question why an auditor did not identify it. The auditor’s responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as a lack of segregation of duties, can leave a firm vulnerable.

This course will discuss the audit procedures that should be performed in accordance with AU-C §240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit, and the most frequent types of fraud found in small to mid-sized entities along with internal controls that could be implemented to help prevent and detect them. We will look at various cyber fraud schemes and how they might be prevented or detected, the use of analytics as fraud risk procedures, and assessments of fraud risk in a Single Audit. This course features case studies.
3/4/2024
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.
3/4/2024
Learn how to leverage digital and traditional marketing and lead generation to meet your goals for attracting the right kind of clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
Adapting to the Engagement - Differentiating the Requirements of Preparations, Compilations, Reviews, and Audits is a critical foundational course. A CPA may perform various attest services under relevant professional standards, including compilations, reviews and audits. Reviews and audits are also considered assurance services, providing either limited or reasonable assurance that financial statements are free of material misstatement. In addition, the CPA may perform non-attest services, such as bookkeeping or preparation of financial statements. CPAs must fully understand the professional responsibilities related to each of these varying levels of services, in order to effectively and efficiently satisfy engagement objectives. Note: This course is recommended as a part of a 16-hour audit skills curriculum for beginning auditors and attest providers, while it is also appropriate for anyone who has assurance responsibilities under the SSARS. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024

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.

3/4/2024

Change is all around us and the pace of change is accelerating. Those who can effectively manage change will be the profession's future leaders. As organizations and the CPA profession continue to evolve, CPAs will need to have the ability to be resilient and thrive in an ever-changing world. This course will look at practical ways CPAs can not only accept change but also manage change effectively and efficiently.

3/4/2024

In the fast moving world where everyone is communicating through email, text and instant messaging we have forgotten the power of face-to-face conversation. Communication and connection is the foundation for building a thriving network and business.

During this talk, The Connector’s Advantage author, Michelle Tillis Lederman will inspire you to leverage the power of personal connection in the digital age while still incorporating the efficiency of virtual communication.
 

3/4/2024

We all want to be successful and deeply fulfilled, but most of us have not learned what really leads to a life of abundance, happiness, purpose, and great relationships.  In this seminar, you will learn the most effective methods for creating the life you really want.  In his interviews with such people as Oprah, the Dalai Lama, Deepak Chopra, Tony Robbins, Ted Turner, and dozens of others, Jonathan has learned what really works and what does not.  In this seminar you’ll learn the best personal and professional growth techniques he’s acquired over his career.  Once you know these great ideas and methods, you'll be able to take your life and career to a whole new level. 

3/4/2024
The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
This course describes how cyber attacks through impersonation are conducted. It also provides practical advice and recommended security controls to implement, reducing the likelihood and impact of an impersonation cyber attack. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024

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.

3/4/2024

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.

3/4/2024

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. 
 

3/4/2024

Poorly handled conflicts can lead to break downs in communication, reduced morale, and higher turnover. However, when managed well, conflict has the potential to bring value to the organization and the team. Conflict is a costly and often mishandled occurrence in the workplace. Successful conflict resolution occurs by listening to and providing opportunities to meet each side’s needs, and adequately addressing their interests so that they are each satisfied with the outcome. In this you will learn the different conflict modes, how to choose the appropriate strategy for your situation, and how relationships impact your ability to promote the positive outcomes and minimize the negative outcomes of conflict.

3/4/2024

Do you ever get tired of other people's complaining and negativity? How can you stay calm, upbeat, and motivated despite other people’s grumpiness, rudeness, or pessimism? This program is all about helping you be your best. Even though you may not be able to change your colleagues, customers, or even your boss, you can reduce your stress and frustration by changing how you respond. Staying positive and calm is easier when you learn how to build your immunity.

This course teaches you Tina’s proprietary five-step “Immunity to Negativity Formula™”. You’ll learn simple techniques for staying calm and choosing to respond as your best self. This is a key skill you can build for yourself so you can enjoy less stress and frustration. You can even teach others so they can improve customer service, teamwork, and relationships within your company. 
 

3/4/2024

If you...
- Produce or revise dashboards and reports
- Find your current reports and dashboards confusing
- Are frustrated by the length, complexity and structure of your existing reports
- Have many different styles of dashboards and reports in use and want to simplify things
- Need to create a consistent “house style” that can be replicated by different teams
- Want to look like a star by creating reports and dashboards that your internal customers love

... this workshop can help. In this session we explore the principles of what makes reports and dashboards easy, or hard, to understand, distil this into a simple set of rules and show you how to apply these rules using Excel.

3/4/2024

HR Professionals are business leaders who, regardless of their level of experience, are responsible for maintaining a high level of interpersonal proficiency in their job function. The willingness to gain a genuine understanding and respect for diversity and the incorporation of a safe and inclusive environment of employees in the workplace, is a strong measure of the HR Professionals’ efficacy in this area. This training is geared towards improving and/ or elevating the HR Professionals’ knowledge of cultural competence in the workplace and what it means to truly adopt a culture of diversity and inclusivity. When HR professionals take responsibility for teaching others about the differences and benefits that multiple cultures and diverse backgrounds bring to the organization, research shows that companies are more likely to win top talent and yield improvement in customer orientation, employee satisfaction and decision making, as well as a cycle of increasing returns.

3/4/2024

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.  

 

3/4/2024

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. 

3/4/2024

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. 

In this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.

3/4/2024
This course helps participants understand the relationship between compliance training, aggressive sales tactics, government investigations, and criminal prosecutions. Without compliance training on white-collar crime, sales professionals can make decisions in pursuit of commissions or quotas that lead to government investigations and prosecutions. Part 1 of this two-part course profiles the career path of Alec Burlakoff. Under his leadership, he built teams that generated more than $3 billion in sales for the pharmaceutical industry. Those training techniques also led to government investigations, prosecutions for white-collar crimes, prison terms, and corporate fines. Participants get real-life exposure to white-collar financial crime, showing the relevance of ongoing training in ethics, compliance, and corporate governance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
Introductory Session of Borenstein's Form 990 Foundational Series: This "initiation and introduction to" the Form 990's mechanics and importance will prevent you from drowning in the Form 990's force-field! More than 80% of the Form's inputs and relevant definitions are NOT found in the statutes and Regulations that apply to the exempt sector, a reality that can be overwhelming for both novices and more advanced preparers. This session provides an easy-to-digest synopsis of the entirety of the Form's key definitions as well as the mechanics that preparers need embrace from the moment they first approach preparing a 990. Packed with practical tips and perspectives on data gathering, this class is a "must" gateway for beginning (and even more experienced) preparers to learn "how to befriend Form 990 preparation." This webinar will vault preparers past all the initially confounding problems of the Form 990, providing baseline info on the critical nuances the form uses. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
You are likely familiar with the Trust Fund Recovery Penalty or TFRP, BUT - aside from appealing the proposed assessment, did you know that you can make a request to remove the TFRP by making an administrative request on Form 843 (Claim for Refund and Request for Abatement)? This program will provide an overview of the Trust Fund Recovery Penalty with an emphasis on evidence gathering and using Form 843 to prevail on the IRS as to why they should accept your request for refund, effectively undoing the TFRP. This will include what to request in a FOIA, what criteria need to be met for refund, analyzing the IRS' TFRP file, and reconciling requirements in the IRM. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.
3/4/2024

Review of the major employment laws governing the workplace, when they are triggered, and key compliance aspects under each law. This presentation is designed to give viewers enough information to issue spot when matters arise in the workplace. 

 

3/4/2024

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. 

This course will help attendees understand the nuances of the updated definition of a lease as well as other significant changes to terminology. Attendees will discuss the impact of the changes to financial reporting as well as the key challenges that governments and auditors will need to consider to properly implement the new standard. This interactive course includes the preparation of journal entries to assist in understanding impact.

3/4/2024

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.

3/4/2024

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!

3/4/2024

The ability to influence people is the one fundamental skill that every professional needs. All managers know how hard it can be to make views heard despite having persuasive points to make. The program gives participants all the techniques necessary to increase their influence and put the power of persuasion to work for them.

3/4/2024
Audit Documentation - Creating Workpapers That Pass Review is an important foundational course. Proper documentation is essential to a high-quality audit and other assurance services, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusions reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation. Note: This course is a part of a recommended 16-hour audit skills curriculum for beginning staff. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024
The course provides a concise overview of Environmental, Social and Governance (ESG) reporting -- an emerging system of non-financial record-keeping and governance. Around the world, organizations of all sizes and kinds are under increasing pressure from regulators, consumers, employees, and other stakeholders to provide a fuller and more integrated picture of the way in which entities operate, invest, and create value. This includes taking into account how their operations impact financial, manufactured, intellectual, human, social, relationship, and natural capital. Participants will walk away with an increased situational awareness of ESG reporting, and an ESG starter strategy. This can be used immediately to position themselves for ESG success in an era of growing expectations for conscious capitalism, ethical investing, and moral leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024

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.

3/4/2024
This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024

When we’re going through change and life feels out of balance, it’s normal to get stuck focused on all the problems and challenges that stress us out. How will the changes impact our team, our job, our lives? It doesn’t help that our brains are wired to anticipate the worst possible outcome. This wiring can make it difficult to be our best; to provide our best teamwork, our best ideas, and our best leadership. However, studies show that there are things we can do to shift our thinking so we can spend more time in positive emotions, like curiosity, enthusiasm, and optimism. Now everything gets easier and better, including:

~ Productivity
~ Customer relations
~ Change management
~ Teamwork
~ Leadership

Join Tina to learn and apply The Path for Positivity™ framework based in Positive Psychology. You will learn strategies and insights to help you experience less stress, a smoother transition, and higher productivity even when the future seems uncertain. Share the framework and strategies with your team, too.

3/4/2024

Although organizations are trying to create and manage diverse and inclusive workplaces, many are not aware of some of the best practices and simple strategies they can incorporate to promote such an environment. We are currently living in unprecedented times. Division, bias, and exclusion, based on factors associated with social injustice and a general lack of appreciation for diversity, seems to have become our current societal norm. With the high stress and anxiety created by these current trends in society, it is even more important for organizations to provide a safe space for their employees where there is a genuine sense of belonging and fair access to opportunity. The goal of this course is to outline the relationship between diversity and inclusion, while providing very practical strategies for HR Professionals in their role to promote a culture of diversity and inclusion in the workplace.
 

3/4/2024

We know that effective communication is essential to growing a career and a business. But we often don't take time to think through, concsiously, about how we communicate and how small changes could change the trajectory of our messages. This workshop is designed to give you a survey of multiple communication strategies and mistakes to avoid. We start by discussing how people make decisions--which is important to understand in the context of business communication and communication in the workplace. We then transition into common communication mistakes and actionable tools and tactics that you can use to overcome and avoid these mishaps.

3/4/2024

Business ethics is not something “nice to do” but can mean the difference between success, failure and survival in today’s competitive environment.  Being trustworthy, having consistent business principles and an outstanding reputation may provide an organization’s only long-term competitive advantage.  This updated webcast outlines eight steps to create an ethical business environment including specific ways for financial professionals to make better ethical decisions moving forward.

3/4/2024

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.

3/4/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024

This course focuses on the individual taking ownership for their career.  It provides tools and methods to assist and guide the individual to develop the collateral necessary in navigating their career.  It provides a Personal Marketing Plan that can be customized to fit the career objectives and goals of the individual. It also focuses on character self-awareness, crucial for long-tern career success.

3/4/2024
If you plan to or currently use Office 365, learning how to leverage the full breadth of features and functions of the OneDrive app for storing your files in the cloud is imperative. Leveraging OneDrive and SharePoint for your file storage platform maximizes your ROI in Office 365 because of the deep integration with other Office 365 apps. This course provides a thorough understanding of how to use OneDrive to maximize efficiency and security of your documents and files. Whether you have a OneDrive account as part of your Office 365 subscription, or as a stand-alone application, taking this course will be an invaluable learning experience. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024

This presentation will review what sex harassment is under the law, company compliance obligations, and describe how promoting a positive company culture can prevent sexual harassment in the workplace. 

 

3/4/2024

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!

3/4/2024
Most Staff Accountants learned Excel in college and many others learned Excel on their own, however most users never learned the important productivity tips that help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets with maximum effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/4/2024

How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicator’s effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual delivery techniques appropriate for the business environment, which can improve a speaker’s credibility, influence and impact. Depending on the course length other topics include; managing fear, organizing your presentation, increasing attention and interaction, handling questions, infusing humor, creating impactful visuals, and more.

3/4/2024
A respectful workplace provides the necessary foundation for an inclusive workplace. This course goes beyond what is legal versus illegal to review the boundaries of respectful workplace conduct. We will discuss the potential barriers to a respectful workplace, including unconscious bias, and how to reduce or eliminate those barriers.
3/4/2024

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.

3/4/2024

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 and dive 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.

3/4/2024

What obligations does an employer have when an employee needs to take a leave of absence? This presentation will provide an overview of the complicated, intertwined compliance obligations triggered when an employee requests a medical leave of absence (including for pregnancy, mental health, or addiction).

 

3/4/2024

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.

3/4/2024

This course covers FASB Accounting Standard Updates (ASUs) that impact not-for-profit entities. It includes a deep dive into the new disclosure requirements for contributed nonfinancial assets in ASU 2020-07. We also review the impact of COVID19 on accounting for various federal funding in response to the global pandemic.

3/4/2024

Target setting can drive breathtaking positive results, the moonlandings, the eradication of smallpox or the repair of the ozone layer, for example. 

They can also have a dark side that can put executives in jail, bring global businesses to their knees and even cause wholesale loss of life. 

Using practical examples and case studies, this course walks you through the steps you need to follow to design robust, effective and credible targets for your organization.

3/4/2024

No matter what role you play in your professional life, being able to command an audience--whether of one or of thousands--is an important skill. Public speaking, no matter how you slice it, is a practice that is worthy of attention. This workshop teaches you approachable strategies to improve your public speaking and presentation skills, recognizing that everyone comes with different comfort levels and experiences. There is no one-size-fits-all speaking style, and trying to force yourself into a specific presentation persona can be more harmful than helpful. Learn actionable tips to help you be more confident next time you need to take the proverbial (or literal) stage.

3/4/2024

Cash does not manage itself.  It is up to the CFO to establish practices and procedures for the short-term, mid-term, and long-term management of cash.  Every organization needs to control the availability of the right amount of cash, at the right time, at the right place.   This webcast will help you gain insights in cash management that will allow you to function at the highest level.

3/4/2024

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?

3/4/2024

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.

3/4/2024

What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust, and are known amongst your colleagues are all critical components of your future success. In this workshop Michelle Tillis Lederman, CEO and Founder of Executive Essentials, will discuss how to determine you brand attributes, demonstrate the nuances of body language on your professional presence, and discuss how to strengthen trust and the lasting impressions you make on your network, expanding upon lessons from her books The Connectors’ Advantage and The 11 Laws of Likability. 

3/4/2024

The HR role is full of communicative opportunities to multiple audiences. From communicating with partners, management, and stakeholders in the business, to onboarding new talent, to training existing employees and beyond. In fast-paced business environments, it's often overwhelming to keep up with the changes and making sure all of your communication and training is up-to-date and accurate. That's where AI and synthetic media can intervene. By leveraging these tools and technologies, HR professionals are able to change the way they communicate and create new content. This session will uncover ways to make this happen, providing attendees with knowledge of new tools and strategies to use these technologies.

3/4/2024

In today's dynamic corporate landscape, HR professionals are no longer just HR experts; they are integral business strategists. This session unveils the pivotal role HR plays in shaping and influencing a company's overarching business strategy. It emphasizes the need for HR to don the hat of a businessperson first and an HR professional second.

In this engaging presentation, we will delve into the critical strategic business concepts that HR leaders should not only grasp but also embrace confidently at the executive level. Moreover, we will explore how HR can navigate the fast-paced, technology-driven world by adapting to evolving strategic HR concepts.

Discover how HR can transform from a support function to a strategic partner, contributing directly to the organization's bottom line. Learn how to align HR initiatives with business objectives, fostering a synergy that propels the company forward. Join us as we explore the art of blending business acumen with HR expertise to create a winning formula for success at the executive table. It's time for HR to lead the way in strategic synergy!

3/4/2024

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. 

3/5/2024
Payroll is among the most common tasks an employer undertakes in the course of running their business. At it's most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. However, 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. Ethics in payroll is present in every step in the payroll process, from handling employee confidential information and dealing with pay, compensation and fringe benefits, to acting as an intermediary on behalf of federal, state, and local governments in the collection and remittance of payroll taxes. All levels of payroll staff- from payroll processor to payroll manager to CEO - encounter ethical considerations in their conduct when dealing with payroll matters. This course will discuss ethics as it pertains to payroll. Attendees will leave with a comprehensive framework for ethical decision making in the payroll function, as well as some real-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
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.
3/5/2024
This program reviews the various tax crimes, and what the government looks for when determining to prosecute a taxpayer or preparer. The emphasis is on reviewing the privileges, including 5th amendment, attorney-client and accountant-client. Also included is a discussion of the accountant's role in helping the attorneys prepare analysis, recreating records and looking at tax loss calculations for sentencing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
* This course is #9 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA’s new employee benefit plan auditing standard.

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 of SAS 136 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.
3/5/2024
You are likely familiar with the various forms of penalty relief (reasonable cause, administrative remedies, and first-time penalty relief), BUT can you apply this and consistently expect a favorable outcome? This program will focus on crafting a well-executed request for penalty relief, along with exploring a lesser-known option which can be employed as an effective case resolution tool. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
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.
3/5/2024
The course provides a concise overview of the most common conduct and ethical issues faced by IRS employees. This is based on an internal IRS directive entitled "Plain Talk About Ethics and Conduct". The document provides guidance to IRS staff at all levels on the agency's ethical standards. All IRS employees are subject to the Office of Government Ethics (OGE) Standards of Ethical Conduct. The OGE Standards, which are applicable to all executive branch employees, are uniform ethics regulations covering such topics as gifts between employees, conflicts of interest, appearances of a lack of impartiality, and outside employment. Participants will walk away with an increased situational awareness of the ethical requirements of IRS employees, and how practitioners can avert or prevent any potential ethical problems before they occur when communicating or interacting with IRS officials at any level. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024

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.

3/5/2024
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit.
3/5/2024
AICPAs Code of Professional Conduct - Exploring the Foundational Principles Underlying the CPA Profession as a whole will provide an overview of the basic principles of the AICPA's Code of Professional Conduct with practical implementation examples. CPAs must seamlessly transition to a profession that relies heavily on conformance with technical and ethical standards. It is critical for CPAs to seek to serve the public interest with a strong sense of character, integrity, competence, and due professional care. In addition, CPAs must appropriately safeguard any threats to independence and objectivity. Note: This course is recommended as a part of a 16-hour audit skills curriculum for beginning auditors, while it is also appropriate for anyone who has public accounting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
This course will outline, detail, and explain the specifics surrounding decentralized finance (DeFi), including examples of real-world applications alongside the accounting implications of different DeFi tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to be “under control” through their policies, practices and/or regulations. A core activity of financial management is to effectively protect the assets of their organizations, without significantly reducing new ideas and growth. This brief program provides insights and approaches to identify risk and manage the above noted trade-off. The course is designed for financial managers looking to quickly build upon their existing knowledge and experience, as well as to help to start the less experienced individual. It offers ideas that can be used immediately, as well as longer term approaches. Updated to include new information particularly in the areas of disaster planning, business continuity, and ethics, as well as a sample group exercise to test your current risk management systems.
3/5/2024
Once you've been involved in fraud case work, you'll never prepare a tax return the same again. So says an experienced CPA and fraud investigator who will run down the top ways to keep your clients on the right side of IRS trouble. Technology has changed how we approach a tax return as we fill out the forms based on information that may not be as accurate as we think. Learn how to help your clients implement some basic technology in order for you to provide trusted advisory service to minimize the exposure to potential tax audit issues. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024

This program will explain the new rules for deducting travel, meals and entertainment expenses and the TCJA disallowance of business entertainment expenses.  Documentation requirements and planning opportunities related to travel, entertainment, and automobile expenses will also be addressed.

3/5/2024

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.

3/5/2024

This course covers FASB Accounting Standard Updates (ASUs) that impact NFPs. It includes a deep dive into the new disclosure requirements for contributed nonfinancial assets in ASU 2020-07. We also review the impact of COVID-19 on accounting for various federal funding in response to the global pandemic. Then we will turn our attention to the audit side of the house and focus on changes to the auditor's report. The course closes with a look at the new compliance supplement and changes to the Uniform Guidance.

3/5/2024
This course will help you develop a strategic marketing and business development plan for your firm using 7 key principles to help maximize lead generation. You will learn how to establish and grow your B2B business in any niche using time-tested strategies, proven processes for attracting and retaining customers, and how to measure your results so you can spend your money and time effectively to own your market and attract higher ROI clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024

In this session, participants will delve into the differences and similarities that coexist between the Baby Boomers, Gen X, Millennials, and Gen Z in the workplace. Guided by generational whisperer, Summer Jelinek, this immersive session will equip HR professionals with actionable strategies to foster understanding, drive productivity, and promote a harmonious working environment, irrespective of generational backgrounds.

3/5/2024

There is always too much to do and too little time to do it all.  Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. 

In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do.  We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals.

3/5/2024
Session 1 of Borenstein's Form 990 Foundational Series (NOTE: CREDITS & LEVEL HAVE BEEN EXPANDED FOR 2023-2024 YEAR!) A "related organization" for Form 990 purposes is a unique concept that does not tie to generally employed business or accounting definitions. Identifying such entities is a crucial first preparation step called for in the 990 instructions. Indeed, the presence of "related organizations" impacts the managers reported on the Core Form's Part VII-A and various other 990-reporting disclosures! This 990 "term-of-art" is deceptive, starting out with "parents," "subsidiaries," and "siblings," but applying a unique and extremely broad definition of "control". This session fully illuminates, with real-world explanations, both key "basics" and common nuances that readers and preparers of the 990 need be aware of in testing for "control" of a nonprofit organization or when control is not direct but may be "indirect." Multiple examples covering the precepts in this realm are provided. While the focus here is on properly identifying a filer's related organizations, the disclosures required on Form 990's Schedule R are also covered. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
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.
3/5/2024
Ready to make radical leaps in your critical thinking? In a world of rapid change and unreliable information, we need the ability to separate fact from fiction, recognize flawed assumptions, and have clarity under pressure. This course will teach you how to audit your thinking and build effective reasoning strategies for all types of situations. You will achieve dramatic improvements in judgement, problem solving, memory, and learning. This course will make you more flexible, adaptable, creative and resilient, and provide a cognitive toolkit you can carry for life. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024

Why can it be hard to automate accounting? Because many accountants don’t know their options and, therefore, fail to reap the rewards of accounting automation.

This session will teach you how easy and profitable accounting automation can be. In it, you will learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.

3/5/2024

Data Loss Prevention (DLP) is a means of creating and enforcing security policies in an organization. For example, you can create DLP rules that programmatically block all outbound email messages containing Social Security or credit card numbers. Unfortunately, most business professionals have yet to discover DLP and how it improves security.

In this session, you will learn the fundamentals of DLP and, through demonstrations, see how you can use DLP to enhance organizational security. You do not want to miss this chance to learn how to take advantage of one of the most innovative security options available to you!

3/5/2024
This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
This course provides a concise overview of Google Sheets, a cloud-based spreadsheet application by Google. Similar to Excel, the tool allows users to enter numbers, apply formulas, prepare graphs, create charts, use pivot tables and more. While Excel is the default tool and industry standard for most accountants, Sheets has many underrated capabilities which are clearly superior to Excel. These include online collaboration, team communications, mobility, version control, revision history, cloud storage, translation, Google integration, and scores of third-party add-ons. You'll walk away knowing how to use a whole new array of spreadsheet features not found in Excel that can boost your analytical powers and accelerate your financial workflow. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024

Increasingly, accountants and auditors are called upon to use data analytics to understand and improve results. Yet, many professionals struggle with the concept of data analytics and remain unaware of how to obtain the results needed using tools they already own.

In this session, you will learn about the four primary types of data analytics and when to use each. Further, you will learn how to generate meaningful analytical measurements using Excel, Power BI, and other tools and, more importantly, how to interpret the results. If you seek to use data analytics – and who isn’t – this session is for you.

3/5/2024
Professional Skepticism - Creating a Mindset for Finding Fraud and Error is a critical skill for audit and other attest services. The public places a high value on assurance services provided by an external public accountant, as the CPA's involvement directly enhances the degree of confidence intended users can place on the financial statements to make economic decisions. A proper mindset, including professional skepticism, is a critical feature of a high-quality audit or other attest service. Professional skepticism is an essential attitude that enhances the ability to identify and respond to conditions that may indicate possible material misstatement, whether due to fraud or error. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income.

**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.

3/5/2024

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.

3/5/2024

In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement.  This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
 

3/5/2024
One of the most significant challenges facing auditors is the prevalence of fraud that exists in today's business environment. All auditors should have a working knowledge of the requirements in professional literature regarding fraud. We will cover the issues that all auditors need to know about fraud and the people who commit fraud. This course will provide horror stories about frauds that have occurred and how they were detected. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization’s strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management’s decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant’s further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data, and reinforces the status quo. Budgets are about the organization’s story, not just the raw numbers!
3/5/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/5/2024
This course helps participants understand the relationship between compliance training, aggressive sales tactics, government investigations, and criminal prosecutions. Without compliance training on white-collar crime, sales professionals can make decisions in pursuit of commissions or quotas that lead to government investigations and prosecutions. Part two of this two-part course profiles the career path of two sales professionals. Both went through government investigations and criminal prosecutions because of decisions they made during business development. Course participants learn how some team members respond to compliance training and get ideas on how to improve effectiveness of training techniques to lower business exposure to government investigations, prosecutions for white-collar crimes, prison terms, and corporate fines. Participants get real-life exposure to white-collar financial crime, showing the relevance of ongoing training in ethics, compliance, and corporate governance. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.
3/5/2024
Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.
3/5/2024
Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy, while providing more value for businesses and customers alike. In the long term, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI.
3/5/2024

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.

3/5/2024

Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!

3/5/2024

This program addresses the recent changes imposed by recent tax legislation that real estate owners and investors need to know, including Section 199A, the new Section 163(j) interest expense limits and the opportunity to elect out.  An introduction to opportunity zones and other important issues will also be addressed.

**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.

3/5/2024

GASB has been very busy issuing standards impacting state and local governments. This course begins with a deeper dive into GASB 87, Leases. by reviewing the impact for both lessees and lessors. We will also cover other standards effective this year impacting state and local governments including the recently renamed annual comprehensive financial report and reference rate reform.

3/5/2024

You often can perform an audit in accordance with all of the standards, and still have a substandard audit IF you did not get out among the clients employees (let them know you are there and where you located), talk to as many people as you can regardless as to whether you may think that they may have any helpful information; constantly observe your surrounding where ever you are at (you never now what you might see) and lastly, listen to not only what people are saying to you but are also saying around you.

This presentation is designed to illustrate the importance of making yourself available to your client’s employees, let them know that you are there and where you can be found. Talk with them because if there is a problem, somebody knows and they will often tell you all about it IF you just ask them.  Look at your surrounding everywhere you go.  What are you looking for?  I don’t know but I’ll know it when I see it. Lastly, listen to what they have to say.  Every word is important because they may say something that you had not asked about. 

Remember, you never want to discover something and go to an individual who you determined knew about it and ask, why didn’t you tell me about this and their response was, you never asked me!

3/5/2024
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to identify which parts are applicable to a given taxpayer. The filing requirements are broad and often not very intuitive, catching many practitioners unaware that more schedules and parts are applicable to more taxpayers than anticipated. This course includes a deep dive into the domestic filing exception, as well as a discussion of filing requirements of each part of Schedule K-2. Please note: Surgent also offers a companion course, “Schedules K-2 and K-3: Preparation of Forms” (KPF2).
3/5/2024

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.

3/5/2024

This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including 2023 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 leighanne.conroy@acpen.com.

3/5/2024

Combatting today’s cybercriminals takes all of us 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 considerations if you prepare tax returns. Learn how to fulfill your obligations by participating in this session.

 

3/5/2024

The GASB has been working on some big projects lately. This course starts with a look at the GASB standards effective this year, including GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We will include practical applications in the form of case studies to apply the topics. We will then switch gears to the GASB standards coming down the pike, including the major projects of the GASB.

3/5/2024

How do you keep your team connected with the limitations of virtual meetings? Suddenly, it’s more important than ever for each member to understand and appreciate their differences; to see beyond the screen and see each other’s human-side to maintain trust. In this session, Tina Hallis, Ph.D., will explore the neuroscience of trust and why it’s critical for optimum teamwork. But more importantly, you will leave with specific strategies and tools that you can choose from to use with your people. 

3/5/2024

Leaders have the right to exercise customary management functions.  Employees have the right to be kept free from discrimination.  Neither employer rights nor employee rights are absolute.  The courts are equally protective of the rights of employees and employers.  A courtroom is the wrong place for anyone to find this out.  This course provides practical knowledge on how to effectively balancing these two sets of rights, such that employees and leaders stay out of court. Employers avoid lawsuits, rather than win lawsuits.

3/5/2024

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.

 

3/5/2024

When we verbally communicate with an individual, we must make a conscious decision as to whether we believe what we have heard.  Little do we realize that we are not making a decision based on what we have heard; rather we make a subconscious decision based primarily on what we have seen, or how the body was behaving when the subject was speaking.  We often walk away from a conversation with a gut feeling that the person was not telling the truth.  That gut feeling is your subconscious.  Yet we often have no idea as to why we have that feeling.

This presentation is designed to provide the participant with the tools to identify those both verbal and nonverbal indicators that we all give off when we are under stress.  Normally, telling the truth does not create stress.  When we lie, we know that we are not supposed to and that creates stress, and it will manifest itself in some manner, and that is what a trained interviewer is looking to observe.

When we observe indicators of deception, how do we deal with it?  How do we get the subject to admit to a wrong-doing when it is not in their best interest to do so?  That is one of the many things that will be addressed in this presentation.  Whether you are a parent dealing with you kids; an employer dealing with employees or and investigation interviewing a suspect, this presentation will provide you with the tools to assist you in finding the truth.

3/5/2024

A harmonious working environment is one in which people feel safe, seen, heard, and respected.  Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting.  This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence,such that personal and employer liability is avoided.

3/5/2024

As reported in the Association of Certified Fraud Examiners Occupational Fraud 2022:  A Report to the Nations, on average, small businesses lose 5% of their revenue due to fraud.  Can the average small business owner afford to lose 5% of their revenue due to fraud?  I think not.  This presentation is designed to illustrate the numerous ways employees commit fraud in small businesses, how to detect it, and most importantly, how to prevent it.  Both auditors and small business owners would both benefit from this presentation.

3/5/2024

CPAs in public practice are required to maintain independence. In this course, we will discuss concepts associated with independence and review the rules from the AICPA Code of Professional Conduct with a focus on their practical application. 

We will also review the recently issued ethics interpretations from the Professional Ethics Executive Committee (PEEC), which impact independence, and discuss practical methods of implementation. 

3/5/2024

To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants.  In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.

3/5/2024

Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization?  What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing?

How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.

3/5/2024
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc. 
3/5/2024
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues and the ramifications.  What are the considerations and evaluation criteria to use? The need to carefully deliberate alternatives – is paramount. Be aware. 
3/5/2024
You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.
3/5/2024
What happens when businesspeople think they can lie and cheat at work, as long as it makes a profit? Some believe that business is like war, and there are no rules!  Do you really want to behave differently in business than in your personal life? Can, or should, ethics be ‘switched on’ or off?
3/5/2024

In order not to perform an excessive number of audit procedures (over audit) auditors must perform procedures in order to determine in what areas are there weak internal controls that could result in a risk that the financial statements would be materially misstated and not be detected.  SAS No. 122, AU 300 – 499, Measuring Audit Risk provides guidance as well as required procedures that must be performed in every audit in order to determine the risk of material misstatement.  No longer can the auditor state that they assess the risk of material misstatement at maximum without having a basis for making such assessment.  As a result, the standards now require that the auditor make such an assessment of a material misstatement of the financial statement on every audit in order to have a basis for such assessment.  This program is an overview of the statement documentation requirements in assessing such a risk.

3/5/2024

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.

**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.
 

3/5/2024

In the dynamic landscape of modern workplaces, the ability to retain top talent and foster employee engagement is a key determinant of organizational success. "The Education Advantage" is a one-hour program designed to help HR professionals, employers and employees understand:

  • Turnover Costs
  • Cost of Disengaged Employees
  • Professional Development as a Strategic Imperative
  • Employer Hesitations
  • How to Embrace Professional Development Initiatives
  • Types of Educational Opportunities

This one-hour session is ideal for HR professionals, managers, and organizational leaders seeking tangible solutions to elevate employee engagement and retention through strategic professional development. Elevate your workforce and organizational success with "The Education Advantage."

3/6/2024
CPA's are responsible for understanding (1) the presence of fraudulent activity, (2) that financial reports are complete and accurate, and (3) applying the going concern principle to a business. Appropriate cybersecurity controls, processes and oversight directly impact these three areas. Fraud Bad actors can exploit systems with weak security controls to perform fraud. The increasing prevalence of hacked systems reflect this. Bad actors are stealing data, intellectual property, financial assets, and other information. Digital fraud is becoming more prevalent and can be substantially more damaging than historical types of fraud. Not only can digital fraud result in financial loss, but it can subject companies to expensive lawsuits, damage reputations and can even put a company out of business. Complete & Accurate Financial Reports Having cybersecurity controls on systems and networks is critical to ensure information reported in financial statements is complete and accurate. Data residing in financial reports is processed, stored and transmitted using IT Systems. It is important for CPA's to understand the required cybersecurity controls to prevent or detect inaccurate data in financial reports. Going Concern With an increasing volume of system hacks (e.g. Target, Experian, Sony, and most recently the US Government), it is no longer "if" you're going to get hacked, it is "When." If organizations do not have appropriate cybersecurity controls in place to protect against an attack, then a malicious hack can put them out of business. An organization's cybersecurity posture should be a factor in evaluating the Principle of Going Concern. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024
The COVID-19 pandemic has altered corporate and public accounting in ways we could never have imagined. This broad-based course will discuss accounting and auditing implications that have arisen as a result of the pandemic. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024
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. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. 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 new 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.
3/6/2024
This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024
This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards to audits of Small- and Medium-Sized Entities (SMEs). Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy smooth sailing in their peer reviews, guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

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.

3/6/2024

All business professionals need access to the necessary technology to help them perform their jobs efficiently and effectively. Yet, no one should overpay for their tech stack. Unfortunately, though, many are overpaying and have yet to realize it. In this session, you will learn valuable tips to help you simplify and economize your technology stack. Participate in this session to avoid the risk of overpaying for your tech tools.

3/6/2024

This program provides an update to the latest tax developments, rules and regulations affecting individual taxpayers, including a review and integration of late 2022 and 2023 legislation.  The content of the course will include expected late 2023 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 leighanne.conroy@acpen.com.

3/6/2024
Payroll is everywhere. It is one of the most common tasks an employer can perform and can be found embedded in nearly every facet of the business and individual tax realm. For many, it is something they encounter regularly, but without any knowledge of how it really works, so it remains a black box. Join us as we un-box the Top 10 most commonly asked questions about payroll from an employer perspective. We'll cover the answers to questions you didn't even know you had and build on the fundamentals of payroll that will help make that black box a bit more transparent. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

Volatility and complexity are the new normal. Most organizations are drowning in data, but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics – descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO’s function catch up?

3/6/2024
Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less, and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This course instructs accounting managers on how to deal with change and stress in the workplace. Before it affects them in a negative way, the accounting professional will learn how to best manage the changing work environment and the stress that comes with it. "The first wealth is health," remarked Ralph Waldo Emerson, but for many of us, stressful jobs are putting our health at jeopardy.
3/6/2024

According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.”  CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators.  This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy.

3/6/2024

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.

3/6/2024
Recently issued accounting standard updates provide important clarifications for determining whether a not-for-profit (NFP) organization's transactions are an exchange transaction or a contribution. This course will provide those responsible for preparing financial statements for NFPs examples of the proper accounting for exchange transactions covered by ASU No. 2014-09 versus contributions covered by ASU No. 2018-08. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024
In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being “always on,” with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys, and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state.
3/6/2024
This segment will focus on the analytical process required to derive a logical and supportable estimate of value for a regulated marijuana businesses and related intellectual property rights. Valuing recreational and medical license rights for marijuana cultivation, processing or retailing will be emphasized with a focus on use of the income and market approaches to value. A sample sanitized appraisal report will be provided and discussed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

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."

3/6/2024

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.

3/6/2024

This course is designed to equip HR leaders, managers and business owners with the knowledge and skills needed to effectively minimize conflicts in the workplace. Participants will learn about the various sources of workplace conflict, how to identify and address conflicts before they escalate, and how to implement effective conflict resolution strategies. The course will also cover topics such as communication skills, active listening, and conflict management techniques. By the end of the course, leaders will be able to create a more positive and productive work environment, reduce turnover, and promote employee satisfaction.

3/6/2024

The market for accounting solutions designed for small businesses has never been better! From traditional desktop applications to newer Cloud-based solutions, small businesses have affordable options available today that were unthinkable for many just a few years ago. In this seminar, you will learn about these options and receive the benefit of an unbiased comparison of many of today’s leading solutions, helping you make an informed decision about the future direction of your accounting platform.

Solutions from Intuit, Sage, Xero, Wave, Zoho, and others will be reviewed and compared to help you decide whether you should remain with your current platform or switch to a different one. Additionally, you will learn about various third-party add-ins to help you make informed decisions about issues such as automated data entry, sales tax processing, reporting, and business intelligence. In sum, if you are the least bit curious about the accounting options available for smaller businesses, this is the most critical session you will participate in this year.

3/6/2024

This course will keep you informed about what’s going on in Uniform Guidance including the new compliance supplement including a focus on ARPA funding. We will also review the 2020 update to the Uniform Guidance. We close with a look at Part 6 of the Compliance Supplement with a focus on internal controls over compliance which is a common audit deficiency. This course will help firms keep up to date with the information they need to perform Single Audits in these changing times.

3/6/2024

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 session will cover:

Understanding and Preventing Budget Calamities
•    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.  

3/6/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

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.

3/6/2024

The Uniform Guidance identifies COSO and Green Book as best practices in internal control. This course will cover the background on COSO and its 2013 update. We’ll also review the application of COSO to Green Book. Attendees will learn how to leverage Part 6 of the Compliance Supplement for documentation of internal controls.

3/6/2024

The adage, “what gets measured, gets managed,” has never been more true than it is today. Organizations of all kinds and sizes are creating systems and processes to categorize, track, and report on many of their operations by creating reports featuring key performance indicators (KPIs). This session will teach you about many different kinds of KPIs. Further, you will learn how to find data and use tools like Microsoft Excel and Power BI to measure performance. You will also identify the benefits and drawbacks of using KPIs in management philosophies like holacracy to make it easier for employees to know in real time where they stand.

3/6/2024

This program provides an update to the latest tax developments, rules and regulations affecting business taxpayers, including a review and integration of 2022-23 legislation.  The content of the course will include expected late 2023 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 leighanne.conroy@acpen.com.

3/6/2024

This course covers the important information needed when performing Yellow Book and Single Audit engagements. Areas of focus include the updated independence requirements in Yellow Book as well as the 2021 Yellow Book Technical correction. We'll also review the AICPA’s reporting standard and its impact on the auditor’s report as well as the Compliance report for Single Audits. We will then switch gears and cover the Uniform Guidance including the most recent changes issued in 2020 as well as the impact of COVID-19 on Single Audits.

3/6/2024

If you are efficient and want to learn lessons from the best in a short time, this seminar is for you.  Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective.  The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think?  These lessons are valuable for every business leader. 

3/6/2024

This course will focus on updated IRS procedures taxpayers and practitioners may use to either voluntarily withdraw or voluntarily disclose incorrect Employee Retention Credit claims.  The voluntary withdrawal procedures were introduced in Revenue Bulletin 2023-193 on October 19, 2023, and the voluntary disclosure procedures were set forth in Revenue Bulletin 2024-3 on December 21, 2023.  The voluntary programs offer taxpayers an opportunity to correct previously filed returns that are incorrect while offering penalty relief from filing erroneous or potentially fraudulent returns.  The opportunity to participate in these voluntary programs and benefit from reduced repayment and penalty relief expire on March 22, 2024 at 11:59pm.   This course provides an in-depth discussion of the programs and opportunities available to taxpayers and practitioners, and was updated on 1/10/24.

*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

3/6/2024

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.
 

3/6/2024

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.

3/6/2024

“How will I EVER get this all done?"  It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words!  Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm!

Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success.  It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. 

 

This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization.  For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier.  For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity.  You and your team will shine.  Your staff will feel appreciated and connected to their value as well as the company's goals.


Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'.  The quality of your question will impact the quality of your solution.  Learn the 7 questions that take you from confused and frustrated to creative and focused. 

3/6/2024

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.

3/6/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

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. 

3/6/2024

The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.

3/6/2024

Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.

3/6/2024

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.

3/6/2024

Over the last few years, mental health has become more of a mainstream issue. In fact, statistics indicate that approximately one in four adults experience a mental health condition.  Therefore, it is more important now than ever for organizations to make mental health and wellness a priority, given all the rapid changes leading to higher levels of stress and uncertainty in the post-COVID workplace. 

The goal of this course is to outline the signs of mental health challenges in the workplace, such as changes in behavior, mood, or performance, while providing practical strategies for HR Professionals and Business Leaders to build and implement accommodations for a mentally healthy work environment.

3/6/2024
Teams is designed to be the foundation for all that you do in Office 365. If you understand and embrace that tenet, you will maximize the ROI of your Microsoft 365 subscriptions. The course will explain and demonstrate how Teams can be implemented as a central hub for accessing all your M365 applications and data. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will share a number of best practices for deploying Teams to increase communication, collaboration and knowledge sharing within your organization, as well as externally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

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 session will cover:

Building Flexible Budgeting Models: Walking Through and Crunching The Numbers

•    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. 

3/6/2024

This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit.  The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit.  Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed.  Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet.  Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions.  Were the auditors just sloppy, ignorant, negligent?  Or were they active participants in producing fraudulent financial statements?  You be the judge.

3/6/2024

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.

3/6/2024
You love movies. You enjoy TV. You read books. That's why this is the webinar for you. The best works in popular culture provide valuable lessons in how to live your life well. Sometimes they show what *not* to do, which is just as important. A good story well told is the best way to learn what it means to be both a successful CPA and an honorable human being. This dynamic one-hour presentation will provide you with a list of recommended movies, TV shows and books that are enjoyable, provocative (in the best way), and guaranteed to yield rich dividends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024
Successful accounting and finance leaders are in a highly competitive workplace environment. They are a lot like the coaches of winning teams. They may lack the whistle and the playbook, but it's their job to inspire people to give their all. They may not be yelling directions from the sideline; however, they do deal with real-time performance problems, discipline issues, and bad attitudes. Leadership is serious business. A high-energy atmosphere at work makes for happier employees, who are in turn more productive. But this culture does not happen by accident. You have to create it. A key component to success comes from eliminating barriers by ensuring the team is not sidetracked by conflict. In addition, the best leaders have a vision and share it. Then along the way, they set goals so the team can move forward. This course will help you transform into a forward-thinking and results-driven strategic accounting leader. You will learn leadership best practices to achieve results and be seen as a credible and trusted leader.
3/6/2024
This session introduces theories on human nature and organizational factors affecting ethical choices. Robbie examines the role of gossip in the workplace, provides tools for ethical decision making and offers concrete actions for creating and sustaining an ethical work environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

This program provides an update to the latest tax developments, rules and regulations affecting both business and individual taxpayers, including a review and integration of 2022-2023 legislation.  The content of the course will include expected late 2023 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 leighanne.conroy@acpen.com.

3/6/2024
The FTC Safeguards Rule moved into the "penalty phase" on June 9, 2023. Under the rule, tax preparers and firms providing services of a financial nature to clients must implement security plans to protect client data. Failure to do so may result in an FTC investigation including possible stiff penalties. Combatting today's cybercriminals takes knowledge, good technology, and training for staff, because data thefts at tax professionals' offices are on the rise. The requirements are outlined in various publications, including IRS Publication 4557. Any professional who holds a PTIN falls under the Pub 4557 requirements. The best way for firms to demonstrate compliance with both IRS Pub 4557 and the FTC Safeguards Rule is with a Written Information Security Plan (WISP). In this 2.5 CPE Master Class, participants receive expert-led instruction plus over 20 downloadable and editable templates, policies, and guidelines designed to help them quickly create and roll out their WISP. Wading through the relevant IRS Publications and FTC rulings can be challenging and most courses only explain what you need to do, leaving you to figure out how. This class is DIFFERENT. Expert instruction by: Randy Johnston, CPA, K2 Enterprises Dawn Brolin, CPA, CFE, Powerful Accounting, Inc Steve Perkins, CIO, HoganTaylor LLP Andrew Lassise, CEO, Tech4Accountants This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics and entertainment.  While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive and sometimes outright shy.  Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert.  We will discuss proven methods to better understand introverts, how to manage them, and how to get the most out of their amazing talents.  If you want to enhance your leadership skills, this seminar is for you. 

3/6/2024
This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/6/2024

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.

3/6/2024

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. 

3/6/2024

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.

3/6/2024

SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. This audit standard amends AU-C 315, making many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315.

3/6/2024

Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features.

Make plans to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.

3/6/2024

In today’s business climate, data is king! Organizations of all sizes collect and manage more data than ever, and that trend will continue. The number of apps, services, and platforms we use increases yearly in this environment. Thus, we must standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that.

Conquering your data can help improve efficiency and effectiveness and reduce costs and errors within your organization. This course will teach you various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session to truly integrate your data and reap the benefits of improved efficiency and control.

3/6/2024

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 session will cover:

Avoiding Budget People Issues:  Managing Budgeting’s Soft Side

•    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.  

3/6/2024

Although Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to their fullest potential means you can access your files when and where you need them. Further, sharing your files and collaborating with others is easy when using OneDrive correctly. In this session, you will learn best practices for taking full advantage of OneDrive.

3/6/2024

Did you know that AI can now write your marketing copy? Create videos with your digital likeness? Provide subjective advice to your clients? Produce training for your employees? Even if you're on the fence about trusting artificial intelligence tools, knowing about these technologies, especially when combined with forms of synthetic media (think deep fakes, but not nefarious), is important for any business leader. Imagine being able to have your likeness communicate in over 40 languages. Think about how amazing it would be to create customized content for every situation without building each piece from scratch. Marvel at how that *perfect* image can manifest from typing just a few keywords. In this session you'll learn about the evolution of communication technologies, how artificial intelligence has expanded our range of connective possibilities, and what possibilities exist for leveraging these channels of communication in your business.

Thankfully, Jan Fraser is your Reinvention expert! Jan has developed the 7 step process for reinventing.  In this course, Jan will introduce you to the steps and show you how you can emerge successfully on the other side of Reinvention, creating your best life and feeling good about yourself in the process!

3/6/2024

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 session will cover:

Budgeting:  Presenting and Communicating your Numbers

•    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. 

3/6/2024

If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how.  

3/6/2024

Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives.  Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth.  This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit.  Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices.

3/6/2024

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.

3/6/2024

Debt is a real problem for many clients, business owners, and the general public.  It can be ever increasing and causes financial, emotional and physical challenges that seem to spiral out of control.

What if you could help your clients “do debt differently”? This strategy turns the game upside down and presents solutions from the inside out.  As a CPA, you are already a trusted advisor for your clients.  What if you could help your clients be free of this burden?  This is a tremendous resource you can offer to your clients, expanding the value of what you offer them by adding these processes to your packages.  Clients will be happy to pay for this kind of relief as you support them in doing debt differently.  

If you are one of the many people who are personally burdened by this situation, these strategies, tools, mindsets and actions will personally help you get better results…so you can go back to the task of expanding and growing your business, sleeping better at night and gaining access to the creativity that will take you to your next level of financial fulfillment. 

Paying off debt is an inside/outside job.  Successful strategies include the internal shifts to mindset and enhancing the inner qualities that are most helpful in paying off debt, and practical tools to help make the transition from thinking about paying off debt to actually doing it. This program combines both -- emotional support and dozens of tools and action steps to Do Debt Differently, including:

  • An inventory process to objectively assess the situation and face it head on
  • Guided mind/body processes to alleviate anxiety about the situation
  • Creative exploration (writing and drawing) to gain clarity and specificity
  • Stories and discussion to strengthen your access to the qualities that will be most helpful to your success
  • Using a menu of options to create a personal action plan and an ongoing support team

The techniques in this program are creative and easy, but immensely practical.   We will combine practical, nuts-and-bolts action steps with powerful tools for mindset-shifting.

There is no reason to continue to suffer the burden and overwhelm of debt. Relief is here! Through discussion, interactive exercises, skill building, mindset shifting and powerful actions, you and your clients could be on your way to a debt free life. Please join me for this empowering approach to changing your financial situation.

3/6/2024

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.

3/6/2024

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!

3/6/2024

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. 

3/7/2024
What do you do when the routine audit is no longer routine? This program discusses "eggshell audits", which are civil IRS exams but where we as the practitioner become aware there is potential tax fraud. Potential pitfalls, how to navigate the issues and when to bring the attorneys into the picture will be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024
Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology-based solutions, will show you how you can position your firm and yourself as a go-to advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a must take. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024
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.
3/7/2024
Bounded ethicality explores the edges of ethical decision-making and the invisible borders that exist in our ethical judgment. In an entertaining and enlightening session, we will unveil surprising judgment errors we make when we face ethical dilemmas and search for the reasons behind them. We will explore areas of ethical decision-making where people consistently predict they will do the right thing but rarely do so. We will find out why people repeat stubborn errors of ethical judgment, and review steps that behavioral researchers have identified that can help us stop making these errors once and for all. We will identify ways to recognize our own errors and steps we can take to improve our ethical thinking. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024

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. 

3/7/2024

Staff accountants have specific needs when working with Excel – needs that are often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically pleasing reports, and create accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills they need to maximize their efficiency and accuracy when working with Excel.

This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.

 

3/7/2024

In this course, we will look at the recent activities of the FASB, the Auditing Standards Board (ASB), and Accounting & Review Services Committee (ARSC) that impact small businesses. We will discuss the impact of the new standards and how you can prepare to implement them in a practical way. This course is tailored to focus on topics primarily impacting smaller entities. It does not cover some of the more complex accounting requirements not commonly found in smaller entities.

3/7/2024
Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.
3/7/2024

This session describes a state agency's quality review of a not-for-profit organization's A-133 Single Audit.  The case study describes the organization audited, its federally- and state-funded programs, and the CPA firm retained to do the audit.  Various anomalies in the financial statements alerted state officials to potential problems, and a detailed quality review followed.  Find out how the entity turned hundreds of thousands of dollars in bank overdrafts into hundreds of thousands of dollars of cash on its balance sheet.  Explore other “creative” ways to deal with fixed assets, accounts receivable, and related-party transactions.  Were the auditors just sloppy, ignorant, negligent?  Or were they active participants in producing fraudulent financial statements?  You be the judge.

3/7/2024

Award winning and entertaining discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in comprising 50% of the US, and identifies free, online multistate resources. 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

3/7/2024
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.
3/7/2024
The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization’s results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand their role through improving their organization. The actions and techniques provided build upon and improve activities that exist in many organizations (measuring, budgeting, hiring, risk management, etc.), as well as providing insights into capital allocation, cash management, valuation techniques, variables that influence capacity levels, M&A activity and actions to increase efficiency and innovation. Updated to include the impact of tax regulations, additional examples of M&A, alliances and strategic spin-offs/splits, methods to improve efficiency from existing activities, and current organizational changes employed to manage and accelerate growth.
3/7/2024
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew to be unethical offered her an executive position that included bookkeeping tasks, including overseeing all finances, she accepted. While on the job, Brenda saw owners of the company misappropriating funds. Rather than reporting the fraud, she created an elaborate scheme to benefit herself - without the owner's knowledge. Her bad decisions led to a guilty plea for wire fraud, after authorities accused her of absconding with more than $600,000 in corporate funds. A prison term of 20 months followed. Listen and learn from Brenda's experience. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024

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.

3/7/2024

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

3/7/2024

Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools – from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. This program will teach you to implement “do-it-yourself business intelligence” using various techniques and tools. First, you will learn to work with advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

 

3/7/2024

New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.

3/7/2024

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 point of view. This course will help attendees understand the nuances of the updated definition of a lease as well as other significant changes to terminology. Attendees will discuss the impact of the changes to financial reporting as well as the key challenges that governments and auditors will need to consider to properly implement the new standard. This interactive course includes the preparation of journal entries to assist in understanding impact.

3/7/2024
Artificial intelligence (AI) and ChatGPT are hot topics in the news, but what exactly are they? How might AI enhance your accounting practice? What are some dangers it presents and how can you avoid getting trapped in them? This engaging, timely and fun webinar will help you appreciate the benefits and ethical challenges of using AI in general and ChatGPT in particular in your work as a CPA. You'll come away with clear guidelines about what you need to consider if you decide to incorporate AI into your business. Note: this program qualities for one CPE credit in behavioral ethics! Also, it will be useful to you, even if you're not 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.
3/7/2024

Welcome to a management course that helps CFOs and Controllers lead the Accounting Department. It is essential that the Accounting Department have a Vision which is aligned with the Business goals. Controllers must also be comfortable with wearing multiple 'hats' in the business. The head of the Accounting Department must be skilled in a variety of leadership skills, technical skills, managerial skills and current management techniquest.

3/7/2024
Session 2 of Borenstein's Form 990 Foundational Series: Identifying the "right" people who are to be disclosed as holding status as a Trustee/Director, Officer, or Key Employee (these comprising the key pool of "managers" requiring 990 disclosure), a/k/a "TDOKEs," is essential to appropriate Form 990 reporting. Part VII-A is the very first leg in the 990's three-legged stool of primary non-financial statement disclosures. This webinar's materials and the author/instructor's practical perspective will readily guide preparers through the minefield of understanding of who qualifies as a "current" TDOKE (or, alternatively, as a "High 5") as well as when "former" status applies. Clear examples illustrate compensation testing for KEs, High 5s, and formers, with emphasis on the challenges fiscal year organizations face in vetting these individuals given the required "dial back to the calendar year" required in applying KE and High 5 status and compensation thresholds. NOTE: For those looking for a deeper dive into this arena's reporting, the author/instructor does have a Master Class, "Complex Manager Comp Scenarios: Core Form VII-A & Schedule J," but it is on hiatus in the 2023-2024 CPE year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024
The use of digital assets including cryptocurrencies and Non-Fungible Tokens (NFTs) continues to proliferate, raising new accounting and financial reporting related challenges. The session will provide an overview of various types of digital assets and highlight the current application of U.S. GAAP to digital assets as well as an update of the current FASB project designed to address the basic accounting for fungible crypto assets. Finally, the session will highlight some of the key audit-related risks for auditing a digital assets. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024

Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization?  What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing?

How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.

3/7/2024
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc. 
3/7/2024

In the world of “Big Data,” virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in the field of auditing, where internal and external auditors are increasingly turning to data analytics to identify situations requiring follow-up and investigation. Those who understand how to take advantage of various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time.

In this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft’s Power BI application.

3/7/2024
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues and the ramifications.  What are the considerations and evaluation criteria to use? The need to carefully deliberate alternatives – is paramount. Be aware. 
3/7/2024

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), including a Line-by-Line presentation of the form.  The practitioner will have a better understanding of entities and the basics of Subchapter J of the Internal Revenue Code.  Understanding these areas will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

**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.

3/7/2024
You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.
3/7/2024
What happens when businesspeople think they can lie and cheat at work, as long as it makes a profit? Some believe that business is like war, and there are no rules!  Do you really want to behave differently in business than in your personal life? Can, or should, ethics be ‘switched on’ or off?
3/7/2024

Microsoft Access is an enigma to business professionals, primarily because many try to use Microsoft Office Access as they use Excel. Unfortunately, they fail to understand that the two applications are decidedly different tools, and they become frustrated when they do not realize their intended results. In this course, you will learn about tables and queries – two cornerstone pieces of databases. You will also learn how to link data between multiple tables and why your choice matters. Moreover, you will learn how to design and create a complete database, including one with Forms and Reports. If you're serious about using Microsoft Office Access to manage larger volumes of data, this course is for you.

 

3/7/2024

Would you like to find important documents in 10 seconds or less? Would you like to ensure that all your digital information is safe and secure? Would you like to improve workflow efficiency? Of course you would, and with a bit of planning and guidance, you will be on your way to realizing these and other benefits associated with a paperless office. Of course, no one expects a completely “paperless” office, but reducing the amount of paper we shuffle can lead to tremendous rewards. In this course, you will learn best practices and proven processes for effective document management.

By participating in this program, you will learn how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn how to implement more sophisticated and comprehensive document management systems – complete with automated workflow processing – appropriate for larger offices and organizations. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of the Paperless Office.

3/7/2024

Award winning and entertaining discussion leader Mark Hugh discusses how to create value for clients and your firm 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 marketing strategies whether within a firm or out in the marketplace.  

3/7/2024

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.

3/7/2024
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. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency, and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning.
3/7/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024

This session explores managerial accounting techniques with an emphasis on internal decision-making tools. You will appreciate a reminder regarding concepts you may not have considered since your college days. We will revisit managerial accounting concepts by illustrating practical examples that you can immediately bring back to the office!

3/7/2024

This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships, 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 leighanne.conroy@acpen.com.

3/7/2024

As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.

 

3/7/2024

Governmental accounting and auditing has many unique requirements. In this course, we will start off with a look at the recent changes in accounting as GASB has been very busy issuing standards impacting state and local governments. We will take a deeper dive into GASB 87, Leases by reviewing the impact for both lessees and lessors. We will also cover other standards effective this year impacting state and local governments including the recently renamed annual comprehensive financial report and reference rate reform. As we turn our attention to the auditing side of the house, we will look at the 2021 Technical Update and review the 2018 Yellow Book independence requirements. The course closes with a look at the Uniform Guidance including changes in the new compliance supplement as well as the impact of ARPA

3/7/2024

Whether you are in public practice, a consultant, or in industry – no one wants to lose their clients or their job. But why do so many CPAs treat their clients badly?  Result - the client fires that CPA. What are the four (4) leading reasons why clients fire their CPA or consultant?  Why do these actions alienate clients? Agreed, some of these actions may be unintentional, but the result is the same, the client moves on. Frustrating because it takes a long time to cultivate good clients.   

The discussion focuses on over forty (40) recommendations to strengthen the relationship with the client, to hopefully prevent the client from moving on. You may not practice the Big Four Reasons Why CPAS are Fired, but you probably know others who do. What are the lessons learned? We will discuss proven techniques to effectively retain existing clients, keep you employed and help you gain new clients! 

3/7/2024

People skills are the most significant skills that Professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn Neuro-linguistic programming and develop the ability to better understand nonverbal language which is key in communication. Participants will also learn techniques to enhance memory and to improve the ability to recall key facts.

3/7/2024

Unlike a traditional financial audit objective (Are the financial statements materially misstated), performance auditing can address a wide variety of objectives.  Is this program working? Can it be improved? Where can we save money? How can we operate more efficiently and effectively? Are management’s assertions supported? And so forth.  This session will explain what a performance audit is, describe the applicable standards, and provide examples that indicate the value of a performance audit.  Performance audits can add value to any entity and practitioners can profit from adding these assurance services to their practices.

3/7/2024

This is a top to bottom in-depth look at how the IRS treats tax fraud with emphasis on the fraud arising out of an audit. They will see how the Criminal Investigation Division works, how the IRS investigates fraud, what fraud looks like, and most importantly, how tax preparers can protect themselves when these issues arise.

3/7/2024
OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes pretty evident when you learn about all that you can do with OneNote to record and manage notes, to do lists, meeting agendas and much, much more. This course will provide a thorough review of all of the features of OneNote so you can master them in order to organize all of your activities and communications in one central place. You will be amazed at how powerful and yet simple to use this application is. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024
How well do you accept criticism? How might it enrich your business - and you - if you did a better job of it? This distinctive webinar will show you why it is in your best interest to accept criticism with gratitude. It's even better to welcome criticism. It's also a good idea to learn how to give criticism the right way. A related topic is the art of giving and receiving apologies, and we'll do a deep dive into this area as well. You'll leave with clear guidelines for how to criticize others, accept criticism from them, give meaningful apologies, and accept apologies with grace and ethical intelligence. The result will be a stronger CPA practice and a better you. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024

For many business professionals, accessing and managing data in Excel is one of the biggest stumbling blocks when creating reports and analyses. Common practices include far too many manual processes and formulas, including never-ending manual processes needed to update your data and related reports.

Make plans now to join us in this session to learn best practices for accessing and managing data using Excel. In this session, you will learn how you can use Power Query and other Excel tools to quickly access and manipulate your data and generate reports in record time! This is a “must-see” session for any business professional working with Excel!    

3/7/2024
This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.
3/7/2024
Learn the basics of employment law and how they affect best practices to help control the interview and discover hidden talents of applicants.
3/7/2024
Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line... all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.
3/7/2024
Sharrin Fuller, CEO of Glass Wallet, a consulting and advisory firm serving the accounting profession and small business market, offers the strategies and systems that accounting practices require to run completely in the cloud while successfully scaling to a point where succession through a sale or acquisition is possible. If you want to build a firm that is highly profitable, with a clear exit strategy, this class will give you the system to help you make it a reality. After successfully starting, scaling, and selling her accounting and bookkeeping practice, Sharrin continued honing her Remote Firm Scaling System and Remote Team Roadmap as a managing partner in multiple accounting and financial services businesses including FitCFO, Blueprint, and A Simple Office Solution. This interactive session will prepare firm owners to build a solid framework for creating their own scalable business model, managing a remote team, and putting the systems in place necessary for the future sale of their practice. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/7/2024
This course provides a comprehensive analysis of the SECURE 2.0 Act, which is part of a much larger legislative package entitled the Consolidated Appropriations Act, 2023. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many important changes relating to IRAs and qualified plans. This long-awaited new legislation alters the landscape of retirement planning for taxpayers of all ages, and there are changes taking immediate effect in January 2023. Make sure you are up-to-date with the latest information available in order to effectively advise your clients on these important changes. In addition, this guidance will be of particular relevance to practitioners’ own retirement planning.
3/7/2024

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.

3/7/2024

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 leighanne.conroy@acpen.com.

3/7/2024

A team member is not performing satisfactorily.  Tried several corrective actions – none worked.  We must dig to determine the root causes.  We will review a 15-step process to assess all the reasons why they are not performing, so you can reduce and hopefully eliminate performance issues.  Proper planning is essential.  If none of the remedies or suggestions work, we will review how to part ways.  The sooner you address the issues, the sooner the situation can improve.  If you have had one employee problem, this session is for you.

 

3/7/2024

In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues.

3/7/2024

Professional Athletes have multiple coaches - business people rarely utilize coaches. This course will focus on creating the coaching skills that are required to raise the performance of your employees. Coaching Model / Strategies Successful Communication Techniques Root Cause Analysis Performance Gap Analysis Personality impact on coaching model.

3/7/2024

This course covers FASB Accounting Standard Updates (ASUs) that impact NFPs. It includes a deep dive into the new disclosure requirements for contributed nonfinancial assets in ASU 2020-07. We also review the impact of COVID-19 on accounting for various federal funding in response to the global pandemic. Finally, attendees will also gain an understanding of what must be considered in order to implement standards impacting nonprofit entities including leases.

3/7/2024

Award winning and entertaining discussion leader, former AICPA Council Member, and state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct and its interpretations; discuss new developments in regulation at the national and state level; highlight emerging national issues; and discuss examples of best practices, case studies, and recent disciplinary actions.

3/7/2024

According to the FBI, “white-collar crime is … synonymous with the full range of frauds committed by business and government professionals … characterized by deceit, concealment, or violation of trust …. The motivation behind these crimes is financial—to obtain or avoid losing money, property, or services or to secure a personal or business advantage.”  CPAs can and should play a crucial role in preventing and detecting white-collar crime, as well as in prosecuting the perpetrators.  This session will explore whether we are up to this challenge, heighten awareness regarding the CPA’s role as a front-line defender of the public interest, and assess whether we are deserving of the public trust we enjoy.

3/7/2024

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.

3/7/2024

It’s a whole new world for lessees under ASC topic 842.  Soon nearly all leases will need to be disclosed as a liability on the balance sheet – from buildings right down to autos and copiers.  Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well.  This program will dive into the new standard on leases, effective dates, and address what you need to know now.

3/7/2024

Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.

3/7/2024

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.

 

3/7/2024

Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate.  Jim will help you be aware and understand the answers to these issues:

Can you describe the financial health of your company?

Can you also explain what the financial health of your industry is?

Do you know your Business Cycle compared to the industry business cycle?

Do you have an executable plan?

Do you know what the competitive, legal and technological landscape is currently, and for the future?

Is your organization aligned and incentivize to be successful?

Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)

3/7/2024

This program will explain the new rules for deducting travel, meals and entertainment expenses and the TCJA disallowance of business entertainment expenses.  Documentation requirements and planning opportunities related to travel, entertainment, and automobile expenses will also be addressed.

3/7/2024

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 leighanne.conroy@acpen.com.

3/7/2024

This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief.  The game changing impact of the Dynamex case and AB5 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 leighanne.conroy@acpen.com.

3/7/2024

This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.

3/7/2024

Ethics is complicated, and conflicts of interest are more complicated. What are the various issues involved with conflicts of interest?  What does the AICPA Code of Professional Conduct say? We will discuss several seemingly ordinary, everyday conflicts of interest and how we should be more aware that conflicts of interest are common. We will discuss the ethical priorities of a CPA and how to apply them. What should you do when facing a conflict of interest?  What is the ‘secret weapon’ to help mitigate conflicts of interest?  The key to our profession remaining relevant is to maintain trust. Come and learn more about conflicts of interest and how we all can be even more trustworthy.   

 

3/7/2024

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.

3/8/2024
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 the ones that are already built into Excel? Then this class is for you! In this webinar, 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 techniques to resolve issues when you receive errors. This session will also discuss the 9 built-in error checking options and demonstrate resolution techniques. 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
This course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. The practitioner will be helped to understand when a taxable transaction has occurred and what reports to file to satisfy IRS requirements. We will also identify tax traps for the unwary. This information is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses that use or invest in cryptocurrency. All in-house and public practice professionals involved with tax compliance and planning will benefit from this timely and insightful seminar. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of technology will play a key role in an audit and professional skepticism, independence, and quality are emphasized. We are seeing changes already as the AICPA has issued 15 new standards since 2019. This program will discuss SASs 134 through 149.
3/8/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
Auditing standards require auditors to assess risk-including controls-and use that assessment as a foundation for performing the audit. Risk assessment is not just a technical GAAS requirement, it has a direct impact on realization. Audit teams that perform a thorough risk assessment are more likely to have high realization engagements than those who go through the motions. This course is designed for small business audit teams. It addresses the risk assessment procedures and responsibilities for each team member and how they fit together to create more effective and efficient audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024

This course reviews accounting standards issued by the Government Accounting Standards Board (GASB) that will be effective this year as well as those that will be effective in the near future. In addition to reviewing the standards, we will also focus on implementation strategies and challenges. Finally, we will turn our attention to the future by discussing GASB’s current projects and exposure drafts.

3/8/2024
By 2025, millennials will represent 75% of the workforce. Whether you are an owner of a small practice or manager in a multinational corporation, it is important to understand characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding millennials are unfounded and counterproductive. This course provides an understanding of who millennials are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding millennials and why understanding this class of employees provides opportunities for your organization to grow and succeed.
3/8/2024
This course will provide an overview of the work and impact of the IRS Advisory Council (IRSAC) on the US tax system, regulatory ethics, and the accounting profession. The IRSAC is an advisory body that serves as a bridge between the Internal Revenue Service (IRS) and the general public, gathering feedback from taxpayers and working with the IRS to address issues and implement solutions. The course will explore the role of the IRSAC in improving communication and understanding between the IRS and the public, making recommendations to the IRS, and shaping and enforcing ethical standards in the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024

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.

3/8/2024

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. 

 

3/8/2024

The course will start with the Accounting Standard Updates effective in 2023 for public entities, private entities, and nonprofits. We will also review significant changes to common control lease arrangements issued early in 2023. After a break, we switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.

3/8/2024

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.

3/8/2024

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

3/8/2024

Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. In this course, you will learn how to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure PDF documents to their fullest.

The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session where you will learn the top features necessary to optimize your work with PDF documents.

3/8/2024

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.

3/8/2024

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.

3/8/2024

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.

3/8/2024

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.

3/8/2024

Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the ‘hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.

3/8/2024

To move beyond the HR realm it is essential for HR professionals to understand planning at the strategic and tactical level. This session is designed to help HR professionals understand the overall strategic planning process so they can contribute at the executive level.

3/8/2024
Session 3 of Borenstein's Form 990 Foundational Series: Schedule L reports in two different directions - it typically reaches three categories of transactions with a filer's "Interested Persons": loans outstanding with them, grants or assistance being provided to them, and business transacted with them. The L also serves as a "turn them in" reporting obligation when an impermissible transaction (one thus subject to excise tax) has occurred: a "disqualified person" has been provided "excess benefit". This session's address of what the Schedule L requires in each direction is designed to help preparers not "lose their minds" over the schedule's inherent complexity. The materials and the author/instructor detail in Plain English who are the parties the 990 considers "Interested Persons" as well as when (and why) their intersections with the filer are the subject of this schedule's "sunlight". The two-fold goal is to not only further an understanding of what each of Schedule L's parts is looking for, but to also foster an appreciation of how to access data necessary to these parts' completion. NOTE: For those looking for a deeper dive into Schedule L's Parts II-IV reporting and issues, the author/instructor does have a Master Class, "'Insider' Dealings and Sunshine: Schedule L's Parts II-IV," bit it is on hiatus in the 2023-2024 CPE year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024

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. 

3/8/2024

Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.

 

3/8/2024
This series includes four 2-hour consecutive Friday sessions, airing live beginning March 8, for a total of 8 CPE. Once registered for this bundle, log in instructions will be emailed to you separately for each individual course.¯ You receive significant savings when purchasing these webinars as a bundle.¯ The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to attend multiple webinars of CPE with a single decision. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.
3/8/2024
Audits involve testing, review, examination, and verification. However on another level - we audit procedures, reports at work, who fulfilled commitments, systems, other people's driving skills, deliveries, etc. We all audit everything all the time and that is wonderful. Auditing skills are valuable and necessary for our professional success and personal happiness. Every professional will audit what they encounter, including us. In this course, we will illustrate how continuous auditing skills are valuable, all the time. Whether you are an auditor or not, our role as a business leader IS to audit continuously! Better leaders have these audit skills.
3/8/2024
A discussion of the latest tax provisions and their impact on non-profit entities, including charities, hospitals, and universities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
In this course you will learn how to create presentations that look professional and clearly deliver your message to your audience. You'll benefit from a step-by-step guide for building a presentation, including understanding the PowerPoint interface. We will also dive into topics such as using themes and layouts; adding graphics, photos and other objects to engage the viewer; and tips & tricks for delivering your PowerPoint presentation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024

This course will start with a review of the impact of the 2023 Compliance Supplement on Single Audits. We will also review common audit deficiencies found in Single Audits with an emphasis on COVID-related funding.

3/8/2024

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.

3/8/2024

Fraud continues to plague businesses at epidemic levels, and technology control failures are a big reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be better positioned to reduce fraud risk.

 

3/8/2024

This course will cover the Accounting Standards Updates (ASUs) issued by the FASB that will be effective this year including a deep dive into Topic 842, Leases as well as those that will be effective in the near future. The course will address those standards that will be effective for public and private entities in 2022.

3/8/2024

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.

3/8/2024

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.

3/8/2024

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 anne.taylor@acpen.com.
 

3/8/2024

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.

3/8/2024

Every business needs capital, and capital has a cost. Providers of debt and equity demand a return and the combination is the cost of capital for the business. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number.

Who should understand your organization’s cost of capital? Even if you are not yet the CFO, you need to thoroughly understand the cost of capital and its use. The cost of capital allows managers to, “Get the biggest bang for the buck.” If you want to enhance your corporate finance skills, this session is for you.

3/8/2024

Does your firm have interest in expanding its’ services beyond traditional CPA services?  Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm’s professional responsibilities and most importantly how to recognize the needs of the client.

3/8/2024
While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be applied to a variety of inventory types. The course will cover the basics of inventory capitalization, for both book and tax, as well as the basic inventory valuation methods, LIFO, FIFO, weighted average, and specific identification. Then the course will give a more detailed review of the LIFO and retail methodologies. It will cover the topics of inventory obsolescence reserves and other issues related to inventory accounting, including a discussion of how COVID-19 has impacted these accounting considerations. This course will be the one-shop stop to get you up-to-speed on the accounting for this critical, revenue-producing asset.
3/8/2024
Embracing and cultivating Diversity, Equity and Inclusion (DEI) in the workplace IS Ethics at Work! This session explores ethical values and principles related to these initiatives and examines workplace behaviors, individually and collectively, that foster and promote organizational well being. Robbie offers findings on strategies that work to improve DEI efforts based on best practices and interviews with experts in the field. Please note that for those of you who have taken courses from Robbie there will be some duplication and much new content. This session is designed for people who wish for a more fair and just world and workplace. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024

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. 

3/8/2024
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.
3/8/2024
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024
This course shows how undisciplined decisions in business can lead to government investigations and prison terms. We profile three entrepreneurs from three separate industries who built billion-dollar enterprises. Despite well-developed infrastructures, simple business decisions led to their being wrapped into government investigations, criminal indictments, and collateral consequences that accompany felony convictions for white-collar crime related to federal election laws, tax fraud, and securities fraud. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
3/8/2024

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.

 

3/8/2024

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.


3/8/2024

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.

3/8/2024

This course will examine certain qualities a leader must exhibit to set an ethical tone from the top.

3/8/2024

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.

3/8/2024

Being consistently ethical is a challenge. Most of us have had to make tough choices.  This session will discuss real world cases involving thorny ethical dilemmas and how to resolve them.

Being ethical is not the same as complying with the law and ethical issues are not always black and white. This session will review different professional ethical standards.  What does integrity mean in the office? If you want to learn lessons from the best in a short time, this session is for you.  Participate in engaging dialogue about how to prepare for the inevitable ethical situations.  These lessons are valuable for every business leader.

3/8/2024

How do you raise your skills to the next level to master the Controller or CFO role?  Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. 

  • How are your technical skills?  Are you a traditional accountant or have you learned to expand your technical skills to go beyond “what are the financial numbers?” to “why did these financial results occur?”  Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action?  Are the systems that you implement and operate best practices or merely stop-gap solutions?
  • How are your business skills?  Can you set a vision? Can you develop a strategy?  Do you understand the macroeconomic environment of your organization?   Can you lead a major project to a successful conclusion?  This session will explore the role of business as opposed to tracking the results of the business.
  • How are your people skills?  How good is your ability to influence others? How are successful are your negotiation skills?   How well can you communicate?  Are you a collaborator or a partner?  This section will help accountants understand that it is people skills that drive the overall success of the accounting operations.
  • Finally, how are your Leadership skills?  Do you inspire staff or make them angry?  Do you know why your staff work for your company and you?  Do you understand what employees want from their position?  Do you know how to deal with a difficult staff person?  Can you lead difficult change?  This session will help you recognize what leadership truly is as opposed to what passes for day to day management.
3/8/2024
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of various international tax topics. The course includes a brief discussion of key international tax concepts, a detailed walk-through of what information is required to be reported in different parts of the schedules, and practical advice from the field. The course also includes three comprehensive case studies on how the form should be completed for operating, real estate rental, and investment partnerships. Please note: Surgent also offers a companion course, “Schedules K-2 and K-3: Filing Requirements” (KFR2).
3/8/2024

Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity.

This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.

 

3/8/2024

'Whether your organization is developing a new control framework or seeking to strengthen its current controls; practical development and implementation is critical. 

This course will review the intersectionality of controls and provide real-world examples and best practices from people to technology and process.  

3/8/2024

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.


3/8/2024

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!

3/8/2024

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.

3/8/2024

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.

3/8/2024

Every business has risks, but some myths seem to damage or kill more enterprises than others do. This session will review ten of the most problematic myths that may doom a business and discuss action steps to prevent these myths from holding your business back. This session discusses the common myths, mistakes, risks, and hidden landmines inherent in every business. We will learn from the mistakes of others who often paid a steep price so that we may learn valuable lessons. If you are a leader who wants your business to become even more successful, this session is for you.

3/8/2024

Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.

3/9/2024

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. Based on real life experiences.

3/9/2024

For an accounting practice or career to thrive, it must grow and develop. But what about the "Catch-22" of practice development: expertise at anything new requires experience, and experience cannot be attained while you are a non-expert! Or can it? This workshop looks at some of the more popular pathways to practice development (e.g., cybersecurity, client advisory services and cannabis) and considers the drawbacks of reaching too far, too fast.

3/9/2024

The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. In this course, we will explore the work of the NAC and the impact they've had. We then transition to the Accounting Standards Updates (ASUs) issued by the FASB that are impacting nonprofit entities, including a deep dive into the leases standard which is effective for many nonprofits this fiscal year. We will close with a look at common deficiencies found in grant accounting.

3/9/2024

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. 

3/9/2024

This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business.

**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.

3/9/2024

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.

 

3/9/2024

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.

3/9/2024

The GASB has been working on some big projects lately. This course starts with a look at the GASB standards effective this year, including GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We will include practical applications in the form of case studies to apply the topics. We will then switch gears to the GASB standards coming down the pike, including the major projects of the GASB.

3/9/2024

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.

3/9/2024

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. 

3/9/2024

Unlike technologies we use every day, many currently emerging technologies can change how we work in the future. This session covers an assortment of technologies nearing mainstream adoption and helps you understand what they do, how they work, and some of the potential risks and rewards they offer. Attend this course, and learn the basics of blockchain, cryptocurrencies, big data, artificial intelligence, and machine learn.

3/9/2024

Your ability to create meaningful and lasting relationships directly impacts your success from hiring, to being a trustworthy leader, to shaping the organizational culture. Growing a larger network with stronger relationships increases your value, influence and impact.

Discover how you can become a leader who attracts and engages an eager, committed team.  Expand your role, build loyalty, and close deals on relationships not price.  And when opportunities arise, be first in mind and someone they want to say ‘yes’ to!
 

3/9/2024

This course explores the coaching principles, concepts, frameworks, techniques and competencies that will lead to a management style that  emphasizes coaching as a style in lieu of a more autocratic or even more participative approach.  The course illustrates how a coaching style leads to a highly desired company culture.  This process takes the attendee through a coaching process that can be applied to various situations.  Results from coaching are covered as are measuring the success of coaching.  The attendee will walk away with the skills necessary to begin leading their company towards a coaching culture that will leave employees motivated and driven to higher levels of innovation from the empowerment of the new coaching culture.

3/9/2024

It is the role of a leader to build and maintain a great culture in the organization. The culture is the driving force that shapes the attitudes and behaviors of everyone in the organization. A relationship driven organization is built on trust and is the most effective way to improve productivity, engagement, and the bottom line. Understand the components that enable trust to  be created and maintained throughout teams and organizations.

3/9/2024

A harmonious working environment is one in which people feel safe, seen, heard, and respected.  Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting.  This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence,such that personal and employer liability is avoided.

3/9/2024

As reported in the Association of Certified Fraud Examiners Occupational Fraud 2022:  A Report to the Nations, on average, small businesses lose 5% of their revenue due to fraud.  Can the average small business owner afford to lose 5% of their revenue due to fraud?  I think not.  This presentation is designed to illustrate the numerous ways employees commit fraud in small businesses, how to detect it, and most importantly, how to prevent it.  Both auditors and small business owners would both benefit from this presentation.

3/9/2024

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.

3/9/2024

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.  

3/9/2024

If you...
- Produce or revise dashboards and reports
- Find your current reports and dashboards confusing
- Are frustrated by the length, complexity and structure of your existing reports
- Have many different styles of dashboards and reports in use and want to simplify things
- Need to create a consistent “house style” that can be replicated by different teams
- Want to look like a star by creating reports and dashboards that your internal customers love

... this workshop can help. In this session we explore the principles of what makes reports and dashboards easy, or hard, to understand, distil this into a simple set of rules and show you how to apply these rules using Excel.

3/9/2024

Many people, when they hear about feedbcak in organizations and the workplace, think immediately of performance reviews. But feedback should not be isolated to these formal structures. This workshop is about the more informal methods of feedback that managers and coworkers can use to have more productive conversations that drive behavioral change. Through understanding the importance of dialogue, strategic questions to drive conversation, and mistakes to avoid, you'll be able to have more productive feedback conversations in your workplace (and maybe even at home, too).

3/9/2024

Cash does not manage itself.  It is up to the CFO to establish practices and procedures for the short-term, mid-term, and long-term management of cash.  Every organization needs to control the availability of the right amount of cash, at the right time, at the right place.   This webcast will help you gain insights in cash management that will allow you to function at the highest level.

3/9/2024

For HR and Business professionals, navigating the intricate dynamics of executive decision-making can often be a daunting task. Despite the meticulous hours invested in research, strategy formulation, and planning, the true challenge often lies in effectively communicating and gaining acceptance for these transformative ideas. A key aspect of this is the art of persuasion, ensuring that the merits of our proposals are not just understood but wholeheartedly embraced by decision-makers. This session is designed to empower leaders with the tools and insights needed to craft persuasive pitches, build a robust business case, and confidently communicate the ROI of their initiatives. Moreover, attendees will gain insights into the common pitfalls that can hinder their pitches and learn techniques to address objections frequently raised by executive leadership.

3/9/2024

SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. The audit standard amends AU-C 315, including many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315. Attendees will have an opportunity to evaluate the impact on audit methodology and documentation.

3/9/2024

This course is based on the premise that one typically hires for competence but fires for character.This course focuses on the character and trustworthiness of the individual.  The course takes you through critical attributes of character and provides for gaining self-awareness of where one stands in their character through a key exercise.  The emphasis is also on trust, a critical ingredient to successful relationship management.  Several  tools and approaches are discussed in the course that will assist and guide the individual in effectively evaluating the trustworthiness of themselves or others, including bosses, direct reports, peers.

3/9/2024

The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession. Over half of the engagements reviewed by the AICPA did not meet the requirements of AU-C 230. This course will look at common misconceptions related to audit documentation and help attendees address these deficiencies with efficient and effective best practices.

3/9/2024

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. 

3/9/2024

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. 

This course will help attendees understand the nuances of the updated definition of a lease as well as other significant changes to terminology. Attendees will discuss the impact of the changes to financial reporting as well as the key challenges that governments and auditors will need to consider to properly implement the new standard. This interactive course includes the preparation of journal entries to assist in understanding impact.

3/9/2024

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.

3/9/2024

This course explores the multitude of issues that taking on a new client can bring with it, and then interprets them using three sets of ethical rules.  A group of “players” reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues.

3/9/2024

The Not-for-Profit Advisory Committee has been busy discussing several projects that the FASB is working on and their impact on nonprofits. In this course, we will review the key issues and discussions from recent NAC meetings. We'll also take a look at ASUs issued by the FASB that may impact nonprofit financial statements. After a break, we then transition from accounting to auditing with a look at the common deficiencies found in nonprofit Yellow Book audits with a focus on CPE, reporting, and independence.