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Professional Development and Event Catalog

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Class Pass

Available Until Sunday, March 31st, 2024

Purchase your professional development program credits in advance (as either a 40-hour Class Pass or 80-hour Class Pass) and enjoy significant savings. This year’s pass applies to seminars, conferences, webinars, and livestream programs now through March 31, 2024. Class Pass is also a great way to get your staff the training they need at a discounted price.

Synchronize Files to the Cloud with OneDrive and SharePoint

Thursday, March 28th,
 4:00pm - 5:30pm

Online

1.50 Credits

Member Price: $69

One of the most cost-effective methods for storing your files safely and economically in the cloud is with the Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud-based files to be stored on your local laptop or desktop PC for application compatibility purposes. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and, in the cloud, simultaneously. The Sync app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader John Higgins will take you through the step-by-step process of setting up and using the Sync app. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Registration for this event is closed.

Managerial Accounting Refresher for the In-House Accountant

Thursday, March 28th,
 4:00pm - 5:50pm

Online

2.00 Credits

Member Price: $79

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!

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Registration for this event is closed.

The ABCs of Advisory Services

Thursday, March 28th,
 4:00pm - 5:55pm

Online

2.00 Credits

Member Price: $79

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.  

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Registration for this event is closed.

Partnership Essentials: Review & Update

Thursday, March 28th,
 4:00pm - 7:38pm

Online

4.00 Credits

Member Price: $129

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.

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Registration for this event is closed.

K2's The How's And Why's Of Data Analytics

Thursday, March 28th,
 4:30pm - 6:25pm

Online

2.00 Credits

Member Price: $79

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.

Introduction to the Property & Casualty Insurance Industry

Friday, March 29th,
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

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.

Powerful Business Collaboration: Mind the Generation Gap

Friday, March 29th,
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

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.

Money Laundering Awareness for Accountants

Friday, March 29th,
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Deep Dive into Common Auditing Deficiencies

Friday, March 29th,
 9:00am - 12:40pm

Online

4.00 Credits

Member Price: $129

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. 

Surgent's Audits of 401(k) Plans: New Developments and Critical Issues

Friday, March 29th,
 9:00am - 5:00pm

Online

8.00 Credits

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.

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This event is cancelled

Internal Control - Testing for Operating Effectiveness

Friday, March 29th,
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

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.

Staying SASsy - A Look at Recent Auditing Standards

Friday, March 29th,
 10:00am - 11:00am

Online

1.00 Credits

Member Price: $39

This session will explore newly-issued auditing standards. Particular emphasis will be devoted to the reformatted audit report and key audit matters.

S Corporation Essentials: Stock & Loan Basis Reporting

Friday, March 29th,
 10:00am - 11:48am

Online

2.00 Credits

Member Price: $79

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.

Crucial Tax Topics 2021-2022 with Art Werner - Converting to a Roth IRA

Friday, March 29th,
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $79

Tax rates appear to be on the most certain long-term increase. Tax planning’s main objective is keeping tax rates at their lowest possible level through time. The time is exactly right now to accomplish this. There’s a window today to convert from a traditional IRA to a Roth – and it’s closing very soon.   In this course, you’ll learn exactly how to prevent increasing tax rates (and other proposed changes) from seriously battering the value of a retirement nest egg.  A Roth conversion is an intensely personal decision that requires impeccable attention to a client’s specifics. We’ll establish for you the Roth conversion thinking process and all things to consider.

Taxation of Judgements and Settlements

Friday, March 29th,
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $89

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.

The Bank Your Brain Blueprint for Accounting Professionals

Friday, March 29th,
 10:30am - 11:30am

Online

1.00 Credits

Member Price: $55

The Bank Your Brain Blueprint (TM) for CPAs: 8 Steps for Building and Monetizing an In-Demand Professional Knowledge Brand (TM) Do you have a passion for sharing your professional knowledge with other professionals and your clients? Would you like to be able to build a personal brand and monetize your intellectual property in the accounting channel? Then join Gary DeHart, publisher of Insightful Accountant and Tax Practice News and CMO, Gaynor Hardy Meilke, in the first part of this discussion the first four steps of a proven process for making bank with your brain. If you want to start sharing your knowledge with your peers and increase your practice revenue in the process, this session will provide you with an actionable plan, so you have an understanding of how to get started, increase your opportunities to train and inspire others, as well as create your own knowledge-based brand. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2'S Windows 11 - What End Users Need To Know

Friday, March 29th,
 10:30am - 12:24pm

Online

2.00 Credits

Member Price: $79

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.  

Tales from the Darkside: IRS Enforcement of Cryptocurrency

Friday, March 29th,
 10:30am - 12:30pm

Online

2.00 Credits

Member Price: $89

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.

CFO Series: Enhancing Sales: Work with Sales to Drive Result

Friday, March 29th,
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $89

Sales and Accounting are not alike. In many organizations the two functions are at odds with each other, causing wasteful infighting. Often sales will undercut the accountants and vice versa. Sometimes this is inadvertent and sometimes not. Both functions should work together to achieve superior financial performance. We must take the lead and develop a better relationship with the sales function and the sales team. Oftentimes the sales incentive plans cause friction and result in counterproductive behaviors. If Accounting and Finance were to work together effectively, then net income, revenue and sales incentives would all increase. Thinking differently about how to work together will dramatically enhance financial performance. Imagine at least a five percent increase in the bottom line - we will discuss how. Working together yields superior results.