Professional Development and Event Catalog
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ChatGPT and IRS Taxation Law Research
Thursday, Dec. 17 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. 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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Enact Retaliation Abatement and Monitoring Measures
Thursday, Dec. 17 4:00pm - 5:02pm
Online
1.00 Credits
Member Price: $39
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Once an employee decides to report an issue, the risk for retaliation must be minimized. Metrics matter. As such, capturing and reviewing employee data for indicators of possible retaliation are key to protecting those who report. The more subtle forms of retaliation, though, require a focused communication plan to address. This course offers recommendations for implementing specific retaliation monitoring protocols.
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SECURE Act 2.0: What You Need to Know
Thursday, Dec. 17 4:00pm - 5:04pm
Online
1.00 Credits
Member Price: $39
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Signed by President Biden on December 29, 2022 as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers. Learn what you need to know for this filing season and how to plan for future years 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 kori.herrera@acpen.com.
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Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
Thursday, Dec. 17 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
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Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
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Revenue Recognition in an Environment of Uncertainty
Thursday, Dec. 17 4:00pm - 5:47pm
Online
2.00 Credits
Member Price: $89
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Applying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing.
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The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
Thursday, Dec. 17 5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $39
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The best leaders are always ethical. Every great leader has heart and readily shows that they care. What is the true value of a trustworthy leader? Why do we need trustworthy leaders? How do we examine ethical issues - what is the process? Trust provides a safety net that enables innovation to flourish. Be the best leader you can be by caring about others and remaining ethical. Ethics is fundamentally how we treat others. Do we measure up to that standard?
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Introduction to Not-for-Profit Accounting
Thursday, Dec. 17 5:00pm - 6:48pm
Online
2.00 Credits
Member Price: $89
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Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting.
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K2's Tech Update
Thursday, Dec. 17 5:00pm - 7:00pm
Online
2.00 Credits
Member Price: $89
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Staying current with today's technology is no longer optional; it is essential. Tech Update 2026 offers accounting professionals a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, and remain competitive. Explore the most impactful trends in artificial intelligence, quantum computing, automation, and cloud-based ecosystems. Understand how technologies like Microsoft 365 Copilot, generative AI tools, industry-specific SaaS platforms, and blockchain are reshaping the profession. Learn to identify which solutions align with your firm's goals-and which are just vendor hype.
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Managerial Accounting: Your Prescription for Better Decision Making
Thursday, Dec. 17 5:00pm - 8:37pm
Online
4.00 Credits
Member Price: $149
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This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.
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Building Your Personal Net Worth: Invest in Your Future
Friday, Dec. 18 8:00am - 9:49am
Online
2.00 Credits
Member Price: $89
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By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.
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CPA to CFO: Essential Competencies for Finance Leaders
Friday, Dec. 18 9:00am - 10:00am
Online
1.00 Credits
Member Price: $55
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The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements, and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples, and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. 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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Rewards and Recognition Strategies for Leaders
Friday, Dec. 18 9:00am - 10:00am
Online
1.00 Credits
Member Price: $39
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Whether you are responsible for managing 1 employee or 20, your leadership can make or break your team. Learn practical leadership strategies that you can implement when you return to your office. In today’s competitive market, it’s more imperative than ever that as leaders we are inspiring and motivating our teams to success.
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Independence Requirements for CAAS Engagements
Friday, Dec. 18 9:00am - 10:46am
Online
2.00 Credits
Member Price: $89
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Understanding independence is essential for CPAs providing Client Advisory and Accounting Services (CAAS) to attest clients. This course provides a comprehensive overview of the AICPA Code of Professional Conduct, focusing on the guidelines for maintaining independence while delivering CAAS. We'll review the overall independence process and its application to CAAS engagements, followed by an in-depth exploration of specific services, including reconciliations, accounting standard implementation, information system services, bookkeeping, hosting, and payroll services. Attendees will gain clarity on what services are permissible and how to navigate potential independence issues to remain compliant and uphold professional standards.
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Devious Ethics: Avoiding Snakes in Suits
Friday, Dec. 18 9:00am - 10:52am
Online
2.00 Credits
Member Price: $89
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Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience.
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Becoming Conflict Competent
Friday, Dec. 18 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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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.
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Forgotten Managerial Accounting Tools for CPAs
Friday, Dec. 18 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! 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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K2's Choosing Your CPA Firm Tech Stack
Friday, Dec. 18 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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In today's fast-evolving landscape, CPA firms face a flood of new tools promising efficiency and innovation. This course helps practitioners assess the real return on investment (ROI) from their technology stack, &-comparing suite-based solutions with best-in-breed applications and examining the latest Agentic AI and Generative AI offerings. Attendees will learn how to evaluate productivity, integration, and strategic alignment to maximize firm performance. Whether upgrading your stack or validating your current tools, this session offers practical insights for tech-savvy decision-making and smarter technology investments tailored to the unique needs of accounting professionals.
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Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
Friday, Dec. 18 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals which could impact the future of these two provisions. Please Note: due to overlap with the INS2 and LKE2 courses, customers should not take ISL4 if one or both of these other courses has already been taken.
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The One Big Beautiful Bill: 2025 Tax Legislation
Friday, Dec. 18 9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. 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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Yellow Book: Application of GAGAS Principles
Friday, Dec. 18 9:00am - 3:00pm
Online
6.00 Credits
Member Price: $239
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Building a strong foundation by knowing the essentials By reviewing chapters 1-5 of *Government Auditing Standards*, 2024 Revision, you'll learn the fundamentals of performing engagements in accordance with generally accepted government auditing standards (GAGAS). Your new knowledge will help you build an excellent foundation of the principles of GAGAS as you work to understand Yellow Book requirements and application guidance. Topics covered include: Foundational principles General requirements Standards for financial audits