Professional Development and Event Catalog
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Finance and Innovation: Reinvent Your Organization and Department
Thursday, Nov. 12 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $239
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Innovate or die is more than a catchphrase, it is a fact. The tsunami of innovation relentlessly coming to our businesses, teams, markets and to accounting will not stop. Innovation is one of the most desirable traits, but how do we innovate? We will discuss how your company can foster, nurture, encourage and sustain innovation - and give you an action plan. Technology has significantly changed what we do and how, and this will not stop. What are the negative consequences of failing to innovate? To remain relevant, we must re-think accounting's role and how our organization innovates - or not. The status quo will go - we must embrace innovation so you and your company can thrive. 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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Metrics Management Series
Thursday, Nov. 12 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $250
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Metrics Management is a four-part series that answers the measurement, accountability, and performance of our strategies and financials. The titles include: Metrics Management – Linking Strategy to Performance Description – Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no “perfect” metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Metrics Management – Selecting the Right KPIs Description – Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining. ____________________________________________________________________________________________________________________________ Metrics Management – Measuring Performance in the Real World Description – Designing metrics is only half the challenge—making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers, and service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges, and benchmarking. Case discussions illustrate how better information leads to better decisions and improved performance. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Metrics Management – Dashboards, Performance Tools, and Open-Book Management Description – Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining.
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Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
Thursday, Nov. 12 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $279
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The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
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Fraud and Embezzlement: Case Studies from the Trenches
Thursday, Nov. 12 10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
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Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel. 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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Leaders Eat Last. Why?
Thursday, Nov. 12 11:00am - 11:58am
Online
1.00 Credits
Member Price: $39
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Trust is essential, because without trust, there can be no teamwork. Trust is like oxygen, when it is gone - we suffocate. This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization.
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Resistance to Resilience: Strive for Tech Change Acceptance
Thursday, Nov. 12 11:00am - 12:00pm
Online
1.00 Credits
Member Price: $55
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Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. 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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Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
Thursday, Nov. 12 11:00am - 12:01pm
Online
1.00 Credits
Member Price: $39
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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.
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Leading Risk Management Practices in a Dynamic Risk Environment - Part 2
Thursday, Nov. 12 11:00am - 12:02pm
Online
1.20 Credits
Member Price: $39
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In Session One we evaluated: • Examine Governance Organizational Framework (Strategy & Risk) • Determine how to identify risks • Understand how to Assess Risk - Risk Assessment impact and likelihood • Steps towards performing a comprehensive Risk Assessment and Prioritization This session goes deeper into the process of risk management and risk assessment. This session also includes a case scenario for evaluating risk management risks.
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AICPA Statements on Standards for Tax Services: Ethical Considerations
Thursday, Nov. 12 11:00am - 12:45pm
Online
2.00 Credits
Member Price: $89
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The AICPA revised the Statements on Standards for Tax Services, providing the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This course does not quality for IRS credit.
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K2’s Expense Reporting Automation
Thursday, Nov. 12 11:00am - 12:46pm
Online
2.00 Credits
Member Price: $89
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Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.
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Analytical Procedures: Practical Applications and Standards
Thursday, Nov. 12 11:00am - 12:47pm
Online
2.00 Credits
Member Price: $89
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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.
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Defining Lines: Advanced Professional Boundaries
Thursday, Nov. 12 11:00am - 12:47pm
Online
2.00 Credits
Member Price: $89
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This is a specialized course designed for experienced accounting professionals who are looking to strengthen their interpersonal and professional skills in maintaining appropriate boundaries within and beyond the workplace. This course delves deep into the complexities of workplace relationships, personal practices, & ethical dilemmas, providing participants with advanced strategies to effectively manage professional distances and avoid problematic conflicts of all kinds. Through interactive sessions, case studies, and expert guidance, attendees will learn how to navigate sensitive situations with tact and integrity, ensuring that their professional conduct remains impeccable, and their careers continue to thrive in an increasingly complex business environment.
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Common Sense CFO: Decoding and Mitigating Internal and External Risks
Thursday, Nov. 12 11:00am - 12:49pm
Online
2.00 Credits
Member Price: $89
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Do you get bored with similar rubrics’ cube COSO risk model courses? They are important and great, but this course is intended to offer a fresh approach on the view of risk using the dynamic landscape of modern business; CFOs are charged with navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower finance professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, we will be exposed to avoidable and onerous risk. Essential for leaders and organizations that want to survive and thrive. This seminar stands on its own but is also part of the Common Sense CFO series.
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Accounting for the Gig Economy
Thursday, Nov. 12 11:00am - 12:51pm
Online
2.00 Credits
Member Price: $89
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Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients.
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Profiles in Fraud
Thursday, Nov. 12 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. 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 Excel PivotTables for Accountants
Thursday, Nov. 12 11:00am - 7:00pm
Online
8.00 Credits
Member Price: $250
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Many business professionals consider PivotTables 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 extend your existing knowledge, then this course is for you! In this dynamic and engaging session, you'll master how to: • Build PivotTables from scratch • Group data inside PivotTables, including options for fiscal periods • Create user-defined calculations in your PivotTables We start with the fundamentals and quickly move to advanced techniques, including: • Building PivotTables that consolidate data from multiple ranges • Connecting PivotTables dynamically to external databases and financial accounting systems • Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query, and Power Pivot This seminar is a must for anyone eager to enhance their Excel skills and transform their workflow. With guidance and coaching from your K2 instructor, you'll be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
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How to Build a Custom AI Chatbot and GPT in Plain English
Thursday, Nov. 12 11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. 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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Investment Scam Losses: How to Get Deductions
Thursday, Nov. 12 12:00pm - 1:00pm
Online
1.00 Credits
Member Price: $39
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This program addresses the many issues impacting investment scams. The unique challenges facing practitioners in finding deductions for the horrendous losses many clients experience due to these scams are related to actual practice situations – and then analyzed for their deduction implications. The situations are based on real life experiences of practitioner clients.
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AI In Audit and Financial Reporting
Thursday, Nov. 12 12:00pm - 1:06pm
Online
1.60 Credits
Member Price: $39
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Auditors and financial professionals must understand how to integrate AI responsibly while maintaining professional skepticism, audit quality, and compliance with regulatory expectations. However, the use of AI also introduces new governance, ethical, and regulatory considerations that organizations must carefully manage. This course explores how AI is currently being used in audit and financial reporting, the benefits and risks associated with its adoption, and how organizations can establish appropriate governance, controls, and oversight.
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Navigating IRS: Responding to IRS Notices and Letters
Thursday, Nov. 12 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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This 2-hour course gives tax professionals the tools to understand, interpret, and respond appropriately to IRS correspondence. Whether the letter involves audits, collection notices, missing information, or discrepancies, participants will walk away with practical tips for communication, compliance, and resolution. Using real-world examples, the session covers common notices like CP2000, CP14, CP75, CP504, and audit letters, as well as IRS timelines and what they expect in a reply. We’ll also talk about avoiding missed deadlines, maintaining documentation, and using AI tools where appropriate to manage responses efficiently and accurately. *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 terri.storer@acpen.com