Professional Development and Event Catalog
The Successful Family Business
10:00am - 1:39pm
Online
4.00 Credits
Member Price: $129
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff.
2024 Annual Update for Accountants and Auditors
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $225
This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then 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. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, switching to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB.
K2's 2024 AI Confidential - Privacy and Artificial Intelligence
11:00am - 12:00pm
Online
1.00 Credits
Member Price: $39
AI is an extremely popular topic these days, and for good reason! However, does AI present yet another threat to your privacy? Get answers to this question and more in this session.
K2's 2023 Shredding Your Servers and Going Virtual
11:00am - 12:46pm
Online
2.00 Credits
Member Price: $79
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.
The Updated Nuts and Bolts of IRC Section 1031 Exchanges
11:00am - 12:54pm
Online
2.00 Credits
Member Price: $79
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
2024 Upholding Independence While Holding Your Client's Hand
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $79
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. **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.
K2's 2024 Better Reporting with QuickBooks Online
12:00pm - 1:00pm
Online
1.00 Credits
Member Price: $39
AI is an extremely popular topic these days, and for good reason! However, does AI present yet another threat to your privacy? Get answers to this question and more in this session.
2024 Internal Control Best Practices
12:00pm - 1:47pm
Online
2.00 Credits
Member Price: $79
'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.
Devious Ethics: Avoiding Snakes in Suits
12:00pm - 1:52pm
Online
2.00 Credits
Member Price: $79
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.
2024 Business Losses: Going Backward and Forward
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $79
The TCJA made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of these changes. This course will address the revised rules for deducting business losses and discuss planning ideas and potential pitfalls. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
2024 How to Audit Expenses and Payables
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $79
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identify internal controls within each process. This course will review the procedures, questions to ask, and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough.
K2's 2023 Six Essential Teams Features
1:00pm - 1:57pm
Online
1.00 Credits
Member Price: $39
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.
K2's 2023 The Best Kept Secrets of Microsoft 365
1:00pm - 2:46pm
Online
2.00 Credits
Member Price: $79
Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Some less commonly known apps help you manage shared email boxes, create and use web forms, schedule appointments, trade shifts, create real-time closed captions, and translate presentations. Attend this session and learn more about the hidden features in Microsoft 365 that you can use to level up your productivity.
2024 Advanced Excel: Hidden Secrets and Gems
1:00pm - 2:49pm
Online
2.00 Credits
Member Price: $79
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.
Cash Management: Strategies for Long-Term Success
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $79
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools.
K2's 2024 Consumer Electronics Show 2024 - Navigating the Future of Technology
2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $39
Small businesses have better options now than ever before in the market of accounting solutions. Participate in this session to learn more about these options and which might be best for you or your clients.
2024 Not-for-Profit GAAP Update
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $79
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.
2024 Tax Practice Ethical Challenges and Circular 230
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $79
This presentation will provide a detailed analysis of the Circular 230 rules for conduct of a tax practice, with a review of the political, legislative and regulatory rules impacting every accounting and tax professional. Best practices and guidance provided by the AICPA’s Code of Professional Conduct will be discussed. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
2024 Common Deficiencies in SSARS Engagements
2:00pm - 5:41pm
Online
4.00 Credits
Member Price: $129
Preparation, compilation and review engagements continue to be a hot topic for peer review despite SSARS 21 having been around for nearly a decade. This course will concentrate on the most common peer review findings with a focus on how to comply in an efficient but practical perspective. This course will discuss the root cause of noncompliance so that overall engagement quality increases.
K2's 2024 Effective Automation and Outsourcing
3:00pm - 4:00pm
Online
1.00 Credits
Member Price: $39
Automation and outsourcing offer viable options for addressing today’s labor issues. In this session, you will learn about the potential benefits and risks associated with automation and outsourcing.