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Professional Development and Event Catalog

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Surgent's Current Issues in Accounting and Auditing: An Annual Update

Wednesday, April 2
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings 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 apply the guidance in practice and discusses other important A&A practice matters to be aware of, including an update on peer review and audit quality.

Introduction to Not-for-Profit Accounting

Wednesday, April 2
 2:00pm - 3:52pm

Online

2.00 Credits

Member Price: $79

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.

Transforming Strategic and Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers

Wednesday, April 2
 2:00pm - 3:56pm

Online

2.20 Credits

Member Price: $79

"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.

Cash Management: Strategies for Long-Term Success

Wednesday, April 2
 2:00pm - 4:00pm

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.  

Mergers and Acquisitions: Tips and Speed Bumps to Avoid

Wednesday, April 2
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $79

Mergers, acquisitions and alliances have been and continue to be major avenues to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure.

Professional Skepticism

Wednesday, April 2
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

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.

Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs

Wednesday, April 2
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $99

A challenge for many small business owners is choosing the `right' type of retirement plan for their businesses. Many hesitate to make a choice because they are intimidated by the governing rules. In those cases, an IRA-based retirement plan is an easy, effective, and efficient way to start a retirement plan. These IRA-based plans - SEP IRAs and SIMPLE IRAs - have low maintenance costs and are easy to communicate to employees. In some cases, employer contributions are discretionary, providing the business owners with the choice of whether to fund every year.

Project Management: Enhancing Ongoing Client Engagements

Wednesday, April 2
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

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.

Benford's Law and Other Digital Analysis Techniques

Wednesday, April 2
 3:00pm - 4:38pm

Online

1.80 Credits

Member Price: $79

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.

2024 Data Analytics: Practical Insights for Today's Accountant

Wednesday, April 2
 3:00pm - 4:46pm

Online

2.00 Credits

Member Price: $79

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.

Planning for Small Business Success

Wednesday, April 2
 3:00pm - 6:44pm

Online

4.00 Credits

Member Price: $129

Strategic Planning for SMEs

2024 Common Deficiencies in Employee Benefit Plans

Wednesday, April 2
 4:00pm - 5:46pm

Online

2.00 Credits

Member Price: $79

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.

Introduction to Single Audit

Wednesday, April 2
 4:00pm - 5:53pm

Online

2.00 Credits

Member Price: $79

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.

Cash Conversion Cycle: Tool and Techniques

Wednesday, April 2
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $79

How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization.

Resolving Ethical Conflicts

Wednesday, April 2
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $79

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.    

The Bookkeeper Goes to Prison

Wednesday, April 2
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $89

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.

2024 S Corporation Checkup: Key Tax Issues and Forms Reporting

Wednesday, April 2
 4:00pm - 8:00pm

Online

4.00 Credits

Member Price: $129

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 kori.herrera@acpen.com.

IRS Highly Effective Penalty Relief Strategies

Wednesday, April 2
 5:00pm - 6:00pm

Online

1.00 Credits

Member Price: $55

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.

2024 Is Activity-Based Costing the Right Tool for Your Organization?

Wednesday, April 2
 5:00pm - 7:00pm

Online

2.00 Credits

Member Price: $79

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.

Leveraging Marketing Automation for Accounting Firm Growth

Thursday, April 3
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.