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Professional Development and Event Catalog

Showing 1081-1100 of 8751 Results (Page 55 of 438)

Budget Mastery: Process, Problems, and Solutions

Thursday, Jun. 18
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $79

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The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. 

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K2's CRM - The Ultimate Business Automation Tool

Thursday, Jun. 18
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $79

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This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business and financial management.

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Surgent's Hiring and Firing of Employees - What You Can and Cannot Do

Thursday, Jun. 18
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

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There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.

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Forensic Accounting: Crafting Expert Reports

Thursday, Jun. 18
 10:00am - 2:00pm

Online

4.00 Credits

Member Price: $149

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When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. 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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Federal Tax Updates for Individuals

Thursday, Jun. 18
 10:00am - 6:00pm

Online

8.00 Credits

Member Price: $239

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Global Internal Audit Standards (GIAS) Domain V - Part 2

Thursday, Jun. 18
 10:15am - 11:53am

Online

2.00 Credits

Member Price: $79

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The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service

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The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges

Thursday, Jun. 18
 11:00am - 12:07pm

Online

1.00 Credits

Member Price: $39

You and I have a responsibility to our organizations and to the public to be ethical. We cannot forget this responsibility and this responsibility is constant. One lapse can cause profound issues that last. Ethics and trust are intertwined, no one follows a ‘leader’ who is not trusted. We will not focus on the negative and show the problems caused – rather, we focus on what and how to set the example for others to follow. This seminar outlines the seven components of trust, and how we should use these components daily.

2025 Tax Legislation: The One Big Beautiful Bill (OBBBA)

Thursday, Jun. 18
 11:00am - 1:01pm

Online

2.20 Credits

Member Price: $79

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Congress passed on July 3, 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. We will also cover key issues that had been dropped from the initial House version and provide observations for possible future legislation.

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The Ethic of Recruitment and Selection

Thursday, Jun. 18
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $89

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Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code and Regulations

Thursday, Jun. 18
 12:00pm - 3:39pm

Online

4.00 Credits

Member Price: $129

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As part of the Tax Cuts and Jobs Act (TCJA), IRC § 199A was added.  This Internal Revenue Code section allows certain pass-through entities the ability to has made it deduct up to 20% of their qualified business. Although practitioners have had over three years of “experience” utilizing IRC § 100A, many practitioners still do not feel comfortable with this part of the Internal Revenue Code.  The purpose of this presentation is to provide the practitioner with an understanding of the rules of IRC § 199A as well as an understanding of the IRC § 199A regulations. **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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Strategies for Guiding Clients Through Challenging Situations: Tax Insights

Thursday, Jun. 18
 12:00pm - 8:00pm

Online

8.00 Credits

Member Price: $225

In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often classified as "challenging," the course offers tax insights. From divorce and personal bankruptcy to intricate personal relationship matters, participants will equip themselves to adeptly guide clients through these challenging scenarios by understanding the tax implications. **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 Ten PDF Tips You Need To Know

Thursday, Jun. 18
 12:30pm - 2:30pm

Online

2.00 Credits

Member Price: $79

Portable Document Format (PDF) documents are everywhere! Yet few know how to work effectively with these documents. If you are interested in working more effectively and efficiently with PDFs, this session is for you. In this session, you will learn valuable tips you can use to assist you with creating, editing, and securing PDFs. You will also learn how to convert PDFs to fillable forms and secure PDFs, among other features. Don't miss this chance to learn ten PDF tips you need to know to increase your ROI on PDFs.

Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA

Thursday, Jun. 18
 1:00pm - 1:50pm

Online

1.00 Credits

Member Price: $39

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Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization?  What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing? How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.

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Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders

Thursday, Jun. 18
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $119

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This course provides U.S.-based accounting and finance professionals with an in-depth understanding of the EU Artificial Intelligence (AI) Act, the first comprehensive AI regulation in the world. It explores the Act's key provisions, including its risk classification framework, compliance requirements for high-risk systems, and transparency obligations. Participants will gain insight into how the Act affects organizations operating internationally and how to prepare for compliance challenges. Interactive activities are integrated throughout the course to reinforce key concepts.

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Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them

Thursday, Jun. 18
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $99

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This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. With stories ripped from the headlines, we will examine pitfalls and best practices. Did you know that Prince died without a will, opening the door for 45 people claiming to be his beneficiaries? Or that Michael Jackson was not careful in properly funding his trust, leading to delays and legal battles in the administration of his estate? Even Abraham Lincoln, it turns out, did not have a will. In discussing an array of celebrities, from Jackie Kennedy, Joan Rivers, Jimi Hendrix, and Whitney Houston to Aretha Franklin, Barry White, Leona Helmsley, and Florence Griffith Joyner, the course is designed as an enjoyable learning experience with tips for all levels of expertise. We may not have their fame or fortune, but we can certainly walk the red carpet when it comes to estate planning.

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Multistate Income Tax Issues

Thursday, Jun. 18
 1:00pm - 4:30pm

Online

4.00 Credits

Member Price: $160

Each year, states work quickly and furiously to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. You can't afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to consider the consequences of state and local taxes. Plan to attend this fast-paced class that covers developing topics in the area of nexus. Learn how nexus requirements have changed and where the state laws may be heading in the future.

Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election

Thursday, Jun. 18
 1:00pm - 4:30pm

Online

4.00 Credits

Member Price: $159

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This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner. This course covers the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election.

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Independence for Auditors - AICPA, PCAOB, GAO and DOL

Thursday, Jun. 18
 1:00pm - 5:00pm

Online

4.00 Credits

Member Price: $149

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Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies. Participants will review independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL), and the Public Company Accounting Oversight Board / SEC. The course emphasizes common areas of confusion, nuanced differences among the frameworks, and considerations auditors should keep in mind when performing attest services for different types of clients. This overview course is designed to help auditors recognize which independence rules apply in various engagement scenarios and better position themselves to meet applicable independence requirements. 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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Power Skills: Professionalism and Client Interactions

Thursday, Jun. 18
 1:30pm - 3:30pm

Online

2.00 Credits

Member Price: $89

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