Professional Development and Event Catalog
Revenue Recognition - Allocate the Transaction Price
11:00am - 12:38pm
Online
1.80 Credits
Member Price: $59
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The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry.
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Unlock the Power of AI with Copilot in Excel
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. 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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What's Changing in A&A for Governmental Entities (2025)
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
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We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits and the changes to the Uniform Guidance. We close with a look at common deficiencies found in Single Audits. 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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Exploring the New Lease Accounting Standard
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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It's a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now. 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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The Best Individual Income Tax Update Course by Surgent
11:30am - 7:30pm
Online
8.00 Credits
Member Price: $299
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
12:00pm - 12:50pm
Online
1.00 Credits
Member Price: $39
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We all are busy, pressed for time and we strive to do as much as we can – as fast as we can. This is our world. However, there are times when we should stop and think. When we do not analyze (one of our many talents) this inaction causes problems. We will review the penalties of moving too fast. Let’s learn from the mistakes of others.
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Design Flexible Work Options To Attract & Retain Your Workforce
12:00pm - 1:04pm
Online
1.00 Credits
Member Price: $39
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With increasing competition for finding the best qualified candidates and retaining today’s workforce, it’s more important than ever to consider flexible work options in the workplace. We will review the most popular flexible work options your company could consider implementing: telecommuting, compressed work weeks, flexible hours, phased return from leave of absence, job sharing, early release days, and more! We’ll discuss the benefits of this talent management strategy, including increased productivity, decreased costs, better work-life “integration”, and increased employee engagement and satisfaction. You’ll learn how to propose flexible scheduling to your executive team, including how to logistically roll out this program. Whether you’re in a manufacturing plant, corporate headquarters, or retail industry, you can apply any of these flexible work options to your organization.
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Interview Techniques & Detecting Deception
12:00pm - 1:51pm
Online
2.00 Credits
Member Price: $79
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The ability to create and ask good questions as well as the ability to know when someone is being deceptive are important skills for managers, auditors, and investigators. This session will improve your interview techniques and your lie detection abilities. Multiple videos from various movies, TV shows, and public figures showcasing the behaviors of liars are included.
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About the TIGTA: Who Watches the IRS?
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession. 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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Al Capone to Cybercrime: The Journey of IRS Special Agents
12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $149
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Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. 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 Advanced Excel
12:00pm - 8:00pm
Online
8.00 Credits
Member Price: $225
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If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information. The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
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2025 Not-for-Profit GAAP Update
12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 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 What's New With QuickBooks
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $39
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QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients.
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Introduction to Governmental Budgeting
1:00pm - 2:47pm
Online
2.00 Credits
Member Price: $79
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The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include, the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year, and how long-term budgets fit in with the annual budget process.
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Self-Rental Real Estate: Passive Activity and Section 199A
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. 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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Surgent's Hiring New Workers and Payroll Taxes
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course, we will explore the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms, we have you covered if you are a new practitioner or new business owner. We will even discuss the surprisingly difficult-to-navigate world of unemployment insurance.
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Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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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2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
1:00pm - 4:00pm
Online
3.00 Credits
Member Price: $99
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This course provides a concise update on key changes in governmental auditing. We'll review the 2024 Yellow Book updates, including the shift from quality control to quality management, key audit matters, and implementation timelines. For Single Audits, we'll cover the 2024 Uniform Guidance updates, the 2025 Compliance Supplement, GAO reports on improper payments and fraud, the Financial Data Transparency Act (FDTA), and recent Department of Education guidance on related parties. Stay informed on critical standards and updates to ensure compliance and audit quality.
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Selected Ethics Topics - 2024 - 2025
1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence. 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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Five Amazing Business Books in 100 Minutes
2:00pm - 3:50pm
Online
2.00 Credits
Member Price: $79
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If you are efficient and want to learn lessons from the best in a short time, this seminar is for you. Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective. The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think? These lessons are valuable for every business leader.