Professional Development and Event Catalog
Understanding and Creating an Internal Control System
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How-To Guide to Fraud Investigations
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
Learn how to investigate an asset misappropriate scheme. We will dig into asset misappropriation by learning some of the most common schemes and red flags. Learn data analysis techniques used in the early stages of a fraud investigation. You will be guided through a detailed case study to see forensic accounting techniques in action. This is the most practical fraud investigation course you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. How-To Guide to Fraud Investigations is Part 3 of a series of four courses on fraud investigations. Each course is a stand-alone class that may be taken individually. For comprehensive instruction on completing a fraud investigation from start to finish, take all four. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
10:00am - 10:50am
Online
1.00 Credits
Member Price: $39
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.
2024 Business Tax Update for Industry
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $79
This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also 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.
K2's 2024 Time to Advance Automation - Strategies and Tools for Efficiency
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $79
Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!
K2's 2024 What's Now, What's Next - Emerging Technologies
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $79
Participate in this session to learn about key emerging technologies, including quantum computing, artificial intelligence, and selfsupervised learning.
Surgent's Implementing the New Risk Assessment Standard
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
The auditor's responsibilities related to risk assessment have changed! This power-packed course will empower you with the working knowledge of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, to successfully apply the standard.
Surgent's Mastering Client Management for Accounting and Finance Professionals
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.
Surgent's Stock vs. Asset Acquisitions of C Corporations
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Tax practitioners advising their business clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.
K2's Microsoft Teams
10:00am - 1:30pm
Online
4.00 Credits
Member Price: $140
Microsoft Teams is one of the most exciting personal and organizational productivity tools ever appearing on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few mouse clicks. Unfortunately, despite Teams' power and relatively simple interface, many organizations struggle to deploy and use Teams. In this session, you will learn how to get up and running quickly in Teams to take full advantage of this powerful tool. More specifically, you will learn how to get started in Teams and critical decisions affecting your deployment. Also, you will learn how to work in Teams, take advantage of the chat, voice, and video call services, and share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how to add other applications to Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can't afford to miss!
2024 Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
10:00am - 2:00pm
Online
4.00 Credits
Member Price: $129
This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. **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 Comprehensive Estate Planning: Administration and Postmortem Strategies
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $225
Navigating the complexities of estate and trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities and the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional’s role in estate and trust administration, emphasizing practical insights and strategies for managing assets, addressing the legitimacy of debts and creditors, and ensuring the proper distribution of assets. **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 Data Analytics: Practical Insights for Today's Accountant
11:00am - 12:46pm
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.
AI and Data Analytics for Auditing - The Big Picture
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $99
This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations, easy delivery of video presentations, and fillable PDF for online note-taking in the course materials.
Business and Government Investigations
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
This course shows how undisciplined decisions in business can lead to government investigations and prison terms. We profile three entrepreneurs from three separate industries who built billion-dollar enterprises. Despite well-developed infrastructures, simple business decisions led to their being wrapped into government investigations, criminal indictments, and collateral consequences that accompany felony convictions for white-collar crime related to federal election laws, tax fraud, and securities fraud. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Real World Business Ethics Scenarios
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $85
Most business ethics courses focus on concepts like “tone at the top”, “integrity”, “code of conduct”, “values”, and “ethical culture." These are extremely important concepts and must be understood But often, when a professional finds they are in a potential “ethical” situation, they question “What should I do?” It is not as easy as flipping a coin. Ethics aren’t always black and white and there are many variables that can impact both the issue and the outcome This course presents real-life ethical scenarios then challenges you to put yourself in the place of the professional to truly think about “What would I do?” The scenarios are all true…. the names have been changed to protect the innocent You will come away from this training with a new view of putting ethics into practice
Money Laundering 101 for CPAs
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's 2023 Excel Essentials for Staff Accountants
11:00am - 6:37pm
Online
8.00 Credits
Member Price: $225
Staff accountants have specific needs when working with Excel – needs that are often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically pleasing reports, and create accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills they need to maximize their efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Audit 503: Management - Being a Balanced Leader-Manager
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization. Note: This course is recommended as a part of a 16-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for leading or managing others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
12:00pm - 12:58pm
Online
1.00 Credits
Member Price: $39
You may have read all sorts of stories in books about how bad people steal and make their coworkers and organizations miserable. Come hear veteran Internal Auditor Rob Berry and veteran CFO John L. Daly discuss situations they have seen in the real world.