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Professional Development and Event Catalog

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The Bookkeeper Goes to Prison

Friday, Jul. 18
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

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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.

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Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business

Friday, Jul. 18
 9:00am - 12:00pm

Online

3.00 Credits

Member Price: $149

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Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Tax practitioners who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.

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Surgent's Basics of Employment Law for Non-HR Professionals

Friday, Jul. 18
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

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Learn the basics of employment law and how they affect best practices to help control the interview and discover hidden talents of applicants.

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2025 Mid - Year Tax Update: Planning for Individuals

Friday, Jul. 18
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $129

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The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes, and potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security and retirement taxation, and potential modifications to deductions and credits. The course also examines ongoing discussions about IRS restructuring and the expansion of tax incentives for American businesses and families. With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income and estate tax considerations, participants will gain insights to help clients make informed decisions. *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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Coping With the Growth of Online Fraud

Friday, Jul. 18
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

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Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. 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 Bottom Line on the New Lease Accounting Requirements

Friday, Jul. 18
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $225

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FASB ASC 842, *Leases* explained Understanding lease fundamentals is essential to applying FASB lease requirements appropriately. As such, you'll delve into key concepts that define what a lease is, as well as basic lease accounting topics, such as: Contracts containing leases Lease classification Amortization of the right-of-use asset Impairment considerations Lease presentation and disclosure requirements Comprehensive examples and case studies will guide you through approaches to help you adopt accounting guidance for FASB ASU 2023-01. You'll also review the presentation and disclosure requirements, and other topics, including: Lease versus non-lease components Sales-type lease Direct financing lease Operating lease Lease terminations

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Introduction to Yellow Book: 8-Credit Boot Camp

Friday, Jul. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. 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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments

Friday, Jul. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

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Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.

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Surgent's Preparing Not-for-Profit Financial Statements

Friday, Jul. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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In order to prepare accurate and effective not-for-profit financial statements, professionals must have a strong working knowledge of the reporting requirements. Now is the time to obtain that knowledge! This course explains the requirements, illustrates how the requirements manifest in the financial statements, and clarifies options available to not-for-profits in applying the requirements. The course covers key accounting areas that affect not-for-profits, including net assets, contributions, and functional expense reporting. The course materials utilize a highly illustrative and innovative format, including 30 focused exercises to provide an enhanced working knowledge of not-for-profit accounting and reporting.

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The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

Friday, Jul. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

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This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

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ChatGPT: What Every CPA Should Know-Updated

Friday, Jul. 18
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

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Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for 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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Internal Controls That May Have Prevented Fraud

Friday, Jul. 18
 10:00am - 11:52am

Online

2.00 Credits

Member Price: $79

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This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts.

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Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry

Friday, Jul. 18
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $79

Ethics is complicated, and conflicts of interest are more complicated. What are the various issues involved with conflicts of interest?  What does the AICPA Code of Professional Conduct say? We will discuss several seemingly ordinary, everyday conflicts of interest and how we should be more aware that conflicts of interest are common. We will discuss the ethical priorities of a CPA and how to apply them. What should you do when facing a conflict of interest?  What is the ‘secret weapon’ to help mitigate conflicts of interest?  The key to our profession remaining relevant is to maintain trust. Come and learn more about conflicts of interest and how we all can be even more trustworthy.     

Using ChatGPT with Excel

Friday, Jul. 18
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $89

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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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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Staff Retention Keep the Best People

Friday, Jul. 18
 10:00am - 1:00pm

Online

3.00 Credits

Member Price: $99

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The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed.  Many organizations trying to bring people back to the office have experienced significant turnover.  Some practices have changed forever while some principles will always remain the same.  Keeping your people happy equals keeping your best people.  Learn the changes you should make now and the things you should do forever!

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Year-End Tax Planning: Thinking Outside the Box

Friday, Jul. 18
 10:00am - 2:00pm

Online

4.00 Credits

Member Price: $129

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Tax planning is more than an estimated tax calculation, it's a process.  Where are we now and what can we change?  This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! **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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Analyzing Financial Statements

Friday, Jul. 18
 10:30am - 12:30pm

Online

2.00 Credits

Member Price: $89

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What Is Your Brand Reputation?

Friday, Jul. 18
 11:00am - 12:00pm

Online

1.00 Credits

Member Price: $39

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What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust, and are known amongst your colleagues are all critical components of your future success. In this workshop Michelle Tillis Lederman, CEO and Founder of Executive Essentials, will discuss how to determine you brand attributes, demonstrate the nuances of body language on your professional presence, and discuss how to strengthen trust and the lasting impressions you make on your network, expanding upon lessons from her books The Connectors; Advantage and The 11 Laws of Likability. 

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Analytical Procedures: Practical Applications and Standards

Friday, Jul. 18
 11:00am - 12:47pm

Online

2.00 Credits

Member Price: $79

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Partnership/LLC Taxation: Tax Basis Capital Accounts

Friday, Jul. 18
 11:00am - 1:00pm

Online

2.00 Credits

Member Price: $89

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