Professional Development and Event Catalog
K2's Paperless Office
12:00pm - 7:37pm
Online
8.00 Credits
Member Price: $225
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Would you like to find important documents in 10 seconds or less? Would you like to ensure your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully “paperless” office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management. Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of a Paperless Office.
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State Tax Nexus: Frequently Awkward Questions
12:30pm - 2:18pm
Online
2.00 Credits
Member Price: $79
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Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *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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Basic Individual Taxation Course
12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. 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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Ask About QM Series
1:00pm - 2:00pm
Online
1.00 Credits
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Quality management (QM) implementation Q&As The fast-paced and interactive QM series offers condensed, high-impact Q&As and live participant-driven discussions on focused topics that change each session. You will get practical answers to your specific QM implementation questions to support effective QM implementation within your organization. This series is free for AICPA members.
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New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $75
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Pull together all components for an effective and tailored QM system (bold) For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies. The revised QM standards are designed to emphasize firm leadership's responsibility for proactively managing quality, strengthening a firm's monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm. To succeed under these new standards, you'll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice. Fourth in a four-part webcast series (bold) This is the fourth webcast in a four-part series on the Auditing Standard Board's (ASB) new Quality Management Standards and looks at how to create an effective QM system. You'll take a deep dive into aspects of the ASB's Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital). Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec.15, 2022, at 2:00pm ET.
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Tech It to the Next Level: Slim Your Team for Max Efficiency
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
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Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. 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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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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Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $79
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Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
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Surgent's Data Analytics Toolkit - Tools and Applications
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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There is no shortage of data, but relatively few organizations have an environment and process to isolate, capture, analyze, and convert data into actionable information. Too often, we collect as much data as possible, continue to use historic measurements, and communicate data using traditional vehicles. Good decisions are not the result of the amount of data gathered, but of the quality and understanding of the information. The goal of this program is to explore a number of analytical tools and techniques and identify applications for them within an organization. Analytical techniques will be introduced throughout the discussion, and a significant amount of time will be spent addressing the steps needed to establish a data-driven environment and identifying and discussing potential/specific applications. In this way, participants get experience they can begin to use in their organizations. An expanded list of reference books and next level software is also provided.
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Surgent's Tax Research - Intermediate Concepts
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
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Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources, and describing the steps in the tax research process.
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Surgent's Top Individual Tax Planning Strategies
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2025 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.
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The CFO Who Went to Prison
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom. 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 Working Remotely- The New Normal
1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $129
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Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a “win-win” for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members. This session will teach you today’s best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.
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Risk Assessment Under SAS No. 145: The Key to Audit Quality?
1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality. 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 Best Practices in Not-for-Profit Accounting and Reporting
1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
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Comprehensive Audit and SSARS Update
1:30pm - 5:30pm
Online
4.00 Credits
Member Price: $149
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This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality. 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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Cryptocurrency Transactions: Navigating Federal Tax Rules
2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $29
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As cryptocurrencies like Bitcoin, Ethereum, and others become more popular, tax authorities around the world are working to create regulations for their use and transactions. This session will address cryptocurrency tax issues and their complexities and challenges that individuals and businesses face when dealing with the taxation of digital currencies. *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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Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
2:00pm - 3:48pm
Online
2.00 Credits
Member Price: $79
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The annual budgeting process is often criticized as an accounting exercise that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not volume sensitive, and disconnected from the organization's strategy and risk management processes. You can resolve these deficiencies using capacity-sensitive driver-based projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The driver-based budgets can be periodically refreshed to create rolling financial forecasts extending well beyond the fiscal year end. Learn how managerial accounting can become managerial economics.
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AI Lessons Learned for Accountants
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
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This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. 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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Common Deficiencies in Employee Benefit Plans
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $79
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Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and explores the underlying causes of these issues. Through practical strategies, engaging case studies, and regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution, and protect plan participants and beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality and ensure regulatory compliance.