Professional Development and Event Catalog
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
10:00am - 12:00pm
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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Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $299
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Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.
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Exploring the New Lease Accounting Standard
10:30am - 12:30pm
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 Controllership Series - The Controller's Skillset
11:00am - 11:56am
Online
1.00 Credits
Member Price: $59
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This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth and depth of the controller skill set has expanded and will continue to expand as the business world evolves. The controller position will typically lead teams of financial and accounting experts. Recognizing that leadership and team management skills are must-haves; they need to be able to command their team's respect, inspire them to act, and ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.
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Using ChatGPT with Excel
11:00am - 1:00pm
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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Let's Meet at the Intersection of Fraud and Ethics
11:00am - 2:33pm
Online
4.00 Credits
Member Price: $129
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This course explores 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 from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry.
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Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
11:00am - 2:36pm
Online
4.00 Credits
Member Price: $129
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Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer's thought process? This hands-on session will answer these questions by helping you understand the role of an engagement quality control reviewer. Not only will you develop an appreciation for the role of an engagement quality control reviewer, but this interactive session will allow you to step into the reviewer's shoes by performing a quality control review during the class session. You will leave with an understanding of best practices for minimizing your exposure to critique by reviewers.
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Disrupt to Dominate: Mastering Change Leadership
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
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In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently. 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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Take Command of your Time
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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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Addressing Misconduct
12:00pm - 1:04pm
Online
1.00 Credits
Member Price: $39
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The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.
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K2's Introducing Artificial Intelligence To Human Resources Pros
12:00pm - 1:08pm
Online
1.20 Credits
Member Price: $39
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Artificial Intelligence (AI) is the hottest topic in technology circles today. And for good reason! AI can help all business professionals – including HR professionals – work more efficiently and effectively. AI tools such as ChatGPT, Gemini, and Copilot are proving themselves daily as valuable assets. These tools can help you automate research, draft documents, summarize emails, analyze Excel data, and even create PowerPoint presentations for you. If you haven't yet explored what today's AI tools can do, you'll want to participate in this session to become more productive and efficient with this very practical technology.
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Common Peer Review Deficiencies and How to Avoid Them
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $79
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Required Peer Reviews are an important element for ensuring high quality audit and attest services are being offered by CPAs. This course will explore the most common deficiencies identified through the Peer Review program, so that CPAs know what potential problems to avoid.
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Ethical Standards in Tax Practice: Circular 230 and Compliance
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $79
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This instructor-led course offers an in-depth analysis of ethical challenges that tax professionals face, focusing on the provisions of Circular 230 and how they apply to real- world scenarios. Through the discussion of key issues such as conflicts of interest, confidentiality, diligence, contingent fees, and the handling of amended returns, participants will learn how to apply ethical principles in their practice while maintaining professional standards. Participants will gain a comprehensive understanding of how to handle ethical dilemmas, manage client pressures, and ensure compliance with regulatory expectations, all while safeguarding their professional integrity. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
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The CFO Who Went to Prison
12:00pm - 2:00pm
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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Not Just Your Everyday FASB Update
12:00pm - 3:41pm
Online
4.00 Credits
Member Price: $129
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This course highlights significant updates that affect financial reporting and related attestation services. We will explore novel FASB pronouncements while examining the enduring impact of lease accounting and revenue recognition standards. This course will provide reminders regarding both GAAP and non-GAAP financial reporting alternatives for closely held entities. We will also explore selected guidance regarding audit, review, and compilation engagements.
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Fraud Busters: Controls to Prevent and Detect Fraud
12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. 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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Auditing digital assets: Entity's use of a service organization
1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $75
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Auditing entities that hold or transact digital assets and use service organizations Although the use of digital assets is rapidly expanding, guidance on how to effectively account for and audit digital assets has not kept pace. This is where the AICPA can help. Based on the AICPA Practice Aid Accounting for and Auditing of Digital Assets, this webcast can help you determine what to do when your client uses a service organization to help transact in, safeguard, or account for its digital assets. You'll discover: How to identify whether a service organization is present, including how to determine the nature of the services provided Key considerations when a service organization provides services related to digital assets, including the role of a SOC report in understanding the control environment The risks, challenges and factors to consider when performing audit procedures when service organizations are being utilized
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Preparing to be a Forensic Accountant - Focus on Digital Forensics
1:00pm - 2:35pm
Online
1.80 Credits
Member Price: $59
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Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. For example: Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve into further investigative procedures used including digital forensics. Future sessions will focus on computer forensics, network forensics and mobile forensics.
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Global Internal Audit Standards (GIAS) Domain V - Part 1
1:00pm - 2:54pm
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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Ethical AI Practices for CPAs: Ensuring Responsible Use
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.