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Professional Development and Event Catalog

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Upholding Independence While Holding Your Client's Hand

Tuesday, Aug. 12
 12:00pm - 1:49pm

Online

2.00 Credits

Member Price: $79

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Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing and credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review and audit clients with such matters, as well as with compilation engagements. This course addresses these issues and explores best practices and guidance provided by the AICPA's Code of Professional Conduct.

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What's Behind the Data?

Tuesday, Aug. 12
 12:00pm - 2:00pm

Online

2.00 Credits

Member Price: $89

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We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. 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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Selected Ethics Topics - 2024 - 2025

Tuesday, Aug. 12
 12:30pm - 2:30pm

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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Ask About QM Series

Tuesday, Aug. 12
 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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The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty

Tuesday, Aug. 12
 1:00pm - 2:18pm

Online

1.50 Credits

Member Price: $49

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These are uncertain times. With constant economic fluctuation, geopolitical uncertainty and inflation pressures, corporations and their professionals are facing challenges at every turn. The Controllership function is accustomed to dealing with changing variables but when the change is constant and every evolving, even the simplest of tasks like cash flow and cash forecasting can become difficult.  This webinar is to focus on what methods the controller can elicit to attempt to address the current uncertainty when working with their cash flow issues and forecasting. Of course, there are basic measures that can be employed such as: Proactively managing receivables and payables Automate your accounts payable and receivables process Keep business expenses at a minimum Work with digital methods of payment from vendors Use credit wisely However, this webinar will explore methods used to create and manage your cash flow and forecasting processes. These methods go one-step past your typical forecasting to enable management to explore various alternatives and scenarios for the business.

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Leaders Eat Last. Why? The Characteristics of Great Leaders

Tuesday, Aug. 12
 1:00pm - 2:47pm

Online

2.00 Credits

Member Price: $79

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If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how.  

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Thinking Like an Auditor When Preparing Your Financial Statements

Tuesday, Aug. 12
 1:00pm - 2:47pm

Online

2.00 Credits

Member Price: $79

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External auditors understand concepts like materiality, reasonableness, and risk of material misstatement.  This course will explain how to think like an auditor when preparing and fairly presenting your financial statements and related disclosures.

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What's Going on at the FASB (2025)

Tuesday, Aug. 12
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $89

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The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. 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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Inventory Observation - Cretaceous Conservatory Simulation

Tuesday, Aug. 12
 1:00pm - 4:00pm

Online

3.00 Credits

Member Price: $99

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Step into the heart of the Cretaceous Conservatory for an unforgettable inventory observation adventure! In this immersive simulation, you'll travel to a remote island where the inventory isn't just vast, it's alive. As an auditor responsible for ensuring accuracy in the company's dinosaur-development operations, you'll face wild risks, navigate complex inventory procedures, and confront the unexpected. Through hands-on scenarios, you'll learn to identify misstatements, evaluate unique inventory challenges, and apply standard observation techniques all while staying one step ahead of potential disaster. Can you survive the wilds of the Cretaceous and emerge as the ultimate inventory explorer, or will the risks prove too much to handle?  

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Business Longevity: Stabilize, Strengthen, and Succeed

Tuesday, Aug. 12
 1:00pm - 5:00pm

Online

4.00 Credits

Member Price: $129

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Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate.  Jim will help you be aware and understand the answers to these issues: Can you describe the financial health of your company? Can you also explain what the financial health of your industry is? Do you know your Business Cycle compared to the industry business cycle? Do you have an executable plan? Do you know what the competitive, legal and technological landscape is currently, and for the future? Is your organization aligned and incentivize to be successful? Jim has developed his groundbreaking Business Longevity concept as a keynote and a workshop, and would be happy to speak to your organization on this topic. This session will focus on assessment (financial health, competitive environment), determination (effective business planning, including the future landscape), and execution (gettin’ it done!)

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Surgent's Ethical Considerations for the CPA

Tuesday, Aug. 12
 1:30pm - 5:00pm

Online

4.00 Credits

Member Price: $159

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CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit.

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Leaders Eat Last. Why? - 1 Hour Session

Tuesday, Aug. 12
 2:00pm - 2:58pm

Online

1.00 Credits

Member Price: $39

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Trust is essential, because without trust, there can be no teamwork.  Trust is like oxygen, when it is gone - we suffocate.  This session provides a 15-step action plan to gain commitment from your team members, build trust, hold each person accountable and create results for your organization. 

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FASB Update and Review

Tuesday, Aug. 12
 2:00pm - 3:50pm

Online

2.00 Credits

Member Price: $79

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Periodic FASB checkups are critical for accountants who deal with financial statements prepared in accordance with U.S. GAAP. This course introduces recent FASB pronouncements and revisits selected existing standards that are likely to be salient for private entities. This session also offers a preview of coming attractions by examining significant elements of the FASB's technical agenda.

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Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings

Tuesday, Aug. 12
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $99

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Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.

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Taxation of the Cannabis Industry

Tuesday, Aug. 12
 2:00pm - 4:00pm

Online

2.00 Credits

Member Price: $89

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This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends. 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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Understanding Internal Control Constructs

Tuesday, Aug. 12
 2:00pm - 6:00pm

Online

4.00 Credits

Member Price: $149

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Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order 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. It provides an understanding of the interrelated nature of all controls created by any organization. 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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Excel Tips & Tricks for the Non-Accountant

Tuesday, Aug. 12
 2:30pm - 4:18pm

Online

2.00 Credits

Member Price: $79

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You don’t need an accounting degree to harness the power of Microsoft Excel. This course shows how Excel makes sense beyond dollars and cents. We will focus on fundamental concepts for creating, editing, and utilizing Excel content. Participants will learn how to use Excel’s menus and other functions to craft Excel workbooks. Because this course is designed for newer users, we intentionally offer a broad overview of Excel’s numerous capabilities with in-depth coverage of selected resources tailored for non-accounting applications.

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Shortcuts that Excel Users Love

Tuesday, Aug. 12
 2:30pm - 4:30pm

Online

2.00 Credits

Member Price: $89

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Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! 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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Maximizing the Tax Benefits of an Installment Sale

Tuesday, Aug. 12
 3:00pm - 4:00pm

Online

1.00 Credits

Member Price: $29

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This course will explore the many complex rules of installment sales, with a focus on the tax treatment and strategies to maximize the benefits. *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handout Tab and submit to kori.herrera@acpen.com

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