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Professional Development and Event Catalog

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I Spy with My Little Eye ... an Illegality

Tuesday, Feb. 18
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Building Flexible Budgeting Models: Walking Through and Crunching The Numbers

Tuesday, Feb. 18
 9:00am - 10:49am

Online

2.00 Credits

Member Price: $79

The budgeting process can be a time consuming and frustrating process for accountants.  The constraints and pressures can lead to poor decisions in both the technical and human components.  This session will cover: Building Flexible Budgeting Models: Walking Through and Crunching The Numbers •    We can all learn from others and improve our budgeting process by listening to our colleagues’ wisdom and experience.  This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial planning. 

2024 FASB Update and Review

Tuesday, Feb. 18
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $79

This course focuses on recent FASB updates with an emphasis on implications for private entities. We will also explore significant elements of the FASB’s technical agenda.

Why People Are Irrational, Biased and Emotional With Money

Tuesday, Feb. 18
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

In this course, we will explore the psychological and behavioral factors that contribute to irrational and biased money decision-making. We will examine the role of cognitive biases and emotions in financial decision-making, and discuss strategies for overcoming these biases to make more rational financial choices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2024 Estate Planning for Today and Beyond

Tuesday, Feb. 18
 9:00am - 12:23pm

Online

8.00 Credits

Member Price: $225

Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies.  

Surgent's Guide and Update to Compilations, Reviews, and Preparations

Tuesday, Feb. 18
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

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. 22-25 by the ARSC. The course will also 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 SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.

Planning for Small Business Success

Tuesday, Feb. 18
 9:00am - 12:44pm

Online

4.00 Credits

Member Price: $129

Strategic Planning for SMEs

Office 365 Teams App - Optimizing Your Setup and Configuration

Tuesday, Feb. 18
 9:00am - 1:00pm

Online

4.00 Credits

Member Price: $149

If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not know is how to configure Teams to optimize your ROI and how effectively your team members use it. This course takes you on a tour of the important setup and configuration settings you need to be familiar with to ensure the best Teams experience for your organization. Whether you are already using Teams, in the process of deploying it, or are contemplating whether or not to bring it into your organization, this course will prove to be invaluable. The information shared in this course is sure to help you avoid costly mistakes in your Teams app deployment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Financial and Tax Accounting for S Corporations and Partnerships

Tuesday, Feb. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Governmental and Not-for-Profit Annual Update

Tuesday, Feb. 18
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $332

Change is inevitable and at times overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits and give you the tools and knowledge to implement the new standards.

Ethics - Regulatory and Standards Update

Tuesday, Feb. 18
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

Stay current on recent changes to the AICPA Code of Professional Conduct and keep abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. 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.

2024 Stand Out - How to Create a Unique Employer Brand

Tuesday, Feb. 18
 10:00am - 11:00am

Online

1.00 Credits

Member Price: $39

Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand.

How Prevalent Is Retaliation Within Your Culture?

Tuesday, Feb. 18
 10:00am - 11:03am

Online

1.00 Credits

Member Price: $39

Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture - one in which bad actors are provided ample opportunity and cover to retaliate.

Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services

Tuesday, Feb. 18
 10:00am - 12:00pm

Radnor

2.00 Credits

Member Price: $99

One of the most difficult things for any Client Advisory Services (CAS) professional to learn is how to communicate financial information to non-financial people. To be successful, it's crucial to master this skill, as we frequently explain accounting jargon to those unfamiliar with the field. In this course, we will explore how to properly communicate with stakeholders, including investors, clients, boards of directors, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you.

Surgent's Excel Budgeting Ideas

Tuesday, Feb. 18
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.

Surgent's Understanding Non-Compete Agreements

Tuesday, Feb. 18
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition to employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles. Whether you advise individual clients or work for an employer, the presentation provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.

2024 Fiduciary and Tax Accounting Guide for Estates and Trusts

Tuesday, Feb. 18
 10:00am - 2:00pm

Online

4.00 Credits

Member Price: $129

This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions.  Planning and potential pitfalls will also be explored. 

S Corporation (Form 1120S) - Formation to Liquidation

Tuesday, Feb. 18
 10:00am - 5:37pm

Online

8.00 Credits

Member Price: $300

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation.  **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

Excel - Create KPI Dashboards for Maximum Impact

Tuesday, Feb. 18
 10:30am - 12:30pm

Online

2.00 Credits

Member Price: $89

Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing key metrics in Excel. We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through importing data, setting up calculated fields and columns, and creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals with Power View, in order to make your dashboards easily understood. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2024 Forgotten Managerial Accounting Tools

Tuesday, Feb. 18
 11:00am - 12:50pm

Online

2.00 Credits

Member Price: $79

This session explores managerial accounting techniques with an emphasis on internal decision-making tools. You will appreciate a reminder regarding concepts you may not have considered since your college days. We will revisit managerial accounting concepts by illustrating practical examples that you can immediately bring back to the office!