CPE & Event Calendar
For details about the CPE and event categories below, please click here.
Advanced Budgeting - Balance Sheet and Cash Flow Projections
Tuesday, September 27 9:00am - 10:00am
TBD
1.00 Credits
Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in you. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Exploring the Revised Procurement Standards
Tuesday, September 27 9:00am - 10:54am
TBD
2.00 Credits
The Uniform Guidance (2 CFR 200) is revised effective November 12, 2020. The greatest changes occur to the procurement standards and particularly he methods of procurement. A delineation between the informal and formal procurement processes is the threshold for competition. The ability to increase the Micro Purchase Threshold (MPT) and limitation on the Simplified Acquisition Threshold (SAT) requires a careful look at this OMB update to the Uniform Guidance.
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
Tuesday, September 27 9:00am - 12:30pm
TBD
4.00 Credits
Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of data analytics and artificial intelligence will play a key role in an audit. We are seeing changes already as the AICPA has recently issued standards that significantly modify the form of the independent auditor's report. In addition, its Omnibus standard modifies several professional standards including those on related parties, consideration of fraud and the auditor's communication to those charged with governance. The new auditing standard on employee benefit plan audits makes significant changes in the auditor's report as well as other aspects of an employee benefit plan audit. Another revision, which has also affected the SSARs and SSAEs is a change to the definition of materiality. Other major revisions to professional standards include an updated standard on Audit Evidence and Auditing Accounting Estimates. This program will cover SASs 134 through 143. Recently issued Statements on Standards for Accounting and Review Services (SSARS) have addressed the consideration of going concern and other significant issues (SSARS 24) and a change in the definition of materiality and changes to the review report (SSARS 25). The AICPA has also recently issued new Statements on Standards for Attestation Engagements on Agreed-Upon Procedures (SSAE 19) and materiality (SSAE 20). Clearly, with regard to professional standards, the only constant is change. This course will provide both insights into the new standards including how to best implement them.
K2's Small Business Accounting Shootout
Tuesday, September 27 9:00am - 12:39pm
TBD
4.00 Credits
The market for accounting solutions designed for small businesses has never been better! From traditional desktop applications to newer Cloud-based solutions, small businesses have affordable options available today that were unthinkable for many just a few years ago. In this seminar, you will learn about these options and receive the benefit of an unbiased comparison of many of today’s leading solutions, helping you make an informed decision about the future direction of your accounting platform. Solutions from Intuit, Sage, Xero, Wave, and others will be reviewed and compared to help you decide whether you should remain with your current platform or perhaps switch to a different one. Additionally, you will learn about various third-party add-ins to help you make informed decisions about issues such as automated data entry, sales tax processing, reporting, and business intelligence. In sum, if you are the least bit curious about the accounting options available for smaller businesses, this is the most critical session in which you will participate this year.
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
Tuesday, September 27 9:00am - 4:46pm
TBD
8.00 Credits
Internal controls are more important than ever, and their importance increases seemingly daily. However, internal controls present a challenge for many smaller organizations. In this program, you will learn how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, by participating in this program, you will learn technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Implementing many of the theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many small businesses' current internal control structure fosters an environment in which too much risk is present. This factor, coupled with the presence of uncontrolled information systems, can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
Tuesday, September 27 9:00am - 5:00pm
TBD
8.00 Credits
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.
The Best Individual Income Tax Update Course by Surgent
Tuesday, September 27 9:00am - 5:00pm
TBD
8.00 Credits
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.
Tax Penalties and Penalty Abatement
Tuesday, September 27 9:30am - 11:30am
TBD
2.00 Credits
Those late-night commercials make it sound just so easy, but how do you get rid of tax penalties? This program covers the various penalties applied by the IRS, and the various ways practitioners can seek to have them removed. Additionally, First Time Penalty Abatement, abatement for reasonable cause, and how to lay the groundwork for avoiding penalties during the audit is covered. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fixing Your Chart of Accounts
Tuesday, September 27 10:00am - 11:00am
TBD
1.00 Credits
A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements. Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2'S The K2 Team's Top Tech Productivity Tips And Tricks
Tuesday, September 27 10:00am - 11:40am
TBD
2.00 Credits
The world of work changed radically and became much more virtual after the pandemic’s onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.
Driving Performance with Metrics
Tuesday, September 27 10:00am - 11:48am
TBD
2.00 Credits
Do you struggle to keep budgets current in the face of an ever-changing business climate? Do you recognize that actual spending can be far from what a department’s spending should be? Twenty-first century performance metrics reduce work, reduce politics, provide flexibility and substantially improve the performance management process. This valuable session will show you how to drive organizational performance using these powerful techniques.
Analytical Procedures: Practical Applications and Standards
Tuesday, September 27 10:00am - 11:50am
TBD
2.00 Credits
This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given.
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills
Tuesday, September 27 10:00am - 11:52am
TBD
2.00 Credits
Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive and professional focus on where they are currently and help them bridge the gap in leadership skills that will enable them to gravitate to the next level. This course will guide the financial executive and professional to position themselves as leaders that others will trust and want to follow. The financial executive and financial professional will walk away understanding a more holistic approach to people and organizations and a transformational leadership style.
The SECURE Act, the Extenders, and How it Applies to Retirement Planning
Tuesday, September 27 10:00am - 11:52am
TBD
2.00 Credits
Congress did it to us again! Waiting until the last minute, Congress passed bipartisan tax legislation which President Trump signed into law on December 20, 2019. This legislation included the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, which is largely designed to provide improvements to retirement savings and income in retirement. In addition, this legislation renewed a number of expired tax provisions by retroactively (to 2019) extending the provisions through December 31, 2020. The legislation also repealed certain provisions of the Affordable Care Act. This course is will explore all of these changes and will help you understand these issues so that your compliance season will proceed smoothly. **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 leighanne.conroy@acpen.com.
Crucial Tax Topics - Terrific Tax Planning Ideas - Qualified Plans, IRAs, and Related Issues
Tuesday, September 27 10:00am - 12:00pm
TBD
2.00 Credits
It appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly, especially in the area of qualified plans and IRAs. Now is the time to contemplate potential changes as well as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”! **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 leighanne.conroy@acpen.com.
K2's Integrating Data for Improved Efficiency and Control
Tuesday, September 27 10:00am - 1:42pm
TBD
4.00 Credits
In today’s business climate, data is king! Organizations of all sizes collect and manage more data than ever, and that trend is sure to continue. The number of apps, services, and platforms we use also increases every year in this environment. Thus, there is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that. Conquering your data can help improve efficiency and effectiveness and reduce costs and errors within your organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session so that you can truly integrate your data and reap the benefits of improved efficiency and control.
K2's Working Remotely- The New Normal
Tuesday, September 27 10:00am - 1:44pm
TBD
4.00 Credits
Whether by choice or necessity, many team members now find themselves working remotely. In this new normal, questions abound surrounding remote access to desktops and data, security, communications, collaboration, and other considerations. When implemented correctly, remote work strategies can be a “win-win” for all involved; on the other hand, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members. In this session, you will learn today’s best practices for working remotely. Specifically, you will learn about various remote access tools available to you, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools that you can use for that purpose. After completing this session, you will be able to implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.
Business Intelligence and Data Analytics
Tuesday, September 27 10:00am - 1:50pm
TBD
4.00 Credits
The Accountant role is morphing from data aggregation to knowledge extraction. It is essential that accountants understand this change, learn the tools and integrate BI and DA in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices and how it can benefit their organization.
Guide to 1041 Preparation of Estates & Trusts - 4 Hours
Tuesday, September 27 10:00am - 1:54pm
TBD
4.20 Credits
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income. **Please Note: If you need credit reported to the IRS for this IRS approved program (4 Hours), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Walter Haig's Personal Financial Health Checkup
Tuesday, September 27 10:00am - 6:00pm
TBD
8.00 Credits
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.