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CPE & Event Calendar

For details about the CPE and event categories below, please click here.

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K2's Introduction to Excel Macros - New

Tuesday, September 27 10:15am - 1:55pm

TBD

4.00 Credits

You have used Excel for years and Lotus prior to that. During this time, you have said repeatedly, “One day, I’ll learn how to write macros.” Well, that time has arrived because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel.   Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel’s Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

Endgame... Pandemic Impact on the Market Approach

Tuesday, September 27 11:00am - 1:00pm

TBD

2.00 Credits

On the best of days, the twists and turns of the seemingly simple market approach conspire to create endless complexities. Add in the impact of the recent pandemic and it starts to resemble Mr. Toad's Wild Ride. Join us for this informative discussion of the what, when and why of market approach considerations related to the valuation impacts of COVID-19. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Emerging Trends in Auditing, SSARS & Attestation Engagements

Tuesday, September 27 11:00am - 3:00pm

TBD

4.00 Credits

Discuss recently issued standards from standard-setters, including the AICPA Auditing Standards Board, Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board, and explore emerging trends. Get the latest findings from the AICPA's Enhancing Audit Quality initiative and review standard-setting activity designed 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

Deception, Embezzlement and Fraud

Tuesday, September 27 11:00am - 6:30pm

TBD

8.00 Credits

Any corporation or individual can be vulnerable to scams and hoaxes. Learn how to break down the deception into the psychology of the con. We'll review best practices to avoid embezzlement and fraud, as well as case studies of embezzlement, including payroll scams, fraudulent payees, skimming and new technology scams. Fraud can also arise when companies downsize and technology goes missing because there aren't enough gatekeepers on watch. Learn about opportunistic vulnerabilities that stem from having few employees/contractors and using free software.

Federal Tax Update: Comprehensive Individual Tax-Form 1040

Tuesday, September 27 11:00am - 6:30pm

TBD

8.00 Credits

This course provides participants with critical Federal tax law updates resulting from current laws, regulations and court cases impacting individuals. This course will cover the CAA of 2021 and the ARPA of 2021 amongst other legislative changes.

K2's Paperless Office

Tuesday, September 27 11:00am - 6:30pm

TBD

8.00 Credits

Would you like to find important documents in 10 seconds or less? Would you like to ensure that all your digital information is safe and secure? Would you like to improve efficiency in workflow? Of course you would, and with a little planning and guidance, you will be on your way to realizing these and other benefits associated with a paperless office. No one expects a completely "paperless" office, but reducing the amount of paper we shuffle can lead to tremendous rewards and in this course, you will learn best practices and proven processes for effective document management. By participating in this program, you will learn how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn how you can implement more sophisticated and comprehensive document management systems - complete with automated workflow processing - that would be appropriate for larger offices and organizations. Your instructor will guide you through issues such as digitizing hard copy files, exporting and importing data from specialized applications into a document management system, key 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 the Paperless Office.

Legal Planning for Care Giving of Elderly/Disabled Clients

Tuesday, September 27 11:30am - 12:30pm

TBD

1.00 Credits

It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and care giving options, guardianships, conservatorships, financial and health care powers of attorney, Medicaid qualification and asset protection planning. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

CPA Ethics in a Crisis World: Tales From the Front

Tuesday, September 27 11:30am - 1:30pm

TBD

2.00 Credits

Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

CPE PLUS: Cost Segregation Opportunities and Immediate Expensing - S179 & De Minimis

Tuesday, September 27 12:00pm - 1:00pm

Virtual

1.00 Credits

How do I help my clients reduce their 2022 income tax liability? Jeff Hiatt and Kyle Young, directors at MS Consultants, LLC, will cover examples and strategies for rental real estate owners to apply to their specific situation whether the property was acquired, built, or improved in 2022 or some time over the last 15 years. These opportunities will aim to increase cash flow and decrease income taxes for 2022 and into the future via cost segregation, Section 179 expensing, and De Minimis elections/expensing!

Pooled Employer Plan (PEP)

Tuesday, September 27 12:00pm - 1:00pm

Virtual

0.00 Credits

If you are a sole practitioner or a smaller firm ( fewer than 25 employees) please try to attend one of these sessions. Through our group purchasing power, we have the ability to offer you a retirement plan that was previously only available to larger enterprises. If you have considered this as a staff benefit but were deterred by the cost or the amount of work, this could really change things up.  Please join us for an informational webinar on the MassCPAs retirement plan with our partners at Integrated Partners – learn how to save money and cut red tape by working with us.   Zoom links will be provided in the confirmation email.

K2'S Privacy Issues And Solutions - What You Need to Know!

Tuesday, September 27 12:00pm - 1:01pm

TBD

1.00 Credits

Privacy should be everywhere, yet every day seemingly brings a new story about a privacy violation. While it can be frustrating and sometimes scary to think about mishandling our personal information, it’s important to remember that we can take steps to protect our privacy. This session will teach you where your critical threats are and what information you may already have at risk. More importantly, you will learn how to manage and mitigate privacy risks. In an era of increasing connectivity – and by extension, risk – this session should be high on your list to take as soon as possible.

K2's Accounting Automation

Tuesday, September 27 12:00pm - 1:05pm

TBD

1.00 Credits

Why can it be hard to automate accounting? Because many accountants don’t know their options and, therefore, fail to reap the rewards of accounting automation. This session will teach you how easy and profitable accounting automation can be. In it, you will learn how to automate many traditional accounting processes, often with technology you already own. In addition to bank feeds, you will learn about automation options for processing accounts payable and receivable, approving transactions, and linking data from one platform to another. If you are serious about improving efficiency and accuracy, you should make plans to attend this session.

K2's Advanced Topics in Power BI

Tuesday, September 27 12:00pm - 1:50pm

TBD

2.00 Credits

So, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool.

The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020

Tuesday, September 27 12:00pm - 1:55pm

TBD

2.00 Credits

Before the Uniform Guidance (UG) was promulgated, guidance for subrecipient monitoring was only known to auditors in Requirement M of the compliance supplement. Sub-recipient monitoring is a critical requirement for Pass-Through-Entities (PTE) to ensure programmatic and financial compliance with a particular Federal program. The UG has devoted only 2 sections to sub-recipient monitoring. Consequently, it is important that this session provides an abundance of practical experience through best practices to fill in some of the gaps.

FASB's New Lease Accounting Standards

Tuesday, September 27 12:00pm - 1:57pm

TBD

2.00 Credits

It’s a whole new world for lessees under ASC topic 842.  Soon nearly all leases will need to be disclosed as a liability on the balance sheet – from buildings right down to autos and copiers.  Although the greatest impact will be on large entities, this will affect the financial statements of small and mid-size entities as well.  This program will dive into the new standard on leases, effective dates, and address what you need to know now.

The Tax Practitioners Guide to Estate Administration

Tuesday, September 27 12:00pm - 2:00pm

TBD

2.00 Credits

Estate and trust administration is a growing part of a CPA’s practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA’s role as a key member of the administration team.  **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.

Guide to 1041 Preparation of Estates & Trusts - 2 Hours

Tuesday, September 27 12:00pm - 2:07pm

TBD

2.40 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 where taxable income is determined differently from individuals; filing requirements and deadlines; reporting alternatives for grantor trusts; and other key topics you need to consider when filing your clients 1041 return. **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.    

Power BI - Share Your Data Analysis using PowerBI.com

Tuesday, September 27 12:30pm - 2:30pm

TBD

2.00 Credits

* This course is #9 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * What good is data analysis if you can't share it? This course will focus on using Microsoft's cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop. Using PowerBI.com to create visuals is very similar to Power BI Desktop, so we will only review this feature. If you want detailed instructions on creating visualizations, please attend the Power BI Desktop course. This class can be taken with no Excel or Power BI Desktop knowledge, but some concepts will be a repeat from those classes and will serve as a knowledge reinforcement for experienced users. Many data analysts may create models in Power Pivot or Power BI Desktop, so we will spend time to learn how to share that data with PowerBI.com. This will ensure that everyone is looking at the same data, no matter the toolset. PowerBI.com adds the ability to create and share dashboards, so we will demonstrate how to create visualizations that can be turned into dashboards that allow users to customize their PowerBI.com with dashboards that are meaningful to them. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most 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.

Defining Where and Why Internal Controls Are Needed

Tuesday, September 27 1:00pm - 3:00pm

TBD

2.00 Credits

This course will help you identify areas where overlooked internal controls are needed and how to identify and implement more robust controls. Most organizations have many of the primary control measures required to operate in place. But many lack essential criteria that can enhance security, productivity, and the quality of information available for decision making. So, first, we'll identify areas where necessary internal control measures are needed. Then explain why these controls should be created and review specific rules that the organization should utilize in detail.

Inflation Reduction Act of 2022: Explanation and Planning

Tuesday, September 27 1:00pm - 3:00pm

TBD

2.50 Credits

This program provides an explanation of the recently enacted inflation Reduction Act of 2022. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.