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CPE & Event Calendar

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

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Surgent's Basics of the Valuation of a Closely Held Business

Tuesday, September 27 1:00pm - 4:30pm

TBD

4.00 Credits

An understanding of the basics of business valuation is an invaluable tool for practicing accountants to better assist clients who are considering buying or selling their business or an interest therein, contemplating estate tax planning or creating a buy-sell agreement, or dealing with the death of an owner, a shareholder dispute, or a divorce. Business valuation may also be a practice area an accountant would be interested in pursuing for increased billables. Many forward-thinking closely-held business owners are currently looking at possibly higher capital gain rates, particularly with a Democratic regime. Take this course to be well advised and prepared in order to better assist that potential selling owner.

Working Smarter: Power-up Your Productivity

Tuesday, September 27 1:30pm - 3:30pm

TBD

2.00 Credits

Unfortunately, you can't add more hours to your day. Even if you could, your To-Do list would grow to fit the time available. But you can learn to work smarter and power-up your productivity to add to your personal and professional bottom line. First, you have to identify what you are trying to accomplish and why. Then, you can personalize your productivity and stop procrastinating. You will learn 20+ ways to get more done in less time and be happier with yourself. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Proven Controls to Steer You Clear of Fraud

Tuesday, September 27 1:30pm - 5:00pm

TBD

4.00 Credits

Organizations that fall victim to fraud (and that is every organization in the world) have many controls in place to combat fraud. We will discuss means and methods to stop fraud and the controls that victim organizations employ to seek improvements for our organizations.

K2's Testing and Auditing Excel Workbooks

Tuesday, September 27 1:30pm - 5:10pm

TBD

4.00 Credits

Excel errors continue to plague organizations of all sizes – estimates peg the error rate at approximately 90%. As spreadsheets become ever-more common, testing and auditing Excel workbooks becomes more necessary than ever to mitigate the effects these errors could have on virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before they adversely affect reports and decision-making processes and in this session you will learn procedures for testing and auditing Excel workbooks.   In this session you will learn how to apply best practices to reduce the error rate in workbooks that you and others on your team create and edit. Equally important, you will learn how to take advantage of add-ins for Excel that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors while there is still time to correct them. You do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team to identify and correct potentially disastrous spreadsheet errors.  

K2'S How To Run Microsoft Office From The Cloud

Tuesday, September 27 2:00pm - 3:00pm

TBD

1.00 Credits

Cloud-based options of familiar Microsoft Office applications have been available for over a decade. Moreover, these tools have matured to the point where their functionality rivals desktop-based options. Further, the ease of deploying, accessing, and using these tools is striking. In this session, you will learn about Cloud-based alternatives to everyday desktop applications and why you should consider adding them to your toolbox. You will also learn about the relative strengths of competitive services available from Zoho and Google and why you should consider these tools. Knowing all your options is imperative in the new cloud-connected world! 

Surgent's Monthly Accounting and Auditing Update

Tuesday, September 27 2:00pm - 3:00pm

TBD

1.00 Credits

The one constant in life is change. This is true in the A&A world as well. 2022 will continue to challenge the accounting profession in many areas, including implementing new AICPA and FASB pronouncements. In this monthly series, we will explore the hot topics and current events that are driving financial accounting today, such as auditing and SSARS standards implementation and getting ready for ASC 842 implementation. Through detailed discussion of new standards and commentary from relevant industry experts, this monthly update will keep you up to date on what you need to know in the accounting world. So, whether your area of specialty is employee benefit plans, leases, not-for-profit and governmental accounting or something else, this monthly hour will give you what you need to know to do your job as effectively as possible.

K2's Data Analysis Using Power Pivot

Tuesday, September 27 2:00pm - 3:49pm

TBD

2.00 Credits

With Power Pivot, your PivotTable reports can become even more powerful than you might have thought possible. This powerful tool can connect directly to many external data sources to link data directly into your reports. Alternatively, you can use it in conjunction with Power Query for superior data import and transformation capabilities. Further, DAX functions allow you to create sophisticated calculations in your PivotTables, adding even more analytical capabilities. And the relational database functionality of Power Pivot provides all the tools necessary for building an intermediary database from multiple data sources. Put Power Pivot to use immediately by participating in this session, which surely will help you improve your analytical and reporting processes.

5 Marvelous Business Books in 100 Minutes

Tuesday, September 27 2:00pm - 3:52pm

TBD

2.00 Credits

If you are efficient and want to learn lessons from the best in a short time, this seminar is for you.  Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective.  The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think?  These lessons are valuable for every business leader. 

Forgotten Managerial Tools for the CPA

Tuesday, September 27 2:00pm - 3:59pm

TBD

2.00 Credits

This session revisits managerial accounting techniques that you may not have considered for many years even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office!

Defined Benefit Plans: Tax Saving Opportunities

Tuesday, September 27 2:00pm - 4:00pm

TBD

2.00 Credits

Learn methods and techniques to optimize retirement planning for your clients. Using the defined benefit pension, gain insights regarding how to work with these plans on their own or in concert with defined contribution plans.

Postmortem Estate Planning Primer

Tuesday, September 27 2:00pm - 4:00pm

TBD

2.00 Credits

The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent. This course provides the practitioner an understanding of after-death planning issues of a decedent’s estate. **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.

Surgent's Summary and Analysis of the Inflation Reduction Act of 2022

Tuesday, September 27 2:00pm - 4:00pm

TBD

2.00 Credits

Throughout much of 2022, it was very doubtful whether any tax legislation would be enacted. At long last we now have new tax legislation impacting 2023 and later years in the Inflation Reduction Act (IRA). This program will cover the new tax legislation embodied in the IRA in detail so that those attending can properly advise their clients if and how these various tax changes impact their individual and business planning. Be the first to know about this brand-new legislation in a comprehensive manner. In contrast to courses provided by others that only highlight the broad strokes of the legislation, which you could easily access in an online summary, our expert panelists will detail all of the relevant facets applicable to planning for both you and your clients.

Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous

Tuesday, September 27 2:00pm - 4:10pm

TBD

2.50 Credits

This course is based on the premise that one typically hires for competence but fires for character.This course focuses on the character and trustworthiness of the individual.  The course takes you through critical attributes of character and provides for gaining self-awareness of where one stands in their character through a key exercise.  The emphasis is also on trust, a critical ingredient to successful relationship management.  Several  tools and approaches are discussed in the course that will assist and guide the individual in effectively evaluating the trustworthiness of themselves or others, including bosses, direct reports, peers.

Accounting & Auditing Update For Small Business

Tuesday, September 27 2:00pm - 5:44pm

TBD

4.00 Credits

In this course, we will look at the recent activities of the FASB, the Auditing Standards Board (ASB), and Accounting & Review Services Committee (ARSC) that impact small businesses. We will discuss the impact of the new standards and how you can prepare to implement them in a practical way. This course is tailored to focus on topics primarily impacting smaller entities. It does not cover some of the more complex accounting requirements not commonly found in smaller entities.

Accounting & Auditing Update

Tuesday, September 27 2:00pm - 5:50pm

TBD

4.00 Credits

This course will cover what's going on at both the FASB and AICPA by reviewing the standards effective this year. We'll start with a review of the Accounting Standards Updates (ASUs) issued by the FASB that will be effective this year including a deep dive into Topic 842, Leases. The course will address those standards that will be effective for both public and private entities in 2022. We'll then turn our attention to the audit side of the house with a focus on SAS 142 which is effective this year. This course is a great way to overview all the A&A standards effective this year.

Forensic Accounting: When The Office Is A Crime Scene

Tuesday, September 27 2:00pm - 6:00pm

TBD

4.00 Credits

Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. 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 Excel Tips, Tricks, and Techniques for Accountants

Tuesday, September 27 2:00pm - 9:44pm

TBD

8.00 Credits

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

Introduction to the Property & Casualty Insurance Industry

Tuesday, September 27 2:30pm - 3:30pm

TBD

1.00 Credits

The insurance industry has unique accounting and regulatory requirements. This course provides an introduction to those unique requirements, including the multiple layers of regulation, statutory vs. GAAP accounting, non-admitted assets, special treatment of taxes, and more! 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 Mastering Advanced Excel Functions

Tuesday, September 27 2:30pm - 6:14pm

TBD

4.00 Credits

With approximately 500 functions now available in Excel, it is easy to overlook some of the newer and more powerful tools available. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels. In this session, you will learn about many of Excel’s newer tools, including  XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE.  Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, how to harness the power of the AGGREGATE function, and how to create more accurate forecasts with Excel’s FORECAST.ETS function.  No matter your level of experience working with Excel, participating in this course is sure to help you work more efficiently and effectively in Excel. 

Financial Acumen for the HR Professional

Tuesday, September 27 3:00pm - 4:11pm

TBD

1.20 Credits

Financial Acumen for the HR Professional is Part 2 of a 4 part series "The HR Professional's Guide to Evolving Business Strategy, Finance and Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results and implications for the business.