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CPE & Event Calendar

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

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Real Estate Professionals, Passive Activity and Section 199A

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Virtual

2.00 Credits

Member Price: $89

This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The Controllership Series - The Controller's Role in Pro Forma Financial Statements

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Virtual

1.00 Credits

Member Price: $39

Pro forma statements are used by businesses to make decisions on planning and control, as well as for external reporting to owners, investors, and creditors. For example, giving financial estimates for a given period in a standardized manner is known as “presenting pro forma,” a Latin phrase that means “as a matter of form.” Pro forma statements can be helpful tools for business owners, investors, creditors, or decision-makers to analyze various scenarios of future events based on certain financial assumptions. It might aid in making predictions performance of the company. A pro forma income statement displays a firm’s anticipated sales and revenue. It also highlights anticipated fixed or variable operational expenses and, in the end, displays the potential profits and retained earnings for a future financial quarter. There are various types of pro-forma statements and methods to develop them. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years. However, the creation of pro forma financial statements is still a core part of their responsibility.  

Ethics: 10 Crucial Qualities of High Character CPAs

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Virtual

2.00 Credits

Member Price: $89

What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Managing with a CEO Mentality

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Virtual

1.00 Credits

Member Price: $55

In this dynamic session, Sharrin Fuller, Entrepreneur and CEO, will share her insights on managing with a CEO mentality. Sharrin will guide participants in developing the mindset and skills necessary to excel as managers. Through real-life examples and practical strategies, attendees will learn how to adopt a CEO mindset, think strategically, and make informed decisions that align with long-term business goals. Additionally, valuable techniques will be presented for inspiring and motivating teams, fostering a culture of accountability, and driving high performance within their organizations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The Controllership Series - Managerial Accounting Basics and Costs

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Virtual

1.20 Credits

Member Price: $39

Managerial accounting provides economic and financial information for managers and other internal users. Managerial and Financial Accounting have similarities and differences. Each field of accounting deals with the economic events of a business. Both managerial and financial accounting require that a company’s economic events be quantified and communicated to interested parties. This another course in our series on the controller’s role. The controller’s role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting and the basic concepts that surround this discipline as it primarily relates to cost accounting issues.  

The Controllers Role in Data Analytics and Big Data

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Virtual

1.50 Credits

Member Price: $59

Today’s economy and all of the digital enhancements have impacted the way companies engage with their customers as well as how the company manages their internal practices. The business control function needs to keep pace. The rising importance of analytical capability is critical when defining the role of the modern controller. Execution of analytics can vary but there are still key questions that must be asked. What are the options and what we need to understand to decide the best way forward? This course focuses on the value that can be brought by the Controller when becoming involved with data analytics powered by technology and also Big Data. The digitized world we live in has made it important for the Controller function to evolve and take on this advanced task.  

2024 Instant Audit? Just Add Risk Assessment

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Virtual

1.00 Credits

Member Price: $39

What would you do if you only had one workday to complete a financial statement audit? How would you optimize just a handful of hours? What would you test? More importantly, what would you minimize or eliminate? Although one day is unrealistically short, it illustrates how risk-based auditing can help auditors optimize professional effort. This course emphasizes the importance of risk assessment for enhancing both the effectiveness and efficiency of audit procedures.

Everything There is to Know About Summonsing

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Virtual

1.00 Credits

Member Price: $55

You are likely familiar with and/or have experience with IRS summonses. BUT - Did you know there's a lot of procedure and decorum that goes into issuing a summons that you can leverage to help your client? This program will focus on the basics of an administrative summons, what the IRS can summons for, how you should comply with a summons, summons referral criteria, and common errors and misnomers the IRS can make in generating/serving a summons. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Create Paginated Reports with Power BI Report Builder

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Virtual

2.00 Credits

Member Price: $89

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder. 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 Tax Research

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Online

2.00 Credits

Member Price: $99

Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the differences between primary and secondary sources, and detailing the steps in the tax research process.

Surgent's Annual FASB Update and Review

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Online

4.00 Credits

Member Price: $159

This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.

Shorten Month-End: Closing Best Practices

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Virtual

4.00 Credits

Member Price: $149

Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update

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Virtual

8.00 Credits

Member Price: $239

This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Risk Assessment Under SAS No. 145: The Key to Audit Quality?

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Virtual

2.00 Credits

Member Price: $89

The AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

An Ethical Framework - How It Works

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Virtual

2.00 Credits

Member Price: $89

Who creates and maintains ethics standards? Who is held to the standards? Who can file a complaint? How does a Peer Review complaint fit in? Who investigates and how? Can public information spur an investigation? Good questions? Hear the answers and all about cases that explain the issues when our expert fills in the back story. 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 Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs

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Online

2.00 Credits

Member Price: $99

When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.

Surgent's Strategies for Maximizing Social Security Benefits

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Online

2.00 Credits

Member Price: $99

As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

Individual Tax Update: Recent Developments

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Virtual

2.00 Credits

Member Price: $89

A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

2024 Professional Skepticism for the Public Accountant

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Virtual

1.00 Credits

Member Price: $39

Accountants are expected to demonstrate a questioning mindset. While such professional skepticism is an obvious requirement for assurance engagements, it is applicable elsewhere in the practice of public accounting. In fact, a skeptical mindset offers benefits to both public accountants and those who work in industry. This course provides specific examples of professional skepticism while suggesting best practices.

2024 How to Choose the Right Business Entity for Your Client

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Virtual

2.00 Credits

Member Price: $79

Tax rates, personal liability, operations – these are all factors to be weighed when advising clients about their choice of entity decision.  This session provides a comparison of the multiple entity choices to start the discussion with clients and selecting the best tax efficient option for them. **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.