CPE Catalog & Events
Budget Monitoring under the Uniform Guidance
Monday, December 5 8:00am - 9:54am
Webinar
2.00 Credits
Preparing a grant or cooperative agreement budget Monitoring tools such as budget versus actual Integrating draws or invoices into budget monitoring
Single Audit Update
Monday, December 5 8:00am - 10:00am
Webinar
2.00 Credits
Changes to Uniform Guidance ARPA Funding Internal Controls Over Compliance
Surgent's Data Analytics for Accountants and Financial Managers
Monday, December 5 8:00am - 10:00am
Webinar
2.00 Credits
Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference
The Continued Impact of COVID on Accounting and Auditing
Monday, December 5 8:00am - 10:00am
Webinar
2.00 Credits
CARES Act Single Audits Remote work
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous
Monday, December 5 8:00am - 10:10am
Webinar
2.50 Credits
Character Definition Critical Character Attributes Character Self-Awareness Additional Character Identification Techniques Trust Definitions Waves of Trust Four Cores of Trust Toxic Trust and Antibiotics
ACPEN Signature: 2022 Living With the New CMMC (Cybersecurity Maturity Model Certification)
Monday, December 5 8:00am - 11:35am
Webinar
4.00 Credits
The current and planned requirements for CMMC The relationship between CMMC and other compliance requirements The two components of CMMC: implementation and third-party assessment Types of entities that may be subject to CMMC requirements and the types of organizations available to assist in meeting those requirements Steps that your organization (or your clients) can take now or may in the future be required to take to address CMMC Potential expansion of CMMC-type requirements beyond the defense industrial base
The Preparation of Form 706 and 709 - Line-by-Line
Monday, December 5 8:00am - 11:41am
Webinar
4.00 Credits
Overview of the Federal Form 706 Overview of the Federal Form 709 How to prepare a federal estate tax return (Form 706) How to prepare a federal gift tax return (Form 709) How to comply with “Portability” Coordination of the various issues involved in the preparation of the decedent’s final federal income tax return (Form 1040) Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns
Not Just Your Everyday FASB Update
Monday, December 5 8:00am - 11:42am
Webinar
4.00 Credits
Review of current items on the FASB agenda Discuss the new revenue recognition standard Provide an update on the new lease accounting standard Address U.S. GAAP alternatives for certain entities
Fiduciary Accounting for Estates & Trusts - 4 Hours
Monday, December 5 8:00am - 11:46am
Webinar
4.00 Credits
Examine provisions of the Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?) Trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
Not-for-Profit Accounting & Auditing Update
Monday, December 5 8:00am - 12:00pm
Webinar
4.00 Credits
COVID-19 Gifts in Kind Auditor Reporting Uniform Guidance
Not-for-Profit Accounting Update
Monday, December 5 8:00am - 12:00pm
Webinar
4.00 Credits
COVID-19 Leases Gifts in Kind
What's Going on at the FASB
Monday, December 5 8:00am - 12:00pm
Webinar
4.00 Credits
FASB Update ASUs Effective Leases
Partnerships and S Corporations: How to Calculate Basis
Monday, December 5 8:00am - 12:03pm
Webinar
4.40 Credits
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside” basis determination Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process
K2's Business Intelligence, Featuring Microsoft's Power BI Tools - New
Monday, December 5 8:00am - 3:39pm
Webinar
8.00 Credits
Accounting Business Intelligence Excel
K2's Microsoft Office 365 - All the Things You Need to Know - New
Monday, December 5 8:00am - 3:42pm
Webinar
8.00 Credits
Computer Software Microsoft Office 360
ACPEN Signature: A CPA's Guide to Living With the New CMMC (Cybersecurity Maturity Model Certification) and Crypto Currency
Monday, December 5 8:00am - 4:00pm
Webinar
8.00 Credits
The current and planned requirements for CMMC The relationship between CMMC and other compliance requirements The two components of CMMC: implementation and third-party assessment Types of entities that may be subject to CMMC requirements and the types of organizations available to assist in meeting those requirements Steps that your organization (or your clients) can take now or may in the future be required to take to address CMMC Potential expansion of CMMC-type requirements beyond the defense industrial base History of cryptocurrencies Forms of Cryptocurrency Trading Crypto How To Fiat vs non-fiat currency Balance sheet considerations Fraud risks and regulatory enforcement trends. Legislative Update Advising Clients on Crypto
ACPEN Signature: 2022 Not-for-Profit Accounting, Auditing & Tax Update
Monday, December 5 8:00am - 4:00pm
Webinar
8.00 Credits
Auditing Update Crypto Currency and the Nonprofit Ethics Update FASB Update Not-for-Profit Tax Update
Surgent's Advanced Individual Income Tax Return Issues
Monday, December 5 8:00am - 4:00pm
Webinar
8.00 Credits
New issues for the current year tax return and §199A Installment sales — understanding the complicated issues Form 8582: Passive losses with carryovers — Complicated case with filled-in forms Puts, calls, straddling, and unusual investments — Understanding the tax laws and reporting them correctly on the tax return Capital gain and loss issues — The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more… At-risk rules: What a return preparer really needs to know Passive loss issues — You can't just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right! Incentive and nonqualified stock options — Reporting; key strategies for planning; dealing with the alternative minimum tax Alternative minimum tax — Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client Form 6251: Detailed calculation example
Advanced Googling for Accountants
Monday, December 5 8:30am - 10:30am
Webinar
2.00 Credits
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
Providing Ethical Leadership: Learning to be the Best Version of Yourself
Monday, December 5 9:00am - 10:15am
Webinar
1.20 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.