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CPE & Event Calendar

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

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Industry Roundtable

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Virtual

1.00 Credits

Build your network and make lasting connections with peers who can help you throughout your career. You will stay up-to-date on hot topics in accounting, plus engage in meaningful dialogue on the issues affecting your organization. This is a forum to share ideas, resources and establish a robust network of accounting peers who you can turn to for guidance and advice. Whether you recently left public accounting or you've been with your organization for decades, all industry members are encouraged to participate. Please reach out to Jill Foley at jfoley@masscpas.org with topics and questions.

The Science of Ethics with Dr. Toby Groves

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Virtual

1.00 Credits

Member Price: $55

This session delves into the fascinating neuroscience behind how our minds work when we face decisions with conflicting motivations or difficult dilemmas for which the best answer is not clear. Attendees will explore real-life dilemmas and learn effective cognitive processes to deal with those dilemmas as revealed by the latest research in neuroscience. The session draws on organizational psychology, cognitive science, psychobiology and even sports psychology to create an immersive experience and unveil the hidden ways our minds perceive and interpret problems. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Tax Depreciation: Review and Update

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Virtual

2.00 Credits

Member Price: $89

A discussion of recent law changes that impact capitalization, depreciation, and disposition of assets. 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 Basics of the Valuation of a Closely Held Business

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Virtual

4.00 Credits

Member Price: $159

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.

You Don't Know What You Don't Know About Microsoft Excel

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Virtual

8.00 Credits

Member Price: $239

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Auditing, SSARS and Attest Update

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Virtual

2.00 Credits

Member Price: $89

This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also present common peer review findings and best practices 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.

Best Practices For An IRS Levy Or Wage Garnishment

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TBD

1.00 Credits

Member Price: $55

You are likely familiar and/or have experience with IRS levies and wage garnishments. BUT - Did you know that there's a lot of technicalities and procedural requirements that go into issuing an IRS levy or wage garnishment that you can exploit as a practitioner? This program will focus on the basics of an IRS levy or wage garnishment along with breaking down common errors that IRS employees tend to make in the issuance of a levy and remedies that can be used to obtain relief from a levy or wage garnishment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Best Practices For An IRS Levy Or Wage Garnishment

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TBD

1.00 Credits

Member Price: $55

You are likely familiar and/or have experience with IRS levies and wage garnishments. BUT - Did you know that there's a lot of technicalities and procedural requirements that go into issuing an IRS levy or wage garnishment that you can exploit as a practitioner? This program will focus on the basics of an IRS levy or wage garnishment along with breaking down common errors that IRS employees tend to make in the issuance of a levy and remedies that can be used to obtain relief from a levy or wage garnishment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Accounting Update in a Post COVID-19 World

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TBD

2.00 Credits

Member Price: $79

The COVID-19 pandemic has altered corporate and public accounting in ways we could never have imagined. This broad-based course will discuss accounting and auditing implications that have arisen as a result of the pandemic.

Business Losses: Going Backward and Forward

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TBD

2.00 Credits

Member Price: $79

The TCJA made turning business losses into tax refunds far more difficult.  The CARES Act suspended and modified many of these changes.  This course will address the revised rules for deducting business losses and discuss planning ideas and potential pitfalls.  **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.

QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

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Virtual

2.00 Credits

Member Price: $89

The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. 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 Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

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Virtual

2.00 Credits

Member Price: $99

Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and managers to address a host of issues, including an understanding of applicable laws, appropriate financing, staffing requirements, marketing, liability protection, and many more. This course provides a broad overview of the critical issues business owners, as well as their professional advisors, must consider when starting and growing a small business. There is extensive research regarding best practices in this area, and this webinar is intended to distill down such information and focus on what is critical to get a small business up and running as seamlessly as possible.

Long-Term Care Insurance: Make the Switch

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Virtual

1.00 Credits

Member Price: $39

How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Governmental GAAP Update - 2023

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TBD

2.00 Credits

Member Price: $79

This two hour course will cover the GASB standards that are effective this year with a deeper dive into GASB 94, Public Private Partnerships and GASB 96, Subscription Based IT Arrangements. We'll also look at smaller standards that are effective for 2023 year ends.

Project Management: Enhancing Ongoing Client Engagements

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Virtual

2.00 Credits

Member Price: $89

The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Start-up and Small Business Financial Statements: Issues and Fraud 2023

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Virtual

4.00 Credits

Member Price: $159

Using case problems and analyses of questions, explore the relationship between issues that face start-ups and small businesses and fraudulent financial reporting. We'll examine the associated risks of fraud and how to address this risk. This course is ideal for CPAs that provide accounting services to start-ups and small businesses, either in industry or as a practitioner performing preparations, compilations or reviews.

Power BI - Introduction to MS Power BI Tools

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Virtual

2.00 Credits

Member Price: $89

* This course is #1 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Excel is a popular data analysis tool, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks. In 2010, after much development and little hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since 2010, Microsoft has continued their development of end-user data analytic tools. This entire suite of products is called Power BI. In this session, we will provide an overview of the various Power BI tools and discuss Microsoft's Power BI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool. This session is an overview of the various Microsoft Power BI tools and should be your first step in learning the complete set of Power BI tools. As an overview, we will not be teaching the details of each tool but you will receive a thorough understanding of what each tool can accomplish. 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.

Program Services & Governance: Form 990 Parts III & VI

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Virtual

2.50 Credits

Member Price: $89

Session 6 of Borenstein's Form 990 Foundational Series: The Form 990 Parts addressed in this session are two `legs' of the 990's non-financial disclosure-driven three-legged stool. Stakeholders, donors, competitors, and naysayers use both the Program Service Accomplishments Part's disclosures and the filer's responses to Part VI's "Governance" inquiries to assess the organization's credibility and have a sense of management's capacity. Part III not only details Program Services' output with great specificity, but also updates the Form's readers both as to the filer's largest arenas of activities and how conducted activities have changed. And Part VI, the infamous "Governance Part," provides information as to the composition of those "legally in charge," as well as how both the Board of Directors/Trustees and its delegated officials employ policies in favor of maintaining internal controls. Preparers need to appreciate the importance of these two key parts and ensure that filers put their "best foot forward" properly here. 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: The Power of a Happy Workplace

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Virtual

1.00 Credits

"Happy Workplace, Psychological Safe Place.” So says clinician and speaker Jeanie Y. Chang, LMFT, CCTP, who indicates psychological safety is vital to producing successful outcomes at work. Research shows the numerous benefits, including greater employee engagement and productivity because employees feel more comfortable being themselves and trust their colleagues. It begins by understanding how normalizing our mental health experiences promotes a culture of belonging and authenticity. This creates a ripple effect across an organization to produce a healthier and happier workforce.

New Corporate Transparency Act: The World is Changing 2023

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Virtual

1.00 Credits

Member Price: $49

On January 1, 2021, Congress enacted the National Defense Authorization Act for Fiscal Year 2021 (NDAA). Contained within the NDAA is the Anti-Money Laundering Act of 2020 (the AMLA), which introduces extensive reforms to U.S. anti-money laundering (AML) and counter-terrorism financing (CFT) laws. Within the AML, Congress passed the Corporate Transparency Act (CTA). The CTA requires certain corporations and limited liability companies (reporting companies) to disclose beneficial owner information to FinCEN and update ownership information within one year of any changes. This new regulatory reporting regime will impact over 25 million existing business entities and millions of new entities each year. Without an awareness of and compliance with these new reporting obligations, noncompliance can result in civil and criminal liability.