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2025-2026 Membership Webinar Bundle


Total Credits: 12

Average Rating:
Not yet rated
Categories:
Partner Produced
Speakers:
Matthew M. Wallace, CPA, JD |  Don L. Rosenberg |  Chris Picciurro, CPA |  Miranda Presley |  John Waybright |  Linda Cooper |  Emily Harrison, CPA |  Marc Seyburn |  Richard Ruffing |  Nakia Bell |  Kelly Metz |  Jeff Rayis |   4 more....
Course Levels:
Update
Duration:
12 Hours
License:
Never Expires.


Description

Get this member benefit - Twelve, 1 hr courses at a huge discounted rate!

Webcasts Include:

1. SAS 145 & You: An Ongoing Assessment

July 17, 2025 – 1:30 – 2:30 p.m. (Eastern)

Description:
Effective Dec. 15, 2023, the AICPA Statement on Auditing Standards (SAS) No. 145 brings risk assessment processes to the forefront. Explore the road so far by reviewing the enhanced definitions SAS 145 sets forth, including those impacting assertions, relevant assertion, inherent risk and more. 

2. Getting It Right: Accounting for Business Combinations

August 21, 2025 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

Accounting and auditing for business combinations can be complex, depending on a range of conditions. Explore the history of accounting for business combinations and analyze current GAAP requirements for the valuation of intangible assets, accounting for the Opening Balance Sheet, post transaction considerations and much more. 

3. There’s a Form 990 for That…

September 19, 2025 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

There are 16 different schedules that are a part of Form 990, but not every schedule is required for every nonprofit organization. Review the various Form 990 schedules and learn to identify when a particular schedule must be filed along with tips for completing them. 

4. Not-for-Profit Accounting Review & Updates

October 16, 2025 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

From the new lease guidance under ASC 842 to the upcoming auditing standard changes effective year end 2023 and 2024, change is on the horizon for not-for-profit accounting and auditing. Get up to date with this overview of all the latest developments in not-for-profit financial reporting.  

5. Management Companies, Are They Worth the Risk?

November 22, 2025 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

We define what a management company is, ways to identify if a client should consider their use and how to properly structure. Plus examine guidance received from Tax Court cases, their common factors and the double-loss of deduction risk.  

6. Fraud Today: Everything With a Grain of Skepticism

December 18, 2025 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

Every year, new fraud schemes emerge, seeking to exploit vulnerabilities in everything from occupational fraud to corruption and bribery. Analyze various fraud schemes across the nation and develop strategies to keep yourself, your clients and your business safe. 

7. Short-Term Rental Masterclass

January 22, 2026 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

Short-term rental (STR) properties may have unique complexities, but offering services to clients subject to these particular tax rules could create new possibilities for your firm. From cost segregation studies and tax loopholes to safe harbor rules, we examine this niche with takeaways you can apply for yourself.  

8. With Great Funding Comes Great Responsibility

February 19, 2026 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

In many respects, adhering to grant compliance requirements is just as important as winning the award in the first place. Whether you’ve received funding from a federal agency or a private foundation, there’s more to do than simply meet program objectives and deliverables. Staying compliant creates an on-going relationship between your organization and your funder and is integral to the successful implementation of any award, regardless of the funding source. Unfortunately, many organizations view compliance solely as a finance or administrative task when, in fact, organizations should take a multi-disciplinary approach to compliance. In this session, we will discuss ways to engage programmatic staff in grant compliance activities, and why it’s critical to do so.

9. 30 Best Practices for Building and Growing Client Relationships

March 19, 2026 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

Could standing out from the competition be as simple as refining your client experience? Identify 30 relationship management best practices for building and growing client relationships, including quick tips on how to leverage AI effectively.  

10. The Line: A Closer Look at Accountants on Both Sides of Criminal Prosecutions

April 16, 2026 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

Is it one misstep on a slippery slope or a path forged by the worst of intentions? Analyze high profile cases of accounting and financial fraud with special focus on the contributions of accountants on both the right and wrong side of the law. 

11. Private Company Internal Controls, a Practical Guide

May 21, 2026 – 1:30 – 2:30 p.m. (Eastern Time)

Description:

Successful strategies for private company success require reliable information on which to base sound decisions. Building effective internal controls is key to ensuring information is useful, timely and accurate. Develop skills for improving internal controls by examining the keys to design, implementation and monitoring.  

12. Life Change Issues in Trusts and Estates

June 18, 2026 – 1:30 – 2:30 p.m. (Eastern Time)

Description:
Life changes are inevitable. Review common issues that arise in trust and estate planning when changes in situation like divorce, second marriages or death occur and determine best practices for each.

 

Course Materials

Speaker

Matthew M. Wallace, CPA, JD Related Seminars and Products


Matthew M. Wallace, CPA, JD is the founder and shareholder of the Wallace Law Firm, P.C. in Port Huron, Michigan. He is an attorney and Certified Public Accountant, limits his law practice to estate planning and elder law, business planning, and real estate. He concentrates on estate planning, including charitable planning, elder law, Medicaid planning, and business succession planning. Mr. Wallace is an active member of and regular presenter to many local, state and national professional organizations, including the Michigan Association of CPAs, National Academy of Elder Law Attorneys, Elder Law and Disability Rights Section and Probate Section of the State Bar of Michigan, Michigan Institute of Continuing Legal Education, National Network of Estate Planning Attorneys, Michigan Forum of Estate Planners LLC, Port Huron Area Estate Planning Council. He is a frequent speaker on estate planning, elder law, business planning, and real estate for community and civic organizations and employers. He is also a former lecturer and adjunct professor of taxation for Walsh College of Accountancy and Business Administration. He has published over 500 articles on estate planning, elder law, and related matters in various publications, including The Times Herald (Port Huron) newspaper, MD News magazine and Savvy magazine.


Don L. Rosenberg Related Seminars and Products


Don L. Rosenberg is a shareholder at Barron, Rosenberg, Mayoras & Mayoras. He has more than 35 years of experience practicing law and focuses on estate planning, elder law, Medicaid planning, Veteran's benefits, end of life care and special needs planning. Don blends solid experience with a keen sensitivity and awareness to the emotional challenges that families experience when planning for the care of their elderly loved ones and for those with special needs. He established an expertise in elder law before the "elder law" term was coined and helped found The Center for Elder Law, a renowned division of BRMM. Don has received numerous awards and recognitions for his work in the elder law and elder care fields.

He speaks extensively for a number of reputable organizations including the Alzheimer's Association, MICPA, Parkinson's support groups, Merrill Lynch, DFCU and other financial adviser and brokerage firms.


Chris Picciurro, CPA Related Seminars and Products


Chris has been a CPA for over 20 years and spent the last sixteen years as founder and executive officer of Integrated CPA Group (ICPA). Since 2003, Integrated CPA Group has grown from a small, one office operation to a multi-state firm servicing well over 3,000 clients. Aside from public accounting, Chris’ experience includes:

  • Personal Financial Specialist (PFS) designation is an accreditation held exclusively by CPAs who are members of the American Institute of CPAs that have broad expertise and are eminently qualified to assess client’s current financial situation, help define financial needs and goals, and work to develop and monitor a plan to meet client goals
  • Accredited Retirement Advisor (ARA) is a credential that recognizes professionals who have thorough knowledge of: preparing clients for retirement, the essentials of estate and trust planning, and financial planning for the elderly
  • Adjunct instructor in Davenport University’s MBA program
  • Adjunct instructor in Baker College’s accounting, finance and entrepreneurship undergraduate programs
  • Nationally recognized presenter on tax planning and compliance for National Association of Residential Property Managers, National Association of Realtors, Rich Dad educational events, Sound Mind Sound Body Football Academy, Michigan Association of CPAs, National Network of Estate Planning Attorneys, and Institute of Real Estate Management
  • Chairman of Michigan Association of CPAs Curriculum Task Force
  • Member of Michigan Association of CPAs Small Firm Practitioner Task Force
  • Bachelor of Arts from Michigan State University
  • Masters of Business Administration from the University of Detroit–Mercy
  • Dave Ramsey - Endorsed Local Provider (ELP)


Miranda Presley Related Seminars and Products


Miranda Presley serves as an Assurance Manager in the West Michigan region, specializing in both commercial and governmental sectors. At Plante Moran, she plays a pivotal role on the Professional Standards Team, where she delivers expert guidance and oversight to the assurance practice. Her contributions are instrumental in shaping the firm’s forward-thinking audit strategies. As an active member of the AICPA, Miranda brings a wealth of knowledge and professional acumen to her field. Her academic foundation is rooted in a Bachelor's degree in Accounting from Alma College, equipping her with the expertise to lead and innovate in the ever-evolving landscape of assurance services.


John Waybright Related Seminars and Products


With a focus on closely-held, middle market companies, John provides valuation services, specializing in business valuations for financial reporting and estate & gift tax purposes. John also performs mergers & acquisition due diligence services for both buy-side and sell-side projects.

John brings 35 years of experience to Rehmann in business valuation, transaction advisory services, financial reporting, litigation support, managerial and operations accounting (including performance measurement), financial planning & analysis, and auditing.

Nearly 30 years of John's experience has been in supervisory and managerial roles, most recently serving as the senior director for the business services group of a leading South Carolina-based accounting and consulting firm.



Emily Harrison, CPA Related Seminars and Products


I have been an assurance manager at Plante Moran for more than 9 years focusing on not-for-profits and single audits. My clients range from small to large organizations with and without single audits. I am a members of Plane Moran's professions standards team within the not-for-profit and single audit practices. This role also allows me to interact with a variety of not-for-profit and single audit engagements across the firm through our quality review process.


Marc Seyburn Related Seminars and Products


Marc E. Seyburn has been developing his professional skills for over 20 years, which has allowed him to cultivate his unique talents as a creative thinker in legal, tax and financial planning. Throughout his career he has gained valuable experience in all phases of transactional work, utilizing his unique skill set from capital raise through startup in a wide variety of industries. His primary technical expertise is in structural planning, partnership taxation, estate planning, jet acquisition structuring, cash flow modeling, and analyzing and structuring investment opportunities.

A uniquely skilled professional who creates value for all clients to best accomplish their respective goals. After graduating from the University of Michigan, Marc attended an accelerated tax program at the University of Southern California, which propelled him into his passion for complex problem solving and the beginning of developing his skills as an "out of the box" thinker. He started his career as a tax accountant for BDO Seidman in Century City, California and Troy, Michigan.

After gaining valuable experience in cash flow modeling, tax returns, and financial modeling, Marc was admitted to the Wayne State University Law School night program. Prior to beginning law school, he quit his job at BDO Seidman and began working for the Law Offices of Seyburn, Kahn, Ginn, Bess and Serlin, P.C. A truly unique experience, Marc had the opportunity to work with his father, Bruce Seyburn, "one of the most brilliant planners in the country."

In February 2010, Marc opened his current practice with the goal of taking advantage of up-to-date technology, as well as leveraging a new business plan that promotes increased efficiencies and flexibility in its fee arrangements. The sky is the limit for opportunities.


Richard Ruffing Related Seminars and Products


Richard Ruffing, Jr. has more than 14 years of experience in the dispute consulting industry. His engagements involve forensic accounting and fraud investigations, including anti-bribery and anti-corruption investigations. He has extensive experience supporting the United States Department of Justice with matters involving the Foreign Corrupt Practices Act, including tracing assets through the international financial system, evaluating gains arising from bribery schemes, and evaluating claims of inability to pay a criminal fine or criminal monetary penalty.

Richard also provides financial consulting services to attorneys, audit committees, executive management teams, and individuals in the context of complex commercial litigation. His experience includes providing opinions related to economic damages, shareholder disputes, lost earnings from personal injury, and tracing of assets for marital dissolution.

Richard has assisted clients with contract compliance and royalty audits, including performing fieldwork at the licensee's offices, gathering the applicable and relevant information, performing analyses to determine any over or underpayments of royalties, and providing advice to licensor's regarding best practices for future license agreements.

Richard's experience also includes providing interim Controller and Financial, Planning, & Analysis services in the higher-education industry, including assisting in the preparation of reports for the Department of Education, maintaining financial forecasts, and assisting in the preparation of board meeting materials.

Prior to joining Stout, Richard was an Associate at Gould & Pakter Associates, LLC where he focused on providing litigation support to trial lawyers and expert testimony on commercial dispute matters.


Nakia Bell Related Seminars and Products


Nakia Bell has over 15 years of experience in the nonprofit sector. She has served in various roles to oversee grants management for small and large institutions, from Grants Manager to Associate Director to Director. Nakia has extensive experience in refining financial frameworks. She has overseen financial software implementation, department realignment, and strategic change management. Her hallmarks are structure, training, and collaboration.


Kelly Metz Related Seminars and Products


Kelly joined O'Connor Consulting Services in 2015 after spending over 20 years serving both not-for-profit and for-profit organizations in various leadership roles. While at OCS, she has served as interim CFO and Controller for several clients and has also served as the project manager for multiple accounting system implementations. In addition, Kelly has worked with multiple OCS clients to redesign their charts of accounts, document and improve policies and processes, and has conducted several reviews of clients' financial and grants management operations, resulting in process improvement recommendations. She has significant experience with federal grants and the Uniform Guidance and has developed training programs for OCS staff and clients alike. She has assisted clients in preparing for first-time federal Single Audits as well as preparing and implementing corrective action plans to address audit findings. A native of Western Pennsylvania, she has a Bachelor of Science in Accounting from the University of Pittsburgh. She currently serves as the Treasurer of Friends of the Library Montgomery County, Maryland, and she is also a member of the Butler University Family Council.


Jeff Rayis Related Seminars and Products


Jeff Rayis is Assistant Vice President of Treasury and Financial Management at Michigan State University. In his role, Jeff leads a team working on University cash management, debt management, endowment administration and operating fund investment management.

Prior to joining MSU in 2017, he worked at The Ohio State University as Director of Treasury and Debt. Before joining OSU, he worked for 27 years at JPMorgan Chase and Bank One leading multi-state teams in treasury services, corporate banking, wealth management and retail banking.

Jeff has a BA in accounting from Michigan State University and an MBA from The Ohio State University. He is a Certified Treasury Professional, Certified Public Accountant, and held Series 7 and 63 investment licenses.


David DuMouchel Related Seminars and Products


Damien DuMouchel is a Shareholder based in Butzel's Troy office. He concentrates his practice in the area of white collar criminal defense, corporate investigations, and professional discipline matters for lawyers and judges. Mr. DuMouchel is a graduate of the University of Miami School of Law (J.D., 2010) and Boston College (B.A., 2004), where he earned a double major in psychology and sociology.

  • White-Collar Defense Practice

Mr. DuMouchel has represented numerous individuals and corporations under investigation for, or charged with, antitrust violations, healthcare fraud, False Claims Act matters, extortion, tax evasion, and obstruction of justice. He also assists clients with regard to grand jury investigations, subpoenas, and search warrants and has assisted in Internal Corporate Investigations, and in establishing and monitoring corporate compliance programs.

  • Professional Discipline Practice

Mr. DuMouchel also represents lawyers and judges facing professional discipline inquiries. This representation includes matters before the Michigan Attorney Grievance Commission and the Michigan Judicial Tenure Commission.

  • Admissions & Memberships

Mr. DuMouchel is admitted to practice in Michigan and the United States District Court for the Eastern District of Michigan. He is a member of the State Bar of Michigan, the American Bar Association, and the Federal Bar Association. 


George Donnini Related Seminars and Products


During his more than 25 years in practice, George Donnini has accumulated an impressive record of prevailing in matters across the country in the areas of white collar criminal defense, Securities and Exchange Commission (SEC) civil enforcement actions, antitrust investigations, and conducting corporate internal investigations. Due to the expansive nature of fraud claims, he routinely counsels his clients through criminal charges, civil liability issues and/or regulatory matters. He is experienced in managing complex litigation involving multiple adversaries, numerous jurisdictions, and interrelated issues. Throughout his career, George has interacted with state and federal prosecutors, law enforcement, and personnel at all levels in government agencies throughout the nation and internationally. Among his most recent victories is leading Butzel's White Collar Criminal Defense Team in achieving back-to-back acquittals in separate cases in federal court against a tax attorney (allegations of mail fraud and tax evasion) and a medical doctor (39 counts of health care fraud related charges).

Mr. Donnini has experience in a broad array of criminal and civil cases, representing clients at the trial and appellate levels in federal and state courts across the US. He has extensive experience representing clients in a variety of criminal cases involving allegations of health care, securities, and tax fraud, theft of trade secrets, insider trading, public corruption, and environmental and mortgage fraud. He has conducted numerous internal investigations for private and publicly traded companies. He aggressively, creatively, and successfully represents clients in a wide variety of federal and state criminal matters to secure the best possible outcome for his clients. Often, such representation results in convincing the government not to prosecute in the first place or the avoidance of litigation altogether. Clients include corporations and businesses in diverse sectors including health care, pharmaceuticals, automotive, environmental, and individuals including executives, medical professionals, corporate officers, directors, managers, lawyers, and employees at all levels.

George Donnini is a Shareholder practicing in the firm's Troy office. Mr. Donnini is a Vice President of Butzel and serves on the firm's Board of Directors. He is Chair of Butzel's Litigation and Dispute Resolution Practice Department, head of the Litigation Section, and serves as Co-Chair of the White-Collar Criminal Defense Practice Department. He has been recognized year-after-year by numerous well-respected industry publications for his legal prowess in the areas of white collar criminal defense and government investigations. Mr. Donnini is frequently sought as a legal expert by local and national radio and television syndications on a variety of topics. 

Before joining Butzel, Mr. Donnini served as a law clerk to The Honorable William H. Pauley III, United States District Court, S.D.N.Y., New York, New York (1998-1999). He also served as a Judge Advocate for the United States Marine Corps from 1999 to 2003. He was honorably discharged from the Marine Corps in 2003 after serving as counsel of record in numerous criminal trials.


Jack Kristan Related Seminars and Products


As the automotive and manufacturing leader for the firm's risk and accounting advisory practice, I focus on developing tailored risk management, internal audit, and compliance solutions to gain greater insights for my clients. Most of them are publicly traded organizations and Japanese-owned businesses with significant international operations. Additionally, I lead our practice's efforts with family office clients, focusing on internal controls and operational matters.

My clients appreciate that I don't simply tell them what they should do; instead, I work with them to come to a mutually agreed-upon solution that has buy-in at multiple levels in the organization. More often than not, this approach provides the greatest path to sustainable success.

The mantra, "There has to be a better way" has always guided my client work. I believe there are always alternative ways to solve a problem, no matter how difficult the situation. It's a philosophy I've tried to impart to my team. They know me for finding solutions that consider the needs of the business first, which is not necessarily the easiest path for an auditor. I work with a talented team of professionals, and I'm proud that we're recognized as a dynamic, forward-thinking risk management team.  


Gabrielle Wafer Related Seminars and Products


Gabrielle is a Manager with Plante Moran specializing in internal audit and risk consulting services. She frequently provides publicly traded organizations with internal control testing for Sarbanes-Oxley (SOX) as well as support private companies with internal control assessments and internal audits. Gabrielle helps clients understand the key aspects of internal control implementation, monitoring the effectiveness of those activities, and reporting results to key organizational decision-makers. She is passionate about delivering guidance and innovative solutions in risk management. Gabrielle graduated with a B.B.A. in Accounting from Howard University.


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All Members


Course Developer

MICPA


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


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