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CPE Catalog & Events

Course delivery

Our Live Learning, Conferences and Events + Social options may be available as virtual, in-person, or your choice of the two. These events are conducted in real time, not recorded. When registering, please note the course delivery format.

Showing 10799 Webcasts Results

2024 Accounting & Auditing Update for Small Businesses

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Webinar

4.00 Credits

Member Price: $129

FRF for SMEs Quality Management Private Company Council

K2's 2023 Six Essential Teams Features

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Webinar

1.00 Credits

Member Price: $39

Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams

K2's 2023 The Best Kept Secrets Of Microsoft 365

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Webinar

2.00 Credits

Member Price: $79

New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use

2024 Internal Controls for Small and Medium-Sized Entities

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Webinar

1.00 Credits

Member Price: $39

Overview of controls Preventative controls Detective controls Controls for SMEs

Everything There is to Know About Summonsing

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case.

2024 Inflation Reduction Act of 2022: Review and Update

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Webinar

2.00 Credits

Member Price: $79

Key provisions for individual taxpayers – deductions and credits Key provisions for business taxpayers – new taxes, deductions, and credits CHIPS Act provisions; Impacts on flow-through entities New reporting requirements Depreciation update: impact on bonus depreciation

Behind the Curtain: Exploring IRS Audit Technique Guides

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries

Surgent's Mastering Accounting for Income Taxes

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Webinar

4.00 Credits

Member Price: $159

The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes

K2's 2023 Introduction To Excel Macros

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Webinar

4.00 Credits

Member Price: $129

Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions

Power BI - Analyze Your Data With Excel Pivot Tables

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence

Power BI - Go Beyond PivotTables with Power Pivot

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Webinar

4.00 Credits

Member Price: $213

Data modeling in Power Pivot Using basic DAX to create calculations What are and when to use calculated columns and measures Using the data model in Power Pivot to create PivotTables Hierarchies in Power Pivot

Power BI - Advanced Data Analytics with Power Pivot

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this class include:Introduction to Excel Power BI ToolsLoading data into Power Pivot using data modelingCreating "measures" using DAX functions and formulasUsing a date table to create time-intelligent measuresThe DAX calculation processTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE

Financial Accounting for Related Party Transactions

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.Review the tax accounting related taxpayer standards.Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.

Building Trust in Remote Teams: Catalyze Collaboration and Communication

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Webinar

1.00 Credits

Member Price: $39

Communication Teamwork Collaboration

Tools for Mastering Ethical Decision Making

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Webinar

1.00 Credits

Member Price: $75

Recognize the elements of an ethical dilemma Tools to develop moral courage What to think, say, and do when faced with an ethical dilemma How to use the Four Component Framework (James Rest) to address ethical issues

Prioritizing Mental Health in the Post-COVID Workplace

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Webinar

1.00 Credits

Member Price: $39

Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace      Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care  

Preparing for & Conducting Discharge Meetings

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Webinar

1.00 Credits

Member Price: $39

Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks

Maintaining a Harmonious Working Environment

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Webinar

1.00 Credits

Member Price: $39

Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.

Balancing Employee and Employer Rights

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Webinar

1.00 Credits

Member Price: $39

Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.  

2024 Not-for-Profit GAAP Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.