CPE Catalog & Events
2024 Best Practices: Conducting Meaningful Walkthroughs
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Webinar
2.00 Credits
Member Price: $79
Internal Controls Walkthroughs Documentation
2024 S Corporation Essentials: Stock & Loan Basis Reporting
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Webinar
2.00 Credits
Member Price: $79
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
K2's 2024 Small Business Accounting Solutions And Add-Ons
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Webinar
2.00 Credits
Member Price: $79
Current landscape of small business accounting software Strengths and limitations of critical solutions Effective add-ons and integrations Implementation strategies
Peer Reviews of SSARS Engagements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements of an engagement review.Qualifications for serving as a peer reviewer.Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.Common engagement review findings and tips for passing peer review.
Achieving Balance in Work and Life - Part 1
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Webinar
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
2024 Tax Season Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $129
Update on significant 2023-24 business tax developments related to cases and rulings Review of recent business tax provisions and legislation Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions
Top 10 Payroll Questions You Didn't Even Know You Had
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Webinar
1.00 Credits
Member Price: $55
The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.
2024 Moving Beyond the Basics of Excel
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Webinar
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
K2's 2023 Excel Charting And Visualizations
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Webinar
4.00 Credits
Member Price: $129
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
2024 Was It Fraud or Just Poor Audit Quality?
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Webinar
1.50 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
K2's 2023 Shredding Your Servers And Going Virtual
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Webinar
2.00 Credits
Member Price: $79
Regulatory requirements like HIPPA, GLB, PCI, and more Practical tips for dealing with service providers
2024 Advanced Excel: Hidden Secrets and Gems
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Webinar
2.00 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
K2's 2024 AI Confidential - Privacy And Artificial Intelligence
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Webinar
1.00 Credits
Member Price: $39
Tools for evaluating and summarizing licenses and privacy policies Definitions of significant terms and concepts often used in software licenses Review critical terms associated with services like Microsoft 365 or QuickBooks Online
Coaching & Counseling - Performance Management
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Webinar
1.00 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
2024 Common Deficiencies in Employee Benefit Plans
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Webinar
2.00 Credits
Member Price: $79
Common Defiencies DOL EBPs
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Webinar
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Introduction to Single Audit
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Webinar
2.00 Credits
Member Price: $79
Compliance Federal Funds Single Audit
2024 Fiduciary Accounting: Fundamentals & Rules
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Webinar
2.00 Credits
Member Price: $79
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
The Controllership Series - Financial Statement Preparation
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Webinar
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Staff Retention Keep the Best People
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Webinar
3.00 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover