CPE Catalog & Events

K2’s Excel Essentials for Staff Accountants

• Best practices for creating and working with Excel workbooks• Effectively using Excel functions when creating formulas• The importance of PivotTables in modern reporting environments• Best practices for formatting your workbooks

Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses

Financial statement disclosures for small and medium-sized businesses, Balance sheet, income statement, and statement of cash flows presentation and disclosure issues, Disclosure examples from all sized entities which you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of Topic 606

K2’s Technology for CPAs - Don't Get Left Behind

• Emerging technologies all business professionals should know• Considerations associated with upgrading to Windows 11• Practical options for protecting your data• New features in commonly-used applications such as Excel and Adobe Acrobat DC

CFO - Management Superpowers

Five Management Superpowers. "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has. We walk through the A-to-Z of effective management from the standpoint of self, team, and individuals. It is not enough to be a `good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those who desire to ascend the ranks to higher leadership. Leadership is a skill that can be learned, and you can learn how. How feedback becomes effective. How to develop listening skills. Cultivation of self, cultivation of team members as individuals, cultivation of team members as a group. How to create a working environment in which team members feel acknowledged and "heard". Inspirational motivation for team success. Relational communication skills that increase productivity. The `secret sauce' that holds communication and professional relationships together on the individual and team level in the short and long term. Accepting Perfectionists: Understanding & Adapting. You may know people who believe, "Good, is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be perfectionists? Perhaps we have some of these tendencies? We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. We will review actions to take so that perfectionists may learn how to transform their behaviors. Based on research and proven methods, we will discuss tactics that may help. If you know at least one perfectionist, this session will significantly help you and them. Why perfection is not obtainable. The wonderful attributes of perfectionists. The not so wonderful attributes of perfectionists. Why do most attempts to deal with perfectionists fail? What works? Why many perfectionists are procrastinators and masters of self-punishment. Tactics to help the perfectionist become more effective. Is the climb worth the view? Why You Should Be a Learnaholic: Staying Ahead! Successful people do know one secret that keeps them on top? The answer is - they are lifelong learners. It is a mindset and a way of life that they learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learn-a-holics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss! The key mindset difference between extremely successful people and others. Learning styles: What they are, why they matter, and what your unique learning style is. The seven essential elements for lifelong learning success. Two daily habits that can make this lifestyle transition easier. A learning technique that works regardless of your personal learning style. "How-to" guide to starting your new life as a learn-a-holic. Advancing Your Role as a Business Leader. Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. True leaders put in the work and make sacrifices for others. Leadership is a learned skill, a skill that must be practiced. It may look simple, and it is - only if you know what to do and how to do it. Leadership requires one to develop a greater understanding of intangibles that are difficult to quantify - but are priceless. The best leaders care about others, are trustworthy and are credible. We will discuss proven tactics to enhance those skills. Worthy for those who want to become even more valuable as a business leader. Leadership is earned, not given. Leaders understand: Human nature,. Others and Themselves. You have to care! The need for better relationships, credibility, and trust. Lessons from great leaders. Steps to becoming a better leader.

K2’s Excel PivotTables for Accountants

• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables• Formatting PivotTables• Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot• Analytical techniques available in PivotTables

2024 Federal Tax Update With Don Farmer

A review of the latest new law provisions affecting 2024 returns including developments relating to SECURE 2.0 andthe Inflation Reduction Act. 2 A review of any tax legislation enacted in 2024. FinCEN’s beneficial ownership information reporting rules.  Regulations modifying the required minimum distribution (RMD) rules for 2024.  An analysis of 2024 developments relating to energy credits, including energy efficient improvements to residences anddevelopments concerning electric vehicles.  Employee Retention Credit Developments.  1099-K reporting rules for 2024.  Digital asset developments.  New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses.

Annual Conference Sponsorship

K2’s Excel Best Practices

• Best practices associated with creating Excel workbooks, including managing workbooks• How to secure Excel workbooks• Collaboration options and best practices in Excel• Effective reporting techniques in Excel

Annual Conference (In Person)

Annual Conference (Virtual)

Federal Tax Update for Individual with Greg and George WEBCAST

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

Construction Contractors: Accounting and Auditing

Contract accounting and revenue recognition from contracts with, customers, Contractor financial statements, Working with a surety, Audit planning, procedures, and reporting, Long-term contracts

Federal Tax Update for Business with Greg and George WEBCAST

Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.

K2’s Better Productivity Through Artificial Intelligence And Automation Tools

• Practical opportunities to leverage artificial intelligence and automation in business settings• Potential risks associated with using AI and automation, including inherent ethical issues• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier

Surgent's Top 10 Tax Topics This Year

Tax guide to exit planning, Partnership considerations: section 754 elections and section 743, C to S corporation conversions, Recurring basis issues. At-risk basis rules and Form 6198, New developments relating to IRS audits, Status of audits for high-income and high-net-worth individuals, The 2023 Dirty Dozen, Residency and domicile, Crowfunding: basic economics and related tax consequences, Choosing the right business entity

K2’s Ethics And Technology

• Understanding the differences between ethics, morals, and laws• Key technology issues that can impact ethical behavior in businesses• Examples of potential ethical conflicts precipitated by modern technologies

K2’s Excel Charting And Visualization

• Understanding the best types of visualizations to use in specific situations• Creating compelling visualizations using Excel• Adding interactivity to your Excel-based visualizations

Federal Tax Update - Individuals (Form 1040) with Pat Garverick WEBCAST

This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent individual income tax legislation passed to date, Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, Schedule 461(l) business loss limitations, and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax), Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit), Walk through the NEW final required minimum distribution (RMD) regulations, Look at any changes to the Form 1040 and other related schedules and forms.

K2’s Mastering Advanced Excel Functions

• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays• How to use “legacy” features and functions such as AGGREGATE• Creating effective forecasts in Excel