CPE Catalog & Events
The Most Critical Challenges in Governmental Accounting Today
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Webinar
4.00 Credits
Lessons learned (and lessons remaining) from the implementation of GASB No. 87, Leases, How governments can prepare for and implement GASB No. 96, Subscription-Based Information Technology Arrangements, Additional recently issued GASB standards.
Conducting a Remote Audit
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Webinar
4.00 Credits
Basics of remote auditing, Engagement-wide considerations when remote auditing, Specific considerations when remote auditing.
Estate Planning for 2023 and Beyond
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Webinar
8.00 Credits
Member Price: $250
A total understanding of new legislation, A total understanding of the Supreme Court rulings regarding same-sex marriage, Estate Tax issues and planning techniques, Gift Tax issues and planning techniques, Generation-Skipping issues and planning techniques, Other tax and non-tax issues and planning techniques, Step-up in basis issues
Operations Level Internal Control
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Webinar
4.00 Credits
Member Price: $164
This session is taught via the use of real-world examples and case studies. An overview of controls that drive procedures. Considerations for procedural control development. Understanding and controlling risk that arises when organizations change.
CFO - Planning for the Long Term
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Webinar
8.00 Credits
Member Price: $260
Does your business have an effective strategy? If you do - how well has it been implemented? This seminar will focus on developing an effective strategy and more importantly on effectively implementing the strategy so that everyone in the organization, from top to bottom, is aligned and working towards its overall success. Organizations that succeed are not accidents, they are not lucky. Every successful organization plans well and executes their strategic plan well. Come and learn how. Effective strategies to compete in today's world,Cost leadership, Differentiation, Finding niches, Defining the market properly, Effective market segmentation, Market positioning and targeting, Aligning the organization. How much profit is enough? Answering this question requires an understanding of the true risk involved and what the market requires of investments of similar risk. Learn why GAAP accounting measures can lead you astray when trying to evaluate the true economic performance of an enterprise. The measurement of economic costs and revenues requires the inclusion of opportunity costs that GAAP does not measure. The seminar looks at how this required return is established and provides hands-on guidance on two state of the art techniques for measuring true economic profit. If you are in leadership, or want to be, this seminar will provide practical, new insights. Why EPS, ROS, ROA, and ROCE fail, Why can thinking like an economist be helpful?, What is the cost of capital?, Going beyond the weighted average cost of capital (WACC) to its fundamental principles., The importance of asset utilization, Economic value added as a performance measure, Latest developments in EVA; EVA margin, EVA Momentum and Residual Cash Earnings. Disruptive innovation has ended many businesses and led others to take their place. Learn why previously successful companies failed to innovate. We will discuss the four types of innovation that can lead to success. We will learn why and how our expectations can help or hinder innovation. We will discuss strategies to encourage innovation and how an enterprise can structure its activities to foster innovation. Successful organizations thrive, while organizations that do not innovate are on the path leading elsewhere.Consequences of failing to innovate, What do innovative companies have in common?, Four types of Innovation, Clayton Christensen's view of innovation, How does accounting impact innovation?, Strategies for successful innovation, Structuring an organization to create and benefit from innovation. The plodding accounting conventions of yesterday can inhibit the quickly adapting operations of today. As business processes become faster, scheduling, inventory management, and data collection must change to reflect your organization's new reality. This session will help you adapt your accounting methods as the world is changing around you. What are `agile' and `lean'? How `lean' is different from traditional practices, Are we doing too much or doing too little? Quantifying the benefits of lean, Practical application of lean concepts in an accounting department, Learn how to see accounting output from the users' perspective, Gain insights into making your department more efficient, What are the key concepts of lean?, How do they apply to accounting?, Creating a culture of continuous improvement.
Current Developments and Best Practices for Today's CFOs and Controllers
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Webinar
8.00 Credits
Member Price: $260
Economic update, Leadership and management changes as a result of the pandemic, Expense control that works, Understanding our changing workforce and working environment, Financial risk analysis, Enterprise risk management, Metrics and benchmarking Improving bank relationships and cash management, Social media's place in our organization.
Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webinar
8.00 Credits
Member Price: $260
Annual update of the changes affecting 401(k) plans, Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc., Best practices for engagement planning, internal controls, risk assessment, and detailed testing, How to avoid common mistakes made while performing audit procedures, Plan mergers and acquisitions, Common audit reporting and disclosure issues, The new audit standard for employee benefit plans.
Advanced Tax Planning S Corporations
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Webinar
8.00 Credits
Member Price: $260
S Corporation current developments: tax planning impact, Compensation planning, Basis in S Corporation stock, Distributions, Use of qualified subchapter S subsidiaries, Liquidations, reorganizations, and redemptions, Estate planning and use of trusts.
Annual FASB Update and Review
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Webinar
4.00 Credits
Member Price: $164
Private company standard setting activities, Recent FASB Accounting Standards Updates (ASUs), Topic 842, Leases, Topic 326 on Impairment, Lessons learned and sustainment efforts related to Topic 606.
Performing Single Audits Under the Uniform Guidance for Federal Awards WEBCAST
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Webinar
8.00 Credits
Member Price: $260
Core concepts involved in the single audit, The current requirements relating to the schedule of expenditures of federal awards (i.e., the SEFA) and how the auditor provides an in relation to opinion on the SEFA, An in-depth, commonsense look at the four-step major program determination process and common problems encountered in its application, Performing the compliance audit of federal awards (i.e., the auditor's responsibilities related to internal control and compliance for major programs and how the auditor utilizes the Compliance Supplement), Auditee and auditor responsibilities related to the corrective action plan and the summary schedule of prior audit findings, The auditor's reporting responsibilities in a single audit including the critical requirements related to the schedule of findings and questioned costs, Other significant issues (e.g., key sampling considerations, pass-through entities, and program-specific audits.
K2's An Accountant's Guide To Blockchain And Cryptocurrency
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Webinar
4.00 Credits
Member Price: $164
Understanding the fundamental tenets of blockchain technology, Examples of applied applications of blockchain technology, Identifying leading cryptocurrencies available today, Understanding risks associated with cryptocurrencies
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Webinar
8.00 Credits
Member Price: $260
Timely coverage of breaking tax legislation, Schedules K-2 and K-3 reporting requirements, Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, Overview of the economics and tax consequences of crowdfunding campaigns, The Centralized Audit Regime, Selected Practice and Reporting Issues: What's new?, A review of recent cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships, Choice of entity issues, Employee vs independent contractor considerations that companies should be aware of, including the recently reinstated Department of Labor Final Rule, Split-dollar arrangements, A review of like-kind exchange transactions under Schedule 1031, IRC Schedule 163(j)considerations in 2022, State and local taxes: pass-through entity workarounds, Carried interest, Accounting method reform, Special basis adjustments, Impact of the net investment income tax on the owners of pass-through entities, Review of the most important business tax cases, revenue rulings, PLRs, etc.
K2's Case Studies In Fraud And Technology Controls
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Webinar
4.00 Credits
Member Price: $164
Key fraud risks impacting businesses today, Examples of fraud and the monetary impact on victims, How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Federal Tax Update Individuals with Greg & George WEBCAST
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Webinar
4.00 Credits
Member Price: $175
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
2023 Federal Tax Update Business with Greg & George WEBCAST
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Webinar
4.00 Credits
Member Price: $175
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
K2's Microsoft Teams
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Webinar
4.00 Credits
Member Price: $180
• Understanding the Teams platform• Communicating and collaborating in Teams• Adding applications and services to Teams• Extending Teams to individuals outside your organization
K2's Working Remotely - The New Normal
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Webinar
4.00 Credits
Member Price: $180
• Key technologies that facilitate remote work options• Cybersecurity issues impacting remote work environments• How to communicate and collaborate when working remotely
K2’s Biggest Security And Privacy Con Concerns
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Webinar
4.00 Credits
Member Price: $180
• Key risks that all businesses need to manage• Leading-edge options to mitigate security and privacy risks• Understanding how a ransomware attack differs from other forms of cybersecurity incidents
A Practitioner's Guide to IRAs and Qualified Retirement Plans
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Webinar
8.00 Credits
Member Price: $250
Regular IRAs, Roth IRAs, Coverdell Education Savings Accounts, SIMPLE IRAs, SEPs, Basics of qualified plans, Defined benefit pension plans, Defined contribution plans, 401(k) plans, including Roth 401(k)s, Choosing the best plan for each client, Minimum distribution rules.
Finance Business Partnering: Techniques for Effective and Impactful Communication
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Webinar
4.00 Credits
Member Price: $164
Key components of business acumen, Decisive discussions and critical thinking, Style preferences and personality types, Rapport and story telling