CPE Catalog & Events
State & Local Government Conference
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Salt Lake City
8.00 Credits
Member Price: $300
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
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Webinar
4.00 Credits
Building change into the planning process, Sales/income plan, Intermediate planning, Technology plan, Capital equipment planning, One-year operating plan, Monthly planning, Cash plan, Risk plan
Tariffs and Taxes: A New Landscape for Agriculture (Webinar)
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Webinar
1.00 Credits
Member Price: $49
*Tariffs*Trade policy*International tax*Import/export*Implications for agriculture
Cutting-Edge Estate and Financial Planning Trends of 2025
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Webinar
8.00 Credits
Member Price: $280
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
K2’s Accountant's Guide to QuickBooks Online
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Webinar
8.00 Credits
Member Price: $275
• Understanding your QBO subscription and licensing options• Recording routine and non-routine transactions in QBO• Importing and exporting data to/from QBO• Creating effective reports• Describing the process for integrating third-party applications with QBO• Troubleshooting issues with QBO reports and data
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webinar
2.00 Credits
Discuss how productivity strategies may improve work-life balance, Understand the state tax consequences that may arise when working from home, Identify and discuss challenges unique to financial professionals, Review how some organizations are providing support to improve work-life balance, Explore the role of alternative work arrangements, Examine challenges unique to auditors versus tax professionals, A comparison of work-life balance between public and industry accountants, How work-family conflict varies among financial professionals, Recommendations for improving work-life balance
K2’s Case Studies in Fraud and Technology Controls
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Webinar
8.00 Credits
Member Price: $275
• 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
K2's An Accountant's Guide To Blockchain And Cryptocurrency
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Webinar
4.00 Credits
Member Price: $175
Understanding the fundamental tenets of blockchain technology, Examples of applied applications of blockchain technology, Identifying leading cryptocurrencies available today, Understanding risks associated with cryptocurrencies
Understanding the Basic Techniques of Financial Planning
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Webinar
8.00 Credits
Member Price: $280
A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.
K2's Artificial Intelligence For Accounting And Financial Professionals
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Webinar
4.00 Credits
Member Price: $175
Exploring AI applications in accounting and finance, Understanding AI features in everyday tools, Embracing the future: AI's impact on finance and accounting
K2’s Technology Update
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Webinar
4.00 Credits
Member Price: $180
• Developments in hardware and software• Options for communicating and collaborating more effectively• Addressing cybersecurity issues
K2’s Artificial Intelligence For Accounting And Financial Professionals
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Webinar
4.00 Credits
Member Price: $180
• Exploring AI applications in accounting and finance• Understanding AI features in everyday tools• Embracing the future: AI's+F22G22
K2’s Excel Charting And Visualization
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Webinar
4.00 Credits
Member Price: $180
• Understanding the best types of visualizations to use in specific situations• Creating compelling visualizations using Excel• Adding interactivity to your Excel-based visualizations
Business Law Essentials for Practitioners and Controllers
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Webinar
8.00 Credits
Member Price: $280
The various types of corporations, Securities law basics, Contract principles, Partnerships and limited liability entities, Worker classification, Employee rights and the duties of employers, Intellectual property, Real property law, Bankruptcy basics, The court system and litigation process, Alternative dispute resolution
K2’s Advanced QuickBooks Tips And Techniques
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Webinar
4.00 Credits
Member Price: $180
• Tips for improving efficiency with QuickBooks and QuickBooks Online• Better reporting when working in QuickBooks environments• Tips for cleaning up QuickBooks and QuickBooks Online instances• Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Preparation, Compilation, and Review Engagements: Update and Review
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Webinar
4.00 Credits
Member Price: $174
Overview of preparation, compilation, and review guidance, Accounting and reporting issues, Current practice issues, Common deficiencies in peer reviews, Current and future standard setting projects.
K2’s Business Intelligence, Featuring Microsoft's Power BI Tools
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Webinar
8.00 Credits
Member Price: $250
• The importance of Business Intelligence in today’s business climate• Differentiating between Power BI licensing options• A hands-on approach to creating effective Power BI reports and dashboards
K2’s Excel PivotTables for Accountants
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Webinar
8.00 Credits
Member Price: $250
• 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
K2’s Excel Best Practices
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Webinar
8.00 Credits
Member Price: $250
• 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
K2’s Better Productivity Through Artificial Intelligence And Automation Tools
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Webinar
4.00 Credits
Member Price: $180
• 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