CPE Catalog & Events
K2'S Eight Awesome PivotTable Features
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Webinar
7.00 Credits
Member Price: $79
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate “standard” Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables
Retirement Planning: Next Stage for You or Your Client
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
K2's 2023 OneDrive's Best Practices
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Webinar
1.00 Credits
Member Price: $39
Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint
Integrity, Objectivity and Judgment: Values in Action
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
Revenue Recognition Determine the Transaction Price Part 2
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Webinar
6.00 Credits
Member Price: $39
Revenue Recognition Accounting
The Controllership Series - Managerial Accounting Basics and Costs
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance
Taking a Global View of Professional Ethics
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Webinar
7.00 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
K2's 2023 Best Word, Outlook, And PowerPoint Features
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Webinar
4.00 Credits
Member Price: $129
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
Public Speaking and Confident Communication in Business
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Webinar
1.00 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Webinar
1.00 Credits
Member Price: $39
Communication Leadership Character Behavior
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.
The Controller Function - Inventory Part 1
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Webinar
1.80 Credits
Member Price: $59
Accounting Finance Operations
Bears Will Be Bears - Fraudsters Too
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Webinar
6.00 Credits
Member Price: $79
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
K2's 2024 Office Scripts - The New Macros
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Webinar
2.00 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
Accounting for Leases
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Webinar
2.60 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
A Practical Guide to Trusts
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Webinar
8.00 Credits
Member Price: $225
The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
2024 Performance Management - Hiring to Retiring
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Webinar
1.20 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
The Controller Function - Strategic and Annual Planning
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance Auditing