CPE Catalog & Events
K2's Expense Reporting Automation
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Webinar
2.00 Credits
Member Price: $79
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
The Preparation of Forms 706 and 709 - Understanding the Law
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Webinar
3.00 Credits
Member Price: $99
Legal framework of estate and gift taxation IRS regulations and compliance requirements Portability, lifetime exemption, and tax minimization strategies Case law and IRS rulings affecting estate and gift tax planning Postmortem estate planning considerations Common legal pitfalls and how to avoid them Legislative updates and policy changes from the new administration
Planning for Small Business Success
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Webinar
4.00 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting
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Webinar
1.00 Credits
Member Price: $79
The definitions in 2 CFR 200.1 are the building blocks of the regulation and so we will provide you the impactful revisions to the citation language This session will provide you the precise wording changes, showing parts that were changed or new requirements that were added We will discuss universal wording changes as well as the effective date for implementation We will discuss impactful changes and how it will affect compliance The session will cover a new requirement for whistle blower protection We will discuss a unique insight of how time reporting is a claim and how claims can have detrimental consequences if not aware What should an organization do if they did not keep time records for a grant A "war" story when a university did not take the time reporting requirements seriously
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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Webinar
2.00 Credits
Member Price: $79
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Taxation of Judgements and Settlements
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Webinar
2.40 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Webinar
8.00 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
AI & You
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Webinar
1.00 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
The Controllership Series - The Financial Close Process
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Financial Statements
K2's Taking Another Look At Power BI
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Webinar
2.00 Credits
Member Price: $79
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
Making Culture A Competitive Advantage
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Webinar
1.00 Credits
Member Price: $39
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
Accounting and Reporting Long-Term Debt
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Webinar
2.00 Credits
Member Price: $79
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
Common Sense CFO: Decoding and Mitigating Internal and External Risks
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Webinar
2.00 Credits
Member Price: $79
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
Treasury Circular 230 for EAs and Other Tax Preparers
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Webinar
2.20 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
K2's Top PDF Features You Should Know
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Webinar
4.00 Credits
Member Price: $129
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
2025 Annual Update for Governmental Accountants & Auditors
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Webinar
3.00 Credits
Member Price: $189
Single Audit Updates Auditing & Accounting Yellowbook
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Webinar
1.20 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
White-Collar Crime: What Every CPA Should Know
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Webinar
1.00 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Expand Your Analytical Toolbox More Tools for Success
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Webinar
4.00 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
K2's 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