CPE Catalog & Events
Social Security Basics and Strategies for Maximizing Benefits 26-27
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Webinar
8.00 Credits
Member Price: $329
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for divorced and surviving spouses Early retirement and the earnings test An overview of the obstacles beneficiaries face when claiming Social Security disability benefits Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies
Tax Basis Financial Statements 26-27
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Webinar
2.00 Credits
Member Price: $99
Tax basis financial statements presentation and disclosure Reporting on tax-basis financial statements
Shorten Month End: Closing Best Practices 26-27
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Webinar
4.00 Credits
Member Price: $99
Review and discuss information systems" headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control
K2's Getting Started With Artificial Intelligence 26-27
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Webinar
2.00 Credits
Member Price: $99
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Accounting for Crypto Assets 26-27
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Webinar
1.00 Credits
Member Price: $55
Scope and criteria for crypto assets under ASC 350-60 Initial recognition and subsequent fair value measurement under ASC 820 Presentation on the balance sheet and income statement; required annual and interim disclosures
K2's Securing Your Data: Practical Tools For Protecting Information 26-27
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Webinar
4.00 Credits
Member Price: $175
Understanding today's cybersecurity risks Identifying significant cybersecurity risks Implementing specific steps to reduce risk
How AI Fits into the Accounting World 26-27
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Webinar
2.00 Credits
Member Price: $99
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
K2's The Best Kept Secrets Of Microsoft 365 26-27
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Webinar
2.00 Credits
Member Price: $99
New features, tips, and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use
Estate Planning: A Comprehensive Overview 26-27
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Webinar
8.00 Credits
Member Price: $329
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Auditing Standards: A Comprehensive Review 26-27
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Webinar
16.00 Credits
Member Price: $589
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Accounting Analysis Basics 26-27
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Webinar
4.00 Credits
Member Price: $175
Accounting analysis and methodology Factors influencing the quality of accounting-based financial reports Impact of emerging business models on balance sheets Introduction to the Instructor's Open Balance Sheet
Auditing Standards Update & Best Practices 26-27
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Webinar
4.00 Credits
Member Price: $175
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies Identify controls that exist, especially when those controls are not clearly identified or formalized Evaluate if those controls prevent or detect material misstatements in the financial statements Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements
Estate Planning: A Comprehensive Overview 26-27
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Webinar
8.00 Credits
Member Price: $329
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
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Webinar
8.00 Credits
Member Price: $329
Create a collaborative environment Develop your team's skills Use feedback features to become a better writer Where organizations make pricing mistakes Why pricing must involve finance How finance can save the bottom line Be your bank's best customer Understand your bargaining position Negotiate your covenants effectively
Auditing Standards: A Comprehensive Review 26-27
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Webinar
16.00 Credits
Member Price: $589
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Fraud Misstatements & Financial Reporting 26-27
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Webinar
4.00 Credits
Member Price: $175
A case study approach to financial statement fraud Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves Common methods of deceiving users of financial statements Red-flags in fraud
K2's Technology Update 26-27
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Webinar
4.00 Credits
Member Price: $175
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues
Strategy, Risk and Finance: Why We Do What We Do 26-27
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Webinar
8.00 Credits
Member Price: $329
Why do most strategic plans fail" Why so many formerly strong organizations have failed Why most organizations have a poor strategic plan and how to correct this The many risks that must be addressed: Financial risk, execution risk, commercial, business, and strategic risks as well as commonly overlooked risks How Behavioral Economics will help address the risk
Fraud Stories Series November 2026
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Webinar
2.00 Credits
Member Price: $99
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Driving Corporate Performance: The CFO’s Role in Competitiveness 26-27
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Webinar
8.00 Credits
Member Price: $329
Know why successful companies focus their strategy Translate strategic initiatives into accomplishments