CPE Catalog & Events
Comprehensive Roth IRA Strategies Analysis 26-27
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Webinar
2.00 Credits
Member Price: $99
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
AI — It’s Here and It’s Time to Get On Board 26-27
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Webinar
8.00 Credits
Member Price: $329
An overview of AI. What it is and how it works. How AI fits into the technology landscape. A look at how Artificial Intelligence is used now and what the future holds.
Deception, Embezzlement, and Fraud 26-27
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Webinar
8.00 Credits
Member Price: $329
Narcissism Studies Fraud Embezzlement Technology used in scams
K2's Six Essential Teams Features 26-27
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Webinar
1.00 Credits
Member Price: $55
Learn how to set up Teams for successful collaboration Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of updates Utilize survey Forms or questionnaires from within Teams
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
Journal Entry Advertising
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TBD
0.00 Credits
Sponsored Email Marketing
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TBD
0.00 Credits
Sponsored Webinar Course
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TBD
0.00 Credits
Member Price: $2000
Acquisitions for Business Growth: Strategy, Integration, and Due Diligence 26-27
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Webinar
4.00 Credits
Member Price: $99
Valuing businesses Negotiate the right price Understand the keys to effective and efficient due diligence Prepare and review agreements Plan and execute an effective integration Key considerations when selling a business
K2's Improving Productivity with Microsoft 365 Cloud Tools 26-27
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Webinar
4.00 Credits
Member Price: $175
Understanding the Cloud-based options available in a Microsoft 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
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
K2's Better Reporting With QuickBooks Online 26-27
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Webinar
1.00 Credits
Member Price: $55
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webinar
8.00 Credits
Member Price: $329
How innovation happens Innovation metrics and how to report on innovation efforts How the use of technology and other simple techniques can foster and sustain innovation
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Webinar
8.00 Credits
Member Price: $329
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Webinar
8.00 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webinar
8.00 Credits
Member Price: $329
How innovation happens Innovation metrics and how to report on innovation efforts How the use of technology and other simple techniques can foster and sustain innovation
Internal and External Fraud: Understanding It and Working to Control It 26-27
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Webinar
8.00 Credits
Member Price: $329
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Webinar
8.00 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
Federal Tax Update: Individual Form 1040 26-27
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Webinar
8.00 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Webinar
8.00 Credits
Member Price: $329
Preparation Compilations Reviews