CPE Catalog & Events
Overcome Your Obstacles to Abundance
-
Webinar
1.00 Credits
Member Price: $129
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Webinar
4.00 Credits
Member Price: $129
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
Webinar
4.20 Credits
Member Price: $129
Business Management Organization
Allison McLeod's Federal Tax Updates for Individuals - 8 Hour
-
Webinar
8.00 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Creative Strategies for Buying, Selling, or Gifting a Business
-
Webinar
8.00 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
-
Webinar
8.00 Credits
Member Price: $225
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
360 Budgeting: A Holistic Approach to Process and Solutions
-
Webinar
8.00 Credits
Member Price: $79
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
K2's Introducing Artificial Intelligence To Human Resources Pros
-
Webinar
1.20 Credits
Member Price: $39
How to get started with AI Today's major AI platforms How to use AI tools AI risks that we must manage
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
-
Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
Getting the Most When Selling a Business: Little Details to Get Top Value
-
Webinar
2.00 Credits
Member Price: $79
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Cryptocurrencies for the CFO: Explaining Blockchain
-
Webinar
2.00 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
-
Webinar
1.00 Credits
Member Price: $79
Accounting Finance Cash Investments
Better Business Writing: Improve Your Speed and Quality
-
Webinar
2.00 Credits
Member Price: $79
Writing Communications
K2's Excel Best Practices
-
Webinar
8.00 Credits
Member Price: $225
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
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
Interviewing, Onboarding and Training 101
-
Webinar
1.00 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
Written Information Security Plans
-
Webinar
1.00 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims and Don Minges
-
Webinar
1.00 Credits
Member Price: $39
The quest for fairness Human nature Our natural reaction Selfishness Conflicts of interest Equity Justice How is the Golden Rule misused? The allure of revenge and how it destroys? Understanding rationalizations How the “Integrity and Objectivity Rule” will lead to better decisions?
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
-
Webinar
2.00 Credits
Member Price: $79
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
The ABCs of Advisory Services
-
Webinar
2.00 Credits
Member Price: $79
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues