Skip to main content

CPE Catalog & Events

Conferences/UACPA Classes 55 Chapter/Special Events 8 Ethics 3029 Webinars 24275 OnDemand/Self Study 145 All 27513

Showing 27513 All Results

Ethical Leadership: Guiding Principles When Others Falter

-

Webinar

2.00 Credits

Member Price: $79

Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

-

Webinar

2.00 Credits

Member Price: $118

Surgent's Raising Financially Capable Children

-

Webinar

2.00 Credits

Member Price: $99

Discussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards, crypto, and financial fraud

K2’s Artificial Intelligence For Accounting And Financial Professionals

-

Webinar

4.00 Credits

Member Price: $180

• Exploring AI applications in accounting and finance• Understanding AI features in everyday tools• Embracing the future: AI's+F22G22

New Mergers & Acquisitions: Tricks, Traps, & Terrors

-

Webinar

4.20 Credits

Member Price: $129

Business Management Organization

Forensic Accounting: Investigating Divorce Cases

-

Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court

Create Paginated Reports with Power BI Report Builder

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

K2's 2024 Better Reporting With QuickBooks Online

-

Webinar

1.00 Credits

Member Price: $39

The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced

K2's 2024 Effective Automation And Outsourcing

-

Webinar

1.00 Credits

Member Price: $39

Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments

Business Communication Essentials (Dynamic Communication in the Workplace)

-

Webinar

1.00 Credits

Member Price: $39

Communication Feedback Management Leadership

Ethical Intelligence for Artificial Intelligence

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Benefits and pitfalls of artificial intelligence in the accounting professionSelecting and utilizing artificial intelligence resourcesApplying professional skepticism to resultsMaintaining independence while utilizing artificial intelligenceUpholding client confidentialityData security and retentionCitation of sources and related reporting considerationsApplication of the AICPA Code of Professional ConductEthical considerations when crafting policies and establishing best practices

Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation

-

Webinar

2.00 Credits

Member Price: $99

Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team

K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection

-

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

Synchronize Your Files to the Cloud with SharePoint -Updated

-

Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes

K2's 2024 Saving Time With Electronic Forms

-

Webinar

1.00 Credits

Member Price: $39

Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples

HR Guide to Evolving Business Strategy, Finance and Development

-

Webinar

1.20 Credits

Member Price: $39

Corporate Culture Strategic Planning Leadership Staff Development  

Defining Lines: Advanced Professional Boundaries

-

Webinar

2.00 Credits

Member Price: $79

Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease

ChatGPT for Accountants: 50+ Use Cases

-

Webinar

2.00 Credits

Member Price: $89

Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making

K2's 2023 Now Is The Time to Automate

-

Webinar

2.00 Credits

Member Price: $79

Which automation tools should you initially focus on How to automate everyday tasks in accounts payable, banking, and approval workflows Common automation pitfalls

I Spy with My Little Eye ... an Illegality

-

Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion