CPE Catalog & Events
Building Your Personal Net Worth: Invest in Your Future
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Webinar
1.00 Credits
Member Price: $79
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Financial Statement Analysis for Managers 26-27
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Webinar
4.00 Credits
Member Price: $175
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures
Practical Accounting Update 26-27
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Webinar
4.00 Credits
Member Price: $175
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
K2's Business Intelligence with Microsoft Power BI Tools 26-27
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Webinar
8.00 Credits
Member Price: $329
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
Retirement Advising: Accumulation and Decumulation Strategies 26-27
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Webinar
8.00 Credits
Member Price: $329
The downside of traditional retirement asset accumulation strategies Threats to a successful retirement Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles Matching investment assets with the appropriate retirement plan and distribution strategy Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
K2's Excel PivotTables for Accountants
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Webinar
4.00 Credits
Member Price: $225
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables
K2's The Best Kept Secrets Of Microsoft 365
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Webinar
2.00 Credits
Member Price: $79
New features and 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
Devious Ethics: Avoiding Snakes in Suits
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Webinar
2.00 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
K2's Excel Essentials For Staff Accountants
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Webinar
8.00 Credits
Member Price: $225
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
Effective Coaching Strategies for High Performance
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Webinar
4.00 Credits
Member Price: $129
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Leading and Managing the Accounting Department
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Webinar
4.00 Credits
Member Price: $129
Accounting Leadership Management
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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Webinar
8.00 Credits
Member Price: $225
The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
Next Steps Series - Greatness: Building a Productive, Resilient Workforce
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Webinar
1.00 Credits
Member Price: $75
Hiring the "best fit" for tough jobs at all levels Cloning your top performers Motivating and managing for the long term Feedback for all generations How to manage millennials High performers The employee/employer relationship Core values highly regarded by all generations
Cash Management: Strategies for Long-Term Success
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Webinar
2.00 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Forensic and Fraud Interviewing Techniques and Skills
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Webinar
1.20 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Introduction to Forensic Accounting
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Webinar
1.80 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
HR's Role in Business Evolution: Strategy, Finance, and Growth
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Webinar
2.00 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
The Controller Function - Cash and Investments
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Webinar
1.40 Credits
Member Price: $39
Accounting Finance
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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Webinar
2.00 Credits
Member Price: $79
Employee Theft Prevention
The Role of Internal Audit in Enterprise-Wide Risk Management
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Webinar
4.00 Credits
Member Price: $129
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk