CPE Catalog & Events
2025 Annual Update for Accountants & Auditors
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Webinar
3.00 Credits
Member Price: $189
Accounting Standards Updates Auditing & Accounting Yellowbook
Allison McLeod's Federal Tax Updates for Individuals - 8 Hour
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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
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
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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
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
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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
Finding Errors in Excel Spreadsheets
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Unpacking OBBA for Individual Taxpayers
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:New law provisions applicable to individuals, including deductions for: Tip income and overtime pay; Social security income; Car loan interest; AGI charitable contribution deduction; Trump accountAn overview of provisions of existing law extended or made permanent without substantial change, including casualty losses, individual tax rates, alternative minimum tax.Provisions of existing law extended or made permanent with substantial change, including: child tax credit, earned income credit, standard deduction, state and local tax deduction.Repeal existing law provisions, including electric car credit and home energy credits
K2's QuickBooks for Accountants
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Webinar
4.00 Credits
Member Price: $225
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
K2's Introducing Artificial Intelligence To Human Resources Pros
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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 Overview
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Webinar
1.50 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
Five Amazing Business Books in 100 Minutes
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Webinar
2.00 Credits
Member Price: $79
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Monthly Federal Tax Updates - April 2026
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Treasury Circular 230 for EAs and Other Tax Preparers
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Webinar
2.20 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Accounting and Tax Ethics: Standards, Issues, & Case Studies 25-26
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Webinar
4.00 Credits
Member Price: $175
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Making Excel Formulas Work for You
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Webinar
4.00 Credits
Member Price: $185
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel topics discussed in this session include: Understanding formula conventions. Working with Functions. Examples of Powerful Excel formulas.
K2's Advanced QuickBooks Tips And Techniques
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Webinar
4.00 Credits
Member Price: $129
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
S Corporation Checkup: Tax Issues & Forms Reporting
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Webinar
4.00 Credits
Member Price: $129
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
Fraud, Controls & Ethics: Best Practices & Case Studies
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
OCBOA Case Studies 25-26
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Webinar
8.00 Credits
Member Price: $329
Income tax-basis financial statement presentations Cash and modified-cash financial statement presentations Innovative and EBITDA type reports OCBOA engagements AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
The Ethics of Care in the Workplace
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Ethical Values and PrinciplesCompassionManaging ExpectationsRespect and HumilityAttribution Theory
K2's Microsoft 365/Office 365 - All The Things You Need To Know
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Webinar
8.00 Credits
Member Price: $225
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription