CPE Catalog & Events
New PCAOB Quality Control Standard Overview
-
Webinar
2.00 Credits
Member Price: $79
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
State Tax Nexus: Frequently Awkward Questions
-
Webinar
2.00 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
The New Quality Management Standards - What Everyone Needs to Know
-
Webinar
2.00 Credits
Member Price: $79
Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted
Listening to the Statement of Cash Flows
-
Webinar
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
ChatGPT and Complex Financial and HR Conversations
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Cost and Pricing Models: Boost Your Bottom Line
-
Webinar
2.00 Credits
Member Price: $79
Cost Accounting Activity-based Costing
Ethics, Tax Practice & The Cannabis Industry
-
Webinar
2.00 Credits
Member Price: $79
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Form 1120S - Preparation and Analysis
-
Webinar
2.00 Credits
Member Price: $79
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
Surgent's Guide to Partner Capital Account Reporting
-
Webinar
2.00 Credits
Member Price: $99
How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations
Public Speaking Secrets That Wow Audiences
-
Webinar
3.00 Credits
Member Price: $129
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Expand Your Analytical Toolbox More Tools for Success
-
Webinar
4.00 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Ethics - A Line in the Sand; Implications for Daily Business
-
Webinar
4.20 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
Enterprise-Wide Risk Management in Accounting and Finance
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
What's Going on at the GASB
-
Webinar
4.00 Credits
Member Price: $129
Leases SBITAs Public Private Partnerships Revenue & Expense Recognition Financial Reporting Model
K2's Excel Tips, Tricks, and Techniques for Accountants
-
Webinar
8.00 Credits
Member Price: $250
• Fundamental Excel techniques all accounting and financial professionals should know and use • Creating date-based calculations in Excel • How to create Excel templates • Key options you should enable in Excel • Linking data in Excel
K2's Paperless Office
-
Webinar
8.00 Credits
Member Price: $225
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
ACPEN Signature 2025- Small Business: Hot Tax Issues Today
-
Webinar
8.00 Credits
Member Price: $250
Legislative update on expiring tax provisions affecting small businesses; Legislative update on new tax provisions impacting small businesses; Communications with the IRS; Tax audits of small businesses; Judicial update on self-employment tax litigation on self-employment taxes of partners and LLC members. Worker verification requirements and penalties---old and new. Tax planning opportunities—old and new.
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.
The Complete Guide to the Preparation of Form 1041
-
Webinar
8.00 Credits
Member Price: $245
Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation
K2's After QuickBooks, What's Next?
-
Webinar
1.00 Credits
Member Price: $39
Transitioning from QuickBooks Pro and Premier – challenges and opportunities Overview and comparison of leading accounting software solutions Implementation strategies and best practices for modern accounting platforms