CPE Catalog & Events
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Webinar
1.00 Credits
Member Price: $39
Communication Teamwork Collaboration
Prioritizing Mental Health in the Post-COVID Workplace
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Webinar
1.20 Credits
Member Price: $39
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Preparing for & Conducting Discharge Meetings
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Webinar
1.20 Credits
Member Price: $39
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Maintaining a Harmonious Working Environment
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Webinar
1.20 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
Balancing Employee and Employer Rights
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Webinar
1.40 Credits
Member Price: $39
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
K2's 2024 Excel Best Practices And Features
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Webinar
2.00 Credits
Member Price: $79
What to look for in Excel 2024 How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Webinar
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
K2's 2023 Advanced Excel
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Webinar
8.00 Credits
Member Price: $225
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
K2's 2024 Ripped From The Headlines - Lessons From Interesting Tech Crimes
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Webinar
2.00 Credits
Member Price: $79
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
K2's 2024 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
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Webinar
2.00 Credits
Member Price: $79
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
K2's 2023 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
Disaster Relief Act of 2024
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Webinar
1.00 Credits
Member Price: $29
Federal Disaster Relief Act provisions enacted in December, 2024 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Business casualty gains and depreciation recapture
What If Your Client Didn't Take Reasonable Compensation
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
Navigating Difficult Conversations with Clients
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Webinar
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
The Controllership Series - The Controllers Role in Financial Forecasting
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance
2024 Performance Auditing Made Easy
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Webinar
1.50 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
Audit Risk Assessment in Plain English
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Webinar
2.00 Credits
Member Price: $79
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Webinar
2.00 Credits
Member Price: $79
Accounting Finance Cash Investments
Navigating IRS Correspondence: Responding to IRS Letters
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
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