CPE Catalog & Events
The Controllership Series - The Future Role of the Controller Part 2
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Webinar
1.50 Credits
Member Price: $59
Accounting and Finance
Deep Dive into Quality Management
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Webinar
2.00 Credits
Member Price: $79
SQMS 1 and 2 Auditing Yellowbook
The New Quality Management Standards - What Everyone Needs to Know
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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
S Corporations: How to Calculate Shareholder Basis
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Webinar
2.00 Credits
Member Price: $79
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 Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
K2's Taking Another Look At Power BI
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Webinar
2.00 Credits
Member Price: $79
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
10 Keys to Outstanding Service and More Referrals
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Webinar
2.00 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
Governmental Accounting 101
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Webinar
2.00 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
The Controller Function - Inventory Part 1
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Webinar
1.80 Credits
Member Price: $59
Accounting Finance Operations
Financial Statement Fraud
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Webinar
2.00 Credits
Member Price: $79
Fraud Auditing Yellowbook
K2's CRM - The Ultimate Business Automation Tool
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Webinar
2.00 Credits
Member Price: $79
Overview of CRM functionalities tailored to accounting, including customizations and integrations Integrated tools that leverage CRM data for automating tasks and improving efficiency Strategies for successfully adopting a CRM platform and solutions to overcome common challenges
Are Those Independent Contractors Really Independent Contractors?
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Webinar
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
Combatting Sexual Harassment in the Workplace
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Webinar
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture
A Guide to Sampling - Part 2
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Webinar
2.00 Credits
Member Price: $79
Auditing Yellowbook
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Webinar
1.00 Credits
Member Price: $79
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
K2's Excel Tips - Today's Best Features
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Webinar
2.00 Credits
Member Price: $79
New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas
Section 199A Rules and Forms Reporting
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Webinar
2.00 Credits
Member Price: $79
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Webinar
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
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
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
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