CPE Catalog & Events
K2's Mastering Advanced Excel Functions 26-27
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Webinar
4.00 Credits
Member Price: $175
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
Advanced Personal Financial Planning Update 26-27
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Webinar
8.00 Credits
Member Price: $329
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases, and rulings Estate and trust planning strategies
K2's Advanced Excel 26-27
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Webinar
8.00 Credits
Member Price: $329
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Leases: ASC Topic 842 in Depth 26-27
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Webinar
8.00 Credits
Member Price: $329
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Advanced Personal Financial Planning Update 26-27
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Webinar
8.00 Credits
Member Price: $329
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care Debt management, including mortgages and education financing Insurance and investments from a life-planning perspective Income tax legislation, cases, and rulings Estate and trust planning strategies
K2's Advanced Excel 26-27
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Webinar
8.00 Credits
Member Price: $329
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Leases: ASC Topic 842 in Depth 26-27
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Webinar
8.00 Credits
Member Price: $329
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Fraud—How to Find, How to Prevent 26-27
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Webinar
4.00 Credits
Member Price: $175
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
The ACFE Report to the Nations 26-27
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Webinar
4.00 Credits
Member Price: $175
Results of the study Red-flags in fraud How fraud is perpetrated How fraud is discovered Methods of minimizing fraud
Predicting the Future: 21st Century Budgets and Projections 26-27
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Webinar
8.00 Credits
Member Price: $329
Why great predictions are not intuitive How to separate correlation from causation How to recognize and overcome bias Learn from the past without hindsight bias Why the many purposes and types of budgets and projections cause distortions How benchmarking and metrics have changed the budget process
Comprehensive Roth IRA Strategies Analysis 26-27
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Webinar
2.00 Credits
Member Price: $99
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
International Tax Forum - March 2027
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Webinar
1.00 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
PFP Update: Income Tax, Retirement and Estate Planning 26-27
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Webinar
2.00 Credits
Member Price: $99
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
Consolidation Accounting 26-27
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Webinar
4.00 Credits
Member Price: $175
Consolidation accounting framework Voting control Variable Interest Entities Business combinations Control case examples Business combination case examples Disclosures
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
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Webinar
2.00 Credits
Member Price: $99
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
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
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
March 2027 AI Update: Current Issues, Future Possibilities
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Webinar
1.50 Credits
Member Price: $55
Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs
How AI Fits into the Accounting World 26-27
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Webinar
2.00 Credits
Member Price: $99
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
PFP Update: Investment Planning in This New Era 26-27
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Webinar
2.00 Credits
Member Price: $99
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio