CPE Catalog & Events
Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Webinar
2.00 Credits
Member Price: $79
Auditing & Accounting Yellowbook Budget Process
Employees Today and Tomorrow: The ROI on Your People?
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Webinar
2.00 Credits
Member Price: $79
Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Webinar
3.00 Credits
Member Price: $149
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
K2's Excel Charting And Visualizations
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Webinar
4.00 Credits
Member Price: $129
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
Effective Governance for Nonprofit Success
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Webinar
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Webinar
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
The Controller Function - Strategic and Annual Planning
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance Auditing
Mastering the Excel Lookup Functions
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
Getting the Most When Selling a Business: Little Details to Get Top Value
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Webinar
2.00 Credits
Member Price: $79
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Cryptocurrencies for the CFO: Explaining Blockchain
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Webinar
2.00 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
2025 Not-for-Profit GAAP Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
Resistance to Resiliency: Striving for Technology Change Acceptance
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Webinar
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Strategic Alignment Model
The Controllership Series - The Controllers Role in Financial Forecasting
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance
Guiding Clients Through Franchise Research
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Webinar
1.00 Credits
Member Price: $39
Using the FDD to gather pertinent financial information to begin the analysis Using a franchisor-provided or other template to form the basis of a proforma Techniques for interviewing franchisees to glean critical financial data in order to complete the proforma
Casualty Losses: Disaster Relief Act of 2024
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture
Benefits and Best Practices for Telework
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Webinar
2.00 Credits
Member Price: $79
Communication Business Management
K2's 2023 Using OneNote More And Email Less
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Webinar
2.00 Credits
Member Price: $79
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
Determining Reasonable Compensation for Owner Employees
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units