CPE Catalog & Events
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
-
Webinar
8.00 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Synchronize Your Files to the Cloud with SharePoint -Updated
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
K2's 2024 Saving Time With Electronic Forms
-
Webinar
1.00 Credits
Member Price: $39
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
HR Guide to Evolving Business Strategy, Finance and Development
-
Webinar
1.20 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Defining Lines: Advanced Professional Boundaries
-
Webinar
2.00 Credits
Member Price: $79
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
ChatGPT for Accountants: 50+ Use Cases
-
Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
K2's 2023 Now Is The Time to Automate
-
Webinar
2.00 Credits
Member Price: $79
Which automation tools should you initially focus on How to automate everyday tasks in accounts payable, banking, and approval workflows Common automation pitfalls
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires
-
Webinar
1.00 Credits
Member Price: $39
Employee Onboarding Employee Experience Employee Engagement Communication Leadership
Top Employment Tools to Protect Your Business and Recommend to Business Clients
-
Webinar
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Global Internal Audit Standards (GIAS) Domain V - Part 2
-
Webinar
1.00 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF
Preparation, Compilation and Review Engagements
-
Webinar
2.00 Credits
Member Price: $79
Auditing Yellowbook
Advanced Excel: Hidden Secrets and Gems
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models
Streamlined Excel Reporting Series Session 2: Working with PivotTables
-
Webinar
2.00 Credits
Member Price: $118
2025 Accounting & Auditing Update for Small Businesses
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businesses.ASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.Audit standards that small business auditors will need to implement.
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 25-26
-
Webinar
8.00 Credits
Member Price: $329
An overview of control frameworks and concepts Strategy considerations that can be incorporated into control development Understanding and controlling risk that arises when organizations change or choose not to
Introduction to Yellow Book: 8-Credit Boot Camp
-
Webinar
8.00 Credits
Member Price: $225
Accounting & Auditing Yellowbook Uniform Guidance
Multi-State Taxation - Tax Staff Essentials
-
Webinar
8.00 Credits
Member Price: $332
Constitutional limits and P.L. 86-272 Interstate activity, nexus, UDITPA, MTC Calculation of state taxable income Filing methods for multistate taxpayers Apportionment and allocation Multistate income tax planning
Spring Tax Update with Steve Dilley
-
Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
Surgent's Annual Accounting and Auditing Update
-
Webinar
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
-
Webinar
8.00 Credits
Member Price: $299
Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 146 on quality management) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects) Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits)