CPE Catalog & Events
Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
-
Webinar
3.00 Credits
Member Price: $39
Communications Self-Awareness Leadership
How SAS Nos. 134-145 Improve Risk-Based Audits
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
Rewards & Recognition Strategies for Leaders
-
Webinar
3.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
-
Webinar
4.00 Credits
Member Price: $79
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
Webinar
4.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
GPT Builder for Accountants
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Builder platform and interface for accounting professionalsCreating accounting-specific custom instructions and knowledge basesImplementing financial data analysis capabilities through GPTsDesigning GPTs for tax preparation assistance and compliance checkingBuilding client communication tools with accounting terminologyEnhancing bookkeeping efficiency with automated GPT workflowsSecurity and confidentiality considerations for financial data
K2'S Eight Awesome PivotTable Features
-
Webinar
4.00 Credits
Member Price: $79
Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate “standard” Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables
Surgent's Excel Budgeting Ideas
-
Webinar
2.00 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
2025 Not-for-Profit Accounting & Auditing Update
-
Webinar
3.50 Credits
Member Price: $99
Yellowbook Auditing Accounting
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
-
Webinar
6.00 Credits
Member Price: $129
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
K2's Securing Your Data: Practical Tools For Protecting Information
-
Webinar
6.00 Credits
Member Price: $129
Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
Federal Tax Update - Individuals (Form 1040)
-
Webinar
10.00 Credits
Member Price: $300
Discuss the most recent individual income tax legislation passed to date Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, §461(l) business loss limitations, §163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Look at any changes to the Form 1040 and other related schedules and forms
K2's Case Studies in Fraud and Technology Controls - 8 Hours
-
Webinar
10.00 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
ACPEN Signature 2025: Financial Statement Preparation: Compilation and Review Update
-
Webinar
10.00 Credits
Member Price: $250
Ethics Update Preparation Engagements Compilation Engagements Review Engagements Hot GAAP Topics New Quality Management Standards
ACPEN Signature 2025: Single Audit and Uniform Guidance Issues Update
-
Webinar
10.00 Credits
Member Price: $250
The nuts and bolts of a Single Audit Overview of the GAO’s Fraud Risk Management Framework and the importance of fraud risk in a Single Audit Specific audit issues arising relating to the continued Pandemic and Infrastructure funding programs Review of unique elements of the 2025 Compliance Supplement (If Available) Recent changes to specific Uniform Guidance rules and regulations
Surgent's Advanced Critical Tax Issues for S Corporations
-
Webinar
8.00 Credits
Member Price: $279
Final regulations on “eligible terminated S corporations” (ETSCs) Cases, rulings, and tax law changes affecting S corporations Compensation planning in S corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S corporation officer compensation Use of redemptions: still some advantages Planning for the liquidation of an S corporation Tax issues for family ownership of S corporation stock Impact of the tax on net investment income on sales of S corporation stock Stock basis: Loss limitations, AAA, and distribution issues in depth Debt basis: what the regulations on back-to-back loans mean to investors Estate planning for S corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance Built-in gains: the 5-year recognition period S corporation structuring: one class of stock Methods of accounting Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates
The Complete Guide to the Preparation of Form 1041
-
Webinar
10.00 Credits
Member Price: $245
Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation
Revenue Recognition Topic 606 - Identify the Contract Part 1
-
Webinar
3.20 Credits
Member Price: $39
Revenue Recognition
S Corporations: How to Calculate Shareholder Basis
-
Webinar
4.00 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
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
-
Webinar
4.00 Credits
Member Price: $79
Leadership foundations Leading downward Leading upward Practical leadership tools