CPE Catalog & Events
K2's Backups Done Right
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Webinar
4.00 Credits
Member Price: $79
List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems List all critical and non-critical applications and establish their order of recovery Differentiate between backup solutions based on their features and benefits
Surgent's Critical Conversations
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Webinar
2.00 Credits
Member Price: $99
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Surgent's Forms 7217 and 7203
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Webinar
2.00 Credits
Member Price: $99
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution IRS’s new regulations regarding basis shifting in favor of high-marginal tax rate related partners Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Synchronize Your Files to the Cloud with SharePoint -Updated
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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
The Role of Internal Audit in Enterprise-Wide Risk Management
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Webinar
6.00 Credits
Member Price: $129
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
Surgent's Preparation and Compilation Engagements Under the SSARS
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Webinar
4.00 Credits
Member Price: $159
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements
Professional Skepticism for the Public Accountant
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Webinar
3.00 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
Introduction to Governmental Accounting
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Webinar
4.00 Credits
Member Price: $79
Governmental financial reporting Auditing Yellowbook
Accounting for and Auditing Cryptocurrency & Digital Assets
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Critical Technical Skills for CFOs and Controllers
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Webinar
6.00 Credits
Member Price: $129
A methodical approach to business and strategic planning Overview of The Balanced Scorecard approach to creating key performance metrics Common metrics for analyzing financial statements and trends Accounting and finance role in Enterprise-wide Risk Management (ERM)
Navigating IRS Collections: The Collection Process
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
The Controllers Role in Data Analytics and Big Data
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Webinar
3.50 Credits
Member Price: $59
Accounting Finance Financial Statements
Build Better Budgets: Fundamental Techniques
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Webinar
4.00 Credits
Member Price: $79
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Introduction to Governmental Budgeting
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Webinar
4.00 Credits
Member Price: $79
Budgeting Accounting & Auditing Yellowbook
K2'S Top Tech Productivity Tips And Tricks
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Webinar
4.00 Credits
Member Price: $79
Microsoft 365 tricks and tips Best practices for virtual meetings Productivity-enhancing apps and tools that you should consider using
K2's AI - Better Prompts, Better Results
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Webinar
3.00 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
What's Going on at the FASB (2025)
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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 effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Webinar
5.00 Credits
Member Price: $99
Yellowbook Auditing Uniform Guidance GAGAS
Business Longevity: Stabilize, Strengthen, and Succeed
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Webinar
6.00 Credits
Member Price: $129
Business Management Strategic Planning The role of AI in Business