CPE Catalog & Events
The Power of a Good Story!
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Webinar
5.00 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Achieving Balance in Work and Life - Part 1
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Webinar
7.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Webinar
7.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Webinar
5.00 Credits
Member Price: $129
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Webinar
5.20 Credits
Member Price: $129
Business Management Organization
Build a Data Model for Analysis in Power BI
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
K2's Technology For CPAs - Don't Get Left Behind
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Webinar
9.00 Credits
Member Price: $225
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts
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Webinar
9.00 Credits
Member Price: $225
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
Surgent's Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting
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Webinar
8.00 Credits
Member Price: $279
Each module includes a lecture followed by in-class group case studies and activities. In this two-day course, the following two-hour modules will be presented: Day 1: Auditing accounts receivable Physical inventory observations Sampling fundamentals Assessing fraud risk in a financial statement audit Day 2: Auditing common investments Financial statement fundamentals SSARS refresher and attestation engagement overview Analytical procedures fundamentals
Fringe Benefits & Compensation Planning - Today and Beyond
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Webinar
11.00 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
K2'S Privacy Issues And Solutions - What You Need to Know!
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Webinar
4.00 Credits
Member Price: $39
The most significant privacy threats today Your browser and search engine and why they matter Privacy policies – the fine print
K2's Small Business Accounting Solutions And Add-Ons
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Webinar
5.00 Credits
Member Price: $79
Current landscape of small business accounting software Strengths and limitations of critical solutions Effective add-ons and integrations Implementation strategies
Fraud Risk Management
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Webinar
4.00 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Audits of 401k Plans 25-26
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Webinar
4.00 Credits
Member Price: $175
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment, and detailed testing Common audit reporting and disclosure issues
Fraud Assessment for Small and Medium Sized Businesses
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Webinar
7.00 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Comprehensive Passive Activity Losses (PAL) 25-26
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Webinar
8.00 Credits
Member Price: $329
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
Retirement Distributions: Planning Options 25-26
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Webinar
8.00 Credits
Member Price: $329
Roth IRA: The right choice Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not Self-directed IRA investment problems
K2's Better Reporting With QuickBooks Online
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Webinar
4.00 Credits
Member Price: $39
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
Introduction to Single Audit
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Webinar
5.00 Credits
Member Price: $79
Single Audit Accounting & Auditing Yellowbook
1065 - Understanding Partnerships Tax Returns
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Webinar
5.00 Credits
Member Price: $79
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065