CPE Catalog & Events
K2's Excel PivotTables for Accountants
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Webinar
4.00 Credits
Member Price: $225
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Webinar
1.00 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
Revenue Recognition - Determine the Transaction Price - Part 1
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
Drive Results with Metrics
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Webinar
2.00 Credits
Member Price: $79
Performance Metrics Budgets
Tax Aspects of Stock Investing 25-26
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Webinar
4.00 Credits
Member Price: $175
Active and passive investing Dividend-paying stocks, value stocks, and the net investment income tax Favorable capital gain strategies and the netting process Exchange-traded funds (ETFs), stock options, and straddles
Financial & Tax Accounting for Partnerships & LLCs
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Webinar
4.00 Credits
Member Price: $129
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
Retaining Talent in a Competitive Marketplace
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
Financial Reporting Fundamentals 25-26
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Webinar
8.00 Credits
Member Price: $329
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
Statement of Cash Flows: Preparation and Analysis Workshop 25-26
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Webinar
8.00 Credits
Member Price: $329
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Top 10 Things to Know About Estate Taxation & Planning 25-26
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Webinar
8.00 Credits
Member Price: $329
The Numbers: Exemptions, exclusions and discounts Portability and step-up in basis Asset valuation Deductions: Marital, charitable, transmission and administration Retirement plan assets, annuities and life insurance Trust funding and administration
Creative Strategies for Buying, Selling, or Gifting a Business
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Webinar
8.00 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Webinar
8.00 Credits
Member Price: $225
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Steps to Stop External Fraud
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
K2's AI - Security And Privacy Issues
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Webinar
1.00 Credits
Member Price: $39
Major provisions of security and privacy policies Key risks associated with using commercial AI tools Steps to take to mitigate AI security and privacy risks
Group Audits: Who is Responsible for What?
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Webinar
2.00 Credits
Member Price: $79
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Cash Conversion Cycle: Tool and Techniques
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Webinar
2.00 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Communicate Financial Concepts to Non-Accountants
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Webinar
2.00 Credits
Member Price: $79
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Inventory Accounting GAAP, Software and Recognizing Variances
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Webinar
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Using AI to Instantly Transform Ideas into Revenue Streams
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)
Estate Planning for Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships