CPE Catalog & Events
Clear. Confident. Compelling. - Communication Strategies for Women in Business
Friday, March 24
9:00am - 10:08am
Webinar
1.00 Credits
Member Price: $39
You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
Coaching & Counseling - Addressing Misconduct
Friday, March 24
9:00am - 10:13am
Webinar
1.20 Credits
Member Price: $39
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Getting Ahead: The Art of Marketing for CPAs
Friday, March 24
9:00am - 12:44pm
Webinar
4.00 Credits
Member Price: $129
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Tax Season Update for Business with Steve Dilley
Friday, March 24
9:00am - 1:00pm
Webinar
4.00 Credits
Member Price: $139
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update
Robotic Process Automation (RPA) for Accountants
Friday, March 24
9:30am - 11:30am
Webinar
2.00 Credits
Member Price: $79
RPA overviewTechnology pros and consImplications for the accounting professionCase studies Leading vendors Lessons learned to dateKey resources and communities online Starter strategy for accountants
Preparing for & Conducting Discharge Meetings
Friday, March 24
10:00am - 11:10am
Webinar
1.20 Credits
Member Price: $39
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
K2'S Emerging Topics In Blockchain And Cryptocurrency
Friday, March 24
10:00am - 11:40am
Webinar
2.00 Credits
Member Price: $79
Blockchain basics and regulations Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies Smart contracts, sovereign identity management, cross-border funds transfer Emerging uses for blockchain-based ledgers
The More Things Change... Past, Present, or Future?
Friday, March 24
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $79
The major topics covered in this class include:Discussion of the impact of the COVID-19 pandemic and similar economic forces on valuation approachesHow to deal with PPP loans, best measure future income, and normalize 2020 performance
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
Friday, March 24
10:00am - 1:30pm
Webinar
3.00 Credits
Member Price: $99
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
How to Deduct Travel, Meals, & Entertainment Expenses NOW - 4 Hours
Friday, March 24
10:00am - 2:00pm
Webinar
4.00 Credits
Member Price: $129
Recent legislation and developments related to reporting travel, meals and entertainment expenses Adequate accounting rules for reimbursements Accountable plans Reimbursement of nondeductible expenses Reporting travel expenses Simplified Per Diem Meals and entertainment expenses “Directly related to” and “Associated With” tests Facility vs. Activity expenses * Nine Exceptions to Section 274 Business Meals IRS Notice 2018-76 Food and beverages during entertainment Mileage and Per Diem rates
How Much Are Your Ethics Worth?
Friday, March 24
10:30am - 12:30pm
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Risk Assessment for Small Business Audits
Friday, March 24
10:30am - 12:30pm
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include:Each element of the risk assessment process:Understanding the client's business and industry in which it operatesInternal controlAssessing the magnitude and likelihood of riskLinking risk assessment to substantive audit procedures
Financial Storytelling the Key in Growing Your Organization to the Next Level
Friday, March 24
11:00am - 1:00pm
Webinar
2.00 Credits
Member Price: $109
•Communicating financial information in an impactful way •Telling more effective stories with your financial data •Connecting with your audience through real world examples •Interpreting and presenting complex financial information through storytelling Skills •Unlocking The powerful story hidden within The numbers
Creating Rapid Rapport for Increased Business
Friday, March 24
11:00am - 2:30pm
Webinar
4.00 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
Speaking For Impact
Friday, March 24
11:00am - 2:30pm
Webinar
4.00 Credits
Member Price: $129
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups
Friday, March 24
11:30am - 1:30pm
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include:Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit.
Accommodation Requests - Substance Abuse - Contagious Infections
Friday, March 24
12:00pm - 1:08pm
Webinar
1.00 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
K2'S CPA Firm Technology For The Future
Friday, March 24
12:00pm - 1:40pm
Webinar
2.00 Credits
Member Price: $79
CPA firm centric hardware Software changes Technology options for your firm Specific technologies to improve productivity and profitability Strategic products to consider for implementation
K2'S Tech Update 2022
Friday, March 24
12:00pm - 1:40pm
Webinar
2.00 Credits
Member Price: $79
Hardware trends Software innovations Communication and collaboration tools Key products to consider for implementation
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
Friday, March 24
12:00pm - 1:47pm
Webinar
2.00 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals