CPE Catalog & Events
Finance Business Partnering: Successful Business Models and Strategic Choices
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Webinar
4.00 Credits
Member Price: $164
An overview of the finance business partner, Business model generation, Strategic planning process - analysis, choice and implementation
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Webinar
8.00 Credits
Member Price: $250
• Common challenges associated with implementing appropriate internal controls in small business environments • Fraud in small business environments • Internal control options in small business accounting software • Understanding the need for application controls and general controls
Critical Issues That CPAs in Industry Will Need to Face This Year
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Webinar
4.00 Credits
Member Price: $164
Recently issued FASB Accounting Standards Updates and PCC activity, Leases -- Topic 842, Overview of the economics and tax consequences of crowdfunding campaigns, A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny, The Independent Contractor vs. Employee Conundrum continues - Department of Labor Final Rule reinstated.
K2's Technology for CPAs - Don't Get Left Behind
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Webinar
8.00 Credits
Member Price: $250
• 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
Current and Upcoming FASB Issues
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Webinar
2.00 Credits
Member Price: $95
Recently issued ASUs, including broad and narrow topics, Current FASB exposure draft and projects, Private company financial reporting, Other important accounting matters
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Webinar
4.00 Credits
Member Price: $164
Leadership and management changes as a result of the pandemic, Expense control that works, Understanding our changing workforce and working environment, Financial risk analysis, Enterprise risk management, Improving bank relationships and cash management.
Breaking Down the New Auditor's Reporting Suite of Standards for Non-ERISA Engagements
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Webinar
8.00 Credits
Member Price: $260
Standard auditor's report, Modified opinions in an auditor's report, Other matters in the auditor's report, Form and content of the auditor's report
Audits of ERISA Plans, With a Focus on 401(k) Plans
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Webinar
8.00 Credits
Member Price: $260
GAAP vs. ERISA reporting requirements, Audit planning, Risk assessment, including consideration of internal control, Auditing the statement of net assets available for benefits, Auditing the statement of changes in net assets available for benefits, Other auditing considerations, including prohibited transactions and tax compliance, The auditor's report, Financial statement disclosures, Supplemental schedules.
Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools
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Webinar
8.00 Credits
Member Price: $250
Six steps in the employee planning process, How to design the right pension plan for a business client, Advantages and disadvantages of a defined contribution plan, Advantages and disadvantages of a defined benefit pension plan, How Keogh plans differ from other qualified plans, Distribution and rollover rules of an IRA and Roth IRA; advantages and disadvantages of simple IRAs, Design features of a money purchase pension plan, Types of benefit and contribution formulas under a nonqualified deferred compensation plan, Tax implications when using a nonqualified deferred compensation plan, How to use vesting provisions in a profit-sharing plan, IRC Schedule 401(k) plan issues, The "Roth 401(k)", Features of a SEP, General rules of qualification under qualified pension and profit-sharing plans, Basic outline of the complex retirement plan distribution rules, Distinctive steps to installing a qualified plan.
Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Webinar
2.00 Credits
Member Price: $95
What stock options are and why they are growing in popularity, How stock options work, including the process of conveyance and vesting, How to exercise stock options and the implications from doing so, The risks associated with stock options and how to manage exposure, Tax consequences and updates regarding stock options, Strategies for selecting the best time to exercise stock options, The difference between the two types of stock options: non-qualified and incentive, The basic terminology relevant to owning and exercising options.
Audits of 401(k) Plans: New Developments and Critical Issues
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Webinar
8.00 Credits
Member Price: $260
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency, Common pitfalls in planning and detailed audit procedures, Changes affecting 401(k) plans, including SAS 136 implementation, Common mistakes as noted in peer reviews and DOL inspections.
Creative Strategies for Buying, Selling, or Gifting a Business
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Webinar
8.00 Credits
Member Price: $250
Valuation methods, Stock purchase versus asset purchase issues, Estate transfer and tax issues, Gifting of business interests, Transfer of business interests to split-interest trusts and grantor retained trusts, S corporation stock transfer to trusts, Family limited partnerships, Self-canceling installment notes, Transferring a business interest with an ESOP?
CFO - Big Picture Mega-Trends and Risks
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Webinar
8.00 Credits
Member Price: $260
It is easy for us to get caught up in our work, but it is better to examine the `big picture' by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize. Topics Discussed, On-going world economic trends, Demographic changes and their impact on the economy, Global technology influences, Post Covid workplacenew currencies, risk, office politics and the value of ethics. Prepare for the coming changes that will affect every organizations, Big Picture Mega-Trends, Big Data, and World We Now Face, It is easy for us to get caught up in our work, but it is better to examine the `big picture' by studying the outside factors that impact our business beyond our internal processes and day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us and the organization. This session is designed to review many of these current trends, while thinking and discussing how these trends can impact our organizations and us. This is a fun and lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize. On-going world economic trends, Demographic changes and their impact on the economy, Global technology influences, Post Covid workplace, Big data understanding and where is it going, Learn to adapt to changing situations What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives? What is money?, What are digital assets? Understanding the what, why, and how of cryptocurrencies, Understanding the what, why, and how of blockchain, NFT's (Non-Fungible Tokens), their role and impact, Explaining the crypto language.
IRS Tax Examinations and Hot Issues
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Webinar
4.00 Credits
Member Price: $164
Criteria that the IRS uses to select returns for examination, Vehicles, meals, and virtual currency considerations, Worker classification determinations on who is an employee and who is an independent contractor, S corporation officer's reasonable compensation issues, Responsibilities to pay the employment taxes when the business defaults, Tax-related identity theft procedures.
Finance Business Partnering: Communicating and Influencing for Optimum Engagement
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Webinar
4.00 Credits
Member Price: $164
Best behaviors, Lessons on influence from psychology, Communication, Visual presentation.
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webinar
4.00 Credits
Member Price: $164
Economic update, Leadership and management changes as a result of the pandemic, Managing for productivity, Metrics and benchmarking, Social media's place in our organization.
Internal Control Changes for Telecommuting Workers
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Webinar
2.00 Credits
Member Price: $95
The topics discussed in this session include: The benefits and pitfalls of telecommuting employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Top Business Tax Planning Strategies
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Webinar
2.00 Credits
Member Price: $95
Brief outline of the new alternative minimum tax and the 1% tax on corporate stock buybacks, Increase in the research credit, Extension of the Section 461(l) loss limitation, Discussion of the unchanged rules relating to carried interest, The IRA's two-tier "base" rate and "increased" rate structure for renewable energy tax credits, Credit for purchasing a qualified commercial clean vehicle, Restrictions imposed on electric vehicle manufacturers, Section 179(d): changes relating to the energy-efficient commercial building deduction, Section 45(l): changes relating to the energy efficient home credit, Transferring energy credits for auto purchases to dealers, Purchase/sale of credits, Expansion of subsidies for climate-friendly agriculture, Changes to bonus depreciation after 2022.
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
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Webinar
2.00 Credits
Member Price: $95
Commencement of a bankruptcy proceeding, Protections provided to debtors under the Bankruptcy Code, Key procedural aspects of bankruptcy, The automatic stay, Differences between Chapters 7, 11, and 13 bankruptcy cases, The bankruptcy discharge, Proofs of claim, Plans of reorganization, Litigation that can arise during bankruptcy, Creditor committees, Bankruptcy trustees, Avoidable preferences and fraudulent transfers
Keeping Organization Assets Safe
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Webinar
2.00 Credits
Member Price: $95
This session is taught using the latest information and projections about the future. The topics discussed in this session include: What assets are most important for business. Protecting important assets.