CPE Catalog & Events

K2's Advanced QuickBooks Tips and Techniques

Computer Software & Applications Technology for CPAs Quickbooks

Insider Dealings and Sunshine: Schedule L's Parts II-IV

The major topics that will be covered in this class include:Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IVTips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member connection to them OR by due to status as a "35% controlled entity" of one or more IPsHandling Part IV's "business transactions" reportable thresholds and working with the possible exceptions from "business transaction" characterization"Yes, this means IPs will be named!" - addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IVReporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this partReporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI

Balancing Employee and Employer Rights

Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.  

How-To Guide to Fraud Investigations

The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

K2's Implementing Internal Controls In Quickbooks Environments - New

Auditing Quickbooks

Performance Management in Challenging Times

The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening

Maintaining a Harmonious Working Environment

Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.

K2'S Options To Automate Your Tax Preparation Workflow

Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice

Remote Auditing: Management and Supervision

The major topics covered in this class include: Challenges of working remotelyBest practices for remote supervision of individualsRemote team management

Measuring Audit Risks

The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality

Minimize Workplace Warfare

How to address conflict in a healthy productive way. How to increase positive engagement instead of encouraging passive-aggressive behavior. Learn ways to resolve the conflict prior to involving management Self-leadership tools proven to help team members manage emotions and improve communication.

Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills

Professional/Technical to Business/Behavioral Leader Evolution From Agricultural to Conceptual Age Right Brain Orientation Emotional Intelligence Framework Behavioral Self-Awareness and Self-Management Socially Intelligent Leader/Social Awareness Transformational Leadership

Blockchain Technology: What Every CPA Should Know

The specific topics that will be presented include:An explanation of what blockchain isReview of the nomenclature associated with blockchain technologyThorough review of the components of a blockchain applicationReview of current and potential applications for blockchain and its impact on commercePotential impact on the CPA profession in accounting and auditing

Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives

New perspective on corporate governance; ERM overview;                        ERM-small business approach;                                      10 steps to take NOW!

Essential Skills for Financial Leaders Conference

Why building trust is essential How trusting relationships makes us more effective Steps to build trust The surprising backgrounds of CFOs Non-technical skills you need to be a CFO How to improve your skills every day How to gain better control over cash flow Techniques to project sort terms cash flows Techniques for projecting cash beyond the next quarter Recent trends in financial management Insights from the COVID crisis Skills you’ll need for tomorrow

Federal Tax Updates (Full Day) - Business Entities

Current business entity tax issues Any current tax legislation occurring during the period. Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues.

The Single Audit from Beginning to End Update

Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence

Change: Embrace & Enjoy - It Is Inevitable

The major topics that will be covered in this class include:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of change