CPE Catalog & Events
Mastering Microsoft 365 Copilot for CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
CFO Solutions to IRS Problems
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
K2's Microsoft Teams
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TBD
4.0 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Working Through Grief and Loss - How to Build a Supportive Workplace
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TBD
1.0 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Creating A Culture of Trust
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TBD
1.0 Credits
Member Price: $39
Culture Trust
Planning in an Uncertain World
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TBD
2.0 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Creating an Ethical Work Environment
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TBD
2.0 Credits
Member Price: $89
Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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TBD
2.0 Credits
Member Price: $79
Leadership foundations Leading downward Leading upward Practical leadership tools
Mergers & Acquisitions Part 2: Financial Accounting 25-26
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TBD
4.0 Credits
Member Price: $175
Identifying the acquirer and the acquisition date Recognition and measurement issues on the acquisition date Intangible assets Deferred income taxes Stock options
Internal and External Fraud: Understanding It and Working to Control It 25-26
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TBD
8.0 Credits
Member Price: $329
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
Financial Accounting Standards: A Comprehensive Review 25-26
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TBD
16.0 Credits
Member Price: $589
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
Will Your Ethics Be Burned by Burnout?
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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TBD
1.0 Credits
Member Price: $39
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
K2's Advanced Collaboration Solutions
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TBD
2.0 Credits
Member Price: $79
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
Yellow Book Ethics
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TBD
2.0 Credits
Member Price: $79
Ethics Accounting & Auditing Yellowbook
IRS Penalties and Abatements
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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TBD
4.0 Credits
Member Price: $129
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
How SAS Nos. 134-145 Improve Risk-Based Audits
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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TBD
8.0 Credits
Member Price: $225
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
The Leadership Skills of Tomorrow: Delegate and Listen
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system