CPE Catalog & Events
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEsUpdate and review of the tax and cash special purpose frameworksUpdate and review of the AICPA Financial Reporting Framework for SMEsUpdate on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation
K2's Ten Must Know Features In Excel
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TBD
2.0 Credits
Member Price: $79
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
ChatGPT and Advanced Financial Analysis for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Create Measures in Power BI that Define Your Metrics
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Stand Out - How to Create a Unique Employer Brand
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TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
The Ethics of Artificial Intelligence ("AI"): The Interaction of AI and Ethics, featuring Tracy Cooper, CPA and Don Minges, MBA
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TBD
1.0 Credits
Member Price: $39
What are the ethical issues within AI? The many biases within AI Ownership? Intellectual property rights? Who benefits economically? Changing regulations and laws Why many organizations ban AI? How AI can be used unethically? The need for strong human oversight!
Global Internal Audit Standards (GIAS) Domain V - Part 2
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TBD
2.0 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF
Bytes, Bias, and Balance: Data Ethics for Tech-Savvy Accountants
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TBD
2.0 Credits
Member Price: $79
AI Auditing & Accounting Yellowbook
CFO Series Understand & Mitigate External & Int. Risks- How?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Defining risk as it impacts organizations.External and internal risks.Examples of these risks.How do we identify and assess?What can be done about the risks?Developing a risk mitigation strategy and plan.Tactics to monitor and mitigate risk.
Comprehensive Roth IRA Strategies Analysis 25-26
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TBD
2.0 Credits
Member Price: $99
Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth
Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour
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TBD
4.0 Credits
Member Price: $129
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
K2's Excel Tips, Tricks, and Techniques for Accountants
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TBD
8.0 Credits
Member Price: $225
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
Accounting for the Gig Economy
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Cryptocurrency Transactions: Navigating Federal Tax Rules
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TBD
1.0 Credits
Member Price: $29
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
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TBD
1.0 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
K2's The ABCs of Automation With Microsoft's Power Platform
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TBD
2.0 Credits
Member Price: $79
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
Public Procurement Basics: Protecting the People's Money
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TBD
2.0 Credits
Member Price: $79
Auditing & Accounting Yellowbook Uniform Guidance Public Procurement
Big Picture Mega-Trends, Big Data, and World We Now Face
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TBD
2.0 Credits
Member Price: $79
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
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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TBD
2.0 Credits
Member Price: $79
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149