CPE Catalog & Events
SSARS 27 - Alternative Preparations 26-27
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TBD
2.0 Credits
Member Price: $99
General requirements for SSARS engagements Unique opportunities for preparation engagements New opportunities created with SSARS 27 The AICPA Consulting Standards The relevance of Peer Review on SSARS and Consulting engagements
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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TBD
4.0 Credits
Member Price: $175
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Financial Statements for the Simple Business Entity 26-27
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TBD
4.0 Credits
Member Price: $175
Accounting for simple business entities Income tax, modified cash basis and other alternatives to GAAP Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements Documenting accounting decisions to minimize potential liability
The Generation-Skipping Transfer Tax and Dynasty Trusts 26-27
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TBD
4.0 Credits
Member Price: $175
Calculation of the GST tax, and how it relates to the estate tax and gift tax Direct skips, taxable distributions, and taxable terminations GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts Calculating the benefit of and designing Dynasty Trusts
Only Financial Officer 3.0: Skills for Smaller Company Financial Managers 26-27
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TBD
8.0 Credits
Member Price: $329
Create a collaborative environment Develop your team's skills Use feedback features to become a better writer Where organizations make pricing mistakes Why pricing must involve finance How finance can save the bottom line Be your bank's best customer Understand your bargaining position Negotiate your covenants effectively
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure 26-27
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TBD
2.0 Credits
Member Price: $99
Overview of required financial statements Unique considerations in the nonprofit environment Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives Recognize financial statement presentation requirements for nonprofits
Nonprofit A&A Series Part 2: Revenue Recognition 26-27
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TBD
2.0 Credits
Member Price: $99
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers, including the application of CECL
Nonprofit A&A Standards Update and New Developments 26-27
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TBD
2.0 Credits
Member Price: $99
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers
How Good Companies Become Great: Secrets to Success 26-27
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TBD
4.0 Credits
Member Price: $99
The link between great companies and their core values Getting the right people on the bus and in the right seats The Hedgehog Concept a model to identify your company's focal point to create maximum value
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs 26-27
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TBD
2.0 Credits
Member Price: $99
Getting started with ChatGPT Tour of the ChatGPT app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in ChatGPT Advanced ChatGPT features review Subscription plan options
K2's Excel’s Best Practices & Features 26-27
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TBD
2.0 Credits
Member Price: $99
What to look for in newer versions of Excel How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
Lease Accounting - Making Sense of the Standard 26-27
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TBD
4.0 Credits
Member Price: $175
What control of assets constitute a lease Embedded leases Fixed and variable consideration Determining the lease term Modifications and assessments Related party leases Presenting leases on financial statements Components of calculating liabilities and rights of use
Practical Accounting Update 26-27
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TBD
4.0 Credits
Member Price: $175
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
K2's Ripped from the Headlines: Lessons from Notable Tech Crimes 26-27
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TBD
2.0 Credits
Member Price: $99
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures that result in the theft of assets or unauthorized manipulation of data
Four Most Overlooked Business Risks: Preparing for the Future 26-27
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TBD
8.0 Credits
Member Price: $329
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
Accounting and Auditing for the Construction Industry 26-27
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TBD
4.0 Credits
Member Price: $175
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches Independent Contractor qualifications
Ethical Intelligence: Global Case Studies & Standards 26-27
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TBD
4.0 Credits
Member Price: $175
Ethical Responsibilities for CPAs AICPA Code of Professional Conduct PCAOB Independence & Ethics Sarbanes—Oxley Act Circular 230 Foreign Corrupt Practices Act Whistleblower & Reporting Duties (incl. Dodd-Frank) California State Board Ethics & Enforcement Data Privacy & Confidentiality (CCPA/CPRA)
Tax Aspects of Stock Investing 26-27
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TBD
4.0 Credits
Member Price: $175
Active and passive investing Dividend-paying stocks, value stocks, and the net investment income tax Favorable capital gain strategies and the netting process Exchange-traded funds (ETFs), stock options, and straddles
Four Most Overlooked Business Risks: Preparing for the Future 26-27
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TBD
8.0 Credits
Member Price: $329
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
Deception, Embezzlement, and Fraud 26-27
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TBD
8.0 Credits
Member Price: $329
Narcissism Studies Fraud Embezzlement Technology used in scams