CPE Catalog & Events
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
GAAP Update 26-27
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TBD
8.0 Credits
Member Price: $329
Equity method investments and joint ventures Changes in U.S. GAAP financial statement presentation and disclosure requirements Accounting and disclosure for crypto assets Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
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
GAAP Update 26-27
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TBD
8.0 Credits
Member Price: $329
Equity method investments and joint ventures Changes in U.S. GAAP financial statement presentation and disclosure requirements Accounting and disclosure for crypto assets Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
K2's Ten “Must-Know” Features In Excel 26-27
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TBD
2.0 Credits
Member Price: $99
Best practices for working with large volumes of data 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
How AI is Automating Internal Control 26-27
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TBD
4.0 Credits
Member Price: $175
An explanation of Artificial Intelligence (AI) Specific ways AI is replacing human cognition What is on the internal control horizon related to AI and other technologies
Income Tax Planning for Bond Investments 26-27
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TBD
4.0 Credits
Member Price: $175
Active versus passive investing Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax The tax treatment of bonds purchased at a discount or premium Bond swap and U.S. Savings Bond strategies
Tax Basis and other Special Purpose Frameworks 26-27
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TBD
4.0 Credits
Member Price: $175
Tax basis Cash and modified cash Contractual Regulatory Financial Reporting Framework for Small and Medium sized Entities (FRF for SMEs) Red-flags in fraud
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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TBD
4.0 Credits
Member Price: $175
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Agentic AI for CPAs: Automate Workflows with Intelligence 26-27
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TBD
2.0 Credits
Member Price: $99
Introduction to agentic AI concepts and terminology Case studies for using AI agents in accounting, finance and tax services Step by step demonstration of creating and deploying an AI agent Introduction to Microsoft Copilot Studio agent builder Developing your AI agent deployment strategy
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
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TBD
8.0 Credits
Member Price: $329
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
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TBD
8.0 Credits
Member Price: $329
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Metrics Management: Choose and Use Key Performance Indicators 26-27
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TBD
8.0 Credits
Member Price: $329
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
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TBD
8.0 Credits
Member Price: $329
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting
Metrics Management: Choose and Use Key Performance Indicators 26-27
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TBD
8.0 Credits
Member Price: $329
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
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TBD
8.0 Credits
Member Price: $329
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting
Acquisitions for Business Growth: Strategy, Integration, and Due Diligence 26-27
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TBD
4.0 Credits
Member Price: $99
Valuing businesses Negotiate the right price Understand the keys to effective and efficient due diligence Prepare and review agreements Plan and execute an effective integration Key considerations when selling a business
Financial Statement Analysis for Managers 26-27
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TBD
4.0 Credits
Member Price: $175
Pros/cons of ratio analysis Cash flow analysis Operating leverage vs. financial leverage Effective financial performance measures