CPE Catalog & Events
Addressing Misconduct
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TBD
1.0 Credits
Member Price: $39
Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control
Asset Misappropriation - Let Me Count the Ways
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TBD
2.0 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Current Fraud Trends - Nonprofit and Government Entities
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TBD
2.0 Credits
Member Price: $79
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
Advanced Excel for Staff - Build Reports and Analyze Data
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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TBD
3.0 Credits
Member Price: $129
Leadership Management
K2's Better Productivity Through Artificial Intelligence
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TBD
4.0 Credits
Member Price: $129
• Practical opportunities to leverage artificial intelligence and automation in business settings • Potential risks associated with using AI and automation, including inherent ethical issues • Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
K2's Implementing Internal Controls In Quickbooks Environments
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TBD
4.0 Credits
Member Price: $129
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
What's Changing in A&A for Governmental Entities (2025)
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:A look at the GASB standards that are effective this year.GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.The impact of the 2024 Compliance Supplement on Single Audits.Changes to the Uniform Guidance.Common deficiencies found in Single Audits.
ChatGPT and Complex Financial and HR Conversations
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Communication Miracles At Work and In Life - Part 1
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TBD
4.0 Credits
Member Price: $129
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
The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
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TBD
1.0 Credits
Member Price: $39
Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do
Ethics Aren't for the Byrdes in Ozark
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TBD
1.0 Credits
Member Price: $39
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management
AICPA Statements on Standards for Tax Services: Ethical Considerations
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TBD
2.0 Credits
Member Price: $79
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Global Internal Audit Standards (GIAS) Domain III - Part 2
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TBD
2.0 Credits
Member Price: $79
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Corporate Transparency Act Developments
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Fiduciary Accounting for Estates and Trusts
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TBD
4.0 Credits
Member Price: $129
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Guide to Deducting Travel, Meals and Entertainment Expenses
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Using e-Signature Software to Process Agreements-Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
K2's OneDrive's Best Practices
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TBD
1.0 Credits
Member Price: $39
Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint
Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting