CPE Catalog & Events
K2's Case Studies in Fraud and Technology Controls - 8 Hours
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TBD
8.0 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
K2's Excel Essentials For Staff Accountants
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TBD
8.0 Credits
Member Price: $225
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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TBD
2.0 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Effective Governance for Nonprofit Success
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TBD
1.0 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
The Controllership Series: The Controllers Role in Internal Controls
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Internal Controls
The Controller Function - Strategic and Annual Planning
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
K2's Office Scripts - The New Macros
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TBD
2.0 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
K2's Taking A Fresh Look At Teams
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TBD
2.0 Credits
Member Price: $79
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
Take Command of your Time
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
Surgent's Fundamentals of Public Charity Taxation and Form 990
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TBD
4.0 Credits
Member Price: $159
Organization and structure of Form 990 Form 990 and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues
Managerial Accounting: Your Prescription for Better Decision Making
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TBD
4.0 Credits
Member Price: $129
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
Effective Coaching Strategies for High Performance
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TBD
4.0 Credits
Member Price: $129
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Yellow Book Independence and Single Audit Fundamentals
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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TBD
8.0 Credits
Member Price: $225
The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
AI Revolution: The Big Picture 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 AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment
Surgent's Applying the Yellow Book to a Financial Statement Audit
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TBD
4.0 Credits
Member Price: $159
Critical concepts related to applying the Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality management; and peer review The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control
Surgent's Federal Tax Update
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TBD
4.0 Credits
Member Price: $159
Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
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
2025 AICPA Regulatory Ethics Update (VBOA Approved)
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TBD
2.0 Credits
Member Price: $79
Ethics Yellowbook Code of Professional Conduct