CPE Catalog & Events
Technology Trends Update for CPAs with John Higgins
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update
What Is Your Brand Reputation?
-
TBD
1.0 Credits
Member Price: $39
Presence
Written Information Security Plans
-
TBD
1.0 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
Enact Retaliation Abatement and Monitoring Measures
-
TBD
1.0 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
Performance Management - Hiring to Retiring
-
TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
-
TBD
1.6 Credits
Member Price: $79
Accounting Internal Controls Internal Audit Standards
Interview Techniques & Detecting Deception
-
TBD
2.0 Credits
Member Price: $79
Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview
1065 - Understanding Partnerships Tax Returns
-
TBD
2.0 Credits
Member Price: $79
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
Advanced Negotiations: Never Split the Difference
-
TBD
2.0 Credits
Member Price: $79
Negotiations Business Management
Creating an Ethical Work Environment
-
TBD
2.0 Credits
Member Price: $89
Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making
Navigating IRS Authorizations: Form 2848 & Form 8821
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
The Successful Family Business
-
TBD
4.0 Credits
Member Price: $129
Business Management Organization
K2's Technology For CPAs - Don't Get Left Behind
-
TBD
8.0 Credits
Member Price: $225
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
-
TBD
8.0 Credits
Member Price: $245
Legislative and regulatory updates affecting fringe benefit planning Employer-sponsored fringe benefits and tax compliance under evolving regulations IRC §132 fringe benefit options and applications Cafeteria plans: benefits, limitations, and tax considerations Tax treatment of dependent care and educational assistance programs Flexible spending accounts and health savings accounts Group term life insurance: design features and tax treatment Financing strategies for retiree medical benefits Comparing health care benefits: insured plans vs. HMOs ERISA reporting and disclosure requirements Common control rules and nondiscrimination regulations
ChatGPT Vision for Financial Analysis
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
-
TBD
1.0 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Revenue Recognition Determine the Transaction Price Part 2
-
TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
Working Through Grief and Loss - How to Build a Supportive Workplace
-
TBD
1.0 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Creating A Culture of Trust
-
TBD
1.0 Credits
Member Price: $39
Culture Trust
The Controllership Series: The Controllers Role in Internal Controls
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Internal Controls