CPE Catalog & Events
K2's Next Generation Excel Reporting
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TBD
8.0 Credits
Member Price: $225
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Integrate ChatGPT into Your Client Advisory Services-Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
K2's Microsoft Teams
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TBD
4.0 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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TBD
1.0 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Budget Mastery: Process, Problems, and Solutions
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TBD
2.0 Credits
Member Price: $79
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
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
K2's Technology For CPAs - Don't Get Left Behind
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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
Entertainment, Meals & Travel Expenses: Review and Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
When You Hear Hoofbeats, It May Be a Zebra
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
The Ethics Hour: Ethics in the Real World
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TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
Getting the Most When Selling a Business: Little Details to Get Top Value
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TBD
2.0 Credits
Member Price: $79
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Cryptocurrencies for the CFO: Explaining Blockchain
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TBD
2.0 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Hot Topics Audit & Attest Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
K2's QuickBooks for Accountants
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TBD
8.0 Credits
Member Price: $225
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Achieving Balance in Work and Life - Part 2
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TBD
4.0 Credits
Member Price: $129
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
How to Make Difficult People Disappear...Without Going to Jail
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TBD
1.0 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Side-Hustle CFO
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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TBD
1.0 Credits
Member Price: $39
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)