CPE Catalog & Events
Assessing Independence Under Yellow Book
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TBD
1.0 Credits
Member Price: $39
GAO Yellowbook Ethics
Better Business Writing: Improve Your Speed and Quality
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TBD
2.0 Credits
Member Price: $79
Writing Communications
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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TBD
2.0 Credits
Member Price: $79
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles
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
Complete Guide to Analyze Data with Excel PivotTables
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Disrupt to Dominate: Mastering Change Leadership
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
Conducting Human Resource Investigations
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TBD
1.0 Credits
Member Price: $39
Research Analysis Interviewing Documenting Reporting Results
Performance Auditing Made Easy
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TBD
1.5 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
How Much Are Your Ethics Worth?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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TBD
4.0 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
K2's After QuickBooks, What's Next?
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TBD
1.0 Credits
Member Price: $39
Transitioning from QuickBooks Pro and Premier – challenges and opportunities Overview and comparison of leading accounting software solutions Implementation strategies and best practices for modern accounting platforms
Resolving Ethical Dilemmas-You Make the Call
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TBD
1.5 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
K2's Ripped From The Headlines - Lessons From Interesting Tech Crimes
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TBD
2.0 Credits
Member Price: $79
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
Is Activity-Based Costing the Right Tool for Your Organization?
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TBD
2.0 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
Forensic and Fraud Interviewing Techniques and Skills
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TBD
2.2 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Depreciating & Expensing Business Assets
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments
Mastering the Excel Lookup Functions
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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TBD
2.0 Credits
Member Price: $99
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Planning for Small Business Success
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TBD
4.0 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
Ethical Performance Management
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching