CPE Catalog & Events
Business Tax Update: Recent Developments
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:2024/25 legislation impacting business taxpayersTax depreciation updateGIG workers and Form 1099-KCommercial Clean Vehicle CreditRecent business taxpayer case rulingsFINCEN Beneficial Ownership Information reporting update
Ethics at Work: Diversity, Equity and Inclusion
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility
Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance
-
TBD
2.0 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Topic 842 - Implementing Leases Workshop
-
TBD
4.0 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
TBD
4.0 Credits
Member Price: $129
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
TBD
4.2 Credits
Member Price: $129
Business Management Organization
A Practical Guide to Trusts
-
TBD
8.0 Credits
Member Price: $245
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
PPP Fraud and Financial Professionals
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Ethics - Keeping the Good from Breaking Bad
-
TBD
1.0 Credits
Member Price: $39
Ethical business behavior Ethical business decisions
Is Activity-Based Costing the Right Tool for Your Organization?
-
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
Internal Control Fundamentals
-
TBD
2.0 Credits
Member Price: $79
COSO Yellowbook Auditing
2025 Single Audit Update
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
Create Measures in Power BI that Define Your Metrics
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
K2's Excel Tips, Tricks, and Techniques for Accountants
-
TBD
8.0 Credits
Member Price: $225
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
360 Budgeting: A Holistic Approach to Process and Solutions
-
TBD
8.0 Credits
Member Price: $245
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) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Professional Ethical Considerations for CPAs
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies
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
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
-
TBD
1.0 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
K2's The ABCs of Automation With Microsoft's Power Platform
-
TBD
2.0 Credits
Member Price: $79
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
Data Analytics: Practical Insights for Today's Accountant
-
TBD
2.0 Credits
Member Price: $79
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics