CPE Catalog & Events
Steps to Stop External Fraud
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
K2's AI - Security And Privacy Issues
-
TBD
1.0 Credits
Member Price: $39
Major provisions of security and privacy policies Key risks associated with using commercial AI tools Steps to take to mitigate AI security and privacy risks
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
-
TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
Group Audits: Who is Responsible for What?
-
TBD
2.0 Credits
Member Price: $79
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Cash Conversion Cycle: Tool and Techniques
-
TBD
2.0 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Communicate Financial Concepts to Non-Accountants
-
TBD
2.0 Credits
Member Price: $79
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Inventory Accounting GAAP, Software and Recognizing Variances
-
TBD
2.0 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Using AI to Instantly Transform Ideas into Revenue Streams
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)
Estate Planning for Today and Beyond
-
TBD
8.0 Credits
Member Price: $225
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
K2's Excel Essentials For Staff Accountants
-
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
2025 Governmental GAAP Update: Navigating GASB Standards
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
-
TBD
1.0 Credits
Member Price: $39
Appreciation Languages of appreciation Appreciation strategies
Revenue Recognition Determine the Transaction Price Part 2
-
TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
How Prevalent Is Retaliation Within Your Culture?
-
TBD
1.0 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
-
TBD
1.0 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
Noble Leadership: An Ethical Approach
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity
Surgent's Excel Shortcuts for Accountants
-
TBD
2.0 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
-
TBD
2.0 Credits
Member Price: $99
529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Financial & Tax Accounting for S Corporations
-
TBD
4.0 Credits
Member Price: $129
Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders
Master the Art of CPA Communication: Boost Your Influence!
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication