CPE Catalog & Events
Noble Leadership: An Ethical Approach
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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
K2's CRM - The Ultimate Business Automation Tool
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TBD
2.0 Credits
Member Price: $79
Overview of CRM functionalities tailored to accounting, including customizations and integrations Integrated tools that leverage CRM data for automating tasks and improving efficiency Strategies for successfully adopting a CRM platform and solutions to overcome common challenges
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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TBD
2.2 Credits
Member Price: $79
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Common Deficiencies in SSARS Engagements
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook SSARS
Tech It to the Next Level: Slim Your Team for Max Efficiency
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.
The Art of Accountability: Effective Strategies for Tough Conversations
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TBD
1.0 Credits
Member Price: $39
Leadership Conflict management Accountability Employee engagement
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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TBD
2.0 Credits
Member Price: $79
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
K2's Advanced Topics In Power BI
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TBD
2.0 Credits
Member Price: $79
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
K2's Top Ten Productivity Booster Apps In Microsoft 365
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TBD
2.0 Credits
Member Price: $79
Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places Optimizing task and project management: Planner, Lists, and To Do Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
The Role of Internal Control in the Risk-Based Audit
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Multistate Taxation - Issues and Planning Opportunities
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TBD
8.0 Credits
Member Price: $225
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Synchronize Your Files to the Cloud with SharePoint -Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
K2's Microsoft 365/Office 365 - All The Things You Need To Know
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TBD
8.0 Credits
Member Price: $225
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Internal Controls That May Have Prevented Fraud
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TBD
2.0 Credits
Member Price: $79
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
2024 PCAOB and SEC Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Schedule K-1: What is it & What Do I Do with It?
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TBD
2.0 Credits
Member Price: $79
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
Treasury Circular 230 for EAs and Other Tax Preparers
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TBD
2.2 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Building a Better Budget in a Time of Uncertainty
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
KPI Bootcamp for Small Businesses
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TBD
5.0 Credits
Member Price: $159
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment