CPE Catalog & Events
Leaders Eat Last. Why? The Characteristics of Great Leaders
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TBD
2.0 Credits
Member Price: $79
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
IFRS vs. US GAAP - Major Accounting Differences
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TBD
2.0 Credits
Member Price: $79
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting
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TBD
2.0 Credits
Member Price: $79
The definitions in 2 CFR 200.1 are the building blocks of the regulation and so we will provide you the impactful revisions to the citation language This session will provide you the precise wording changes, showing parts that were changed or new requirements that were added We will discuss universal wording changes as well as the effective date for implementation We will discuss impactful changes and how it will affect compliance The session will cover a new requirement for whistle blower protection We will discuss a unique insight of how time reporting is a claim and how claims can have detrimental consequences if not aware What should an organization do if they did not keep time records for a grant A "war" story when a university did not take the time reporting requirements seriously
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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TBD
4.0 Credits
Member Price: $129
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
Leaders Eat Last. Why? - 1 Hour Session
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TBD
1.0 Credits
Member Price: $39
Why building trust is essential How trusting relationships makes us more effective Steps to build trust
Group Audits: Who is Responsible for What?
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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
Five Amazing Business Books in 100 Minutes
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TBD
2.0 Credits
Member Price: $79
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Cryptocurrency 15 Years Later - A Market Update
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Update on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation regulationsThe technology behind cryptocurrency - Proof of stake, Layer 2, wallets and moreBlockchain technology update
Leverage PowerBI.com to Create Data Analysis for Others
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Surgent's Coaching Skills for Managers and Supervisors
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TBD
4.0 Credits
Member Price: $159
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Walter Haig's Business Financial Health Checkup
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this class include:How to use analytical procedures as a management tool to identify areas hindering the profitability of the entityHow to use analytical procedures to identify misstatements in financial informationTechniques for developing a "workable" business planRecasting GAAP financial statements into powerful management toolsDeveloping and using benchmarks to identify profitability problemsIdentifying profitability key factorsThe relationship of internal controls and the health of an entityCommon weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknessesHow to create "goal" statements that achieve results
K2's Understanding Your Ransomware Risk
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TBD
1.0 Credits
Member Price: $39
Trends in ransomware attacks Best practices for minimizing ransomware risk
Defining Where and Why Internal Controls are Needed
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
K2'S Artificial Intelligence For Accounting And Financial Professionals
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TBD
4.5 Credits
Member Price: $129
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
Master the Art of CPA Communication: Boost Your Influence!
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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
The Complete Guide to the Preparation of Form 1041
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TBD
8.0 Credits
Member Price: $245
Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation
Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Anti-Bullying and Sensitivity
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TBD
1.0 Credits
Member Price: $39
Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
K2's Advanced Collaboration Solutions
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TBD
2.0 Credits
Member Price: $79
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
Big Picture Mega-Trends, Big Data, and World We Now Face
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TBD
2.0 Credits
Member Price: $79
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations