CPE Catalog & Events
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Coaching Leaders to Handle Sensitive Employee Relations Situations
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TBD
1.2 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Are Those Independent Contractors Really Independent Contractors?
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TBD
1.0 Credits
Member Price: $39
Classification of workers as employees or independent contractors
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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TBD
1.0 Credits
Member Price: $39
Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Coaching & Counseling - Addressing Misconduct
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TBD
1.2 Credits
Member Price: $39
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Resolving Ethical Conflicts
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TBD
2.0 Credits
Member Price: $79
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
The Seven High Quality Questions that Lead to Success & Solutions
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TBD
2.5 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
Prioritizing Mental Health in the Post-COVID Workplace
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TBD
1.2 Credits
Member Price: $39
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
The Ethics Hour: Ethics in the Real World
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TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
K2's 2023 The Best Kept Secrets Of Microsoft 365
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TBD
2.0 Credits
Member Price: $79
New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use
Moving Beyond the Basics of Excel
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TBD
2.0 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
Guide to Deducting Travel, Meals and Entertainment Expenses
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem 9 exceptions to Section 274 Business meals: IRS Notice 2018-76 2023 mileage and per diem rates
Common Yellow Book & Single Audit Deficiencies - 2023
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TBD
4.0 Credits
Member Price: $129
ICOC Compliance Testing Major Program Determination
Legal Planning for Care Giving of Elderly/Disabled Clients
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TBD
1.0 Credits
Member Price: $39
The major topics that will be covered in this class include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
Imagining a World Without Non-Competes
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TBD
1.0 Credits
Member Price: $39
Federal non-compete law State non-compete law
K2's 2023 Using OneNote More And Email Less
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TBD
2.0 Credits
Member Price: $79
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
Audit & Attestation Update: What's Going on at the AICPA 2023
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TBD
4.0 Credits
Member Price: $129
Audit Evidence Risk Assessment Auditing Estimates Examination Engagement Quality Management
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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TBD
1.0 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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TBD
1.0 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements