CPE Catalog & Events
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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TBD
1.2 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
The Choice of Entity Decision: What is Best for Your Client
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations.Impact of the Section 199A deductionRamifications of the C to S election and the S to C electionCorporate tax rate to individual tax rate comparison examplesOther related topics
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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TBD
2.0 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
2023 Taking a Global View of Professional Ethics
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TBD
2.0 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
Planning in an Uncertain World
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TBD
2.0 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
2024 Accounting & Attestation for ESG
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TBD
2.0 Credits
Member Price: $79
ESG Sustainaibility
Cash Management: Strategies for Long-Term Success
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TBD
2.0 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Combating Internal Fraud
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TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud
Small Business Stock Gains: Exclusion and Deferral Opportunities 2024
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TBD
2.0 Credits
Member Price: $89
• IRC 1202-The benefit of the exclusion • IRC 1202-The requirements that must be met • IRC 1202-Limitation on the amount of the exclusion • Comparison of the IRC 1202 exclusion to making S corporation election • IRC 1045-The benefit of the deferral • IRC 1045-The requirements that must be met • The basics of Employee Stock Ownership Plans (ESOP) • IRC 1042-The benefit of the deferral • IRC 1042-The requirements that must be met
Promoting Mental Health in the Workplace to Prevent Violence
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TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
Ethical Considerations in Working with Cannabis
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency
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TBD
4.0 Credits
Member Price: $129
Information Technology Cryptocurrency Blockchain
DEI in the Remote Work Era
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TBD
1.2 Credits
Member Price: $39
DEI Employee engagement Remote work Organizational culture Employee relations
Performance Targets That Deliver Results Without Burnout
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TBD
1.2 Credits
Member Price: $39
Performance target design Target testing
Progressive Management Accounting
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TBD
2.0 Credits
Member Price: $79
A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
Cost and Pricing Models: Creating an Effective Tool
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TBD
2.0 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs
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TBD
4.0 Credits
Member Price: $129
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
2024 Governmental GAAP Update
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TBD
2.0 Credits
Member Price: $79
Compensated Absences Error Corrections Accounting Changes
Devious Ethics: Dealing with Snakes in Suits
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TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
K2's 2023 Simplifying And Economizing Your Tech Stack
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TBD
1.0 Credits
Member Price: $39
Identifying the tech tools you need and those you don’t Canceling unnecessary licenses and subscription services