CPE Catalog & Events

K2's 2023 The Digital Home

Configuring your router and network to make it more secure Review online services to help your family share information and stay in touch Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are “ready for prime time” and which ones you should skip

An Ethical Approach to Mental Health Issues at Work

The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally

Ethics: IRS Criminal Investigations: Key Lessons for Accountants

Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime

Surgent's Depreciation Rules for Bonus and Section 179 Expensing

Bonus depreciation for acquisitions and construction History of qualified property categories and QIP The CARES Act and related Rev. Procs.  Section 179 expensing Energy incentives  The tangible property regulations 1031 exchanges Strategic hierarchy 

Accounting, Auditing, and Tax Considerations for the Cannabis Industry

Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp

How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business

Integrate ChatGPT into Your Client Advisory Services-Updated

The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business

Professional Skepticism

The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion

Surgent's Ethical Considerations for the CPA

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples

Sticky Ethical Choices, featuring Bob Mims and Don Minges

Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.

Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics

Speak up Culture Ethical Culture Internal complaint reporting and investigations

The Future of Work - Winning Talent Strategies - Micro-Credential Series Part 3

Recruiting Engagement Leadership Compensation Culture  Communication Career Paths Talent Development

The Controller Function - Inventory Part 1

Accounting Finance Operations

Power, Influence, and Ethics

The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing

Ethics for CPAs: The Practical and the Possible

The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions

Governmental Accounting 101

Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting

Audit 108: Auditing PP&E and Leases - Common Risks

The major topics covered in this course include:Typical audit risks and responses for tangible long-lived assetsSpecial issues related to initial recognition and capitalization, including capitalized interestKey controls related to PP&ELease accounting requirements and practical application of Topic 842

K2's 2024 Getting Started With Artificial Intelligence

Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions

The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional

What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2

How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle