CPE Catalog & Events

K2's 2023 OneDrive's Best Practices

Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint

Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain

Health and Wellness Burnout Stress Management Employee Engagement

Dangers of Improper Revenue Recognition

Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times

Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors

Surgent's Controllership Skills Update: Current Survival Skills

Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure

Surgent's Excel Tables and Conditional Summing

Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables

Surgent's Top Business Tax Planning Strategies

Complying with the beneficial ownership information reporting requirements The current status of the Employee Retention Credit Voluntary Disclosure Program Using the newly expanded access to business tax accounts for partners and shareholders of S corporations IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers Monetizing energy credits Amortization of research and experimental expenditures Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners Contributions to Roth “catch-up” plans Roth contributions to a SEP and Simple IRA Employer matching contributions to a Roth account Section 179 and bonus depreciation Roth 401(k) contributions no longer subject to RMDs during the owner’s lifetime

Thinking Like a Quality Control Reviewer

The major topics covered in this class include:AICPA professional standardsEQCR expectationsFirm-specific considerationsBest practices for mitigating the frequency of review pointsBest practices for mitigating the severity of review pointsExamples of common EQCR deficiencies

DEI From the Inside Out: Part 1

Cultivating a DEI Success Mindset: Emphasizing the significance of acknowledging DEI for what it genuinely represents, and structuring interactions based on this new paradigm Building DEI Connections: Recognizing the importance of exploring and understanding various cultures, with the ultimate goal of fostering genuine comprehension Instilling DEI Accountability: Establishing Biological Commonality: Exploring the biological similarities that unite us all, emphasizing our shared humanity Relevance in Daily Interactions: Understanding the day-to-day significance of this paradigm in interactions with colleagues and others Benefits of the Model: Recognizing the advantages of adopting this model for fostering connections with teammates and various stakeholders My Son’s Perspective: Exploring the lens through which we approached this celebration, shedding light on the mindset that fostered inclusivity Peer-to-Peer Interaction: Examining how attendees engaged with each other, transcending significant life differences to connect on a human level Workplace Application: Unpacking how the lessons learned from this backyard gathering can be applied in the workplace to cultivate a more inclusive and humanistic environment

Beyond the Numbers: Success Strategies for Female CPAs

The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.

NFP Reporting and Presentation

The major topics covered in this course include:Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosuresCommon pitfalls on functional expense reportingTips to consider on functional expense reportingWays to manage liquid resourcesPeer review findings relating to implementation of ASU 2016-14Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)Key facts and impacts on current ASUsCybersecurity issues

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit

K2's 2024 AI Confidential - Privacy And Artificial Intelligence

Tools for evaluating and summarizing licenses and privacy policies Definitions of significant terms and concepts often used in software licenses Review critical terms associated with services like Microsoft 365 or QuickBooks Online

How Prevalent Is Retaliation Within Your Culture?

Retaliation protections Speak up culture Ethical culture

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

Forensic Accounting Accounting Auditing Finance

The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room

Public speaking Presentation Skills Communication Leadership

State Tax Nexus: Frequently Awkward Questions

Frequently asked questions about income tax and sales tax nexus New developments  Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources

2024 Crypto, Blockchain and Taxes

Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets

2024 How to Audit Expenses & Payables

Introduction to Auditing Expenses Assertions Risk Assessment

Audit 304: Auditing Basic Investments - Common Risks

The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy