CPE Catalog & Events
Building Your Personal Net Worth: Invest in Your Future
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TBD
2.0 Credits
Member Price: $79
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Accounting for Leases
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TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Become a Data Analysis Expert
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Microsoft 365 Application Lightning Round Review-Updated
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
The Controller Function - Inventory Part 1
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TBD
1.8 Credits
Member Price: $59
Accounting Finance Operations
K2's 2023 Shredding Your Servers And Going Virtual
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TBD
2.0 Credits
Member Price: $79
Regulatory requirements like HIPPA, GLB, PCI, and more Practical tips for dealing with service providers
DEI From the Inside Out: Part 2
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TBD
3.0 Credits
Member Price: $99
Understanding Growth Mindset and Its DEI Application: Delving into the concept of a growth mindset and exploring its practical application within the context of DEI Fostering Team Adoption: Strategies for encouraging team members to embrace a growth mindset and align it with DEI objectives Benefits to DEI Goals: Recognizing the positive impact of a growth mindset on the attainment of DEI goals and objectives Building a Why for Your DEI Initiative: Establishing a connection between motivation and the foundational "why" of your DEI endeavors Power of Motivation in Strategic Analysis: Recognizing the transformative impact of motivation in the strategic analysis process for DEI Motive-Action Connection: Highlighting the critical link between motivation and subsequent action (Motive-Action) in the realm of DEI Analysis: Delving into the process of fostering universal acceptance of DEI among all employees and elucidating its significance Culture Challenges: Engaging in a discussion about the intricacies of culture, exploring challenges, setbacks, and breakthrough moments Integration: Analyzing the integration of DEI into the workplace and delineating the concluding steps of the program
The Successful Family Business
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
How To Build High-Performing Teams in Challenging Times
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Collaboration at its bestCreating Psychological safetyBuilding trust, even when it has been lostThe need for cognitive diversity amongst teams
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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TBD
1.0 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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TBD
1.0 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Procurement Inventory
Ethics for CPAs: The Practical and the Possible
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TBD
2.0 Credits
Member Price: $79
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
Forensic and Fraud Interviewing Techniques and Skills
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TBD
2.2 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
2024 AICPA Regulatory Ethics Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Devious Ethics: Avoiding 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
2024 Practical Ethics and Circular 230 Compliance for CPAs
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TBD
4.0 Credits
Member Price: $129
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
K2's 2023 Six Essential Teams Features
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TBD
1.0 Credits
Member Price: $39
Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams
Promoting Mental Health in the Workplace to Prevent Violence
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TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
Ethics: How Successful CPAs Use AI The Right Way
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPTThe role that five powerful principles - the principles of ethical intelligence - play in using AI the right wayShort writing exercises (30 seconds each) that will deepen your understanding of the topicAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence