CPE Catalog & Events
2024 I want the TRUTH: Preparing to be an Expert Witness
-
TBD
2.0 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Analytical Procedures: Practical Applications and Standards
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
Surgent's Understanding and Testing Control and Compliance in a Single Audit
-
TBD
4.0 Credits
Member Price: $159
The essential internal control concepts applied in a single audit How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit How the auditor plans and performs tests of compliance in a single audit The identification and reporting of control and compliance findings
The Power of a Good Story!
-
TBD
4.0 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs
-
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
Shorten Month-End: Closing Best Practices
-
TBD
4.0 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
Transform Your Organization With Office 365 and Teams
-
TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Orientation to the Office 365 ecosystemStrategic value of deploying Office 365Using the Teams app as the central hub for your online communications and collaborationSetting up your file management system with SharePoint and OneDriveLeveraging the Office 365 mobile apps to take your office on the roadUsing the Planner app to track and manage team projectsHarnessing the Forms app to convert your forms to digitally fillable online formsOrientation to the Office 365 Admin appLightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offerTips and best practices for developing your Office 365 deployment strategy
Ethics: How to Give and Receive Criticism the Right Way
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
2024 Internal Controls Over Compliance vs Compliance
-
TBD
1.0 Credits
Member Price: $39
Internal Controls Over Compliance Compliance Single Audits
The Education Advantage: Strategies for Boosting Employee Retention and Engagement
-
TBD
1.0 Credits
Member Price: $39
Statistics on Turnover and Engagement Professional Development Initiatives Employee Retention Educational Opportunities Available at the Individual and Organizational Level
Imagining a World Without Non-Competes
-
TBD
1.0 Credits
Member Price: $39
Federal non-compete law State non-compete law
2024 Risk Assessment & Internal Control
-
TBD
1.5 Credits
Member Price: $59
Risk Assessment Internal Controls Common Deficiencies
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
-
TBD
2.0 Credits
Member Price: $79
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
2024 Introduction to Ethics & Professional Skepticism
-
TBD
2.0 Credits
Member Price: $79
Code of Professional Conduct Fraud Professional Skepticism
K2's 2024 Small Business Accounting Solutions And Add-Ons
-
TBD
2.0 Credits
Member Price: $79
Current landscape of small business accounting software Strengths and limitations of critical solutions Effective add-ons and integrations Implementation strategies
Surgent's Managing Millennials
-
TBD
2.0 Credits
Member Price: $99
Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success
What's New in Excel
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
-
TBD
4.0 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
-
TBD
4.0 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
2024 Practical Ethics and Circular 230 Compliance for CPAs
-
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