CPE Catalog & Events
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 2024
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TBD
2.0 Credits
Member Price: $89
• The Differences between a Simple and Complex Trust • The Use of the Tier System with Complex Trusts • Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c) • Preparation of a Tax Spreadsheet for a Complex Trust • Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction • Complex Problem Form 1041 Examples with Spreadsheets and Exhibits
Internal Control: Understanding and Testing 2024
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TBD
4.0 Credits
Member Price: $159
• Review of the audit requirements stated in the auditing standards regarding internal control activities • Analysis of the control environment, concentrating on privately-owned businesses • A detailed discussion of an effective system of internal control and related control activities as detailed in the updated COSO report • Sample risk assessment procedures to determine control risk for all major assertions • Discussion of how to reduce control risk to below maximum • Specific tests of controls that can be beneficial to a financial audit • Discussion of the requirements to test controls for Governmental audits
K2's Introduction To Excel Macros
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TBD
4.0 Credits
Member Price: $159
• Getting started with Excel macros by using the Macro Recorder • Fundamentals of writing VBA code Saving and sharing macros • Getting started with User-Defined Functions
Power BI - Analyze Your Data With Excel Pivot Tables
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
CFO Series - October 2024 Webinar Bundle
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TBD
8.0 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: Audits Begin with The Right Questions: Listen!CPE: 2Field of Study: AuditingDiscussion Leader: Bob Mims, CPADate: Friday, October 04, 11:00 amDescription: Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions!Week 2: CFO Series: Growth Opportunities for CFOs: Value Added CFOsCPE: 2Field of Study: FinanceDiscussion Leader: Gary Cokins, MBA CPIMDate: Friday, October 11, 11:00 amDescription: Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable.Week 3: CFO Series: Aren't We All Auditors? All the TimeCPE: 2Field of Study: AuditingDiscussion Leader: Don Minges, MBADate: Friday, October 18, 11:00 amDescription: Audits involve testing, review, examination, and verification. However on another level - we audit procedures, reports at work, who fulfilled commitments, systems, other people's driving skills, deliveries, etc. We all audit everything all the time and that is wonderful. Auditing skills are valuable and necessary for our professional success and personal happiness. Every professional will audit what they encounter, including us. In this course, we will illustrate how continuous auditing skills are valuable, all the time. Whether you are an auditor or not, our role as a business leader IS to audit continuously! Better leaders have these audit skills.Week 4: CFO Series: Why You Should Be a Learnaholic: Staying Ahead!CPE: 2Field of Study: Personal DevelopmentDiscussion Leader: Jane Mims, Ph.D.Date: Friday, October 25, 11:00 amDescription: Do successful people know a secret that keeps them on top? The answer is they are lifelong learners. It is a mindset and a way of life that they have learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learnaholics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss!
Audit 107: Auditing Cash - Applying Basic Audit Skills
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Typical audit risks and special considerations related to cash and cash equivalentsDesigning a detailed audit plan, linking assessed risk to planned proceduresPerforming typical audit procedures associated with auditing cash and cash equivalentsCase study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cashIdentifying how to obtain evidence through inquiry of the client
The Controller Function - Cash and Investments
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
2024 Performance Auditing Made Easy
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TBD
1.5 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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TBD
2.0 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
2024 Not-for-Profit GAAP Update
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TBD
2.0 Credits
Member Price: $79
NAC CECL
The Omniverse and Metaverse for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Brief History of Experience-Sharing TechnologiesOmniverse and Metaverse BasicsThe Enterprise MetaverseLeading Case Studies and Platforms to DateNon-Fungible TokensDigital TwinsImmersive LearningRemote PresenceReality Editors and Product ExperienceVisual InspectionSynthetic MediaImmersive ExperiencesHolodeck TechnologyUniversal Basic RealityMetaverse Starter Strategy for Accountants
K2's 2023 Top PDF Features You Should Know
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TBD
4.0 Credits
Member Price: $129
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
2024 Common Deficiencies in SSARS Engagements
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TBD
4.0 Credits
Member Price: $129
Preparation Compilation Review
2024 Let's Meet at the Intersection of Fraud and Ethics
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TBD
4.0 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
2024 Spring Tax Review with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $129
Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers Individual taxpayer credits Tax depreciation update Significant IRS rules and court decisions impacting individuals, corporations and partnerships
K2's 2023 Next Generation Excel Reporting
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TBD
8.0 Credits
Member Price: $225
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
2024 Annual Update for Accountants & Auditors
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TBD
8.0 Credits
Member Price: $225
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
Beyond the Numbers: Success Strategies for Female CPAs
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TBD
2.0 Credits
Member Price: $89
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.
The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $59
Accounting Finance
2024 S Corporations: How to Calculate Shareholder Basis
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TBD
2.0 Credits
Member Price: $79
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest Discuss how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations