CPE Catalog & Events
You Don't Know What You Don't Know About Microsoft Excel
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Written Information Security Plans
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
Ethics: IRS Behavioral Insights for Accountants
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TBD
2.0 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Interviewing, Onboarding and Training 101
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TBD
1.0 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
Securing Your Data with a Password Management App - Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
Surgent's A Complete Guide to Reporting Form 1099-DA
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TBD
2.0 Credits
Member Price: $99
Definition of a digital asset for purposes of Form 1099-DA What is a sale of a digital asset affected by a broker on behalf of another person? Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information Treatment of sales of digital assets Who is a broker for purposes of Form 1099-DA? Information required to complete Form 1099-DA Reporting closing transactions and covered securities Who is a processor of digital asset payments? How many transactions to report on each Form 1099-DA and how many forms to file for each transaction Optional reporting methods for digital asset transactions Substitute statements for the Form 1099 Reporting a disposition of digital assets held by a widely held fixed investment trust
Surgent's Contract Law for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $99
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data
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TBD
2.0 Credits
Member Price: $99
Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards
Surgent's Excel: Mastering PivotTables
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TBD
2.0 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Surgent's Implementing Subscription Pricing to Your Practice
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TBD
2.0 Credits
Member Price: $119
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Public Speaking Secrets That Wow Audiences
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TBD
4.0 Credits
Member Price: $129
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
K2's Data Analytics for Accountants and Auditors
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TBD
4.0 Credits
Member Price: $129
Understanding the importance of data analytics in modern business environments Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform Using regression analysis to create and validate forecasts and projections
What's Going on at the GASB
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TBD
3.0 Credits
Member Price: $99
Leases SBITAs Public Private Partnerships Revenue & Expense Recognition Financial Reporting Model
K2's Technology For CPAs - Don't Get Left Behind
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TBD
8.0 Credits
Member Price: $225
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Business Tax Update for Industry
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TBD
2.0 Credits
Member Price: $79
“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments
Leadershift Ethics: Things Must Change!
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
K2'S Privacy Issues And Solutions - What You Need to Know!
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TBD
1.0 Credits
Member Price: $39
The most significant privacy threats today Your browser and search engine and why they matter Privacy policies – the fine print
Anti-Bullying and Sensitivity
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TBD
1.0 Credits
Member Price: $39
Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
AICPA Statements on Standards for Tax Services: Ethical Considerations
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TBD
2.0 Credits
Member Price: $79
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87