CPE Catalog & Events
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
Cost and Pricing Models: Creating an Effective Tool
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TBD
2.0 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
K2's 2024 Small Business Accounting Solutions And Add-Ons
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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
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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
Taxation of Judgements and Settlements
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TBD
2.4 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Become Rich Without Selling Your Soul
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TBD
4.0 Credits
Member Price: $129
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
K2's 2023 Case Studies in Fraud and Technology Controls - 8 Hrs
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TBD
8.0 Credits
Member Price: $225
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
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
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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TBD
1.0 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
Avoid Merging: Transformation Strategies to Stay Independent
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Share national benchmark data on firm KPIsList attributes for a unified partner group
Grading Your Auditors - Are You Getting the Most Value?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
K2's Mastering Advanced Excel Functions
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TBD
4.0 Credits
Member Price: $159
• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays • How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
What's So Funny 'Bout Accounting and Tax Ethics 2024
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TBD
4.0 Credits
Member Price: $159
• AICPA Code of Professional Conduct • Threats to compliance with Code of Ethics • Updated Statement of Standards for Taxpayer Services (SSTS) • Ethical challenges in selecting appropriate GAAP alternatives
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
Comprehensive S Corporation Taxation Form 1120S 2024
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TBD
8.0 Credits
Member Price: $299
• Learn how to qualify and to make the S corporation election • Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained • Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) • Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder • Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes • Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 2024
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TBD
8.0 Credits
Member Price: $299
• An overview of control frameworks and concepts • Strategy considerations that can be incorporated into control development • Understanding and controlling risk that arises when organizations change or choose not to
Real Estate Taxation Full Circle 2024
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TBD
8.0 Credits
Member Price: $299
• Personal residence and vacation home advantages and traps • Depreciation, credits, passive losses, qualified business income (QBI) • Installment sales • Involuntary conversions • Like-kind exchanges • Real estate investment trusts (REITs)
Leveraging Marketing Automation for Accounting Firm Growth
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
Audit 501: Personality Styles - Improving Your Interactions
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors