CPE Catalog & Events
Ethics Based Leadership for Women
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
The Controller Function - Strategic and Annual Planning
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
Cash Management: Strategies for Long-Term Success
-
TBD
2.0 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Introduction to Governmental Accounting
-
TBD
2.0 Credits
Member Price: $79
Fund Accounting MD&A ACFR
Excel - Fundamentals, Data Entry and Basic Formulas
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
K2's 2024 Ripped From The Headlines - Lessons From Interesting Tech Crimes
-
TBD
2.0 Credits
Member Price: $79
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
K2's 2024 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
-
TBD
2.0 Credits
Member Price: $79
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
2024 Guide to Preparing Form 1041 for Estates and Trusts
-
TBD
4.0 Credits
Member Price: $129
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
2024 Partnerships and S Corporations: How to Calculate Basis
-
TBD
4.0 Credits
Member Price: $129
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside” basis determination Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting
The Controller Function - Cash and Investments
-
TBD
1.4 Credits
Member Price: $39
Accounting Finance
Preparing to be a Forensic Accountant - Cloud Forensics
-
TBD
1.5 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
K2's 2023 Using OneNote More And Email Less
-
TBD
2.0 Credits
Member Price: $79
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
2024 Forgotten Managerial Accounting Tools
-
TBD
2.0 Credits
Member Price: $79
Cost-volume-profit analysis, including target profit and break-even calculations Relevant costs and decision-making Activity-based costing Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
Resolving Ethical Conflicts
-
TBD
2.0 Credits
Member Price: $79
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
DEI From the Inside Out: Part 1
-
TBD
3.0 Credits
Member Price: $99
Cultivating a DEI Success Mindset: Emphasizing the significance of acknowledging DEI for what it genuinely represents, and structuring interactions based on this new paradigm Building DEI Connections: Recognizing the importance of exploring and understanding various cultures, with the ultimate goal of fostering genuine comprehension Instilling DEI Accountability: Establishing Biological Commonality: Exploring the biological similarities that unite us all, emphasizing our shared humanity Relevance in Daily Interactions: Understanding the day-to-day significance of this paradigm in interactions with colleagues and others Benefits of the Model: Recognizing the advantages of adopting this model for fostering connections with teammates and various stakeholders My Son’s Perspective: Exploring the lens through which we approached this celebration, shedding light on the mindset that fostered inclusivity Peer-to-Peer Interaction: Examining how attendees engaged with each other, transcending significant life differences to connect on a human level Workplace Application: Unpacking how the lessons learned from this backyard gathering can be applied in the workplace to cultivate a more inclusive and humanistic environment
2024 Governmental Auditing Update: Yellow Book & Uniform Guidance
-
TBD
4.0 Credits
Member Price: $129
2024 Compliance Supplement Uniform Guidance Quality Management Yellow Book
Introduction to Not-for-Profit Accounting
-
TBD
2.0 Credits
Member Price: $79
Net Assets Contributions Endowments Programmatic Investments
2024 The New AICPA Statements on Standards for Tax Services
-
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
K2's 2024 Office Scripts - The New Macros
-
TBD
2.0 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
-
TBD
4.0 Credits
Member Price: $129
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process