CPE Catalog & Events
The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $59
Accounting Finance
2024 Accounting Update in a Post COVID-19 World
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TBD
2.0 Credits
Member Price: $79
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management
DEI From the Inside Out: Part 2
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TBD
3.0 Credits
Member Price: $99
Understanding Growth Mindset and Its DEI Application: Delving into the concept of a growth mindset and exploring its practical application within the context of DEI Fostering Team Adoption: Strategies for encouraging team members to embrace a growth mindset and align it with DEI objectives Benefits to DEI Goals: Recognizing the positive impact of a growth mindset on the attainment of DEI goals and objectives Building a Why for Your DEI Initiative: Establishing a connection between motivation and the foundational "why" of your DEI endeavors Power of Motivation in Strategic Analysis: Recognizing the transformative impact of motivation in the strategic analysis process for DEI Motive-Action Connection: Highlighting the critical link between motivation and subsequent action (Motive-Action) in the realm of DEI Analysis: Delving into the process of fostering universal acceptance of DEI among all employees and elucidating its significance Culture Challenges: Engaging in a discussion about the intricacies of culture, exploring challenges, setbacks, and breakthrough moments Integration: Analyzing the integration of DEI into the workplace and delineating the concluding steps of the program
The Controllership Series - The Future Role of the Controller Part 1
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TBD
1.5 Credits
Member Price: $59
Accounting and Finance
2024 Common Deficiencies in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $79
Common Defiencies DOL EBPs
Introduction to Single Audit
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TBD
2.0 Credits
Member Price: $79
Compliance Federal Funds Single Audit
K2's 2024 Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
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TBD
2.0 Credits
Member Price: $79
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
2024 Financial & Tax Accounting for Partnerships & LLCs
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TBD
4.0 Credits
Member Price: $129
Review of the Accounting Standards Codification and its application to partnerships and LLCs Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs Completion of the Form 1065 Schedule M-1 Financial accounting for the operations of a partnership/LLC
2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
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TBD
4.0 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Estates & Trusts tax bracket Form 1041 - Schedule I Filing requirements Section 645 Election Estimated taxes
K2's 2023 Advanced Excel
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TBD
8.0 Credits
Member Price: $225
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
2024 Listening to the Statement of Cash Flows
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TBD
2.0 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
I Spy with My Little Eye ... an Illegality
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion
Fraud Risk Management
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TBD
2.0 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
2024 Real Estate Professionals: Passive Activity Rules
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TBD
2.0 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction
Communicating Financial Information to Non-Accountants
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TBD
2.0 Credits
Member Price: $89
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
The Art of Conversation: A Relationship Approach to Networking
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TBD
2.2 Credits
Member Price: $79
Networking Relationship Management
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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TBD
4.0 Credits
Member Price: $159
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Fraud Assessment for Small and Medium Sized Businesses
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TBD
4.0 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Controls to Secure the Growing Digital Footprint
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Deception, Embezzlement and Fraud 2024
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TBD
8.0 Credits
Member Price: $299
• Narcissism Studies • Fraud • Embezzlement • Technology used in scams