CPE Catalog & Events
Microsoft 365 Deployment Bootcamp for Your Practice
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TBD
4.0 Credits
Member Price: $149
Specific topics that will be covered:Understanding the full potential of Microsoft 365 to drive efficiency in your practiceBest practices for deploying Microsoft 365 in accounting, tax and advisory firmsDesign your Teams app setup to meet the unique attributes of your practiceUse SharePoint and OneDrive to organize your files and share them securely with your clientsOrganize your thoughts, meeting notes and other content centrally in OneNoteTrack your client engagements and internal projects efficiently and effectively with the Planner appUse Microsoft 365 to document processes, improve client services and increase productivityStep-by-step guide for deployment of Microsoft 365 in your firm based on best practices
Accounting Industry Update 2024
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TBD
8.0 Credits
Member Price: $299
• FASB Technical Agenda and upcoming changes • ASUs • Implementation dates and methods • Audit quality initiatives • Changes to AICPA auditing standards; and PCAOB standards
Shortcuts to Personal and Professional Success
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TBD
8.0 Credits
Member Price: $225
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
Accounting in the Wake of COVID-19
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Risk assessmentGovernment assistancePandemic-related accounting pronouncementsLearning to be an auditor in a pandemic environmentFinancial statement disclosuresExploring liquidity optionsAccounting tools and techniques for supporting managerial decisionsEngagement and workforce managementOther current events as appropriate
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
2024 White-Collar Crime: What Every CPA Should Know
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TBD
2.0 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
2024 A Guide to Sampling - Part 2
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TBD
2.0 Credits
Member Price: $79
Sampling ICFR Single Audit Sampling
Microsoft 365 Deployment Best Practices
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
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 Not-for-Profit Accounting Update
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TBD
4.0 Credits
Member Price: $129
NAC CECL Leases
2024 Tax Season Update for Business with Steve Dilley
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TBD
4.0 Credits
Member Price: $129
Update on significant 2023-24 business tax developments related to cases and rulings Review of recent business tax provisions and legislation Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions
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
Appreciation Intelligence: The New AI
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TBD
1.0 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Strategic Synergy: Unleashing HR's Impact on Business Strategy
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TBD
1.0 Credits
Member Price: $39
The Evolution of HR in Business Strategy Business Acumen for HR Professionals Strategic HR Concepts Technology and HR Alignment with Business Objectives
2024 Practical Excel Topics for the Public Accountant
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TBD
2.0 Credits
Member Price: $79
Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables
IRS Penalties and Abatements
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Surgent's Time Management for Professionals
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TBD
2.0 Credits
Member Price: $99
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
K2's Working Remotely - The New Normal
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TBD
4.0 Credits
Member Price: $159
• Key technologies that facilitate remote work options • Cybersecurity issues impacting remote work environments • How to communicate and collaborate when working remotely
K2'S 2022 Artificial Intelligence For Accounting And Financial Professionals
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TBD
4.6 Credits
Member Price: $129
Information Technology Artificial Intelligence (AI)
Audit 104: Audit Documentation - Workpapers To Pass Review
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies