CPE Catalog & Events
360 Budgeting: A Holistic Approach to Process and Solutions
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TBD
8.0 Credits
Member Price: $225
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
Starting a Fraud Investigation
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Assembling the fraud investigation teamManaging and supervising staffObtaining and managing evidenceBackground checksPublic records searchesDigital data analysisInterviewing techniques
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
K2's 2024 Consumer Electronics Show 2024 - Navigating The Future Of Technology
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TBD
1.0 Credits
Member Price: $39
Smart Home Innovations: Discover the latest advancements in home automation and IoT devices Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies
The Controllership Series - The Controllers Role in Procurement Function
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Procurement
Audit 303: Internal Controls - Required Communications
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The required communication of internal control matters noted on an auditEvaluating the severity of identified deficiencies, including consideration of qualitative considerationsImportance of placing a priority on being a value-added business advisorAnticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or complianceComponents of a well-written internal control commentBetter writing tips and techniques
CFO Series: Bridging the Gap with Marketing Mgt: the Four Ps
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:What is the function of Marketing?Creating demand, building reputation.Inform and educate customers and potential customers.Marketing plansWhat must be in a top-quality plan?Coordination with strategy and financial ability.Products and servicesWhy do customers buy, or not buy, your offerings?Core products, actual products, augmented products?PricePricing is market driven, not cost driven!Cost leaders vs differentiators?When to increase price when to reduce price?Place or channelsEffective and efficient channels?Alternative channels?PromotionPromotion alternatives and cost effectiveness.Coordinating the 4Ps to gain maximum results.
Keys of SOC Reports - Following SSAE 18 Requirements
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TBD
2.0 Credits
Member Price: $85
Move from SAS 70 and SSAE 16 to SSAE 18 Types of Service Organizations SOC 1 Engagements Control Objectives Reporting SOC 1 and SOC 2 Reporting SOC 3 Reports Preparing for SOC Engagement SOC Comparisons
K2's Ethics And Technology
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TBD
4.0 Credits
Member Price: $159
• Understanding the differences between ethics, morals, and laws • Key technology issues that can impact ethical behavior in businesses • Examples of potential ethical conflicts precipitated by modern technologies
How Fraud Can Affect Smaller Organizations
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TBD
4.0 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
ABC Trust Planning and the Portable Exclusion 2024
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TBD
8.0 Credits
Member Price: $299
• The interplay of the estate, gift, generation-skipping, and income taxes • Claiming and protecting the portable exclusion • Marital deduction planning: rules for and reasons to use Survivor's and QTIP trusts • "B" (Bypass) trusts • "A" (Survivor's)/"C" (QTIP) trusts planning • What planners should tell their wealthy clients after the issuance of the Clawback Regulations
Preparing Complex 1040s
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TBD
8.0 Credits
Member Price: $299
Tax Collection Defense 2024
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TBD
8.0 Credits
Member Price: $299
• Assessment and attachment rules-tax assessment procedures and attachment of the assessment lien to property, including community property • Tax liens-perfection and priority rules in general and for specific assets and relief from liens • Tax levies and seizures-taxpayer rights and defenses; third party rights • Dealing with the collection officers and representatives • Collection appeals and resolutions • Judicial actions: collection due process (CDP), injunctions and IRS suits.
World Class Cost Accounting: A Practical Application 2024
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TBD
8.0 Credits
Member Price: $299
• Tracing direct costs to products • Substantially reduce MFG overhead • Embed ABC in MFG cost systems
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
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TBD
8.0 Credits
Member Price: $225
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
2024 Multistate Taxation - Issues and Planning Opportunities
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TBD
8.0 Credits
Member Price: $225
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Money Laundering Awareness for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
2024 Risk Assessment - A Common Deficiency
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TBD
1.0 Credits
Member Price: $39
Risk Assessment Common Deficiencies
K2's 2024 Effective Automation And Outsourcing
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TBD
1.0 Credits
Member Price: $39
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
2024 Best-In-Class Recruiting Strategies
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TBD
1.0 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement