CPE Catalog & Events
Giving Feedback that Delivers Results
-
TBD
1.2 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity 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
State Tax Nexus: Frequently Awkward Questions
-
TBD
2.0 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
2024 Yellow Book Update
-
TBD
2.0 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
Critical Thinking Masterclass
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Cognitive biasConducting a "thinking audit"MetathinkingProfessional skepticismDecision mappingHabit replacementEmotional intelligenceMemory enhancement
Inventory Accounting GAAP, Software and Recognizing Variances
-
TBD
2.0 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
10 Ways to Create Delighted Clients and More Referrals
-
TBD
4.0 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
Leveraging Marketing Automation for Accounting Firm Growth
-
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!
K2's 2023 Shredding Your Servers And Going Virtual
-
TBD
2.0 Credits
Member Price: $79
Regulatory requirements like HIPPA, GLB, PCI, and more Practical tips for dealing with service providers
Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards
-
TBD
1.0 Credits
Member Price: $39
??????Quality Management Standards Risk Management Compliance and Adoption
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room
-
TBD
1.5 Credits
Member Price: $59
Public speaking Presentation Skills Communication Leadership
Compilation, Preparation and Review Basics and Peer Reviews
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
K2's 2023 Microsoft Teams
-
TBD
4.0 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
-
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
2024 The Complete Guide to the Preparation for Form 1041
-
TBD
8.0 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Microsoft Teams Features Every User Should Know
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the key Teams appsEverything there is to know about composing messages in TeamsUsing Teams to manage files, email messages and other contentBest practices for structuring your teams and channelsHow to use "private" channelsHow to use Teams as your primary phone systemManaging your Teams settingsEstablishing links to other Microsoft 365 applicationsHosting a Teams meeting from A to Z
AI & You
-
TBD
1.0 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
-
TBD
1.0 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Diversity, Inclusion, Equity & Belonging
-
TBD
1.0 Credits
Member Price: $39
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments
-
TBD
1.0 Credits
Member Price: $39
HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey