CPE Catalog & Events
Cash Conversion Cycle: Tool and Techniques
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TBD
2.0 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
K2's 2024 Advanced Collaboration Solutions
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TBD
2.0 Credits
Member Price: $79
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
Resolving Ethical Conflicts
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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
Retirement Planning: Next Stage for You or Your Client
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
K2'S 2023 Top Ten Outlook Tips
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TBD
2.0 Credits
Member Price: $79
Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards Store emails in better places so you can reference them faster Stop typing and use templates instead
Drive Results with Metrics
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TBD
2.0 Credits
Member Price: $79
Performance Metrics Budgets
Risk Assessment for Small Business Audits
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Each element of the risk assessment process:Understanding the client's business and industry in which it operatesInternal controlAssessing the magnitude and likelihood of riskLinking risk assessment to substantive audit procedures
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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TBD
2.0 Credits
Member Price: $99
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
Excel - Using PivotTables for Data Analysis
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Common Financial Statement Disclosures
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
How Machines Are Coming Alive and Ruling the World
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:What is the Internet of Things (IoT)? IoT In ActionIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoTIoT Starter StrategyIoT Case Studies
Surgent's Coaching Skills for Managers and Supervisors
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TBD
4.0 Credits
Member Price: $139
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Surgent's Weekly Expert Hour
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TBD
1.0 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals
The Controllership Series - The Financial Close Process
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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TBD
1.8 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
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TBD
2.2 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Advanced Cost Accounting
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TBD
2.0 Credits
Member Price: $79
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
Devious Ethics: Avoiding Snakes in Suits
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TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Ethical Leadership: Power, Influence, Integrity, and Trust
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TBD
2.0 Credits
Member Price: $79
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Excel - Two Must Know Features: Defined Names & Tables
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsStructured calculations in Excel Tables