CPE Catalog & Events
K2's Microsoft 365/Office 365 - All The Things You Need To Know
-
TBD
8.0 Credits
Member Price: $225
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
K2's Effective Automation And Outsourcing
-
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
Promoting Mental Health in the Workplace to Prevent Violence
-
TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
Navigating Leaves of Absence
-
TBD
1.0 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
K2's The ABCs of Automation With Microsoft's Power Platform
-
TBD
2.0 Credits
Member Price: $79
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
Public Procurement Basics: Protecting the People's Money
-
TBD
2.0 Credits
Member Price: $79
Auditing & Accounting Yellowbook Uniform Guidance Public Procurement
K2's Ten Must Know Features In Excel
-
TBD
2.0 Credits
Member Price: $79
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
What's Behind the Data?
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
-
TBD
3.0 Credits
Member Price: $99
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
K2's Best Word, Outlook, And PowerPoint Features
-
TBD
4.0 Credits
Member Price: $129
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
Corporate Ethics Cases: Discuss Real Life Conflicts
-
TBD
4.0 Credits
Member Price: $129
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
K2's Case Studies in Fraud and Technology Controls - 8 Hours
-
TBD
8.0 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Individual Tax Update: Key Considerations for 2025
-
TBD
8.0 Credits
Member Price: $225
2025 Tax Provision Sunsets Proposed individual tax provisions Recent legislative developments, cases and rulings impacting individual taxpayers ACA premium tax credit Inflation Reduction Act update 2026 inflation rates FBAR update Virtual currency and enforcement Property transactions Gross income and deductions
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
TBD
8.0 Credits
Member Price: $245
Tax considerations in divorce, including support obligations and property division Bankruptcy, debt cancelation, and financial hardship tax implications Tax treatment of cohabitation, premarital agreements, and exemptions Child support, alimony, and dependency issues Business dissolution and tax consequences Filing status options and tax rate comparisons Head of household qualifications and tax advantages Impact of refunds, deficiencies, and marital property rules
Tax Power Ethics for Tax Professionals
-
TBD
2.0 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
Ethics: Giving Thanks - How to Master the Art of Gratitude
-
TBD
2.0 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Effective Governance for Nonprofit Success
-
TBD
1.0 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
How to Start a CFO Service
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.
1 Hour - Introduction to Sustainability Accounting
-
TBD
1.0 Credits
Member Price: $39
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
The Controller Function - Strategic and Annual Planning
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing