CPE Catalog & Events
Planning for Small Business Success
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TBD
4.0 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
More Money: Strategic Ways to Improve Cash Flow
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
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)
2024 FASB and AICPA Update
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TBD
8.0 Credits
Member Price: $299
• Accounting standard updates (ASUs) • FASB projects • Audit service issues • ARSC initiatives, preparation, compilation and review updates, and initiatives • AICPA activities and profession update
Statement of Cash Flows: Preparation and Analysis Workshop 2024
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TBD
8.0 Credits
Member Price: $299
• Major provisions of GAAP Codification Topic No. 230 • Statement classification issues • Reporting operating cash flows: Direct and indirect methods • Preparing the statement: Workpaper techniques • Useful cash flow ratios • Bankruptcy prediction using the statement of cash flows
Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour
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TBD
8.0 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Why People Are Irrational, Biased and Emotional With Money
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Common irrational money decisionsCognitive biases and their impact on decision-making and ethical behaviorMental accountingThe ostrich effectPresent biasSunk-cost fallacyAnchoring biasStatus quo biasThe bandwagon effectEmotional responses in money decisions
Fraud Risk Management
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TBD
2.0 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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TBD
2.0 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
Will Your Ethics Be Burned by Burnout?
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
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
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
K2's 2023 Accounting Solutions Mid-Market
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TBD
1.0 Credits
Member Price: $39
Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use in selecting a system Guidance on preparatory steps and conversions
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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TBD
1.0 Credits
Member Price: $39
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Imagining a World Without Non-Competes
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TBD
1.0 Credits
Member Price: $39
Federal non-compete law State non-compete law
Asset Protection 2024
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TBD
2.0 Credits
Member Price: $89
• Planning aspects • Legal theories • Protecting assets • Planning before and after lawsuits • Using business entities, including domestic and foreign corporations, LLCs and LPs • Planning for married couples and community property • Picking correct entities and jurisdictions • Domestic and foreign asset protection trusts
Become a Data Analysis Expert
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
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TBD
2.0 Credits
Member Price: $99
Major 2024 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2024 and how they impact the 2024 tax forms
K2's Better Productivity Through Artificial Intelligence And Automation Tools
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TBD
4.0 Credits
Member Price: $159
• Practical opportunities to leverage artificial intelligence and automation in business settings • Potential risks associated with using AI and automation, including inherent ethical issues • Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier