CPE Catalog & Events
Microsoft 365: Save More Time, Make More Money
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot
2025 Not-for-Profit GAAP Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Finance Auditing
K2's Taking Another Look At Power BI
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TBD
2.0 Credits
Member Price: $79
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
Surgent's The Accountant as the Expert Witness
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TBD
2.0 Credits
Member Price: $99
Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
Unlock the Power of AI with Copilot in Excel
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot
All About Fraud - Examples, Prevention and Auditing
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook
AI Privacy, Security, and Compliance Masterclass
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction: What is AI Security, Privacy and Compliance (AISPC)?Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for AccountantsAISPC Policy Best PracticesKey Tactical Questions for Addressing Data Security and PrivacyOpenAI and Compliance with Government RegulationsOpenAI and Two-Factor AuthenticationOther OpenAI Security, Privacy and Compliance ConsiderationsBest Practices for Secure Data Sharing with GPT How to Create a GenAI and ChatGPT Usage Policy for Your OperationsGeneral AI Policy Do’s and Don’tsAI Copyright Compliance & Protection GuideDeepfakes and Synthetic Media: A New Frontier for Fraud and MisinformationFrom Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and EthicsKey Takeaways
ProActive Response Group De-Escalation Training
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TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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TBD
2.0 Credits
Member Price: $79
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Noble Leadership: An Ethical Approach
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity
K2's CRM - The Ultimate Business Automation Tool
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TBD
2.0 Credits
Member Price: $79
Overview of CRM functionalities tailored to accounting, including customizations and integrations Integrated tools that leverage CRM data for automating tasks and improving efficiency Strategies for successfully adopting a CRM platform and solutions to overcome common challenges
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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TBD
2.2 Credits
Member Price: $79
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Common Deficiencies in SSARS Engagements
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TBD
4.0 Credits
Member Price: $129
Auditing Yellowbook SSARS
Tech It to the Next Level: Slim Your Team for Max Efficiency
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.
The Art of Accountability: Effective Strategies for Tough Conversations
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TBD
1.0 Credits
Member Price: $39
Leadership Conflict management Accountability Employee engagement
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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TBD
2.0 Credits
Member Price: $79
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
K2's Advanced Topics In Power BI
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TBD
2.0 Credits
Member Price: $79
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
K2's Top Ten Productivity Booster Apps In Microsoft 365
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TBD
2.0 Credits
Member Price: $79
Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places Optimizing task and project management: Planner, Lists, and To Do Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals