CPE Catalog & Events
Communication Miracles At Work and In Life - Part 2
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TBD
4.0 Credits
Member Price: $129
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you 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 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Understanding Internal Control Constructs
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Audit Standards Update: Clarifying Risk Assessment 2024
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TBD
6.0 Credits
Member Price: $239
• Assessing the risk of material misstatement • Mandatory risk assessment procedures • Evaluating internal controls • Responding to risk assessment with appropriate audit procedures • Complying with revised and expanded documentation requirements
Advanced Staff Tax Training: Individual 2024
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TBD
8.0 Credits
Member Price: $299
• Taxation of investments • Reporting of business income and losses from pass-through entities including loss limitations • Non-income taxes that impact individual income tax returns • Retirement contributions and planning • Alternative Minimum Tax (ATM) • Social Security taxation • Charitable contribution planning with limitations
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 2024
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TBD
8.0 Credits
Member Price: $299
• Financial entity • IRS filing status • Recent ASC updates affecting nonprofits • Inflows and Outflows • QuickBooks Desktop • Setup • Data entry • Reporting • Governance policies and budgeting
SSARS Codification: Preparation, Compilation and Review 2024
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TBD
8.0 Credits
Member Price: $299
• SSARS Codification requirements • SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information • Review of financial statements • Overview coverage of the amendments to the SSARS contained in SSARS 26
K2's 2023 Advanced Excel
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TBD
8.0 Credits
Member Price: $225
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
The Ethics of Care in the Workplace
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Ethical Values and PrinciplesCompassionManaging ExpectationsRespect and HumilityAttribution Theory
2024 Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
K2's 2024 Office Scripts - The New Macros
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TBD
2.0 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
PPP Fraud and Financial Professionals
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Achieving Balance in Work and Life - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
2024 Upholding Independence While Holding Your Client's Hand
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TBD
2.0 Credits
Member Price: $79
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence Review the AICPA's Code of Professional Conduct Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters
Critical Thinking Masterclass
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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
Cryptocurrency Accounting
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TBD
2.0 Credits
Member Price: $89
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
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
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TBD
2.0 Credits
Member Price: $99
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Teaching CPAs to be Better Thinkers 2024
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TBD
2.0 Credits
Member Price: $89
• How to develop a thinking system • Understanding complex problem structures • Conducting a thinking audit • Skeptical reasoning • Systems thinking • Understanding memory
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
K2's 2023 Advanced QuickBooks Tips And Techniques
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TBD
4.0 Credits
Member Price: $129
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online