CPE Catalog & Events
2024 Analytical Procedures: Practical Applications and Standards
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TBD
2.0 Credits
Member Price: $79
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
2024 Listening to the Statement of Cash Flows
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TBD
2.0 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Inventory Accounting GAAP, Software and Recognizing Variances
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TBD
2.0 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Ethics: How Successful CPAs Use AI The Right Way
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPTThe role that five powerful principles - the principles of ethical intelligence - play in using AI the right wayShort writing exercises (30 seconds each) that will deepen your understanding of the topicAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence
Preparing to be a Forensic Accountant - Cloud Forensics
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TBD
1.5 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
2024 Performance Auditing Made Easy
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TBD
1.5 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
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
When Leadership Fails
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TBD
2.0 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Planning in an Uncertain World
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TBD
2.0 Credits
Member Price: $79
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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TBD
4.0 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
2024 Estate and Financial Planning for the Older Client
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TBD
8.0 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Implementing and Maintaining an Internal Control System
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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TBD
8.0 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Cybersecurity Fundamentals for CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
The Controller Function - Cash and Investments
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
2024 Yellow Book Update
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TBD
2.0 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
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
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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TBD
2.0 Credits
Member Price: $119
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour
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TBD
4.0 Credits
Member Price: $129
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
2024 The Complete Guide to the Preparation for Form 1041
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TBD
8.0 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis