CPE Catalog & Events

Cultural Transformation

The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture

2024 Business Tax Update for Industry

Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments

K2's 2024 Time To Advance Automation - Strategies And Tools For Efficiency

Advanced Automation Strategies: Best practices for starting or enhancing your automation journey Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects

K2's 2024 What's Now, What's Next - Emerging Technologies

Quantum Computing The integration of physical and digital experiences Self-supervised learning Synthetic data and its implications for AI training

Shortcuts that Excel Users Love

The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

Surgent's The Art of Delegation: Strategies for Improving Your Skills

What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?

Measuring Audit Risks

The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality

2024 Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A

S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate – “safe harbor” rule and aggregation rules

Implementation Challenges with the New FASB Lease Standard

The major topics that will be covered in this class include:FASB's Accounting Standard Update for Leases (ASC Topic 842).Key differences between ASC Topic 842 and ASC Topic 840.Commitments that are on the balance sheet: operating leases and finance leasesAllocation consideration to lease and nonlease components.Lease payments, discount rate, inception date, commencement date, lease term.Impairments of right-of-use asset, modifications, subleases.Policy elections and disclosures.

2024 Internal Controls That Could Have Prevented Frauds

Examination of actual frauds Discussion of internal controls that could have prevented the frauds Contemplation of epiphanies for your own professional scenarios

Beneficiary Options for Inherited IRA and 401(k) Accounts

Improve Spreadsheets by Building Controls in Excel

The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors

DEI From the Inside Out: Part 2

Understanding Growth Mindset and Its DEI Application: Delving into the concept of a growth mindset and exploring its practical application within the context of DEI Fostering Team Adoption: Strategies for encouraging team members to embrace a growth mindset and align it with DEI objectives Benefits to DEI Goals: Recognizing the positive impact of a growth mindset on the attainment of DEI goals and objectives Building a Why for Your DEI Initiative: Establishing a connection between motivation and the foundational "why" of your DEI endeavors Power of Motivation in Strategic Analysis: Recognizing the transformative impact of motivation in the strategic analysis process for DEI Motive-Action Connection: Highlighting the critical link between motivation and subsequent action (Motive-Action) in the realm of DEI Analysis: Delving into the process of fostering universal acceptance of DEI among all employees and elucidating its significance Culture Challenges: Engaging in a discussion about the intricacies of culture, exploring challenges, setbacks, and breakthrough moments Integration: Analyzing the integration of DEI into the workplace and delineating the concluding steps of the program

Surgent's Construction Contractors: Accounting and Financial Reporting Issues

Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The new lease FASB ASC and its impact on the construction industry

Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2

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 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 lifestyle

K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies

Understanding many of today’s emerging technologies and their role in business environments Applied examples of artificial intelligence and machine learning Risks associated with emerging technologies

Audit 404: Maximizing Analytic Procedure Evidence on Audits

The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures

Cognitive Biases for Accountants

The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias

Internal Control Frameworks for Single Audit

Auditing COSO 2013 Update

Accommodation Requests - Substance Abuse - Contagious Infections

Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections