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CPE Catalog & Events

Showing 22798 Third Party Webinars Results

K2's Microsoft 365/Office 365 - All The Things You Need To Know

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TBD

8.0 Credits

Member Price: $225

Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription  

Safety Synergy: Uniting Elements for a Secure Workplace

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TBD

1.2 Credits

Member Price: $39

How to evaluate physical security  Increase situational awareness Simple De-escalation techniques Mental Health awareness Safe Termination Strategy Active Shooter Response Overview

Ethics of AI: A CPA's Guide

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TBD

2.0 Credits

Member Price: $89

The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically

Deep Dive into Common Auditing Deficiencies

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TBD

4.0 Credits

Member Price: $129

Auditing Yellowbook GAAS

How AI Is Automating Internal Control

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TBD

4.0 Credits

Member Price: $149

The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.

Creative Strategies for Buying, Selling, or Gifting a Business

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TBD

8.0 Credits

Member Price: $225

Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)

K2's 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

Mastering the Excel Lookup Functions

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions

K2's QuickBooks for Accountants

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TBD

8.0 Credits

Member Price: $225

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

Budget Mastery: Process, Problems, and Solutions

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TBD

2.0 Credits

Member Price: $79

Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)

SECURE Act 2.0 and Updates (2025)

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Implications for individualsChanges to the Saver’s CreditChanging the required minimum distribution rules for Roth 401(k)sChanges to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency ExpensesSpecial provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plansOpportunities for student loan payment matchingImplications for EmployersStarter § 401(k) plans for small employersRequiring automatic 401(k) enrollmentImproving worker access to emergency savingsIncreasing part-time workers’ access to retirement accountsStatute of Limitations on excise taxes imposed on overcontributions to retirement plansMultiple employer §403(b) plansAutomatic portability provisionsOther changes in the administration of company retirement plans

Common Yellow Book & Single Audit Deficiencies

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TBD

4.0 Credits

Member Price: $129

Auditing Yellowbook COVID-related funds

K2's Technology Update

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TBD

4.0 Credits

Member Price: $129

Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues

K2's Technology For CPAs - Don't Get Left Behind

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TBD

8.0 Credits

Member Price: $225

Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC

Strategies for Guiding Clients Through Challenging Situations: Tax Insights

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TBD

8.0 Credits

Member Price: $225

Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

ChatGPT Vision for Financial Analysis

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TBD

2.0 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.

Promoting Mental Health in the Workplace to Prevent Violence

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TBD

1.0 Credits

Member Price: $39

Mental Health Awareness

Ethics at Work: Diversity, Equity and Inclusion

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TBD

2.0 Credits

Member Price: $89

The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility

How to Make Difficult People Disappear...Without Going to Jail

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TBD

1.0 Credits

Member Price: $39

Team dynamics Influence Organizational behavior Leadership

Written Information Security Plans

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TBD

1.0 Credits

Member Price: $55

The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.