CPE Catalog & Events
Time's Up! Pivoting Your Firm to a Subscription Based Model 2024
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TBD
2.0 Credits
Member Price: $89
• The three types of adoption approaches to creating a subscriber base • Five approaches to value nurturing-that is, what happens after the sale to help customers achieve success and realize value • Ten best practices to reduce churn (i.e., losing subscribers) • Essential growth strategies to deploy
Understanding CPA Communication Privileges in Tax Practice 2024
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TBD
2.0 Credits
Member Price: $89
• The Federally Authorized Tax Practitioner (FATPs) • Understanding the attorney-client privilege • The Section 7525 Statutory Privilege and Limitations • The Work-Product Doctrine and Privilege and Limitations • Kovel Engagements and Limitations
Create Visuals in Power BI to Successfully Analyze Data
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.
Finding Errors in Excel Spreadsheets
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Google Sheets for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:What is Google Sheets?Key Set Up Steps and AppsKey Strengths and WeaknessesGoogle Sheets vs. Microsoft ExcelGoogle Sheets VersionsQuick Start GuideThings You Can do in Google Sheets that You Can't Do in ExcelGoogle Sheets Add-OnsGoogle Sheets Help Resources
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
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TBD
4.0 Credits
Member Price: $159
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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TBD
1.0 Credits
Member Price: $39
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
Audit 502: The Art of Discipline and Getting Things Done
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Steps to Stop External Fraud
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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TBD
1.0 Credits
Member Price: $39
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
K2's CPA Firm Update
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TBD
2.0 Credits
Member Price: $89
• Trends in the profession, including supplier changes Software products by service lines • Innovation and automation tools • Specific technology stacks to improve productivity and profitability
Thinking Like a Quality Control Reviewer
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:AICPA professional standardsEQCR expectationsFirm-specific considerationsBest practices for mitigating the frequency of review pointsBest practices for mitigating the severity of review pointsExamples of common EQCR deficiencies
Tax Research Skills Part 2 2024
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TBD
4.0 Credits
Member Price: $159
• Primary and secondary sources of authority • Research methodologies • Online tax research sources • Evaluating and communicating tax research results
2024 Rewards & Recognition Strategies for Leaders
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TBD
1.0 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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TBD
1.0 Credits
Member Price: $39
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)
Financial Acumen for the HR Professional
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TBD
1.2 Credits
Member Price: $39
Financial Statement Insight Trend Analysis Financial Benchmarks
Pricing Client Accounting Services 2024
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TBD
2.0 Credits
Member Price: $89
• Understand how psychology influences your pricing decisions • Learn how behavioral economic effects influence pricing • Comprehend what and how people buy • How to develop and price options • Using the Stan Shih Smile Curve to determine the value of various services
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.
Assessing Independence Under the New Yellow Book
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Threats and safeguardsIndependence RulesGAGAS