CPE Catalog & Events
2024 Independence Requirements for Auditors
-
TBD
2.0 Credits
Member Price: $79
Independence Threats Safeguards
K2's 2024 Excel Best Practices And Features
-
TBD
2.0 Credits
Member Price: $79
What to look for in Excel 2024 How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
K2's 2023 Accessing And Managing Data In Excel
-
TBD
4.0 Credits
Member Price: $129
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
K2's 2023 Automating Your Tax Practice
-
TBD
4.0 Credits
Member Price: $129
Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data
Simplify Outlook Meeting Scheduling with Office 365 Bookings
-
TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include: Overview of the Bookings app functionalityStep by step demonstration of how to setup your private Bookings web pageDefining your meeting types / servicesConfiguring text message reminder notificationsSetting your scheduling policiesCustomize your Bookings page form to capture important information while booking an appointment.Integrate with Microsoft Teams Meetings
2024 Communication Skills for CPAs
-
TBD
2.0 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
Grading Your Auditors - Are You Getting the Most Value?
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
How SAS Nos. 134-145 Improve Risk-Based Audits
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145
Surgent's Preparing Not-for-Profit Financial Statements
-
TBD
8.0 Credits
Member Price: $279
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more The impact of FASB ASC 842, Leases, on not-for-profits
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
-
TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEsUpdate and review of the tax and cash special purpose frameworksUpdate and review of the AICPA Financial Reporting Framework for SMEsUpdate on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation
Accounting & Auditing for Cryptocurrency
-
TBD
1.0 Credits
Member Price: $39
Cryptocurrency Ditigal assets
Benefits and Best Practices for Telework
-
TBD
2.0 Credits
Member Price: $79
Business Management Hybrid work options
Addressing Common Documentation Deficiencies
-
TBD
2.0 Credits
Member Price: $79
Documentation Deficiencies
Cost and Pricing Models: Creating an Effective Tool
-
TBD
2.0 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Devious Ethics: Avoiding Snakes in Suits
-
TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Managing Your Money in Retirement
-
TBD
3.0 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
-
TBD
4.0 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
2024 Tax Season Update with Steve Dilley
-
TBD
4.0 Credits
Member Price: $225
Update and integration of recent tax legislation impacting 2024 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
ChatGPT for Accountants: 50+ Use Cases
-
TBD
2.0 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
2024 Upholding Independence While Holding Your Client's Hand
-
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