CPE Catalog & Events
K2's 2024 CPA Firm Technology and Management Update
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TBD
2.0 Credits
Member Price: $79
Evolving trends in the accounting profession, including shifts in supplier dynamics Advanced software solutions tailored for various service lines and niche markets Innovative automation tools, with an emphasis on AI and machine learning in accounting Optimized technology stacks to boost productivity and profitability
K2's 2024 Getting Started With Artificial Intelligence
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TBD
2.0 Credits
Member Price: $79
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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TBD
1.0 Credits
Member Price: $55
Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
2024 Was It Fraud or Just Poor Audit Quality?
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TBD
1.6 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 PowerPoint: Tips & Tricks for Today's Accountant
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TBD
2.0 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
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
Leveraging ChatGPT for Innovative Business Advisory Services
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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TBD
4.0 Credits
Member Price: $159
Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value
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
K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency
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TBD
4.0 Credits
Member Price: $129
Information Technology Cryptocurrency Blockchain
What's Changing in A&A for Governmental Entities (2024)
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:A look at the GASB standards that are effective this yearGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences The impact of the 2024 Compliance Supplement on Single AuditsChanges to the Uniform Guidance.Common deficiencies found in Single Audits.
Surgent's Annual Accounting and Auditing Update
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TBD
8.0 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Surgent's Predicting Future Financial Issues Facing the Financial Executive
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TBD
8.0 Credits
Member Price: $279
CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets
Walter Haig's Personal Financial Health Checkup
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TBD
8.0 Credits
Member Price: $239
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
Internal Control Changes for Remote Workers
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Financial Statement Fraud
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TBD
2.0 Credits
Member Price: $79
Financial statement fraud
Current Issues in Performing Yellow Book Audits
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Latest developments relevant to Yellow Book auditsBe prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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TBD
2.0 Credits
Member Price: $99
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
Taxation of Judgements and Settlements
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TBD
2.4 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
K2's 2023 Securing Your Data: Practical Tools For Protecting Information
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TBD
4.0 Credits
Member Price: $129
Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk