CPE Catalog & Events

Why Auditors Fail To Detect Fraud

Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it

2024 Upholding Independence While Holding Your Client's Hand

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

Better Forecasts: Be a Better Predictor

Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias

Finance Principles for Accountants

Payroll Essentials: De-mystifying Form W-4

The major topics covered in this class include:Form W-4, Employee Withholding Certificate changesUnderstanding what an employer can, and cannot do with regards to Form W-4

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

The Art of Marketing for CPAs

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career

Comprehensive Accounting and Financial Reporting Update

The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.

Audit 108: Auditing PP&E and Leases - Common Risks

The major topics covered in this course include:Typical audit risks and responses for tangible long-lived assetsSpecial issues related to initial recognition and capitalization, including capitalized interestKey controls related to PP&ELease accounting requirements and practical application of Topic 842

Vexing Issues Facing Not-for-Profit Accountants

The major topics that will be covered in this class include:Determining whether a transaction is a revenue versus a gain or an expense versus a loss and why that is important for proper financial reportingClarifications related to agency transactions, including when variance power is presentNew definitions and requirements related to contributed services and gifts in kindComparing the proper reporting for comparative versus summarized financial reportingClarifications regarding the options available for reporting special eventsA greater understanding of the unique features of the statement of cash flows for NFPsClarifications related to joint costs and their allocation

2024 Accounting & Attestation for ESG

ESG Sustainaibility

QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.

K2's 2023 Top PDF Features You Should Know

Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs

Sustainability: Doing Well by Doing Good

The major topics covered in this class include:Triple bottom lineSustainable business practicesincorporating sustainability into every business decision

K2's 2023 Kicking It Up A Notch With KPIs

How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs

2024 White-Collar Crime: What Every CPA Should Know

Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime

2024 Advanced Excel: Hidden Secrets and Gems

Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox 

Planning in an Uncertain World

Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters

Defining Where and Why Internal Controls are Needed

The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations

Hold Your Horses! How Landmark Fraud May Have Been Avoided

The major topics covered in this course include:Key aspects of Rita Crundwell’s theftInternal controls that could have prevented the theftInternal controls that could have detected the theft in a timely mannerIndependence in both fact and appearanceLessons for CPA firmsLessons for government agencies