CPE Catalog & Events
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
-
TBD
3.0 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Using Psychology Secrets to Love your life and Get More Done
-
TBD
4.0 Credits
Member Price: $129
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
The Role of Internal Control in the Risk-Based Audit
-
TBD
4.0 Credits
Member Price: $129
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Using ChatGPT with Excel
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
Interviewing, Onboarding and Training 101
-
TBD
1.0 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
Combatting Sexual Harassment in the Workplace
-
TBD
1.0 Credits
Member Price: $39
Sexual harassment prevention Company culture
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
-
TBD
2.0 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Interview Techniques & Detecting Deception
-
TBD
2.0 Credits
Member Price: $79
Interview techniques Signs of Verbal and Non-verbal communication Planning and preparing for an interview
ChatGPT and Advanced Financial Analysis for Accountants
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
The Controller Function - Elevating the Role
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
The Controller Function - Inventory Part 1
-
TBD
1.8 Credits
Member Price: $59
Accounting Finance Operations
Nonprofit Taxation Rules and Form 990
-
TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive
Independence Requirements for CAAS Engagements
-
TBD
2.0 Credits
Member Price: $79
CAAS Auditing & Accounting Yellowbook Ethics
Profitability Pricing: Boost your Bottom Line
-
TBD
2.0 Credits
Member Price: $79
Competitive bids Achieving target profitability
The Untold LinkedIn Hyper-Growth Story
-
TBD
1.0 Credits
Member Price: $39
Talent Business Growth People Strategy Culture Communication Trust Strategy
Building Your Personal Net Worth: Invest in Your Future
-
TBD
2.0 Credits
Member Price: $79
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
The Current and Future Landscape of Audit Technology
-
TBD
2.0 Credits
Member Price: $79
AI Auditing & Accounting Yellowbook
Advanced Cybersecurity - Beyond the Basics
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives
Titans Annual Federal Tax Planning: Business & Estate Update 25-26
-
TBD
8.0 Credits
Member Price: $329
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025 Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations Employment taxes and worker classification matters Accounting method developments Tax credits updates Federal and California The state of California and multistate significant developments, including nexus and sourcing Expired and expiring provisions Inflation-adjusted amounts for 2026
K2's Case Studies in Fraud and Technology Controls - 8 Hours
-
TBD
8.0 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim