CPE Catalog & Events
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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TBD
1.2 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
Maintaining a Harmonious Working Environment
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TBD
1.2 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
State Tax Nexus: Frequently Awkward Questions
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TBD
2.0 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
K2's 2024 Excel Best Practices And Features
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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
PowerPoint for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint
Surgent's Ins and Outs of Health Savings Accounts
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TBD
2.0 Credits
Member Price: $99
Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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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
Prevention & Detection of Fraud In Small Businesses
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TBD
4.0 Credits
Member Price: $129
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk
World-Class Cost Accounting: A Practical Application - 8 Hour Version
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TBD
8.0 Credits
Member Price: $225
Beginning and intermediate cost principles automatically included Covers manufacturing materials, labor, period mfg inefficiencies How to efficiently trace the above costs to products Substantially reduce manufacturing overhead allocation by 60% or more ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project Covers fixed and variable MGH overhead of the production department Covers MFG overhead of the manufacturing support departments Identifying certain MFG overhead costs as variable that typically are classified as fixed
Advanced ChatGPT for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
CFO Series: Ready to be an Effective CFO? Skills to Succeed
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Utilizing your resources to maintain relationships with key external parties.Building key connections - who, how, and when?Making critical decisions in a timely manner.Translating data analytics into what matters.Gaining knowledge efficiently.Becoming the Chief Value Officer.
S Corporations: Allocation of Results 2024
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TBD
2.0 Credits
Member Price: $89
• The general approach to the allocation of S corporation tax results to the shareholders • Separately stated and non-separately stated items determination and consequences • Allocation complications and related tax consequences when the stock of the S corporation is sold • Special allocation rules when new stock is issued or outstanding stock is redeemed • Allocation of taxable income when the S corporation election is terminated mid-year • Tax compliance responsibilities related to a mid-year termination of the S corporation status
Accounting for Leases
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TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Corporate Finance Competency: Three Basic Tool Categories 2024
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TBD
4.0 Credits
Member Price: $159
• Financial statement analysis • Integrated strategic and financial planning • Action-oriented business metrics • Activity-based management • Five cases
Lease Implementation for Private Entities 2024
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TBD
4.0 Credits
Member Price: $159
• Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations • Analysis of internal control and fraud risk aspects • Identification of high-risk areas of lease accounting and reporting • Suggested audit and review procedures for identified risks
K2's 2023 Advanced QuickBooks Tips And Techniques
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TBD
4.0 Credits
Member Price: $129
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Power BI - Analyze Your Data With Excel Pivot Tables
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
Retirement Distributions: Planning Options 2024
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TBD
8.0 Credits
Member Price: $299
• Roth IRA: The right choice? • Income tax treatment of distributions from retirement plans of all types • Laws, regulations and IRS rulings concerning plan distributions • Avoiding penalty on distributions that happen too early or too late • Beneficiary choices - eligible or not? • Self-directed IRA investment problems
World Class Cost Accounting: A Practical Application 2024
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TBD
8.0 Credits
Member Price: $299
• Tracing direct costs to products • Substantially reduce MFG overhead • Embed ABC in MFG cost systems