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CPE Catalog & Events

Showing 4515 All Events Results

Featured

2025 Women's Leadership Conference

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Vienna

4.50 Credits

Featured

2025 CFO and Controller Conference

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Washington

6.50 Credits

Featured

2025 Employee Benefit Plans Virtual Conference

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Virtual

7.50 Credits

K2's 2023 Kicking It Up A Notch With KPIs

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Online

1.00 Credits

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

Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act

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Virtual

2.00 Credits

Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act

K2's 2023 Top PDF Features You Should Know

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Online

4.00 Credits

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

Coaching Skills That Improve Performance

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Online

4.00 Credits

Coaching Effective Communication

K2's 2023 Next Generation Excel Reporting

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Online

8.00 Credits

Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports

K2'S 2022 Options To Automate Your Tax Preparation Workflow

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Online

2.00 Credits

Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice

K2's 2023 Implementing Internal Controls In Quickbooks Environments

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Online

4.00 Credits

Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments

Business Longevity - Is Your Business Wobbling?

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Online

4.00 Credits

Business Management  Organization

K2's 2023 QuickBooks for Accountants

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Online

8.00 Credits

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

401(k) Audit Basics, Part 2 - Participant Data and Contributions Testing

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Virtual

2.00 Credits

Participant data testing 401(k) plan contribution types Parties in interest and prohibited transactions

Surgent's Data Analytics Toolkit - Tools and Applications

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Virtual

2.00 Credits

Definition of Data Analytics Assessing your organization’s current status and establishing an environment for success Financial staff’s core activities Common uses of analytics and current examples Behavioral forces that impact decisions Examples of inaccurate forecasts  Identifying strategic measurements (KPIs) Improving budgeting and forecasting and addressing Black Swan events Collecting and using data from traditional and non-traditional data sources Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards). Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration Expanded lists of readings and next level software for a participants’ future reference

Surgent's Managing Millennials

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Virtual

2.00 Credits

Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success

Surgent's Weekly Expert Hour

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Virtual

1.00 Credits

Each week’s topics will change based on the most critical issues affecting financial professionals

Surgent's Progressive Discipline and Termination

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Virtual

2.00 Credits

Defining progressive discipline, including typical steps in any progressive discipline process The importance of a fair disciplinary process When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination Documentation best practices Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation Avoiding key risks in the termination process Best practices for legally compliant termination procedures

K2's 2023 Securing Your Data: Practical Tools For Protecting Information

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Online

4.00 Credits

Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk

Surgent's What CPAs Should Know About Trust Instruments

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Virtual

2.00 Credits

Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests

K2's 2023 Technology For CPAs - Don't Get Left Behind

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Online

8.00 Credits

Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC