CPE Catalog & Events
Ethics - A Line in the Sand; Implications for Daily Business
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Online
4.20 Credits
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
More Money: Strategic Ways to Improve Cash Flow
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Virtual
4.00 Credits
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Hot Topics Audit & Attest Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
K2's Effective Automation And Outsourcing
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Online
1.00 Credits
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
Create Paginated Reports with Power BI Report Builder
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Creating an Ethical Work Environment
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Virtual
2.00 Credits
Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
Steps to Stop External Fraud
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Virtual
2.00 Credits
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
K2's Next Level Home Networking
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Online
1.00 Credits
Explanation of common network services such as file sharing, VPN's, media servers, and network isolation using multiple SSIDs Hardware options and examples of solutions for every budget Tips and tricks for rebuilding your home network to meet your needs today and into the future
Tactics to Find Work Life Balance in a Complex World
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Virtual
1.00 Credits
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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Online
3.00 Credits
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
Planning in an Uncertain World
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Online
2.00 Credits
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
Global Internal Audit Standards (GIAS) Domain III - Part 1
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Online
2.50 Credits
Internal Audit GIAS IPPF Standards Accounting Internal Controls
Learning to Teach "Tax" as a Second Language
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Accounting as a foreign languageCommonly misunderstood conceptsCommunicating tax mattersClient-practitioner interactionsInteracting with tax authorities
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
K2's The ABCs of Automation With Microsoft's Power Platform
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Online
2.00 Credits
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
Ethics in the World of AI: An Accountant's Guide to Managing the Risks
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Virtual
2.00 Credits
Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies
Excel for Accounting Professionals Session 1: Tables and Named References
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Virtual
2.00 Credits
Excel conventions Critical shortcuts Named references Tables
