CPE Catalog & Events
K2's Advanced Excel
-
Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Navigating IRS Collections: The Collection Process
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Preparation, Compilation and Review Engagements
-
Online
2.00 Credits
Auditing Yellowbook
2024 Revision to Government Auditing Standards Impact
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Accounting and Disclosure Issues After a Natural Disaster
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Current and noncurrent asset impairment. Insurance claims and related recoveries. Debt and liquidity issues. Government assistance and relief. Subsequent Events. Lease modifcations. Other matters.
Ethics at Work: Diversity, Equity and Inclusion
-
Virtual
2.00 Credits
The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility
K2's The ABCs of Automation With Microsoft's Power Platform
-
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
What You Can Learn From the Statement of Cash Flows
-
Virtual
2.00 Credits
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
-
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
Understanding Internal Control Constructs
-
Virtual
4.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Compilation, Preparation and Review Basics and Peer Reviews
-
Virtual
2.00 Credits
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
Navigating the AI Landscape?: An Introduction to Generative AI and ChatGPT for Accounting Professionals?
-
Virtual
1.50 Credits
Practical examples of productivity improvements using ChatGPT Live demonstration of ChatGPT
What's Changing in Risk Assessment
-
Online
2.00 Credits
Auditing Yellowbook
Surgent's Progressive Discipline and Termination
-
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
The CFO Who Went to Prison
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
CFO & Controller Critical Skills: Budgeting & Forecasting
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
Fraud & Embezzlement: Case Studies from the Trenches
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Independence for Auditors - AICPA, PCAOB, GAO & DOL
-
Online
4.00 Credits
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
Microsoft 365: Save More Time, Make More Money
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot
2025 Not-for-Profit GAAP Update
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
