CPE Catalog & Events
Schedule K-1: What is it & What Do I Do with It?
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Online
2.00 Credits
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
K2's Paperless Office
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Online
8.00 Credits
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Accounting Finance Procurement Operations
AI & You
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Online
1.00 Credits
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
The Radar Phenomenon
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Online
1.00 Credits
Internal Controls Fraud Prevention Fraud Investigation
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Online
2.00 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
Communicating in a Virtual and Live Environment - Numbers Matter But So Do Words
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Online
2.00 Credits
Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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Online
2.00 Credits
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Accounting Finance SG Operations
When You Hear Hoofbeats, It May Be a Zebra
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Online
1.00 Credits
Internal Controls Fraud Prevention Fraud Investigation
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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Online
2.20 Credits
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
The Controllership Series - Financial Statement Preparation
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Online
2.60 Credits
Accounting Finance Financial Statement Preparation
Revenue Recognition - Recognize Revenue
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Online
1.00 Credits
Revenue Recognition Accounting
2025 Annual Update for Governments and Not-for-Profits
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Online
7.00 Credits
Not for Profit Governmental Auditing & Accounting Yellowbook
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Online
8.00 Credits
Discuss the most recent business income tax legislation passed to date Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plan Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms
Aligning Analytics to COSO's Fraud Risk Management Principles
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Online
1.00 Credits
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
2025 Business Federal Tax Update - Navigating the Current Tax Landscape
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Online
8.00 Credits
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
Revenue Recognition - Determine the Transaction Price - Part 1
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Online
1.20 Credits
Revenue Recognition Accounting
The Motives and Mystery of Ethics-Understanding the Why
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Online
2.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Audits of Employee Benefit Plans Subject to ERISA
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Virtual
8.50 Credits
Audit planning and pre-engagement activities Risk assessment, including consideration of internal control Auditing the statement of net assets available for benefits Auditing the statement of changes in net assets available for benefits Other auditing considerations, including prohibited transactions and tax compliance The auditor's report Financial statement disclosures Supplemental schedules
