CPE Catalog & Events

K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success

CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice

Mastering the Excel Lookup Functions

The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions

Forensic Accounting: When The Office Is A Crime Scene

The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Surgent's Annual Accounting and Auditing Update

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters

Ethics: IRS Criminal Investigations: Key Lessons for Accountants

Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime

Internal Control Changes for Remote Workers

The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

CPE at SEA October 2025

K2's Case Studies in Fraud and Technology Controls - 4 Hours

Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim

Tax Season Update for Business with Steve Dilley

The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update

Securing Your Data with a Password Management App - Updated

The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault

The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences

The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences? 

K2's Collaboration - Best Platforms And Practices

The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools

Partnership Tax Updates (2025)

The major topics that will be covered in this course include:Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.IRS procedural updates on passthrough entities.New developments on conservation easements. 

Noble Leadership: An Ethical Approach

The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity

The Ethics Hour: Ethics in the Real World

The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues

Hot Topics Audit & Attest Update

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

How to Double Your Firm's Revenue Through CFO and Advisory

The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.

The Ethics Hour: The Single Best and Most Overlooked Source of Fraud

One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)

Surgent's Guide and Update to Compilations, Reviews, and Preparations

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions Sample comprehensive engagement work programs for preparation, compilation, and review engagements

K2's AI - Security And Privacy Issues

Major provisions of security and privacy policies Key risks associated with using commercial AI tools Steps to take to mitigate AI security and privacy risks