CPE Catalog & Events
K2's 2023 Accounting Solutions Mid-Market
-
Online
1.00 Credits
Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use in selecting a system Guidance on preparatory steps and conversions
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
-
Online
1.00 Credits
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
-
Online
1.00 Credits
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Accounting Fraud & Embezzlement: Case Studies from the Trenches
-
Online
2.00 Credits
Embezzlement Theft of public money Circumstances that allowed the fraud to occur
K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency
-
Online
4.00 Credits
Information Technology Cryptocurrency Blockchain
K2'S 2022 Artificial Intelligence For Accounting And Financial Professionals
-
Online
4.60 Credits
Information Technology Artificial Intelligence (AI)
Roles and Responsibilities in Risk Management
-
Virtual
1.00 Credits
Risk management Anticipatory leadership Leadership roles in risk management
2024 The Preparation of Form 706 and 709 - Line-by-Line
-
Online
4.00 Credits
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
-
Virtual
8.00 Credits
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
-
Online
1.00 Credits
Forensic Accounting Accounting Finance Auditing
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
-
Online
1.00 Credits
Accounting Finance
Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services
-
Virtual
2.00 Credits
Communicating financial results The role of the accountant in communication The challenges accountants face in communication Creating better awareness of a company’s financials Behavioral biases of stakeholders Tips for staying on-point in communication Case study
Surgent's Lessons Learned from Successful Companies
-
Virtual
2.00 Credits
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Online
4.00 Credits
Business Management Organization
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
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.
The Controllers Role in Data Analytics and Big Data
-
Online
1.50 Credits
Accounting Finance Financial Statements
Business Consulting for CPAs
-
Online
4.00 Credits
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
Online
4.20 Credits
Business Management Organization
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
-
Virtual
2.00 Credits
Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing
Ethics: Avoiding the Slippery Slope of Ethical Pressures
-
Virtual
4.00 Credits
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
