CPE Catalog & Events
AI & You
-
Online
1.00 Credits
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
The Controllership Series - The Financial Close Process
-
Online
1.50 Credits
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
Online
1.80 Credits
Forensic Accounting Accounting Auditing Finance
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
-
Online
2.20 Credits
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Surgent's Successfully Completing an Estate Tax Return -- Form 706
-
Virtual
2.00 Credits
Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
-
Virtual
3.50 Credits
Making Culture A Competitive Advantage
-
Online
1.00 Credits
Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy
The Controllership Series - The Role of the Controller in ESG
-
Online
1.50 Credits
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
Online
1.60 Credits
Forensic Accounting Accounting Auditing Finance
The Controllership Series - Managerial Accounting Basics and Costs
-
Online
1.20 Credits
Accounting Finance
K2's 2023 Best Word, Outlook, And PowerPoint Features
-
Online
4.00 Credits
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
K2's 2024 Office Scripts - The New Macros
-
Online
2.00 Credits
Introduction to Office Scripts Recording your first script Integration with Power Automate
K2's 2023 Using OneNote More And Email Less
-
Online
2.00 Credits
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
1065 - Understanding Partnerships Tax Returns
-
Online
2.00 Credits
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
K2's 2024 Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
-
Online
2.00 Credits
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
K2's 2023 Accessing And Managing Data In Excel
-
Online
4.00 Credits
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
K2's 2023 Automating Your Tax Practice
-
Online
4.00 Credits
Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data
K2's 2024 Excel Best Practices And Features
-
Online
2.00 Credits
What to look for in Excel 2024 How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
K2's 2023 Advanced Excel
-
Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
K2's 2023 Advanced QuickBooks Tips And Techniques
-
Online
4.00 Credits
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
