CPE Catalog & Events
The Ethic of Teamwork
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
How Fraud Can Affect Smaller Organizations
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Virtual
4.00 Credits
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
K2's Advanced Excel
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Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Income Tax Analysis: Exploring In-Depth Concepts
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to GAAP and IRC FrameworksKey Differences Between Financial Reporting and Tax ReportingUnderstanding Timing DifferencesRecognition of Revenue and Expenses Under GAAP vs. IRCDiscussion of Deferred Tax AssetsImpact of Deferred Tax LiabilitiesPermanent vs. Temporary DifferencesReconciliation of Book Income to Taxable Income
Accounting for Digital Assets Under U.S. GAAP: Crypto lending and borrowing
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Virtual
1.00 Credits
What is crypto lending? The meaning of commonly used crypto lending terms How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements Which disclosures are applicable based on the facts and circumstances FASB ASU No. 2023-08, Intangibles-Goodwill and Other-Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Accounting Finance Cashflow
K2's Getting Started With Artificial Intelligence
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Online
2.00 Credits
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Accounting for the Gig Economy
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Online
2.00 Credits
Characteristics unique to the gig economy Independent contractor and employee classification considerations Recordkeeping considerations for independent contractors Accounting and reporting issues for gig economy participants Audit and attestation for clients who participate in the gig economy Tax and regulatory considerations The CPA as a trusted advisor for independent contractors
2025 Single Audit Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Virtual
2.00 Credits
Report type comparison Customizing PivotTable options Format and design options Calculated fields and items Multiple value fields
What's Going on at the AICPA (2025)
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Online
6.00 Credits
EBP Audits Auditing AICPA
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
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Virtual
2.00 Credits
The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.
Money Laundering 101 for CPAs
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Virtual
4.00 Credits
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
AU-C 230 Auditing Yellowbook
FASB Update and Review
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Online
2.00 Credits
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
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
Individual Tax Update: Recent Developments
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Virtual
2.00 Credits
The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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Virtual
2.00 Credits
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
Taking Advantage of Array Formulas in Excel
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance.Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.Using Array Constants: This section teaches how simplify the use of static values called Array Constants
Internal Control - Testing for Operating Effectiveness
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Virtual
2.00 Credits
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
