CPE Catalog & Events

*** Save 15% on this event when you use the code FALL24 at checkout *** ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers," CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day, hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks.  

*** Save 15% on this event when you use the code FALL24 at checkout *** This four-topic event focuses on skills that will help you and your organization enhance your planning skills, improve innovation to thrive, provide two newer metrics to improve decision making, and accounting for lean. Strategy and Implementation, Foundations for Success2 Business Management & Organization credits Does your business have an effective strategy? If you do - how well has it been implemented? This seminar will focus on developing an effective strategy and more importantly on effectively implementing the strategy so that everyone in the organization, from top to bottom, is aligned and working towards its overall success. Organizations that succeed are not accidents, they are not lucky. Every successful organization plans well and executes their strategic plan well. Come and learn how. Best Practices EVA/RCE: Metrics to Gauge Real Performance2 Finance credits How much profit is enough? Answering this question requires an understanding of the true risk involved and what the market requires of investments of similar risk. Learn why GAAP accounting measures can lead you astray when trying to evaluate the true economic performance of an enterprise. The measurement of economic costs and revenues requires the inclusion of opportunity costs that GAAP does not measure. The seminar looks at how this required return is established and provides hands-on guidance on two state of the art techniques for measuring true economic profit. If you are in leadership, or want to be, this seminar will provide practical, new insights. Innovation for Continued Success: Sustaining the Organization2 Business Management & Organization credits Disruptive innovation has ended many businesses and led others to take their place. Learn why previously successful companies failed to innovate. We will discuss the four types of innovation that can lead to success. We will learn why and how our expectations can help or hinder innovation. We will discuss strategies to encourage innovation and how an enterprise can structure its activities to foster innovation. Successful organizations thrive, while organizations that do not innovate are on the path leading elsewhere. Accounting for Lean & Agile: Staying in Step with Lean Operations2 Accounting credits The plodding accounting conventions of yesterday can inhibit the quickly adapting operations of today. As business processes become faster, scheduling, inventory management, and data collection must change to reflect your organization’s new reality. This session will help you adapt your accounting methods as the world is changing around you.        

*** Save 15% on this event when you use the code FALL24 at checkout *** This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Explore the changes made by SSARS 25 along with implementation guidance, and review troublesome areas as identified in peer reviews and litigation. Participants who take this course will enjoy a smooth sailing in their peer reviews - guaranteed! Delivery Method: Group internet-basedCPE Credit: Accounting, AuditingProgram Level: Intermediate

*** Save 15% on this event when you use the code FALL24 at checkout *** This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small- and medium-sized entities (SMEs). Review troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation. This course will also address COVID-19 issues. Delivery Method: Group internet-basedCPE Credit: Accounting, AuditingProgram Level: Intermediate

*** Save 15% on this event when you use the code FALL24 at checkout *** This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. Delivery Method: Group internet-basedCPE Credit: Accounting, AuditingProgram Level: Intermediate

*** Save 15% on this event when you use the code FALL24 at checkout *** This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022. Speaker - Nicola, Jr. JD, CPA, CVA, Joseph P.

*** Save 15% on this event when you use the code FALL24 at checkout *** Artificial Intelligence is real, it is ready, and now is the time to begin taking advantage of perhaps the most exciting new technology to appear in over fifty years. Today’s mainstream generative AI tools, such as ChatGPT, Bard, and Copilot, are all ready for prime time in business settings to help you get better results in far less time than you may have imagined possible. We invite and encourage you to participate in K2 Enterprises’ Accountant’s Artificial Intelligence Conference to learn how you can benefit from AI immediately.The Conference is scheduled for November 7th and will be presented virtually so you can learn from the convenience and comfort of your home, office, or other location of your choice. During this eight-hour event, you will learn how to get started with AI, and how to harness the power of ChatGPT, Bard, and Copilot. You will also learn about potential privacy and security issues – along with solutions – associated with AI, and some of the ancillary issues associated with AI, such as quantum computing. Importantly, you will learn from practical, real-world illustrations demonstrating how you can take advantage of perhaps the most exciting and transformative technology of our time!

*** Save 15% on this event when you use the code FALL24 at checkout *** In June 2022, the AICPA Auditing Standards Board (ASB) issued three interrelated standards on quality management (collectively, the QM standards). The new QM standards represent a significant change in how CPA firms will approach audit and attestation quality in the future, moving from a policies-based approach to a risk-based approach. The new standards will affect every firm that performs engagements in accordance with the SASs, SSARSs and SSAEs. Implementation of these new standards is required by Dec. 15, 2025. The key changes brought about by the new standards are:·  New risk-based approach, incorporating a risk assessment process driving firms to focus on quality management tailored to their circumstances · Revised components of the system of quality management — two new components, including information and communication · More robust leadership and governance requirements · Enhanced monitoring and remediation processes · New requirements for networks and service providers The new standards require firms to determine their quality management risks; to determine the root cause for the identified risks; and to develop responses to eliminate the identified risks and avoid engagement non-performance

*** Save 15% on this event when you use the code FALL24 at checkout *** In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. We will emphasize all major new tax legislation as well as other significant tax developments that affect 2024 tax return preparation and 2024 tax planning for individuals, corporations and non-corporate businesses. The course format is designed to update CPAs with various levels of experience. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update

*** Save 15% on this event when you use the code FALL24 at checkout *** The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises.  Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! Level of Knowledge:   IntermediateCPE Credit:   4 Auditing, 2 Tax, and 2 Information Technology  Advanced Prep:  None  

*** Save 15% on this event when you use the code FALL24 at checkout *** This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Explore the changes made by SSARS 25 along with implementation guidance, and review troublesome areas as identified in peer reviews and litigation. Participants who take this course will enjoy a smooth sailing in their peer reviews - guaranteed! Delivery Method: Group internet-basedCPE Credit: AccountingProgram Level: Intermediate

*** Save 15% on this event when you use the code FALL24 at checkout *** This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.

*** Save 15% on this event when you use the code FALL24 at checkout *** This course provides an update of the recent changes that have occurred in the financial reporting frameworks commonly used by small- and medium-sized entities (SMEs). Review troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation. This course will also address COVID-19 issues. Delivery Method: Group internet-basedCPE Credit: AccountingProgram Level: Intermediate

*** Save 15% on this event when you use the code FALL24 at checkout *** ChatGPT and AI can enrich your accounting practice if you use it the right way. If you don't, disaster lurks. How can you make this technology work for you instead of against you?This timely, entertaining, and results-focused course will show you how to use five powerful principles to make ChatGPT and AI work for you instead of against you.You'll see how to apply these principles to a range of scenarios you face as a CPA, and you'll leave with strategies you can implement immediately.

*** Save 15% on this event when you use the code FALL24 at checkout *** This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Obtain practical guidance for the effective use of benchmarking and analytical procedures. Delivery Method: Group internet-basedCPE Credit: AccountingProgram Level: Intermediate

*** Save 15% on this event when you use the code FALL24 at checkout ***   Learn to handle fiduciary accounting engagements, including consideration of Florida law with respect to fiduciary accounting.

*** Save 15% on this event when you use the code FALL24 at checkout *** Join us for an inspiring journey through the highs and lows of entrepreneurship. Discover the key principles and strategies that drive successful entrepreneurs to turn their visions into reality. From ideation to execution, we will explore the mindset and skills needed to navigate the challenges of starting and growing a business. Join us as we delve into the world of entrepreneurship and learn how to harness your passion and drive to create lasting impact and build a thriving venture. Subject Matter Expert: Jessika Carter-Ross is a dynamic professional with a passion for numbers and entrepreneurship. With 8 years of experience in accounting, she brings a wealth of knowledge and expertise to her roles. Jessika holds a Bachelor of Science in Accounting from UNC at Greensboro and a Masters of Business Administration from the College of William & Mary, showcasing her dedication to academic excellence. In addition to her accounting career, Jessika is a visionary entrepreneur, having successfully owned and operated Madam J Beauty, a plant-powered skincare brand, for the past five years. Her commitment to creating high-quality, natural products has garnered a loyal following and established Madam J Beauty as a trusted name in the industry. Jessika's unique blend of financial acumen and entrepreneurial spirit sets her apart in the business world, allowing her to excel in both her accounting career and her ventures as a business owner.   

*** Save 15% on this event when you use the code FALL24 at checkout ***   Financial managers have long struggled to drive results through their financial planning and control processes. This seminar shows how to build a performance management framework, linking the company’s high-level strategic objectives to performance metrics at the individual responsibility center level. The result will be an easier to use financial planning process that produces better projections and better control. Learn how to move the dials on every executive’s dashboard.

*** Save 15% on this event when you use the code FALL24 at checkout *** The skills and competencies required of CPAs today and into the future are constantly changing and the body of knowledge that new CPAs need to master has grown immensely.Entry-level CPAs are handling tasks that require more critical thinking, professional judgment, and problem-solving skills because many of the basic tasks that had been done by new CPAs have been automated or offshored. According to the AICPA and NASBA (National Association of State Boards of Accountancy), compared with 1980, there are three times as many pages in the Internal Revenue Code, four times as many accounting standards, and five times as many auditing standards. This program is structured to provide an update of relevant standards for the CPA practitioner or management personnel to consider when preparing and/or auditing financial statements or other associated attestation activities of financial information, concentrating on those standards that mostly impact private companies.

*** Save 15% on this event when you use the code FALL24 at checkout *** The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! Level of Knowledge:  IntermediateCPE Credit:  4 Business Management and Organization, 2 Finance, 2 AccountingAdvanced Prep:  None