CPE Catalog & Events
K2's Excel Essentials For Staff Accountants 26-27
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Online
8.0 Credits
Member Price: $329
Staff accountants often need guidance to learn which features can help them create effective Excel workbooks. This course will teach them about many of Excel's accounting-centric features enabling them to work more efficiently and generate accurate results.
K2's Ethics And Technology 26-27
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Online
4.0 Credits
Member Price: $175
Ethics issues in the field of technology continue to increase. Examples include software licensing, copyright issues, fraud, work-life balance, and a growing digital divide. Participate in this session to learn more about the ethical challenges associated with technology.
K2's Excel PivotTables For Accountants 26-27
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Online
8.0 Credits
Member Price: $329
Isn't it time you learned about PivotTables — Excel's best feature" If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure 26-27
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Online
2.0 Credits
Member Price: $99
Part 1 of a 2-part series is an overview of GAAP requirements for nonprofit organizations and will help you become proficient in nonprofit financial reporting. This webcast focuses on presentation and disclosure unique to nonprofit organizations. Be sure to register for the next in the series: Nonprofit A&A Series Part 2: Revenue Recognition.
K2's Excel PivotTables For Accountants 26-27
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Online
8.0 Credits
Member Price: $329
Isn't it time you learned about PivotTables — Excel's best feature" If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.
Nonprofit A&A Series Part 2: Revenue Recognition 26-27
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Online
2.0 Credits
Member Price: $99
Part 2 of a 2-part series is an overview of GAAP requirements for nonprofit organizations and will help you become proficient in nonprofit financial reporting. This session focuses on revenue recognition. Be sure to register for part 1 in the series: Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure
Nonprofit A&A Standards Update and New Developments 26-27
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Online
2.0 Credits
Member Price: $99
Stay current with this deep dive into accounting for and auditing nonprofit revenue streams. During this session, we'll review recent new standards. The case studies will include familiar and complex situations and audit techniques to identify potential misstatements.
Finance and Innovation: Reinvent Your Department and Company 26-27
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Online
8.0 Credits
Member Price: $329
Innovation drives economic growth. The key to reigniting the American economy is reigniting innovation. Innovation can be fostered, nurtured, encouraged and sustained by our companies and organizations. Innovation is not solely the purview of marketing, sales, service or production. Financial managers can create organizations that thrive on innovation or kill new ideas. They may choose to help develop and maintain practices that nurture innovation, or they can just maintain the status quo. Truly innovative finance professionals provide new, more meaningful and actionable information to all employees.
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Online
8.0 Credits
Member Price: $329
Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.
Finance and Innovation: Reinvent Your Department and Company 26-27
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Online
8.0 Credits
Member Price: $329
Innovation drives economic growth. The key to reigniting the American economy is reigniting innovation. Innovation can be fostered, nurtured, encouraged and sustained by our companies and organizations. Innovation is not solely the purview of marketing, sales, service or production. Financial managers can create organizations that thrive on innovation or kill new ideas. They may choose to help develop and maintain practices that nurture innovation, or they can just maintain the status quo. Truly innovative finance professionals provide new, more meaningful and actionable information to all employees.
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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Online
8.0 Credits
Member Price: $329
Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.
Strategy, Risk and Finance: Why We Do What We Do 26-27
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Online
8.0 Credits
Member Price: $329
This seminar will help participants define their organization's strategy and particularly their sustainable competitive advantage by helping them understand their organization's unique value proposition. It will also help you and your organization understand how decisions are made and help improve the quality of the decisions required to execute their strategy. Finally, it will help identify and hopefully mitigate risks to the execution of their organization's strategy. We will also look at ways to find your company's unique value proposition and to measure your success at creating a sustainable competitive advantage.
Critical Thinking Skills: For Financial Professionals 26-27
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Online
4.0 Credits
Member Price: $99
"What were they thinking"— Why do business leaders sometimes make decisions that severely damage themselves and their organizations" It is tempting to attribute poor choices to a leader's assumed incompetence, inexperience, bad character or low intelligence — but reality is much more complex. Understand what factors really cause the most blunders. When business decisions go badly wrong, financial professionals usually find themselves deeply involved. This seminar provides conceptual and case study material to better equip you for the challenge.
Lease Accounting - Making Sense of the Standard 26-27
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Online
4.0 Credits
Member Price: $175
This program makes sense of the controversial lease standard. The subtleties of the standard make it difficult to implement and monitor. There will be a detailed discussion on what constitutes a lease, how to monitor them, and ongoing challenges.
K2's Saving Time With Electronic Forms 26-27
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Online
1.0 Credits
Member Price: $55
Business professionals can automate data collection processes by using today's electronic forms. Learn about these tools and how to deploy them in this session.
AHI: The Mindful-CPA
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**Online**
2.0 Credits
Member Price: $89
*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***In today's world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: • The fundamental principles of Mindfulness • An 8-minute Mindfulness Practice to be done daily • Creative and fun ways to apply Mindfulness to work activities • Effective overall strategies to bring creativity, balance, and energy to daily activities. Sunish Mehta, CPA has been a practitioner and instructor of Mindfulness for over 20 years and has worked with several Mindfulness Organizations to date. Having studied with some of the top Mindfulness Teachers in the world including His Holiness The Dalai Lama, Sunish has integrated mindfulness into his learning and consulting work with the focused goal to help conscious professionals bring focus, creativity, and balance to their professional and personal lives. You can learn more at www.mindful-cpa.com.
Form 706 Preparation Part 1: Overview Including Portability 26-27
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Online
2.0 Credits
Member Price: $99
This section of the four-part series will cover basic Form 706 preparation and help participants develop a solid foundation in preparing the federal estate tax return. It will also cover running the engagement, administration issues and completing pages 1-4 of the form, including the portability election. For example, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
Form 706 Preparation Part 2: Reporting Assets 26-27
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Online
2.0 Credits
Member Price: $99
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
AHI: Level II - Semi-Senior Staff Training
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**Online**
24.0 Credits
Member Price: $825
*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Advance your skills to propel your career. This course is the second in a five-course series, provides the guidance needed to handle small engagements and to complete small audits, reviews and compilations with minimal supervision. Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 26-27
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Online
2.0 Credits
Member Price: $99
The first course in a four-part series, fiduciary accounting and taxation field, has transitioned over the past several years with updated rules and the increased tax cost of accumulating income in a non-grantor trust. The changes in the income tax rate structure at the federal and state levels have pulled income tax planning forward as a prime objective for estate planners. The rules and understanding of fiduciary accounting continue to be in a state of development and challenge. It is an understatement to say that fiduciary accounting and taxation have entered a new and very different phase of complexity and change. We will explore many of these issues in Parts 1-4 of Form 1041 Advanced Series. Be sure to register for all courses in this series: Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues Form 1041 Advanced Series Part 3: Sec. 199. Sec. 67(g) & Charitable Deductions Form 1041 Advanced Series Part 4: Post Mortem Considerations