CPE Catalog & Events
Maximizing Your Social Security Benefits WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Retirement benefits: What the amount of benefits is in various circumstances. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70. Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
K2’s Excel Essentials for Staff Accountants
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Webinar
8.00 Credits
Member Price: $275
• Best practices for creating and working with Excel workbooks• Effectively using Excel functions when creating formulas• The importance of PivotTables in modern reporting environments• Best practices for formatting your workbooks
How AI Fits into the Accounting World
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Webinar
2.00 Credits
Member Price: $105
The topics discussed in this session include: An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
K2's Excel Tips, Tricks, and Techniques for Accountants
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Webinar
8.00 Credits
Member Price: $275
• Fundamental Excel techniques all accounting and financial professionals should know and use • Creating date-based calculations in Excel • How to create Excel templates • Key options you should enable in Excel • Linking data in Excel
K2’s QuickBooks For Accountants
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Webinar
8.00 Credits
Member Price: $275
• New features in QuickBooks Desktop and Online• Enhancing internal controls in QuickBooks-based environments• Improving financial and operational reporting when using QuickBooks and QuickBooks Online• Best practices for setting up companies
Accounting and Auditing Update for Not-for-Profits
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Webinar
8.00 Credits
Member Price: $270
Not-for-profit accounting update, Revenue recognition in not-for-profits, FASB update, Auditor's report and conforming changes, Auditing Standards Board update, Ethics update, SQMS No. 1, A Firm's System of Quality Management, Governmental auditing update
Forensic Accounting: Fraud Investigations
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Webinar
8.00 Credits
Member Price: $270
Evidence in the investigative proces, Tools used in forensic investigations, Conducting interviews, Forensic accounting reports, Expert witness testimony
Audits of Employee Benefit Plans Subject to ERISA
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Webinar
8.00 Credits
Member Price: $270
Audit planning and pre-engagement activities, Risk assessment, including consideration of internal control, Auditing the statement of net assets available for benefits, Auditing the statement of changes in net assets available for benefits, Other auditing considerations, including prohibited transactions and tax compliance, The auditor's report, Financial statement disclosures, Supplemental schedules
The Needed Focus on Cyber-Security
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Webinar
2.00 Credits
Member Price: $105
The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
K2’s Business Intelligence, Featuring Microsoft's Power BI Tools
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Webinar
8.00 Credits
Member Price: $250
• The importance of Business Intelligence in today’s business climate• Differentiating between Power BI licensing options• A hands-on approach to creating effective Power BI reports and dashboards
Mastering Accounting for Income Taxes
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Webinar
4.00 Credits
Member Price: $185
The sources of deferred tax assets and liabilities, Calculating the deferred tax asset or liability, Reporting income-tax expense and balance sheet items, CARES Act accounting implications, Defining, analyzing, and reporting uncertain tax positions, Classification of deferred tax assets and liabilities, Disclosure requirements, Recent and proposed changes to the accounting and disclosure requirements for income taxes.
K2’s Case Studies in Fraud and Technology Controls
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Webinar
8.00 Credits
Member Price: $250
• Key fraud risks impacting businesses today• Examples of fraud and the monetary impact on victims• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
CFO - Enhancing Productivity
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Webinar
8.00 Credits
Member Price: $270
Quality is Free - But How Do We Measure the Cost? Customers demand quality in both products and services. Philip Crosby's 1985 assertion that "quality is free" prompts an analysis of the four aspects of the cost of quality: prevention, appraisal, internal failure, and external failure. We will explore the true costs of each element and how to measure them, testing the idea that an ounce of prevention is worth a pound of cure. Understanding the true cost and value of quality is essential. Understanding and Mitigating External and Internal Risks: How? Risk is an inherent part of modern business, and the role of a Chief Financial Officer (CFO) now encompasses more than just financial management. This seminar will equip professionals with the tools to understand and mitigate both external and internal risks, ensuring organizational performance and sustainability. Adequate preparation is crucial to avoid unnecessary risks. This course is essential for leaders and organizations aiming to survive and thrive. Insurance - How to Manage Your Insurance Program At its core, insurance is about risk management. Leaders must consider what types of insurance are needed, coverage limits, acceptable deductibles, and the difference between a deductible and self-insured retention. Understanding insurance contracts and knowing what to expect from an insurance broker is crucial. This overview is designed for those responsible for insurance and risk, emphasizing the importance of a practical approach to managing insurance for organizational viability. Effective Implementation of Enterprise Risk Management Many have attempted implementation of ERM (Enterprise Risk Management) systems, and many have failed. This seminar will offer a roadmap for embedding effective ERM practices into daily management and planning without disrupting the organization.
K2’s Small Business Internal Controls, Security, and Fraud Preventionand Detection
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Webinar
8.00 Credits
Member Price: $250
• Common challenges associated with implementing appropriate internal controls in small business environments• Fraud in small business environments• Internal control options in small business accounting software• Understanding the need for application controls and general controls
K2’s Accountant's Guide to QuickBooks Online
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Webinar
8.00 Credits
Member Price: $250
• Understanding your QBO subscription and licensing options• Recording routine and non-routine transactions in QBO• Importing and exporting data to/from QBO• Creating effective reports• Describing the process for integrating third-party applications with QBO• Troubleshooting issues with QBO reports and data
K2’s Technology for CPAs - Don't Get Left Behind
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Webinar
8.00 Credits
Member Price: $250
• Emerging technologies all business professionals should know• Considerations associated with upgrading to Windows 11• Practical options for protecting your data• New features in commonly-used applications such as Excel and Adobe Acrobat DC
K2’s Next Generation Excel Reporting
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Webinar
8.00 Credits
Member Price: $250
• Identifying weaknesses in traditional reporting processes• Using leading-edge features in Excel to improve reporting practices• How to work with Power Query to solve common reporting challenges• Adding Slicers and Timelines to your Excel-based reports
Annual Update for CFOs, Controllers and Finance Managers: Driving Business Value
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Webinar
4.00 Credits
Member Price: $185
Economic trends and their effect on business, Ways to drive operational efficiency, Leveraging technology in finance, Cash management and working capital, Effective talent management, Sustainability and corporate responsibility
K2’s Mastering Advanced Excel Functions
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Webinar
4.00 Credits
Member Price: $180
• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays• How to use “legacy” features and functions such as AGGREGATE• Creating effective forecasts in Excel
Steps to Stop External Fraud
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Webinar
2.00 Credits
Member Price: $105
This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants ways to identify external fraud risk scenarios and methods to reduce this risk. The topics discussed in this session include: Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators.