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CPE Catalog & Events

Showing 65 Conferences/UACPA Classes Results

K2's An Accountant's Guide To Blockchain And Cryptocurrency

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Webinar

4.00 Credits

Member Price: $175

Understanding the fundamental tenets of blockchain technology, Examples of applied applications of blockchain technology, Identifying leading cryptocurrencies available today, Understanding risks associated with cryptocurrencies

Understanding the Basic Techniques of Financial Planning

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Webinar

8.00 Credits

Member Price: $280

A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.

K2's Artificial Intelligence For Accounting And Financial Professionals

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Webinar

4.00 Credits

Member Price: $175

Exploring AI applications in accounting and finance, Understanding AI features in everyday tools, Embracing the future: AI's impact on finance and accounting

Business Law Essentials for Practitioners and Controllers

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Webinar

8.00 Credits

Member Price: $280

The various types of corporations, Securities law basics, Contract principles, Partnerships and limited liability entities, Worker classification, Employee rights and the duties of employers, Intellectual property, Real property law, Bankruptcy basics, The court system and litigation process, Alternative dispute resolution

Preparation, Compilation, and Review Engagements: Update and Review

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Webinar

4.00 Credits

Member Price: $174

Overview of preparation, compilation, and review guidance, Accounting and reporting issues, Current practice issues, Common deficiencies in peer reviews, Current and future standard setting projects.