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CPE Catalog & Events

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Providing Ethical Leadership: Learning to be the Best Version of Yourself

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Webinar

1.20 Credits

Member Price: $39

Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.

K2's Advanced Collaboration Solutions

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Webinar

2.00 Credits

Member Price: $79

Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology

Leaders Eat Last. Why? The Characteristics of Great Leaders

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Webinar

2.00 Credits

Member Price: $79

What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader

Communicating in a Virtual and Live Environment - Numbers Matter But So Do Words

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Webinar

2.00 Credits

Member Price: $79

Tackling the emotions of presenting Use of visuals in presentations Telling stories Who is your audience and why is it crucial? Defining presentations in a virtual and live world dynamic Discuss the overarching themes of effective presentations Building out a presentation with a roadmap order Discuss the types of presentations, including the good and the bad Tips on the right considerations in being effective in virtual presentations

Effectively Responding to IRS Letters

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Webinar

2.00 Credits

Member Price: $79

Types of IRS letters: General notices, audits, collections, return requests, and errors Deadlines for responding to IRS correspondence Communication best practices for dealing with the IRS Avoiding escalation and penalties through proactive responses Ensuring compliance when addressing IRS correspondence Real-world examples of successful IRS communications Common pitfalls in handling IRS letters and how to avoid them

K2's Taking Another Look At PDFs

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Webinar

2.00 Credits

Member Price: $79

Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security

Data & Predictive Analytics & Business Intelligence for Controllers/CFOs

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Webinar

1.00 Credits

Member Price: $129

DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.

K2's Next Generation Excel Reporting

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Webinar

8.00 Credits

Member Price: $225

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

Leaders Eat Last. Why? - 1 Hour Session

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Webinar

1.00 Credits

Member Price: $39

Why building trust is essential How trusting relationships makes us more effective Steps to build trust

Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion

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Webinar

1.00 Credits

Member Price: $39

Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership

Using Psychology Secrets to Love your life and Get More Done

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Webinar

3.00 Credits

Member Price: $129

What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business

Estate Planning for Today and Beyond

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Webinar

8.00 Credits

Member Price: $225

Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships

Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments

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Webinar

1.00 Credits

Member Price: $39

HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey

Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time

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Webinar

1.00 Credits

Member Price: $39

Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy

Five Amazing Business Books in 100 Minutes

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Webinar

2.00 Credits

Member Price: $79

Five business books, including,  •   “Leaders Eat Last”, by Simon Sinek, •   “Zero to One” by Peter Thiel, •   “American Icon” by Bryce Hoffman, •   “Slide:ology” by Nancy Duarte, and •   “Brain Rules” by John Molina.

K2's Technology For CPAs - Don't Get Left Behind

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Webinar

8.00 Credits

Member Price: $225

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

Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond

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Webinar

8.00 Credits

Member Price: $245

Legislative and regulatory updates affecting fringe benefit planning Employer-sponsored fringe benefits and tax compliance under evolving regulations IRC §132 fringe benefit options and applications Cafeteria plans: benefits, limitations, and tax considerations Tax treatment of dependent care and educational assistance programs Flexible spending accounts and health savings accounts Group term life insurance: design features and tax treatment Financing strategies for retiree medical benefits Comparing health care benefits: insured plans vs. HMOs ERISA reporting and disclosure requirements Common control rules and nondiscrimination regulations

Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers

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Webinar

1.00 Credits

Member Price: $39

Persuasion Executive Buy-In Communication Leadership

Revenue Recognition - Determine the Transaction Price - Part 1

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Webinar

1.20 Credits

Member Price: $39

Revenue Recognition Accounting

Awesome Business Lessons from the Past: Learn from the Best!

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Webinar

2.00 Credits

Member Price: $79

The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward