CPE Catalog & Events
Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients
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Webinar
1.00 Credits
Member Price: $39
Proactive planning to address issues of longevity Major issues involved in longevity –positive and negative Tools and Resources Expanding your skill set to address non-financial client issues
Navigating Difficult Conversations with Coworkers
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Webinar
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
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.
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Webinar
2.00 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Tax Practice Quarterly: Navigating Innovation in Tax
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Webinar
2.00 Credits
Member Price: $125
Innovation in tax technology Gen AI use in tax practices
Consulting Services Secrets
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Webinar
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Webinar
1.00 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Procurement Inventory
State Tax Nexus: Frequently Awkward Questions
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Webinar
2.00 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
K2's 2024 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
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Webinar
2.00 Credits
Member Price: $118
The SECURE Act 2.0 - Planning Opportunities for Employers
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Webinar
1.00 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
Peer Reviewer Forum: Q2
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Webinar
1.00 Credits
Member Price: $75
Discussion of recent Peer Review Board activity Update on Enhancing Audit Quality (EAQ) initiatives
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Social Media: The Bare Necessities
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Webinar
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
The SECURE Act 2.0 - Planning Opportunities for Individuals
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Webinar
1.20 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Giving Feedback that Delivers Results
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Webinar
1.20 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Webinar
2.00 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Form 1120S - Preparation and Analysis
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Webinar
2.00 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations