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CPE Catalog & Events

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Combating Internal Fraud

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Webinar

2.00 Credits

Member Price: $89

Major topics covered in this course include:Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud

Why Auditors Fail To Detect Fraud

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Webinar

2.00 Credits

Member Price: $79

Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it

2024 Accounting Update in a Post COVID-19 World

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Webinar

2.00 Credits

Member Price: $79

Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Exploring liquidity options Accounting tools and techniques for supporting managerial decisions Engagement and workforce management

Audit 107: Auditing Cash - Applying Basic Audit Skills

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Typical audit risks and special considerations related to cash and cash equivalentsDesigning a detailed audit plan, linking assessed risk to planned proceduresPerforming typical audit procedures associated with auditing cash and cash equivalentsCase study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cashIdentifying how to obtain evidence through inquiry of the client

Better Forecasts: Be a Better Predictor

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Webinar

2.00 Credits

Member Price: $79

Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias

CFO Series: Quality is Free- But How do We Measure the Cost?

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:What do we mean by quality?Why does quality pay off?Total quality management, including lean and six sigma.The four elements of the cost of quality.Practical prevention activities.The necessity of appraisal and why quality cannot be inspected into a process.Sources of internal failure and other sources you may not have considered.External failure and the hidden costs of 'shortcuts'.Creating an effective and actionable cost of quality report.

Deep Dive of GASB Statements No. 87 & 96 2024

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Webinar

2.00 Credits

Member Price: $89

GASB 87 Lease Accounting for State and Local Governments

Comprehensive Roth IRA Strategies Analysis 2024

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Webinar

3.00 Credits

Member Price: $129

Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth

Fraud Assessment for Small and Medium Sized Businesses

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Webinar

4.00 Credits

Member Price: $129

The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today

K2's 2023 Accessing And Managing Data In Excel

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Webinar

4.00 Credits

Member Price: $129

Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations

K2's 2023 Automating Your Tax Practice

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Webinar

4.00 Credits

Member Price: $129

Why tax automation is essential Hardware and software selection Workflow design Best practices for ingesting data

The Art of Marketing for CPAs

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Webinar

4.00 Credits

Member Price: $129

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career

ChatGPT Bootcamp for CPAs with John Higgins

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business

K2's Budgeting And Forecasting Tools And Techniques

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Webinar

8.00 Credits

Member Price: $299

Budget-centric features in Excel Capital budgeting techniques Working with Solver and Scenario Manager in budgeting and forecasting environments Collaboration issues, version control, and audit history

Shortcuts to Personal and Professional Success

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Webinar

8.00 Credits

Member Price: $225

1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you  3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5.  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 tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business

Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour

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Webinar

8.00 Credits

Member Price: $225

Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

Circular 230 and Rogue Return Preparers

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples

Enact Retaliation Abatement and Monitoring Measures

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Webinar

1.00 Credits

Member Price: $39

Retaliation prevention Retaliation monitoring Speak up culture Ethical culture

The Controllership Series - The Future Role of the Controller Part 1

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Webinar

1.50 Credits

Member Price: $59

Accounting and Finance

Benford's Law and Other Digital Analysis Techniques

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Webinar

1.80 Credits

Member Price: $79

Benford’s Law Digital Analysis Data analytics