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CPE Catalog & Events

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The ABCs of Advisory Services

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Webinar

2.00 Credits

Member Price: $79

Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues

The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics

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Webinar

1.00 Credits

Member Price: $39

Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions

The Ethics Hour: The Single Best and Most Overlooked Source of Fraud

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Webinar

1.00 Credits

Member Price: $39

One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)

Financial Acumen for the HR Professional

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Webinar

1.20 Credits

Member Price: $39

Financial Statement Insight Trend Analysis Financial Benchmarks  

Introduction to Forensic Accounting

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Webinar

1.80 Credits

Member Price: $59

Forensic Accounting Accounting Auditing Finance

Tax Power Ethics for Tax Professionals

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Webinar

2.00 Credits

Member Price: $79

AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies  

What Does Fraud Look Like?

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Webinar

2.00 Credits

Member Price: $79

Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there

Data Extraction, Transformation, Validation the Right Data Sources for Analysis

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Webinar

2.00 Credits

Member Price: $79

Understand various data types  Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid

Advanced Cost Accounting

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Webinar

2.00 Credits

Member Price: $79

Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity

Building Your Personal Net Worth: Invest in Your Future

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Webinar

2.00 Credits

Member Price: $79

Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs

Cost and Pricing Models: Creating an Effective Tool

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Webinar

2.00 Credits

Member Price: $79

Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit

K2's 2023 Securing Your Data: Practical Tools For Protecting Information

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Webinar

4.00 Credits

Member Price: $129

Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk

K2's 2023 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

Forensic Data Analytics Supercourse for Fraud Prevention and Detection

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Webinar

8.00 Credits

Member Price: $225

Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology

The Controllership Series - The Future Role of the Controller Part 2

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Webinar

1.50 Credits

Member Price: $59

Accounting and Finance

It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims

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Webinar

1.00 Credits

Member Price: $39

Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.

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.

A Better Way to Choose Your KPIs

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Webinar

1.00 Credits

Member Price: $39

KPIs Performance measures Metrics

Treasury Circular 230 for EAs and Other Tax Preparers

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Webinar

2.20 Credits

Member Price: $79

Circular 230 Conflicts of interest  Loving case RTRP Other Ethical Issues  Fees Qualifying continuing education

K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency

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Webinar

4.00 Credits

Member Price: $129

Information Technology Cryptocurrency Blockchain