CPE Catalog & Events
What's New in Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Auditing For Fraud
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Webinar
2.00 Credits
Member Price: $79
Auditing Fraud
Optimize Your Staff's Performance
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Webinar
4.00 Credits
Member Price: $129
TBD
How AI Is Automating Internal Control
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
CFO Series - March 2025 Webinar Bundle
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Webinar
8.00 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: CFO Series: Develop a Great Internal Audit Department: How?CPE: 2Field of Study: AuditingDiscussion Leader: Steve Boussom, CPADate: Friday, March 7, 11:00 amDescription: What can we do and how can we make our Internal Audit department better? How does Internal Audit add value? What measurables should we use? What are the key factors to get right? This class will show you how to transform Internal Audit into a profit center. Renowned organizations rotate future leaders through Internal Audit for a reason. Operational and other audits performed with the right processes, procedures, and personnel are key to success throughout the organization. The modern Internal Audit department pays for itself. If you are interested in getting the most bang-for-the-buck from Internal Audit, this seminar will deliver. Week 2: CFO Series: Insurance– How to Manage Your Insurance Program?CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCADate: Friday, March 14, 11:00 amDescription: At its core, insurance is risk management. What insurance does the organization need? What types? What limits should we buy? How large of a deductible should we accept? What is the difference between a deductible and a self-insured retention? What do I need to know about insurance contracts? What should I expect of my insurance broker? What coverage is available and what do I need to buy? Specifically designed for any leader responsible for insurance and risk, the insurance function is critical to the ongoing viability of an organization. We will review a practical approach to managing insurance. Week 3: CFO Series Understand & Mitigate External & Int. Risks- How?CPE: 2Field of Study: AuditingDiscussion Leader: Bob Mims, CPADate: Friday, March 21, 11:00 amDescription: Risk is everywhere, but which risks matter? In the dynamic landscape of modern business, the role of a Chief Financial Officer (CFO) extends far beyond financial management; it encompasses navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, the organization will be exposed to avoidable and onerous risk. This is essential for leaders and organizations that want to survive and thrive. Week 4: CFO Series: AI and Machine Learning: Practical ApplicationsCPE: 2Field of Study: Accounting & AuditingDiscussion Leader: Joe Oringel, MBA, CPA, CIADate: Friday, March 28, 11:00 amDescription: Artificial Intelligence (AI) and Machine Learning (ML) are being deployed in organizations large and small at a rapidly increasing rate. Your organization is likely testing, deploying, and perhaps refining AI-powered applications across a variety of departments and business functions. Why should this matter to accounting, internal audit, finance and cyber professionals? Should our teams be testing and deploying also? How and why AI can be used in accounting and audit? During this interactive session we will demonstrate and describe the differences between chat-based AI search tools and more robust AI-powered applications - e.g., an app to help prioritize and dispatch IT help desk tickets. The session will include example policies for responsible and ethical AI, and resources to help curious professionals learn more about these subjects. These technologies are powerful and quite capable, but they are not without risk. After all, with great power comes great responsibility. These technologies can also be misused (accidentally or intentionally) to destroy value instead of creating it. We also discuss which is the greater risk; a) not using these new technologies, or b) misusing these new technologies. Leading organizations have been using AI and ML. Successful leaders must be aware of the pros and cons and how to properly utilize these tools.
You Don't Know What You Don't Know About Microsoft Excel
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
CFO Career Upgrade with LinkedIn
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs
2024 S Corporation Essentials: Stock & Loan Basis Reporting
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Webinar
2.00 Credits
Member Price: $79
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
2024 Yellow Book Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Yellow Book engagements.Independence requirements in GAGAS.Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
Surgent's Managing Millennials
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Webinar
2.00 Credits
Member Price: $99
Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success
K2's 2023 Top PDF Features You Should Know
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Webinar
4.00 Credits
Member Price: $129
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
2024 Tax Season Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $129
Update on significant 2023-24 business tax developments related to cases and rulings Review of recent business tax provisions and legislation Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions
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
The Art of Engaging in Difficult Conversations
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid
K2's 2023 Kicking It Up A Notch With KPIs
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Webinar
1.00 Credits
Member Price: $39
How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs
2024 Data Analytics: Practical Insights for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement
Inventory, Expense and Payroll Fraud
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Webinar
2.00 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
CFO Series: Develop a Great Internal Audit Department: How?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The six factors required for Internal Audit to deliver value.The most important factor.Implementing Internal Audit guidelines.How to measure value and progress.What distinguishes a good department from a great department.Key skills for excellent Internal Auditors. The proper mindset and goals.Getting and keeping the right staff.How to cost-justify Internal Audit. Making the business case.Effectively communicating with the Board and other leaders.
Project Management: Employ Best Practices & Mindset
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The science of project management: reporting and analytics, documentation, forecasting and scopingThe art of project management: the mindset and influencing change
Planning for Small Business Success
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Webinar
4.00 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples