CPE Catalog & Events
State & Local Government Conference
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Salt Lake City
8.00 Credits
Member Price: $270
Winning the Fraud Battle in the Digital Age: Prevention and Detection
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Webinar
8.00 Credits
Member Price: $280
The price of fraud - ACFE's Report to the Nations and ancillary costs, The current economy - microeconomics and analysis, COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments), Power of morale - shrinking the fraud triangle and employee motivation, Deviant workplace behavior, Historic schemes, Why good folks go bad - interesting findings and red flags, Combating fraud with controls, Controls used by fraud victim organizations and suggestions for better implementation, Fraud's new frontier, Corporate social, environmental, governance, and equity/inclusion reports and audits
K2's Small Business Internal Controls, Security, And Fraud Prevention And Detection
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Webinar
8.00 Credits
Common challenges associated with implementing appropriate internal controls in small business environments, Fraud in small business environments, Internal control options in small business accounting software, Understanding the need for application controls and general controls
K2’s Excel Essentials for Staff Accountants
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Webinar
8.00 Credits
Member Price: $275
• Best practices for creating and working with Excel workbooks• Effectively using Excel functions when creating formulas• The importance of PivotTables in modern reporting environments• Best practices for formatting your workbooks
K2's Excel Tips, Tricks, and Techniques for Accountants
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Webinar
8.00 Credits
Member Price: $275
• Fundamental Excel techniques all accounting and financial professionals should know and use • Creating date-based calculations in Excel • How to create Excel templates • Key options you should enable in Excel • Linking data in Excel
K2’s Advanced Excel
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Webinar
8.00 Credits
Member Price: $275
• Collaboration and security techniques• Tables, data models, and PivotTables• Advanced formulas• Data queries• Creating effective visualizations
Protecting Digital Data - More Important Now Than Ever Before
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Webinar
4.00 Credits
Member Price: $185
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
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Webinar
4.00 Credits
Member Price: $175
Building change into the planning process, Sales/income plan, Intermediate planning, Technology plan, Capital equipment planning, One-year operating plan, Monthly planning, Cash plan, Risk plan
Tariffs and Taxes: A New Landscape for Agriculture (Webinar)
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Webinar
1.00 Credits
Member Price: $49
*Tariffs*Trade policy*International tax*Import/export*Implications for agriculture
Cutting-Edge Estate and Financial Planning Trends of 2025
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Webinar
8.00 Credits
Member Price: $280
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
K2’s Accountant's Guide to QuickBooks Online
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Webinar
8.00 Credits
Member Price: $250
• Understanding your QBO subscription and licensing options• Recording routine and non-routine transactions in QBO• Importing and exporting data to/from QBO• Creating effective reports• Describing the process for integrating third-party applications with QBO• Troubleshooting issues with QBO reports and data
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webinar
2.00 Credits
Member Price: $105
Discuss how productivity strategies may improve work-life balance, Understand the state tax consequences that may arise when working from home, Identify and discuss challenges unique to financial professionals, Review how some organizations are providing support to improve work-life balance, Explore the role of alternative work arrangements, Examine challenges unique to auditors versus tax professionals, A comparison of work-life balance between public and industry accountants, How work-family conflict varies among financial professionals, Recommendations for improving work-life balance
K2’s Case Studies in Fraud and Technology Controls
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Webinar
8.00 Credits
Member Price: $250
• Key fraud risks impacting businesses today• Examples of fraud and the monetary impact on victims• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
K2's An Accountant's Guide To Blockchain And Cryptocurrency
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Webinar
4.00 Credits
Member Price: $175
Understanding the fundamental tenets of blockchain technology, Examples of applied applications of blockchain technology, Identifying leading cryptocurrencies available today, Understanding risks associated with cryptocurrencies
Understanding the Basic Techniques of Financial Planning
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Webinar
8.00 Credits
Member Price: $280
A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.
K2's Artificial Intelligence For Accounting And Financial Professionals
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Webinar
4.00 Credits
Member Price: $175
Exploring AI applications in accounting and finance, Understanding AI features in everyday tools, Embracing the future: AI's impact on finance and accounting
K2’s Technology Update
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Webinar
4.00 Credits
Member Price: $180
• Developments in hardware and software• Options for communicating and collaborating more effectively• Addressing cybersecurity issues
K2’s Artificial Intelligence For Accounting And Financial Professionals
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Webinar
4.00 Credits
Member Price: $180
• Exploring AI applications in accounting and finance• Understanding AI features in everyday tools• Embracing the future: AI's+F22G22
K2’s Excel Charting And Visualization
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Webinar
4.00 Credits
Member Price: $180
• Understanding the best types of visualizations to use in specific situations• Creating compelling visualizations using Excel• Adding interactivity to your Excel-based visualizations
Business Law Essentials for Practitioners and Controllers
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Webinar
8.00 Credits
Member Price: $280
The various types of corporations, Securities law basics, Contract principles, Partnerships and limited liability entities, Worker classification, Employee rights and the duties of employers, Intellectual property, Real property law, Bankruptcy basics, The court system and litigation process, Alternative dispute resolution