CPE & Event Catalog
TechBytes: Email Security for CPAs - What Every Professional Should Know But Most Don't IN PERSON
-
Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
Farm Tax Conference 2026 IN PERSON
-
Benton City
8.0 Credits
Practical insights and strategies to help navigate complex tax matters, identify planning opportunities, and better advise clients in the farming and ranching industries.
Pacific Northwest Wine Symposium 2026 IN PERSON
-
Benton City
8.0 Credits
Tax, accounting, financial, and operational issues impacting wineries and vineyards.
TechBytes: Email Security for CPAs - What Every Professional Should Know But Most Don't IN PERSON
-
Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
-
Redmond
1.8 Credits
Practical uses for AI for CPAs
TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
-
Redmond
1.8 Credits
Practical uses for AI for CPAs
Benefits and Best Practices for Telework WEBCAST
-
Your Desk
2.0 Credits
Communication. Business management.
Managing Your Money in Retirement WEBCAST
-
Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation. Fraud.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
-
Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions WEBCAST
-
Your Desk
1.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes. Comparison of partnerships, LLCs and LLPs. Overview the formation of a partnership or LLC and the Section 704(c) pre-contribution gain or loss rules. Schedule K analysis. How schedule K items get allocated to partners on schedule K-1s. Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income deduction. Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members. Comparing the tax and Section 704(b) book capital account computations. Discuss partner guaranteed payments and self-employment tax issues. Schedule M-1. Schedule M-2. Review the importance and basics of calculating a partner's outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations. Section 754 election for optional basis adjustments. Section 743 and Section 734 mandatory basis adjustments.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
-
Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
K2's The Best Kept Secrets Of Microsoft 365 WEBCAST
-
Your Desk
2.0 Credits
New features, tips, and tricks in Microsoft 365. Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals. See some of the tools you can activate to help your team create and share video content intended only for internal use.
Professional Skepticism for the Public Accountant WEBCAST
-
Your Desk
1.0 Credits
Self-evaluation of skepticism. Requirements set forth by the AICPA Code of Professional Conduct. Risk assessment. Analytical procedures. Advice for cultivating your professionally skeptical mindset.
Empowering HR Pros' Thriving in 2025 and Beyond WEBCAST
-
Your Desk
1.0 Credits
Human resources. Business strategy. Wellbeing. Professional development.
Forensic Accounting: Finding Hidden Treasure in Tax Returns WEBINAR
-
Your Desk
4.0 Credits
The rules of IRS disclosure of tax information. Understanding the role of IRS transcripts. Interpreting the actions of the IRS in transcripts. FOIA requests. Analyzing tax information and returns for financial leads.
How to Audit Expenses and Payables WEBINAR
-
Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
ProActive Response Group De-Escalation Training WEBCAST
-
Your Desk
1.2 Credits
Definition of de-escalation. Recognizing anger. Situational awareness. LOWLINE technique. MR EBS technique. Posturing. Controlling the environment.
K2's Harnessing ChatGPT WEBCAST
-
Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
Using ChatGPT with Excel WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls WEBCAST
-
Your Desk
2.0 Credits
Why most equity compensation plans fail. Complexity of GAAP accounting for equity compensation plans. Tax implications of equity compensation plans. How an equity compensation plan should be administered. Compliance issues to consider. Recommendations to design a better equity compensation plan.