CPE & Event Catalog
ABC Trust Planning and the Portable Exclusion WEBCAST
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Your Desk
8.0 Credits
The interplay of the estate, gift, generation-skipping, and income taxes. Claiming and protecting the portable exclusion. Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts. Bypass trusts. Survivor's and QTIP trusts planning. Qualified Domestic Trust planning. What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill.
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct WEBCAST
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategy considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.
CORE Series: Emerging Cyber Risks and Technology-Driven Threats Impacting CPA Firms WEBINAR
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Your Desk
1.0 Credits
Cyber threats. Data protection challenges. Emerging fraud schemes. AI-enabled cyber attacks. Technology driven vulnerabilities.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
How Fraud Can Affect Smaller Organizations WEBCAST
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Your Desk
4.0 Credits
The reasons for fraud. Fraudulent acts that are initiated against smaller organizations. Methods to stop fraud attempts against small businesses.
Income Statement Disaggregation: ASC 240-40 WEBCAST
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Your Desk
2.5 Credits
Disclosure - overview. Disclosure - expense disaggregation. Implementation guidance.
K2's Artificial Intelligence for Accounting and Finance Professionals WEBCAST
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Your Desk
4.0 Credits
Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting
Practical Accounting Update WEBCAST
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Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
K2's Business Intelligence with Microsoft Power BI Tools WEBCAST
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Your Desk
0.0 Credits
The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.
Preparation, Compilation and Review Issues - Highlights WEBCAST
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Your Desk
2.0 Credits
AR-C 60. AR-C 70. AR-C 80 and AR-C 90.
Shortcuts that Excel Users Love WEBCAST
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Your Desk
2.0 Credits
Recall and use powerful but often hidden tools available in Excel. Recall some of the new features built into the spreadsheet application. Identify ways to work in a more efficient manner because of keyboard and ribbon-based tools.
K2's Excel’s Best Practices and Features WEBCAST
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Your Desk
0.0 Credits
What to look for in newer versions of Excel. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.
CORE Series: Speaking Their Language: Attracting Your Ideal Nonprofit Clients WEBINAR
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Your Desk
1.0 Credits
Practical frameworks to strengthen relationships. Growing a nonprofit-focused practice with intention.
World Class Cost Accounting: A Practical Application—Part 1 WEBCAST
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Your Desk
4.0 Credits
Classification of the five cost types. Direct materials comprehensive coverage. Direct labor burden costs.
World Class Cost Accounting: A Practical Application—Part 2 WEBCAST
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Your Desk
4.0 Credits
Classification of MFG overhead into the five cost types. Selecting the bases for tracing or assigning overhead to products. Period manufacturing inefficiencies categories and costing.
Accounting Industry Update WEBCAST
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Your Desk
8.0 Credits
FASB Technical Agenda and upcoming changes. ASUs. Implementation dates and methods. Audit quality initiatives. Changes to AICPA auditing standards and PCAOB standards.
K2's Advanced Excel WEBCAST
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Your Desk
0.0 Credits
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 WEBCAST
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
CFO Series: Driving Efficiency WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Types of audits: external, internal, compliance, regulatory. Objectives of each audit type and how they differ. Aligning management’s role with auditor expectations. What to expect in the planning phase. Fieldwork survival tips and communication best practices. Documentation dos and don’ts. Responding to findings and building effective action plans. Avoiding common audit pitfalls. What internal controls are—and what they are not. Why even small organizations need controls. COSO and the five core components of a sound internal control system. Common control failures and real-world consequences. Examples of scalable financial, operational, and compliance controls. How to tailor controls to your organization’s size and risk profile. Embedding internal controls into daily operations. How to monitor, evaluate, and adapt controls over time. The importance and structure of the cash flow statement, and more.
Consolidation Accounting WEBCAST
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Your Desk
4.0 Credits
Consolidation accounting framework. Voting control. Variable Interest Entities. Business combinations. Control case examples. Business combination case examples. Disclosures.