CPE & Event Catalog
Assessing Independence Under Yellow Book WEBCAST
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Your Desk
1.0 Credits
GAO. Independence.
A Strategic Approach to Understanding Compensation Structures WEBCAST
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Your Desk
1.5 Credits
Compensation.
Data Analytics and Journal Entry Testing for Auditors WEBCAST
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Your Desk
3.0 Credits
Data analytics. Journal entry testing. Fraud detection.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
AI-Enhanced Business Consulting for CPAs: Strategies and Tools WEBCAST
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Your Desk
4.0 Credits
Business consulting. Types of management services. Identification of client needs. Managing client expectations. Creating value for clients. Techniques for effective consulting. Application of AI. Professional standards application.
Mastering Communication Skills for the CPA WEBCAST
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Your Desk
2.0 Credits
Pervasive best practices for effective communication. Specific strategies for written materials. Unique considerations for verbal presentations. The importance of recursive revision. Tips for success. Pitfalls to avoid.
Accounting for the Gig Economy WEBCAST
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Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Social Security and Medicare: Planning for You and Your Clients WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Legislative developments. A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits. Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit. Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know.
The Art of the Interview WEBCAST
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Your Desk
2.0 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
2026-27 Annual Update for Accountants and Auditors WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting accountants and auditors across industries. Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.
K2's AI — Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
AI and Accounting in Construction WEBINAR
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Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
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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.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Accounting and Auditing for Cryptocurrency WEBCAST
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Your Desk
2.0 Credits
Accounting and auditing issues related to cryptocurrency. ASU 2023-08 and related FASB developments. FASB discussions, Invitation to Comment, and research agenda updates. Case study application of cryptocurrency accounting guidance. Accounting for cryptocurrency transactions and balances. Audit considerations for cryptocurrency engagements.
All About Fraud - Examples, Prevention and Auditing WEBINAR
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Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
Untying the Knot: Taxes and Divorce WEBINAR
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Your Desk
8.0 Credits
Filing status. Qualified domestic relations orders. Back taxes. Offers-in-compromise and installment agreements. Currently-Not-Collectible Status. Innocent spouse and injured spouse relief. Lien discharges and subordinations. Reasonable compensation. Case studies.
Get started with Power BI WEBINAR
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Your Desk
0.0 Credits
Overview of the Power BI Tools. Tour of the Tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Required Minimum Distributions: Compliance and Planning WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
Minimum distribution requirement changes by the SECURE Act 2.0. Latest guidance issued by the IRS related to required minimum distributions. The calculation of required minimum distributions using the Uniform Life Table. Required minimum distributions from multiple accounts. New 401(k) rules of SECURE Act 2.0. Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act. Required minimum distributions in the year of death. Roth conversions for estate planning and avoiding required minimum distributions. Timing of distributions for maximum tax-free compounding. Section 529 rollovers to Roth accounts under SECURE Act 2.0. Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs. Taxation of distributions. Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes.