CPE & Event Catalog
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement WEBCAST
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Your Desk
3.0 Credits
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud. Inquires of management. The audit planning process. The importance of brainstorming. Revisions of our risk assessment. Determining materiality.
CPA Exam Accelerator Virtual Fireside Chat - May Session
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Your Desk
0.0 Credits
Tap Together Thursday: Happy Hour Networking with Accounting Peers - Tacoma
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Tacoma
0.0 Credits
Calculating the Retirement Need WEBINAR
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Your Desk
1.0 Credits
Overview of retirement expenses and needs. Overview of risk tolerance, time value of money and retirement planning factors. Examples of client retirement situations.
Coping With the Growth of Online Fraud WEBINAR
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Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
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Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
Staff Retention Keep the Best People WEBCAST
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Your Desk
3.0 Credits
Remote workforce. Employee retention. Staff turnover.
CFO Series: Using AI Effectively WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Creating sustainable, people-focused AI practices that build trust. The impact of self-serve AI research on your relationship with your CPA firm. Aligning AI oversight with your audit and compliance functions. How to develop a marvelous Policy for social media at work, and more.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to "file and suspend" and "restricted application" strategies. Increasing benefits for self-employed individuals. Planning for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA.
Promoting Mental Health in the Workplace to Prevent Violence WEBCAST
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Your Desk
1.0 Credits
Mental health awareness.
Combatting Sexual Harassment in the Workplace WEBCAST
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Your Desk
1.0 Credits
Sexual harassment prevention. Company culture.
Taxation of Non-fungible Tokens (NFTs) WEBCAST
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Your Desk
2.0 Credits
NFT basics. Classification of NFTs. Current Legislative and Policy Environment. Tax implications of creation, sales and exchanges of NFTs.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
K2's Accountant's Guide To QuickBooks Online WEBCAST
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Your Desk
8.0 Credits
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.
ChatGPT for Accountants: 50 Plus Use Cases WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and artificial intelligence chatbot technologies. Automating frequently asked questions and the onboarding process. Verifying and reviewing financial records. Providing real-time support to clients. Generating financial reports. Automating tax return preparation and financial planning. Providing guidance on financial decision making.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
2.0 Credits
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.
All About Fraud - Examples, Prevention and Auditing WEBCAST
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Your Desk
4.0 Credits
Auditing. Fraud.
From Numbers to Narratives: Mastering Data Analysis for CPAs
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Your Desk
2.0 Credits
The evolving role of CPAs in a data-driven world. Why data analysis matters for CPAs. Key data analysis skills and concepts for CPAs. Leveraging Microsoft 365 tools for data analysis. Building a data analytics mindset.
The AI Revolution in 2026: What CPAs Should Know WEBINAR
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Your Desk
2.0 Credits
State of AI technology in 2026.