CPE & Event Catalog
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.
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
Financial statement disclosures for small and medium-sized businesses. Balance sheet, income statement, and statement of cash flows presentation and disclosure issues. Disclosure examples from all-sized entities that you can use to base your disclosures on. Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842.
Take Command of your Time WEBINAR
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Your Desk
2.0 Credits
Identify time wasters and adopt strategies for eliminating them. Recognize the variety of causes of procrastination and apply techniques to overcome them. Use practical techniques for prioritizing work. Delegation strategies. Incorporate wellness and stress management into your day in short increments. Understand their energy cycles and use it to manage your schedule. Learn techniques to decrease stress in the moment (based on neuroscience).
Liquidity & Uncertainty Disclosures for Nonprofits WEBCAST
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Your Desk
2.0 Credits
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements. Evaluating the need for going concern and other uncertainty disclosures in the current environment.
K2's Harnessing ChatGPT - Unlocking Professional Efficiency WEBCAST
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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.
Governmental Accounting 101 WEBCAST
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Your Desk
2.0 Credits
Fund types. Budgetary accounting. Financial reporting requirements. Single Audit Act. Audit standards and procedures. Best practices in governmental accounting.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts WEBCAST
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Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
Leases Accounting under Topic 842 - Answers to FAQ After Implementation WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications.
K2's Taking Another Look At PDFs WEBCAST
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Your Desk
2.0 Credits
Understanding the Portable Document Format. Identifying tools you can use to work with PDFs. Collaborating using PDFs. Creating, distributing, and collecting fillable PDF forms. Using PDFs to enhance security.
IRS Audit and Appeals Process: Protecting Your Clients - Partnered with the Oregon Society
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Your Desk
2.0 Credits
Establishing rapport with the auditor. IRS audit statistics, appeals statistics, and other statistics. Preparing for the audit. Preparing for an appeal. Questions to ask the auditor. Getting copies of the auditor’s workpaper file.
The Most Critical Challenges in Not-for-Profit Accounting Today WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value. Practical insights into the accounting for conditional and restricted contributions, membership dues, contributed services, and noncash contributions. The advantages, challenges, and best practices for effectively presenting a measure of operations.
WSCPA Annual Meeting 2026 WEBCAST
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Your Desk
3.7 Credits
Practical tools for leadership, decision-making, and resilience. Insight into the economic, legislative, and risk forces shaping your profession
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Timely coverage of breaking tax legislation. Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA). The SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals. Changes to the lifetime estate tax exemption in light of proposed regulations. Considerations when selling a principal residence. Tax benefits of HSAs. An overview of the mechanics and practical considerations of Donor Advised Funds. Virtual currency and digital assets - understand the new Form 1099-DA for reporting digital assets. The best new income tax and estate-planning ideas. The changing Social Security landscape: long-term solvency issues and what it means for retirement planning. Creative charitable giving strategies. Financial planning strategies. Maximizing retirement plan benefits. Using intentionally defective grantor trusts. Miscellaneous tax-planning techniques that can add up to significant tax savings. How to use the whole family for tax savings. Life insurance. Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings.
Oregon and Washington Ethics 2026 WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitations). Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return (i.e., basis, at-risk and other Form 1040 limitations). How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.
CFO Series: Driving Efficiency WEBCAST - Partnered with the Oregon 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.
Tax School Level 1 WEBCAST - Partnered with the Idaho Society
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Your Desk
32.0 Credits
Individual tax fundamentals. Tax fundamentals of LLCs and partnerships. S corporations: Key issues, compliance, and tax strategies. Capitalized costs and depreciation. Taxation of property transactions.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
Common Yellow Book & Single Audit Deficiencies WEBCAST - Partnered with the Oregon Society
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TBD
4.0 Credits
Common deficiencies noted by peer reviewers and federal agencies. Deficiencies related to internal controls over compliance, compliance testing, and major program determination for Single Audits.
Defensive Tax Practice and IRS Publication 230 WEBCAST - Partnered with the Oregon Society
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Your Desk
2.0 Credits
AICPA Professional Standards in a CPA’s tax practice. IRS Publication 230 and related rules. Personal liability of professionals. Engagement letter protection ideas. Citing of legal cases.