CPE & Event Catalog
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.
Coping with the Growth of Online Fraud WEBINAR
-
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.
AI Risk Fundamentals: Understanding Emerging Tech Threats WEBCAST
-
Your Desk
1.0 Credits
AI landscape risks. Core AI technologies. Security vulnerabilities. Privacy concerns. Assessment frameworks.
Navigating IRS Collections: Overview of Form 433 and Offer in Compromise WEBCAST
-
Your Desk
2.0 Credits
IRS collection process overview. Initial notice and subsequent notices. Enforced collection actions: liens, levies, and wage garnishments. Payment options and alternatives to enforced actions. Detailed review of Forms 433-A and 433-B. Offer in Compromise (OIC) program: qualifications and process. Advising clients on compliance and payment options.
Comprehensive Estate Planning: Administration and Postmortem Strategies WEBCAST
-
Your Desk
8.0 Credits
Introduction to estate administration. How to read a last will and testament. Understanding the entities. Administration the estate and orderly process. The probate process and the courts. Special issues in estate administration. Postmortem issues regarding income taxation of descendants and estates. Postmortem opportunities on the estate income tax return. Available postmortem estate tax elections. Portability election. Disclaimers.
Accounting Analysis Basics WEBCAST
-
Your Desk
4.0 Credits
Accounting analysis and methodology. Factors influencing the quality of accounting-based financial reports. Impact of emerging business models on balance sheets.
Basic Staff Tax Training: Individual WEBCAST
-
Your Desk
8.0 Credits
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return. Identify and be able to implement basic individual income tax planning ideas for clients. Familiarity with several source documents utilized in the preparation of an individual income tax return. Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
-
Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
-
Your Desk
2.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Common Deficiencies in SSARS Engagements WEBINAR
-
Your Desk
4.0 Credits
Frequent problem areas in preparation, compilation, and review engagements. The root causes of noncompliance. Practical approaches firms can use to improve consistency, documentation, and overall engagement performance.
Best Practices: Conducting Meaningful Walkthroughs WEBINAR
-
Your Desk
2.0 Credits
Review of audit procedures. Documentation requirements. Real world examples of red flags that may arise.