CPE Catalog & Events
The Power of a Good Story!
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Online
4.00 Credits
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
K2's 2023 Microsoft Teams
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Online
4.00 Credits
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Financial Statement Fraud
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Online
2.00 Credits
Financial statement fraud
K2's 2023 Excel Tips, Tricks, and Techniques for Accountants
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Online
8.00 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
Accounting & Auditing for Cryptocurrency
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Online
1.00 Credits
Cryptocurrency Ditigal assets
Benefits and Best Practices for Telework
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Online
2.00 Credits
Business Management Hybrid work options
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Documentation Deficiencies
K2's 2024 Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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Online
4.00 Credits
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment How to use tools such as Teams, Planner, and Power Automate Storing data in SharePoint Online and OneDrive for Business
K2's 2023 Introduction To Excel Macros
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Online
4.00 Credits
Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions
Long-Term Care Insurance: Make the Switch
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Online
1.00 Credits
The major topics that will be covered in this course include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding
Motivating the Right Way - Get the Most From Your Staff!
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Online
2.00 Credits
The issues and alternatives of motivation.Why many motivation tactics consistently failHow to change your motivation tactics to enhance performanceThe three things that every professional wantsThe new science of effective motivationHow to motivate people todayAn action plan to enhance motivation
Surgent's Introduction to Forensic Accounting
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Online
4.00 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
What's Going on at the GASB (2024)
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Online
4.00 Credits
The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.GASB standards coming down the pike.
A Practical Guide to Trusts
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Online
8.00 Credits
The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues
Transform Your Organization With Office 365 and Teams
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Online
8.00 Credits
The major topics that will be covered in this course include:Orientation to the Office 365 ecosystemStrategic value of deploying Office 365Using the Teams app as the central hub for your online communications and collaborationSetting up your file management system with SharePoint and OneDriveLeveraging the Office 365 mobile apps to take your office on the roadUsing the Planner app to track and manage team projectsHarnessing the Forms app to convert your forms to digitally fillable online formsOrientation to the Office 365 Admin appLightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offerTips and best practices for developing your Office 365 deployment strategy
Synchronize Your Files to the Cloud with SharePoint -Updated
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Online
2.00 Credits
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Communication Leadership Character Behavior
Coaching & Counseling - Performance Management
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Online
1.00 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Accounting Finance SG Operations
2024 Not-for-Profit GAAP Update
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Online
2.00 Credits
NAC CECL