CPE Catalog & Events
Vexing Issues Facing Not-for-Profit Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:Determining whether a transaction is a revenue versus a gain or an expense versus a loss and why that is important for proper financial reportingClarifications related to agency transactions, including when variance power is presentNew definitions and requirements related to contributed services and gifts in kindComparing the proper reporting for comparative versus summarized financial reportingClarifications regarding the options available for reporting special eventsA greater understanding of the unique features of the statement of cash flows for NFPsClarifications related to joint costs and their allocation
Tax Practice Standards
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Online
2.00 Credits
Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law
Excel - Advanced Spreadsheet Troubleshooting Techniques
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Online
2.00 Credits
the Value and the art of nesting formulas different ways to troubleshoot complex formulas Excel's Nine builtin errorchecking options
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Online
2.00 Credits
The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation.A Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.
K2's 2023 Top PDF Features You Should Know
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Online
4.00 Credits
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
Sustainability: Doing Well by Doing Good
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Online
2.00 Credits
The major topics covered in this class include:Triple bottom lineSustainable business practicesincorporating sustainability into every business decision
K2's 2023 Kicking It Up A Notch With KPIs
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Online
1.00 Credits
How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs
A Future Ready Innovation Framework
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Virtual
1.00 Credits
Innovation - Why it Matters Now The Three Types of Innovation - a useful Framework Differentiating and Transformational Innovation - Doors 2 & 3 Developing your Innovation System
Planning in an Uncertain World
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Online
2.00 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed How to separate correlation from causation How to recognize and overcome bias Who is Thomas Bayes and why he matters
Defining Where and Why Internal Controls are Needed
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Online
2.00 Credits
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
Hold Your Horses! How Landmark Fraud May Have Been Avoided
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Online
2.00 Credits
The major topics covered in this course include:Key aspects of Rita Crundwell’s theftInternal controls that could have prevented the theftInternal controls that could have detected the theft in a timely mannerIndependence in both fact and appearanceLessons for CPA firmsLessons for government agencies
Introduction to Yellow Book
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Online
2.00 Credits
GAGAS Yellow Book Independence
Tax Procedure
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Online
2.00 Credits
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Get started with Power BI
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Online
2.00 Credits
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
K2's 2023 QuickBooks for Accountants
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Online
8.00 Credits
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Digging Deep with Excel Pivot Tables
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Online
1.00 Credits
The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab
Accounting Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Embezzlement Theft of public money Circumstances that allowed the fraud to occur
K2'S 2022 Options To Automate Your Tax Preparation Workflow
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Online
2.00 Credits
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
Clear. Confident. Compelling. - Communication Strategies for Women in Business
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Online
1.00 Credits
You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
Organizational Effectiveness and Communication
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Online
1.00 Credits
Communication
