CPE Catalog & Events
K2's 2024 The ABCs of Automation With Microsoft's Power Platform
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Online
2.00 Credits
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
The Omniverse and Metaverse for Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:Brief History of Experience-Sharing TechnologiesOmniverse and Metaverse BasicsThe Enterprise MetaverseLeading Case Studies and Platforms to DateNon-Fungible TokensDigital TwinsImmersive LearningRemote PresenceReality Editors and Product ExperienceVisual InspectionSynthetic MediaImmersive ExperiencesHolodeck TechnologyUniversal Basic RealityMetaverse Starter Strategy for Accountants
Balance Sheet Management: The Least Understood Risk
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Online
4.00 Credits
Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples
A 7-Step Framework for Marketing Client Accounting Services
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Online
1.00 Credits
The major topics covered in this class include:An efficient process to identify, attract and consultatively sell CAS to new prospectsRemain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channelsHow to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market
K2's 2023 Excel Charting And Visualizations
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Online
4.00 Credits
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
2024 The Psychology of Fraud
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Online
1.75 Credits
Fraud Fraud Triangle
2024 White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
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
Deep Dive Into Common Auditing Deficiencies
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Online
4.00 Credits
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
2024 Estate Planning for Today and Beyond
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Online
8.00 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
The ABCs of Advisory Services
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Online
2.00 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Online Fraud Aimed at Individuals That Can Affect a Company
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Online
2.00 Credits
The major topics covered in this course include:Types of fraud that targets individualsHow organizations can work to reduce risk for workers
2024 Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Employer Brand Talent Management Future of Work Onboarding New Hires
Organizational Effectiveness and Communication
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Online
1.00 Credits
Communication
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers
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Online
1.00 Credits
Persuasion Executive Buy-In Communication Leadership
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
NOCLAR 529 Plans Recently Issued Interpretations
When Leadership Fails
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Online
2.00 Credits
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Why Auditors Fail To Detect Fraud
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Online
2.00 Credits
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it