CPE Catalog & Events

What You Can Learn From the Statement of Cash Flows

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

K2's 2024 Improving Productivity With Microsoft 365/Office 365 Cloud Applications

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

ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud

Business Fraud Fraud Risk Management Fraud Risk Assessments Data analytics Digital analysis

Google Sheets for Accountants

The major topics that will be covered in this class include:What is Google Sheets?Key Set Up Steps and AppsKey Strengths and WeaknessesGoogle Sheets vs. Microsoft ExcelGoogle Sheets VersionsQuick Start GuideThings You Can do in Google Sheets that You Can't Do in ExcelGoogle Sheets Add-OnsGoogle Sheets Help Resources

Surgent's Data Security: Best Practices to Protect Your Business and Yourself

Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives

Coaching Leaders to Handle Sensitive Employee Relations Situations

Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions  

Indirect Rate Recovery for Non-Profits & Pass-Through Entities

Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation

Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts

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 (ERM) with management accounting Applying target costing for cost estimating

Budgeting: Presenting and Communicating your Numbers

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

Profitability Pricing: Boost your Bottom Line

Competitive bids Achieving target profitability   

K2's 2023 Excel Tips, Tricks, and Techniques for Accountants

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

Making Culture A Competitive Advantage

Talent Strategy Culture Employee Engagement Employee Retention Leadership Leadership Strategy  

Criminal Tax: How CPAs Bring Value to Defense Attorneys

The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.

Managing with a CEO Mentality

The major topics that will be covered in this course include:Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs.Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization.Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture.Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment.Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. This part of the session will focus on building accountability within teams.Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best.

K2's 2023 Introduction To Excel Macros

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

How to Start a CFO Service

The major topics that will be covered in this course include:What business owners really want from a CFO/business advisory service (it's not what you think).How to determine if you're qualified to provide CFO/business advisory services.Why now is the right time to be providing CFO/business advisory services.How to get new clients to your practice and how to approach existing clients.Why clients need you and why you need them.How much you should be charging for this type of service.How to provide a CFO/business advisory service in the most efficient way possible.

Appreciation Intelligence: The New AI

Languages of appreciation Appreciation strategies

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

How Changes in Business Methods Affects Internal Control

The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.

The Best Individual Income Tax Update Course by Surgent

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas