CPE Catalog & Events
Audit 504: Making Rain - Success with Clients and Prospects
-
Online
2.00 Credits
The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
Online
4.20 Credits
Business Management Organization
The Leadership Skills of Tomorrow: Delegate and Listen
-
Online
2.00 Credits
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
Online
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Surgent's Excel Budgeting Ideas
-
Online
2.00 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
The Ethic of Recruitment and Selection
-
Online
2.00 Credits
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
Keeping Up with the FASB
-
Online
2.00 Credits
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
-
Online
1.00 Credits
Speak up Culture Ethical Culture Internal complaint reporting and investigations
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
-
Online
2.00 Credits
Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
How to Create an ROI-Based Marketing Plan for Your Firm
-
Online
1.00 Credits
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
K2's 2023 Advanced Excel
-
Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
2024 Internal Control Best Practices
-
Online
2.00 Credits
Internal Controls Frameworks
Form 1120S - Preparation and Analysis
-
Online
2.00 Credits
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
2024 How to Audit Expenses & Payables
-
Online
2.00 Credits
Introduction to Auditing Expenses Assertions Risk Assessment
K2's 2024 Ripped From The Headlines - Lessons From Interesting Tech Crimes
-
Online
2.00 Credits
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
K2's 2024 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
-
Online
2.00 Credits
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
K2's 2023 Advanced QuickBooks Tips And Techniques
-
Online
4.00 Credits
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
2024 Not-for-Profit GAAP Update
-
Online
2.00 Credits
NAC CECL
K2's 2024 Office Scripts - The New Macros
-
Online
2.00 Credits
Introduction to Office Scripts Recording your first script Integration with Power Automate
2024 Common Deficiencies in SSARS Engagements
-
Online
4.00 Credits
Preparation Compilation Review