CPE Catalog & Events
2024 Practical Ethics and Circular 230 Compliance for CPAs
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Online
4.00 Credits
Taxpayers' rights and protections Professional oversight in tax practice Navigating Circular 230 complexities Ethical practice before the IRS Preparer roles and responsibilities Compliance with rules on written advice Ensuring client confidentiality Upholding best practices in tax preparation
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Accounting Finance Cash Investments
K2's 2023 Understanding Your Ransomware Risk
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Online
1.00 Credits
Trends in ransomware attacks Best practices for minimizing ransomware risk
Planning for Small Business Success
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Online
4.00 Credits
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
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
K2's 2024 Advanced Collaboration Solutions
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Online
2.00 Credits
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.20 Credits
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Accounting and Finance
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Accounting and Finance
K2's 2023 Ten Must Know Features In Excel
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Online
2.00 Credits
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Small Business Risk Avoidance
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Online
4.00 Credits
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Optimize Your Staff's Performance
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Online
4.00 Credits
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
K2'S 2024 Automation For Increasing Personal Efficiency And Effectiveness
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Online
2.00 Credits
Automation opportunities Understanding integration platforms Productivity tips, tricks, and applications Tips and tricks for saving valuable time
K2's 2024 CPA Firm Technology and Management Update
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Online
2.00 Credits
Evolving trends in the accounting profession, including shifts in supplier dynamics Advanced software solutions tailored for various service lines and niche markets Innovative automation tools, with an emphasis on AI and machine learning in accounting Optimized technology stacks to boost productivity and profitability
K2's 2024 Getting Started With Artificial Intelligence
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Online
2.00 Credits
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
K2's 2023 The Digital Home
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Online
2.00 Credits
Configuring your router and network to make it more secure Review online services to help your family share information and stay in touch Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are “ready for prime time” and which ones you should skip
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
K2's 2024 Accessing Your Company's Data With Power Query And Power BI
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Online
2.00 Credits
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel Producing various reporting documents from data delivered from Power Query