CPE Catalog & Events
2024 Financial Accounting for Related Party Transactions
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Online
2.00 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
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
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.40 Credits
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
The major topics covered in this class include:Explore new tools and client engagement techniques using data analyticsIntroduction of popular software toolsExamine the AICPA's Five-Step Approach to data analytics in an audit engagement
K2's 2024 Small Business Accounting Solutions And Add-Ons
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Online
2.00 Credits
Current landscape of small business accounting software Strengths and limitations of critical solutions Effective add-ons and integrations Implementation strategies
2024 Financial Statement Presentation and Disclosure
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Online
4.00 Credits
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
2024 Tax Depreciation: Review & Update
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Online
4.00 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation Capitalization of tangible property, including materials and supplies, building and improvements Small taxpayer safe harbor Section 179, including 2020 inflation adjustment Section 168(k) 100% bonus deduction
K2's 2023 Excel Essentials For Staff Accountants
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Online
8.00 Credits
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
How To Use Microsoft 365 Forms to Create Online Surveys
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Online
1.00 Credits
The major topics covered in this course include:Overview of the Microsoft 365 Forms app features and capabilitiesStep-by-step review and demonstration of the Forms appDesigning your form or surveyCreating form questionsUsing branching to eliminate unnecessary questions based on form input dataCustomizing the form theme / styleManage form response settingsDistribute forms via link, website or emailReview of the completed forms response reportExporting forms data to Excel for further analysis
SECURE Act 2.0: What You Need to Know
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Online
1.00 Credits
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Using ChatGPT with Excel
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Online
2.00 Credits
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
S Corporations: Calculating Shareholder Basis
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Online
2.00 Credits
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Talk This Way - Communication Skills for the CPA
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Online
2.00 Credits
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
Create Paginated Reports with Power BI Report Builder
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Online
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
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
Communicating Financial Information to Non-Accountants
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Online
2.00 Credits
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
Surgent's Accountability: Stop the Blame Game
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Online
4.00 Credits
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses