CPE Catalog & Events
Auditing Financial Statements of ERISA Plans
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Online
4.00 Credits
Auditing the statement of net assets available for benefits Types and classification of common plan investments Plan investment audit procedures based upon type of audit and risk assessment Auditing the statement of changes in net assets available for benefits Audit procedures at the participant level required for investment gains (losses), contributions, and benefit payments or withdrawals Presentation and disclosure requirements in accordance with GAAP Audit considerations related to related parties, parties in interest and prohibited transactions, a plan's tax status and Form 5500, and Form 11-K filers, and related changes introduced by SAS No.136
Ethics: Critical Thinking, Case Studies and Fraud
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Virtual
4.00 Credits
AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online
2.00 Credits
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
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
The Single Audit from Beginning to End Update
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Online
8.00 Credits
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
Organizational Effectiveness and Communication
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Online
1.00 Credits
Communication
The Ethics Hour: Ethics in the Real World
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Online
1.00 Credits
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
Ethics for CPAs: The Practical and the Possible
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Online
2.00 Credits
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
K2's 2024 Paperless Office
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Online
8.00 Credits
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
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
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Online
1.00 Credits
Forensic Accounting Accounting Auditing Finance
K2's 2023 Case Studies in Fraud and Technology Controls - 8 Hrs
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Online
8.00 Credits
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
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
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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Online
1.00 Credits
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
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
DEI From the Inside Out: Part 1
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Online
3.00 Credits
Cultivating a DEI Success Mindset: Emphasizing the significance of acknowledging DEI for what it genuinely represents, and structuring interactions based on this new paradigm Building DEI Connections: Recognizing the importance of exploring and understanding various cultures, with the ultimate goal of fostering genuine comprehension Instilling DEI Accountability: Establishing Biological Commonality: Exploring the biological similarities that unite us all, emphasizing our shared humanity Relevance in Daily Interactions: Understanding the day-to-day significance of this paradigm in interactions with colleagues and others Benefits of the Model: Recognizing the advantages of adopting this model for fostering connections with teammates and various stakeholders My Son’s Perspective: Exploring the lens through which we approached this celebration, shedding light on the mindset that fostered inclusivity Peer-to-Peer Interaction: Examining how attendees engaged with each other, transcending significant life differences to connect on a human level Workplace Application: Unpacking how the lessons learned from this backyard gathering can be applied in the workplace to cultivate a more inclusive and humanistic environment
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs
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Online
4.00 Credits
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
2024 What's Going on at the AICPA
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Online
4.00 Credits
Group Audits Quality Management Less Complex Entities
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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Online
1.00 Credits
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations