CPE Catalog & Events
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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Online
2.00 Credits
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
2024 Fiduciary Accounting: Fundamentals & Rules
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Online
2.00 Credits
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
2024 Governmental GAAP Update
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Online
2.00 Credits
Compensated Absences Error Corrections Accounting Changes
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Online
2.00 Credits
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Managing Your Money in Retirement
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Online
3.00 Credits
Social Security Retirement Asset allocation Fraud
2024 Managerial Accounting: Your Prescription for Better Decisions
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Online
4.00 Credits
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
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
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
2024 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
CECL NAC Independence
2024 Partnership Essentials: Review & Update
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Online
4.00 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
2024 Tax Season Update with Steve Dilley
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Online
4.00 Credits
Update and integration of recent tax legislation impacting 2024 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
K2's 2024 AI Confidential - Privacy And Artificial Intelligence
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Online
1.00 Credits
Tools for evaluating and summarizing licenses and privacy policies Definitions of significant terms and concepts often used in software licenses Review critical terms associated with services like Microsoft 365 or QuickBooks Online
Navigating Leaves of Absence
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Online
1.00 Credits
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Forensic Accounting Accounting Auditing Finance
Power, Influence, and Ethics
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Online
2.00 Credits
The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
K2's 2023 Shredding Your Servers And Going Virtual
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Online
2.00 Credits
Regulatory requirements like HIPPA, GLB, PCI, and more Practical tips for dealing with service providers
Ethics in Today's World and Practical Application Tips
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Online
2.00 Credits
Explore a time-line of business ethical issues and understand the "why's around their occurrence" Evaluate ethical theories Explore risk factors for identifying ethical situations Practical tips for profiling and dealing with ethical culture Practice you knowledge with real-life ethical scenarios
2024 Advanced Excel: Hidden Secrets and Gems
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Online
2.00 Credits
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
2024 Nonprofit Taxation Rules and Form 990
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Online
2.00 Credits
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
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Online
2.00 Credits
Identify effective writing’s key elements Learn a simple, direct, effective business writing process Edit your own and others’ documents effectively