CPE Catalog & Events
How to Create an ROI-Based Marketing Plan for Your Firm
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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
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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
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Online
2.00 Credits
Internal Controls Frameworks
Form 1120S - Preparation and Analysis
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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
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Online
2.00 Credits
Introduction to Auditing Expenses Assertions Risk Assessment
K2's 2024 Ripped From The Headlines - Lessons From Interesting Tech Crimes
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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
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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
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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
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Online
2.00 Credits
NAC CECL
K2's 2024 Office Scripts - The New Macros
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Online
2.00 Credits
Introduction to Office Scripts Recording your first script Integration with Power Automate
2024 Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Preparation Compilation Review
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
K2's 2023 Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
2024 Deep Dive into Quality Management
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Online
2.00 Credits
Quality Management Risk Assessment SQMS
2024 Single Audit Update
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Online
2.00 Credits
2024 Compliance Supplement Uniform Guidance Common Deficiencies
K2's 2024 Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
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Online
2.00 Credits
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
K2's 2023 Using OneNote More And Email Less
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Online
2.00 Credits
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
2024 Independence Requirements for Auditors
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Online
2.00 Credits
Independence Threats Safeguards
K2's 2024 Excel Best Practices And Features
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Online
2.00 Credits
What to look for in Excel 2024 How to take advantage of new functions and features in Excel Integrating Excel data with other applications Improving Excel security
K2's 2023 Accessing And Managing Data In Excel
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Online
4.00 Credits
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations