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CPE Catalog & Events

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K2's 2023 Now Is The Time to Automate

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Online

2.00 Credits

Which automation tools should you initially focus on How to automate everyday tasks in accounts payable, banking, and approval workflows Common automation pitfalls

Communication Miracles At Work and In Life - Part 1

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Online

4.00 Credits

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

2025 Business Tax Update: Staying Ahead in Business Taxation

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Online

8.00 Credits

Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use

K2's 2024 Harnessing ChatGPT - Unlocking Professional Efficiency

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Online

1.00 Credits

Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks

The Controllership Series - Addressing Budgeting Uncertainty

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Online

1.00 Credits

Accounting Finance

The Controllership Series - The Treasury Function Part 1 - Cash and Investing

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Online

2.00 Credits

Accounting Finance Cash Investments

Personal Leadership Skills

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Online

4.00 Credits

Leadership Personality Types Communication Memory

K2's 2023 OneDrive's Best Practices

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Online

1.00 Credits

Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint

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

Coaching Skills That Improve Performance

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Online

4.00 Credits

Coaching Effective Communication

K2's 2024 Better Reporting With QuickBooks Online

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Online

1.00 Credits

The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced

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

K2's 2024 Saving Time With Electronic Forms

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Online

1.00 Credits

Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples

Business Longevity - Is Your Business Wobbling?

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Online

4.00 Credits

Business Management  Organization

K2's 2023 Six Essential Teams Features

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Online

1.00 Credits

Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams

K2's 2023 The Best Kept Secrets Of Microsoft 365

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Online

2.00 Credits

New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use

Everything There is to Know About Summonsing

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Online

1.00 Credits

The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case.

Surgent's Mastering Accounting for Income Taxes

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Online

4.00 Credits

The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes

Power BI - Analyze Your Data With Excel Pivot Tables

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Online

4.00 Credits

The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence

Power BI - Go Beyond PivotTables with Power Pivot

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Online

4.00 Credits

Data modeling in Power Pivot Using basic DAX to create calculations What are and when to use calculated columns and measures Using the data model in Power Pivot to create PivotTables Hierarchies in Power Pivot