CPE Catalog & Events
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Online
1.00 Credits
Emotional Intelligence Communication Teamwork
2025 Spring Tax Rewind
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Virtual
2.00 Credits
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
PPP Fraud and Financial Professionals
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Online
2.00 Credits
The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Audit 504: Making Rain - Success with Clients and Prospects
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Online
2.00 Credits
The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Beware the Tax Enforcers: How the US Prosecutes Tax Evaders
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Online
2.00 Credits
The major topics covered in this course include:Overview of the Tax Division's role and responsibilitiesCivil litigation and appellate cases in the Tax DivisionCriminal investigations and prosecutions of tax law violationsProtecting the public fisc through affirmative civil litigationEncouraging voluntary compliance with tax lawsEnsuring fair and uniform enforcement of tax lawsCollaboration with other federal agencies in tax law enforcement
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Online
1.00 Credits
Emotional Intelligence Management Skills Teamwork Customer Relations
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Using Microsoft Teams to Host Virtual Meetings-Updated
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Online
1.00 Credits
The major topics covered in this course include:Overview of using Microsoft Teams for online meetings.Detailed review and analyze all the Teams meeting app features.Setting up a meeting with all the meeting options available.Tips for scheduling meetings with internal and external participants.Integrating with Microsoft Outlook.Creating a registration page for invitation only meetings.Managing your audio/video settings.Configuring your "in meeting" features.Recording and transcribing a meeting.Tips for hosting virtual meetings in Teams.
K2's 2023 Kicking It Up A Notch With KPIs
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Online
1.00 Credits
How to look for data in your existing systems The basics of data prep tools Tools for tracking and reporting on KPIs
K2's 2023 Top PDF Features You Should Know
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Online
4.00 Credits
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
Coaching Skills That Improve Performance
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Online
4.00 Credits
Coaching Effective Communication
K2's 2023 Next Generation Excel Reporting
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Online
8.00 Credits
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
K2'S 2022 Options To Automate Your Tax Preparation Workflow
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Online
2.00 Credits
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
K2's 2023 Implementing Internal Controls In Quickbooks Environments
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Online
4.00 Credits
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
Business Longevity - Is Your Business Wobbling?
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Online
4.00 Credits
Business Management Organization
K2's 2023 QuickBooks for Accountants
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Online
8.00 Credits
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
K2's 2023 Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
K2's 2023 Technology For CPAs - Don't Get Left Behind
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Online
8.00 Credits
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
K2's 2023 Accounting Solutions Mid-Market
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Online
1.00 Credits
Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use in selecting a system Guidance on preparatory steps and conversions