CPE Catalog & Events
Accounting and Auditing Update for Not-for-Profits
-
Online
8.00 Credits
Member Price: $320
Not-for-profit accounting update Revenue recognition in not-for-profits FASB update Auditor's report and conforming changes Auditing Standards Board update Ethics update SQMS No. 1, A Firm's System of Quality Management Governmental auditing update
K2's Excel Tips, Tricks, and Techniques for Accountants
-
Online
8.00 Credits
Member Price: $320
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
Getting Ahead: The Art of Marketing for CPAs (AMC2)
-
Online
2.00 Credits
Member Price: $100
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Best Practices in Not-for-Profit Accounting and Reporting (BPN4)
-
Online
4.00 Credits
Member Price: $175
The key requirements, options, and best practices seen in each of the basic financial statements Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures
K2's QuickBooks For Accountants
-
Online
8.00 Credits
Member Price: $320
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
How to SPRING into CAS: A Step-by-Step Framework - Sponsored Webcast
-
Online
1.00 Credits
The Most Critical Challenges in Not-for-Profit Accounting Today (CNA4)
-
Online
4.00 Credits
Member Price: $175
Key issues related to not-for-profit financial reporting (e.g., presenting a measure of operations, various disclosures, concentrations of risk, and etc.) Key challenges encountered in not-for-profit accounting (e.g., contributed services, restricted contributions, conditional contributions, membership dues, noncash contributions, and etc.) Additional issues in not-for-profit financial reporting
Artificial Intelligence for Accounting and Finance Professionals (AIP2)
-
Online
2.00 Credits
Member Price: $100
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings (SCB2)
-
Online
2.00 Credits
Member Price: $100
S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions
Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (SCC2)
-
Online
2.00 Credits
Member Price: $100
Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares (SCL2)
-
Online
2.00 Credits
Member Price: $100
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
-
Online
8.00 Credits
Member Price: $320
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
K2's Case Studies in Fraud and Technology Controls
-
Online
8.00 Credits
Member Price: $320
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 Small Business Internal Controls, Security, and Fraud Prevention and Detection
-
Online
8.00 Credits
Member Price: $320
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
K2's Accountant's Guide to QuickBooks Online
-
Online
8.00 Credits
Member Price: $320
Understanding your QBO subscription and licensing options Recording routine and non-routine transactions in QBO Importing and exporting data to/from QBO Creating effective reports Describing the process for integrating third-party applications with QBO Troubleshooting issues with QBO reports and data
Understanding the Form 990 and its Preparation Prerequisites
-
Online
2.00 Credits
Member Price: $99
Overview of the Form 990's design and goals behind the Core Form's and Schedules Address of the key factors that make a third-party organization a "related organization" Exploration of the key definitions comprising Part VII-A's managers (i.e., "TDOKEs"): Trustee/Director (TD)/Officer (O)/Key Employee (KE) and "High 5s", two of which categories are based upon the definition (and magnitude) of "reportable compensation" Understanding the definitions of "family member”, "business relationship", "independence" and "35% controlled entity" which are central to both Core Form Part VI and Schedule L Sequencing of the form's preparation tasks and appreciating who will likely be the providers of relevant caches of data Need for 990-filers to engage a filer's Board of Directors in understanding what the completed Form 990 conveys to the public and regulators
K2's Technology for CPAs - Don't Get Left Behind
-
Online
8.00 Credits
Member Price: $320
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
CFO Series: Enhancing Productivity LIVE REPLAY
-
Online
8.00 Credits
Member Price: $320
Module 1: Quality is Free - But How do We Measure the Cost? What do we mean by quality? Why does quality pay off? Total quality management, including lean and six sigma The four elements of the cost of quality Practical prevention activities The necessity of appraisal and why quality cannot be inspected into a process Sources of internal failure and other sources you may not have considered External failure and the hidden costs of 'shortcuts' Creating an effective and actionable cost of quality report Module 2: Understanding and Mitigating External and Internal Risks: How? - 2.00 A&A Credits Defining risk as it impacts organizations Understanding external and internal risks o Examples of these risks o How do we identify and assess? o What can be done about the risks? Developing a risk mitigation strategy and plan Monitoring and mitigating risk Module 3: Insurance - How to Manage Your Insurance Program How are risks managed? - What is risk transfer? What does a broker do, how do we choose a broker, and how should we pay them? What can insurance protect against? Deductibles, self-insurance, and captives Issues affecting different classes of insurance regarding claims and accessibility Actions you need to take in addition to securing insurance Umbrella policies and how they attach above the primary Module 4: Effective Implementation of Enterprise Risk Management What is ERM and why is it important? What is your risk appetite and risk tolerance? The COSO framework for ERM and its recent updates The ERM Steering Committee - what is it for and what does it do? Risk heat maps - evaluating what is hot and what is not Risk owners and the risk control plan Measuring the effectiveness of the implementation The role of leading and lagging indicators - KRIs Making it part of everyday management The need to integrate ERM into strategic planning
K2's Next Generation Excel Reporting
-
Online
8.00 Credits
Member Price: $320
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 Mastering Advanced Excel Functions
-
Online
4.00 Credits
Member Price: $175
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel