CPE Catalog & Events
This will generate a PDF of the current filtered catalog
K2's Strategic Automation: Agentic AI Platform Applications
-
Online
2.00 Credits
Member Price: $105
Integration Platform as a Service Foundations, Agentic AI Workflow Integration Strategies, Practical Business Automation with Agentic AI
Fraud in Today's Workplace: What Accountants Need to Know
-
Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Charting, Graphing, and Mapping Data Made Easy!
-
Online
2.00 Credits
Member Price: $105
Crafting Visuals: Selecting the Right Chart Type, Excel Charting: From Basic to Advanced Techniques, Integrating Charts: Microsoft Office Suite Mastery, Data Storytelling: Converting Numbers into Narratives
CFO Series: Decision Making in an Irrational World (Live Replay)
-
Online
8.00 Credits
Member Price: $330
Module 1: Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing? • How and why ambiguity is good, and how certainty can be harmful. • How the past blinds us to the real future. • What is the difference between risk and uncertainty? • Managing measurable risk and unmeasurable risk. • We need to ask, "What could happen, not what will happen?" • Why have our current planning approaches failed? What can we do to improve? • The need to analyze decisions from multiple perspectives, why we must 'think twice'? • Probabilities are not necessarily predictive. How statistics can be misused and misunderstood - thus increasing risk. • Not everything can be anticipated, e.g., the success of Google. • We must focus on our goal. • Our plans must be flexible! Module 2: Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting? • Better plans require more planning, what do we need to change in our decision process? o How to use the OODA loop and other decision models? o New lessons from the Judgement of Solomon • Why do the best performing organizations always plan for the unexpected? o Multiple scenarios always! • Experiments always lead to success. • Tools to deal with randomness, including: o The Scientific Method, re-framing, and periodic reality checks. • Choosing the right, relevant costs? o The sunk cost fallacy reexamined o Opportunity costs. o Relevant costs for responsibility accounting. o Product or process continuance or discontinuance. o Fixed costs vs avoidable costs. Short run and long run. • Decision dynamics: How can today's right decision turn sour tomorrow? o Unintended consequences o Selling surplus capacity • How can statistics be misused and misunderstood - thus increasing risk? • Harnessing sensitivity analysis, multiple scenarios, and other tools effectively. • Real options increase certainty by making us more flexible. • All risks are subjective, but we futilely attempt to quantify the unquantifiable. Module 3: Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness • Advanced financial analysis and modeling tools o Proper modeling of long-term decisions o Best practices in project analysis o Alternative evaluation methods o Why should you consider multiple metrics? o Capital rationing o Choosing the correct discount factor? o Year-end convention and other less understood assumptions o Sensitivity and scenario analysis o Monte Carlo Simulation in practice o Interpreting results properly? o NPV vs IRR vs MIRR vs ROI. o Considerations when metrics contradict other metrics. o Real options are hard to value but are invaluable. o Behavioral issues o Evaluating projects with no obvious return o Multiple numeric examples and work sheets Module 4: Diversification: A Risky or Risk Averse Strategy? • Does diversification truly reduce risk - or not? o Portfolio theory and how to use it properly? • The differences between specific risk and systematic risk and how can we reduce those risks? • The most common reasons why most organizations fail when attempting to diversify. • What happened to conglomerates? o Why conglomerates disappeared in the West? o Why are conglomerates in Korea and India successful? • Diversification via acquisitions o Is the control premium worthwhile? • Which cost of capital (WACC) should we employ? • What are the effective diversification methods and tactics that truly do reduce risk?
Automation For Increasing Personal Efficiency and Effectiveness
-
Online
3.00 Credits
Member Price: $135
What are integration and automation?, Exploring Integration Platform as a Service (iPaaS) tools and services, Automation within tools you're already using today, Intelligent virtual assistants (IVAs) for automation around the house
K2's Top PDF Features You Should Know
-
Online
2.00 Credits
Member Price: $105
Best practices for creating, editing, and managing PDFs , The process for creating and distributing PDF forms , Integrating PDFs with other applications , Securing your PDFs
Database Basics for Financial Professionals
-
Online
4.00 Credits
Member Price: $180
Introduction and Overview of Databases, Review of Major Database Components, Overview of Structured Query Language (SQL), Creating and Working with Tables Databases, Using Power Query to Access Your Data in Excel
The DIY Automation Revolution: Building Finance Solutions Without Code
-
Online
2.00 Credits
Member Price: $105
The iPaaS Landscape: Comparing n8n, Zapier, and Power Automate, Bridging the Silo Gap: Connecting Disparate Accounting Applications, The Role of Agentic AI: Understanding RAG and MCP in Automation, Localized Innovation: Building Solutions Outside Traditional IT Roadblocks
Data and Statistical Analytics Using Microsoft Excel
-
Online
3.00 Credits
Member Price: $135
Statistical Foundations: Using the Analysis ToolPak for Insight, Modern Modeling: Leveraging Dynamic Arrays for Live Analytics, Predictive Budgeting: Applying Regression and Forecasting Functions, The 2026 Toolkit: AI Insights and Python Integration Basics
Building Bulletproof Spreadsheets: When Accuracy Is Everything
-
Online
2.00 Credits
Member Price: $105
Advanced data validation for complex business rules, Error-resistant templates for consistent financial workflows, Protection strategies safeguarding formulas and user inputs
Introduction to Compilation Engagements
-
Online
2.00 Credits
Member Price: $105
• Compilation engagement requirements under SSARS • AR-C Section 80 • Roles and responsibilities of management and the accountant • Reporting considerations, including special purpose frameworks and report modifications • Compiling pro forma and prospective financial information • Best practices for engagement letters, documentation, and avoiding peer review issues
K2's Microsoft Teams
-
Online
2.00 Credits
Member Price: $105
Understanding the Teams platform , Communicating and collaborating in Teams , Adding applications and services to Teams , Extending Teams to individuals outside your organization
Introduction to Preparation Engagements
-
Online
2.00 Credits
Member Price: $105
• Purpose and scope of preparation engagements under SSARS • How preparation engagements differ from compilations, reviews, and bookkeeping • Required elements of the engagement letter • Management's responsibilities vs. the accountant's responsibilities • Preparing financial statements in accordance with the chosen reporting framework • Required labeling of each page of the financial statements • When notes may be omitted and how to disclose this • Situations that fall outside a preparation engagement • Documentation requirements for basic compliance
Supercharging Your Spreadsheet Collaboration
-
Online
2.00 Credits
Member Price: $105
Implementing Version Control and Cloud-Based File Management (Check-in/Check-out) , Advanced Collaborative Features: Comparing Notes vs. Threaded Comments , Utilizing the Excel Inquire Tool for Spreadsheet Auditing and File Comparisons , Leveraging AI-Powered Data Insights and Collaborative Automations in Microsoft 365 , Managing Team Data Visibility with Excel Custom Views and Track Changes
Introduction to Review Engagements
-
Online
2.00 Credits
Member Price: $105
• Purpose and scope of review engagements under SSARS • AR-C Section 90 • Basic performance requirements, including inquiries and analytical procedures • Establishing an understanding with the client • Fundamental documentation requirements • Management's responsibilities vs. the accountant's responsibilities • Overview of the management representation letter • Introduction to going-concern considerations • Key elements of the review report
K2's Implementing Internal Controls in QuickBooks Environments
-
Online
4.00 Credits
Member Price: $180
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
Understanding Partnership Taxation: Debt Allocations
-
Online
2.00 Credits
Member Price: $105
• Recourse debt allocations • Constructive liquidation scenarios • Nonrecourse debt allocations • Minimum gains and nonrecourse deductions • Section 704(c) gains • Allocations under 704©
K2's Saving Time With Electronic Forms
-
Online
2.00 Credits
Member Price: $105
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
Eight Awesome PivotTable Features
-
Online
4.00 Credits
Member Price: $180
Adding user-defined calculations to PivotTables , Enhancing PivotTables with Key Performance Indicators , Using PivotTables to consolidate "standard" Excel reports , Creative ways to filter PivotTables , Linking accounting software data into PivotTables
Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
-
Online
4.00 Credits
Member Price: $180
• Three different types of basis • Contributions of property • IRC 704(b) - Capital Accounts and Special Allocations • Contributions of property and debt • Contributions of services • IRS Notice 2020-43