CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Essential Data Backup Strategies
-
Online
2.00 Credits
Member Price: $105
Preventing data breaches in your organization, Major security and privacy issues for 2025 and beyond., Counteracting Ransomware and Phishing in Finance, Crafting Cybersecurity Policies for Regulatory Compliance
Demystifying Accounting for Blockchain, Cryptocurrency, and NFTs
-
Online
4.00 Credits
Member Price: $180
Understanding Blockchain and Cryptocurrency, Major Features, Benefits and Risks of Blockchain and Cryptocurrency, Tax Strategies for Cryptocurrency Transactions and Compliance, Implementing Blockchain in Business Accounting Systems, Navigating Estate Planning with Digital Assets
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
Efficient Automation Solutions Using QuickBooks Online Advanced
-
Online
3.00 Credits
Member Price: $135
QuickBooks Online Advanced Workflow Automation Systems, Advanced Reporting and Scheduling Solutions, Integration Platforms and Business Process Automation, Custom Workflow Design and Implementation
K2's Case Studies In Fraud And Technology Controls
-
Online
8.00 Credits
Member Price: $330
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 Six Essential Teams Features
-
Online
2.00 Credits
Member Price: $105
Learn how to set up Teams for successful collaboration , 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 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
Case Studies in Business Valuation: Developing Defensible Conclusions
-
Online
8.00 Credits
Member Price: $375
Valuation engagement decisions and professional standards. Development of valuation analyses. Reasonableness testing and reconciliation. Levels of value, discounts, and premiums. Documentation, reporting and professional practice. Practical uses and limitations of AI in valuation practice.
CFO Series: AI in the Digital World (Live Replay)
-
Online
8.00 Credits
Member Price: $330
Module 1: Living in the World of AI - How AI Has Changed Ethics • Is it ethical to use AI, or not? • What is ethical AI? Why it matters for finance and business professionals? • Understanding and managing AI hallucinations and misinformation. • Addressing bias in AI tools—even when you didn't build them. • Internal friction: navigating fear, resistance, and cultural challenges. • Guidelines for responsible AI use in your organization. • Accountability and transparency: who is responsible for AI outcomes? • Real-world use cases and what we can learn from them? • Creating sustainable, people-focused AI practices that build trust. Module 2: Accounting in the Age of AI: What Every Leader Must Know About Using AI • What are autonomous general ledgers: what are they and how much can you depend upon them? • Financial statement analysis using AI. • AI use in Budgeting and Forecasting. • Using AI for research and planning (tax and GAAP), e.g. o AI-driven fraud detection tools: capabilities and limits. o What to automate and what to leave alone? • Evaluating vendor claims and setting reasonable expectations. • What to automate, and what to leave alone. • AI ramification on staffing and hiring. • The impact of self-serve AI research on your relationship with your CPA firm Module 3: AI Is Not the Enemy: Practical Tools to Harness Technology • Common AI use cases in accounting and finance • Fraud, deepfakes, data abuse and related risks • Governance frameworks and oversight responsibilities • The EU AI Act and regulatory developments in the U.S. • AI bias, discrimination, and transparency concerns • Internal control and documentation challenges • Questions finance leaders should ask before adopting AI • Aligning AI oversight with your audit and compliance functions Module 4: Beyond Likes and Shares: Can Social Media Really Work at Work? • The huge scale of social media. o What are the many issues? • The impact on trust, reputation, our workforce, and confidentiality • The legal and ethical impact of social media o Examples of firings, dismissals, and silly blunders. • How to develop a marvelous Policy for social media at work o Reduce risk o Advance preparation for crisis management
Ethical Considerations for CPAs
-
Online
4.00 Credits
Member Price: $180
• The CPA's role in today's economy • The similarities and differences between individual and business ethics • The link between ethics, integrity and scruples • The basic attributes of ethics and professional conduct • The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct • The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues • The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers
Introduction to Forensic Accounting
-
Online
4.00 Credits
Member Price: $180
• Review of the different aspects of forensic accounting • The civil litigation process as it relates to forensic accounting • Litigation services provided by forensic accountants • Fraud detection and prevention • Various types of fraud • Training and certifications in forensic accounting • Forensic accounting in bankruptcy proceedings • Forensic accounting in family law proceedings • Calculating damages for use in litigation • Valuations • Ethical issues pertinent to forensic accounting
Don Farmer's Rental Property
-
Online
2.00 Credits
Member Price: $89
Federal tax treatment of rental real estate activities Reporting rental income and deductible expenses Depreciation methods, recovery periods, and cost recovery strategies Repairs versus capital improvements Passive activity loss rules and exceptions At-risk limitations and participation requirements Qualified Business Income (QBI) considerations for rental activities Recordkeeping and documentation requirements Tax planning strategies for rental property owners Like-kind exchange considerations and related planning opportunities Sale, disposition, and depreciation recapture rules Federal tax treatment of rental real estate activities Reporting rental income and deductible expenses Depreciation methods, recovery periods, and cost recovery strategies Repairs versus capital improvements Passive activity loss rules and exceptions
K2's Tech Update
-
Online
2.00 Credits
Member Price: $105
AI and machine learning trends , Quantum computing in finance , Understanding the growing impact of blockchain and digital currencies in accounting , Software and hardware innovations
K2's Taking A Fresh Look At Teams
-
Online
2.00 Credits
Member Price: $105
How Teams got to where it is today , Major components in Teams , Collaboration options , Extending Teams functionality
K2's CPA Firm Update
-
Online
2.00 Credits
Member Price: $105
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics , AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries , Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations , Optimal technology stacks to enhance firm productivity, efficiency, and profitability , Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
Federal Tax Update - Business and Individual with Ron Roberson - VIRTUAL
-
Online
8.00 Credits
Member Price: $430
K2's Office Scripts – The New Macros
-
Online
2.00 Credits
Member Price: $105
Introduction to Office Scripts , Recording your first script , Integration with Power Automate
K2's Automation - Beyond The Basics With The Microsoft Power Platform
-
Online
2.00 Credits
Member Price: $105
Explanation and demonstration of the use of a wide range of automation tools with a focus on "low-code/no-code , Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions , Challenges and risks of automating business processes
Adapting to OBBBA Changes: A Strategic Review
-
Online
2.00 Credits
Member Price: $105
• Business losses • The SALT cap • Implementing Section 1202 changes • Form 1099 reporting changes • Business meals • Health care-related issues • Family and medical leave • Other crucial OBBBA provisions
OSCPA's 2026 Federal Tax Update - Oklahoma City
-
Oklahoma City
8.00 Credits
Member Price: $330
The impact of OBBA and the latest tax developments for individuals and businesses Major tax court cases impacting both individuals and businesses Tax credits update Partnership and S-corporation tax matters Tax numbers update for 2025 & 2026