| 23WI-0035: Advanced Management Skills (Webinar) (23WI-0035)*Leadership styles *Change Management *Understanding social styles *Developing high-performance employees |
| 6/30/2023 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WI-0034: Advanced Financial Skills (Webinar) (23WI-0034)*Skills for the 21st century finance department *Strategic planning using the Backcasting method *The Balanced Scorecard Method for aligning goals and objectives to strategy *Risk identification, assessment, and mitigation *How to use social styles to build stronger relationships *Methods for effectively implementing change and minimizing the human pushback *Preparing a financial analysis that is insightful to the users, driving improvements to the organization *Hiring, managing, and retaining high-achieving employees |
| 6/12/2023 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 23WX-0333: CFO Series: June 2023 Webinar Bundle (Webinar) (23WX-0333)*Week 1: CFO Series: Innovation for Continued Success | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Brian Maturi, MBA, FCA | Date: 6/9/2023 | Description: Disruptive innovation has ended many businesses and led others to take their place. Learn why previously successful companies failed to innovate. We will discuss the four types of innovation that can lead to success and learn why and how our expectations can help or hinder innovation. We will discuss strategies to encourage innovation and how an enterprise can structure its activities to foster innovation. Successful organizations thrive, while organizations that do not innovate are on the path leading elsewhere.*Week 2: CFO Series: Deceit and the Whys Behind the Lies | CPE: 2 | Field of Study: Behavioral Ethics | Discussion Leader: Robert Mims, CPA | Date: 6/16/2023 | Description: Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the "why" behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding people and their motivations are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause - the "why".*Week 3: CFO Series: Transition Smoothly Within the Business World | CPE: 2 | Field of Study: Personal Development | Discussion Leader: Robert Berry, CPA | Date: 6/23/2023 | Description: Is your role changing? Are you getting a promotion, a new job, retiring, joining a Board, or are you fresh college graduate? How can you transition smoothly and understand those who you will work with? How do you fit in, and how do you learn what to do and what not to do? Do not forget your life outside of work. It is not for your personal convenience to work when you want to. Can you have it all? How do you work with older/other/younger people? There is more to it than just being clean, well-groomed, and not distracting. Don't judge a book by its cover. Everyone will move on to new opportunities, and this session will prepare you to move on and be successful!*Week 4: CFO Series: Awesome Business Lessons from the Past! | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Don Minges, MBA | Date: 6/30/2023 | Description: Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today's world? Ford's solution worked! We see today's problems and believe that these problems have never occurred before. Not true. We will review timeless business lessons that are as practical today as when they were written decades ago. We will review 'How to Win Friends and Influence People', 'Today and Tomorrow', and 'The Art of War'. Let's learn from the very best, as these lessons have been battle tested and proven over time. |
| 6/9/2023 | 10 a.m. - 12 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | 2 Ethics |
| New 23WX-0337: CFO Series: Awesome Business Lessons from the Past! (Webinar) (23WX-0337)*The six methods to get others to like you, and how to learn what others want *Twelve ways to win others to your way of thinking and destroy your enemies *The fundamental principles of Henry Ford's success: Focus on technology, training, and 'Scientific Method', the value of training and education, and the need for fun in life *Thirteen steps necessary to plan for success *Adjusting plans to changing realities and the traps to avoid *How to use these principles to move your organization forward |
| 6/30/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 23WX-0335: CFO Series: Deceit and the Whys Behind the Lies (Webinar) (23WX-0335)*Understanding yourself and others in the workplace *How emotion plays a vital role in dilemmas and their solutions *The various outlooks on ethics *Recognizing lies *Managing ethics towards solutions |
| 6/16/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 23WX-0334: CFO Series: Innovation for Continued Success (Webinar) (23WX-0334)*What are the consequences of failing to innovate? *What do innovative companies have in common? *Four types of Innovation *Clayton Christensen's view of innovation *How accounting impacts innovation *Strategies for successful innovation *Structuring an organization to create and benefit from innovation |
| 6/9/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 23WX-0336: CFO Series: Transition Smoothly Within the Business World (Webinar) (23WX-0336)*The two crucial questions to ask when taking on a new role *Strategies for success in the business world *Approaches to maintaining professionalism when others don't *Ways to interact with multiple generations *Techniques to integrate work and social life *Social media recommendations *Learn to adapt to changing situations |
| 6/23/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 23WS-0011: Surgent's Preparing Schedules K-2 and K-3 for the 2022 Tax Year: Critical Updates for Reporting Foreign-Related Tax Information for Partnerships and S Corporations (Webinar) (23WS-0011)*Filing requirements and domestic filing exception for 2022 tax year*How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships |
| 7/26/2023 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 23WS-0010: Surgent's Preparing Schedules K-2 and K-3 for the 2022 Tax Year: Critical Updates for Reporting Foreign-Related Tax Information for Partnerships and S Corporations (Webinar) (23WS-0010)*Filing requirements and domestic filing exception for 2022 tax year*How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships |
| 6/27/2023 | 10 a.m. - 1 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 23WS-0013: Surgent's Preparing Schedules K-2 and K-3 for the 2022 Tax Year: Critical Updates for Reporting Foreign-Related Tax Information for Partnerships and S Corporations (Webinar) (23WS-0013)*Filing requirements and domestic filing exception for 2022 tax year*How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships |
| 9/5/2023 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WI-0075: Yellow Book: Application of GAGAS Principles (Webinar) (23WI-0075)*Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and continuing profession |
| 6/20/2023 | 11 a.m. - 4:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| 23CF-MBAC: MNCPA Management & Business Advisers Conference (MBAC23) (23CF-MBAC) |
| 6/13/2023 | 8 a.m. - 5 p.m. | Hybrid & Online | 24 CPE (see agenda) | 3.5 Ethics |
| 23FR-WC05: CalCPA Mental Health Wellness Series: Overcoming Burnout (Webinar) (23FR-WC05)*Signs of burnout*Consequences of burnout*Self-care strategies |
| 12/15/2023 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23FR-WC03: CalCPA Mental Health Wellness Series: Promote Family Health (Webinar) (23FR-WC03)*Family responsibilities*Staying empowered at home*Healthy living at home |
| 8/18/2023 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23FR-WC04: CalCPA Mental Health Wellness Series: Women and Depression (Webinar) (23FR-WC04)*Women and depression*Signs and causes of depression*Coping and getting help |
| 10/20/2023 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23FR-WC02: CalCPA Mental Health Wellness Series: Resiliency (Webinar) (23FR-WC02)*Becoming more resilient*Daily challenges*Goal-setting strategies |
| 6/16/2023 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23CF-EPFP: MNCPA Estate & Personal Financial Planning Conference (23CF-EPFP) |
| 6/20/2023 | 8:30 a.m. - 4:45 p.m. | Hybrid & Online | 16 CPE (see agenda) | 1.5 Ethics |
| 23CF-INSR: Insurance Industry Conference (Virtual) (23CF-INSR) |
| 6/21/2023 | 8 a.m. - 4:45 p.m. | Online Only | 7 CPE (see agenda) | |
| 23CF-GAMB: MNCPA Audits of Lawful Gambling Conference (23CF-GAMB) |
| 9/21/2023 | 8 a.m. - 5 p.m. | In-Person & Online | 8 CPE (see agenda) | |
| 23CF-GOVT: MNCPA Audits of Local Governments Conference (Virtual) (23CF-GOVT) |
| 10/23/2023 | 8 a.m. - 5 p.m. | Online Only | 8 CPE (see agenda) | |
| 23CF-NFPR: MNCPA Not-for-Profit Conference (23CF-NFPR) |
| 10/24/2023 | 8 a.m. - 5 p.m. | In-Person & Online | 8 CPE (see agenda) | |
| 23CF-BVAL: MNCPA Business Valuation Conference (23CF-BVAL) |
| 11/1/2023 | 8 a.m. - 5 p.m. | In-Person & Online | 8 CPE (see agenda) | |
| 23CF-TAXC: MNCPA Tax Conference (TAX23) (23CF-TAXC) |
| 11/13/2023 | 8 a.m. - 5 p.m. | Hybrid & Online | 24 CPE (see agenda) | |
| 23WA-3206: Become Rich Without Selling Your Soul (Webinar) (23WA-3206)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 8/16/2023 | 2 - 5:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-2079: Business Ethics: Cases from the Real World (Webinar) (23WA-2079)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 6/15/2023 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-3426: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-3426)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 9/5/2023 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3620: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-3620)*Communication*Leadership*Character*Behavior
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| 9/18/2023 | 9 a.m. - 12:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2092: Let's End Business Ethics (Webinar) (23WA-2092)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 6/15/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2274: Walkin', Talkin', Lookin' & Listenin': Things Most of Us Don't Do Well (Webinar) (23WA-2274)*The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception
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| 6/21/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3527: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-3527)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 9/11/2023 | 12 - 4:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-3124: Power, Influence and Ethics (Webinar) (23WA-3124)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 8/10/2023 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2734: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-2734)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
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| 7/12/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3483: Progressive Management Accounting (Webinar) (23WA-3483)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 9/8/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2939: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-2939)*Conflicts |
| 7/26/2023 | 1 - 4:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2956: Let's End Business Ethics (Webinar) (23WA-2956)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 7/27/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2461: Coaching & Counseling: Addressing Misconduct (Webinar) (23WA-2461)*Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
| 6/27/2023 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-3561: Essential Skills for the Next 10 Years (Webinar) (23WA-3561)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 9/13/2023 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-1807: K2'S Windows 11: What End Users Need To Know (Webinar) (23WA-1807)*Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
| 6/6/2023 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2687: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-2687)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 7/10/2023 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-3696: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-3696)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
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| 9/23/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2639: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (23WA-2639)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 7/5/2023 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2072: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-2072)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - 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*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 6/14/2023 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2416: K2'S The K2 Team's Top Tech Productivity Tips and Tricks (Webinar) (23WA-2416)*Microsoft 365 tricks and tips*Best practices for virtual meetings*Productivity-enhancing apps and tools that you should consider using |
| 6/26/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1984: K2'S Mastering the Excel Data Model (Webinar) (23WA-1984)*Understanding the fundamentals of data models*Creating simple data models from Excel tables*Building and adding to data models with Power Query*Working with data in a Power Pivot, including managing relationships*Constructing PivotTables that use data models as data sources |
| 6/12/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1846: K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (23WA-1846)*The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
| 6/7/2023 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3336: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-3336)*Culture*Trust |
| 8/26/2023 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-3338: Cost of Capital: What it is and How to Use it (Webinar) (23WA-3338)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 8/26/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2853: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-2853)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
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| 7/20/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2571: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-2571)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 6/29/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2596: Creating A Coaching Culture in Your Company (Webinar) (23WA-2596)*What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
| 6/30/2023 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 23WA-2770: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-2770)*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*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*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*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 |
| 7/14/2023 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2321: K2'S Tales of True Tech Crimes Ripped from the Headlines (Webinar) (23WA-2321)*Common security weaknesses which occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures resulting in the theft of assets, or unauthorized data manipulation |
| 6/22/2023 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2116: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-2116)*Proposed Financial Performance Reporting changes to standard financial package. |
| 6/15/2023 | 5 - 8:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2704: Driving Performance with Metrics (Webinar) (23WA-2704)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 7/11/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3341: Accounting's Perfect Storm Update (Webinar) (23WA-3341)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 8/26/2023 | 2 - 5:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-2393: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (23WA-2393)*How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud*Inquiries of management...and others*The audit planning process; when we start and when we stop*The importance of brainstorming and what two things should a talk about*Revisions of our risk assessment*Determining materiality
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| 6/24/2023 | 10 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-3727: Dashboard and Report Design Principles Using Excel (Webinar) (23WA-3727)*How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
| 9/26/2023 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3323: Speaking for Impact (Webinar) (23WA-3323)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 8/25/2023 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2070: K2's Remote Access for Small Businesses (Webinar) (23WA-2070)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 6/14/2023 | 1:30 - 5:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2197: K2's Data Analysis Using Power Pivot (Webinar) (23WA-2197)*Connecting to external data sources*Relating multiple tables to create Data Models*Summarizing and analyzing data*Using DAX to create user-defined calculations |
| 6/19/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2060: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-2060)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
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| 6/14/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2812: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-2812)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 7/18/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2524: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-2524)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
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| 6/28/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3149: Coaching Skills That Improve Performance (Webinar) (23WA-3149)*Coaching*Effective Communication |
| 8/11/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2050: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-2050)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 6/14/2023 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-2029: Managing the Accounting Department (Webinar) (23WA-2029)*Accounting*Leadership*Management |
| 6/13/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2349: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-2349)*Proposed Financial Performance Reporting changes to standard financial package. |
| 6/23/2023 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-1905: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-1905)*Proposed Financial Performance Reporting changes to standard financial package. |
| 6/9/2023 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2339: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-2339)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 6/22/2023 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2689: Driving Performance with Metrics (Webinar) (23WA-2689)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 7/10/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3589: Driving Performance with Metrics (Webinar) (23WA-3589)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 9/15/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3473: Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (23WA-3473)*10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ...*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
| 9/7/2023 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3678: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-3678)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 9/23/2023 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-1853: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (23WA-1853)*Civility*Ethics |
| 6/7/2023 | 3 - 4:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3542: Practical Excel Topics for Today's Accountant (Webinar) (23WA-3542)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 9/12/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3744: Minimize Workplace Warfare (Webinar) (23WA-3744)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 9/27/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2817: Avoiding the Need for Adult Guardianship and Conservatorship: The Power of Powers of Attorney (Webinar) (23WA-2817)*​​​​Financial Powers of Attorney*Medical Powers of Attorney*Guardianship*Conservatorship
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| 7/18/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2069: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (23WA-2069)*How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud*Inquiries of management...and others*The audit planning process; when we start and when we stop*The importance of brainstorming and what two things should a talk about*Revisions of our risk assessment*Determining materiality
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| 6/14/2023 | 1 - 4:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-1904: The Yellow Book: From Beginning to End (Webinar) (23WA-1904)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 6/9/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-1811: The SECURE Act 2.0: Planning Opportunities for Individuals (Webinar) (23WA-1811)*Implications for individuals*Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching
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| 6/6/2023 | 2 - 2:50 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 23WA-3655: Maintaining a Harmonious Working Environment (Webinar) (23WA-3655)*Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
| 9/21/2023 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2519: K2's Understanding Workflow and Automation Essentials (Webinar) (23WA-2519)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 6/28/2023 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3176: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-3176)*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*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*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*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
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| 8/14/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2822: Not Just Your Everyday FASB Update (Webinar) (23WA-2822)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 7/18/2023 | 5 - 8:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3520: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-3520)*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* 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*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*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 |
| 9/11/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1947: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-1947)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
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| 6/10/2023 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2269: K2's The Very Real Risk of Ransomware (Webinar) (23WA-2269)*Understanding what ransomware is and how it is transmitted*Exploring a variety of high-profile ransomware cases*Developing an action plan to reduce your individual and organizational risk |
| 6/21/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2035: K2's Understanding Workflow and Automation Essentials (Webinar) (23WA-2035)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 6/13/2023 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3453: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-3453)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
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| 9/6/2023 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2983: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-2983)*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*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*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*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 |
| 7/28/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2475: Creating A Coaching Culture in Your Company (Webinar) (23WA-2475)*What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
| 6/27/2023 | 5 - 7:55 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 23WA-3582: SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (23WA-3582)*The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top
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| 9/14/2023 | 6 - 9:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-3428: Preparing for & Conducting Discharge Meetings (Webinar) (23WA-3428)*Issues to be evaluated pre-discharge*Off-site/off work-misconduct*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
| 9/5/2023 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-1983: K2'S Excel Financial Modeling Best Practices (Webinar) (23WA-1983)*Design considerations for Excel-based models*Advanced options for analyzing your models*Troubleshooting your models*Formatting reports for improved readability |
| 6/12/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1911: Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (23WA-1911)*Character Definition*Critical Character Attributes*Character Self-Awareness*Additional Character Identification Techniques*Trust Definitions*Waves of Trust*Four Cores of Trust*Toxic Trust and Antibiotics |
| 6/9/2023 | 10 a.m. - 12:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2463: K2's Implementing Security and Privacy Policies (Webinar) (23WA-2463)*Understanding major pieces of privacy-focused legislation*Examples of policies that may be necessary*Suggest strategies for implementing security and privacy policies |
| 6/27/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3806: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-3806)*Business Management*Organization |
| 10/4/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3611: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-3611)*Presence |
| 9/16/2023 | 1 - 3:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-1960: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-1960)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
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| 6/10/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3014: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-3014)*Leadership |
| 8/1/2023 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3034: KPI Bootcamp for Small Businesses (Webinar) (23WA-3034)*Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
| 8/2/2023 | 3 - 7:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 23WA-2446: Taxation of Non-fungible Tokens (NFTs) (Webinar) (23WA-2446)*NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
| 6/27/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2277: Getting Ahead: The Art of Marketing for CPAs (Webinar) (23WA-2277)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that 'wows' them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 6/21/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2374: Let's End Business Ethics (Webinar) (23WA-2374)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 6/23/2023 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2834: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-2834)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
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| 7/19/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3163: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-3163)*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* 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*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*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 |
| 8/14/2023 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3504: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-3504)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - 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*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 9/9/2023 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2833: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-2833)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
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| 7/19/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3370: When Leadership Fails (Webinar) (23WA-3370)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
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| 8/29/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1845: K2's Accounting Automation (Webinar) (23WA-1845)*Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
| 6/7/2023 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3093: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-3093)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 8/8/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3282: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-3282)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 8/23/2023 | 8 a.m. - 12:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3295: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-3295)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 8/23/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2739: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-2739)*Networking*Relationship Management |
| 7/12/2023 | 1 - 3:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-2562: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-2562)*Culture*Trust |
| 6/29/2023 | 3 - 4:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-2173: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-2173)*Ethics*Leadership |
| 6/17/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3801: The Yellow Book: From Beginning to End (Webinar) (23WA-3801)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 10/3/2023 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3303: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-3303)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 8/24/2023 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2580: Diversity, Inclusion, Equity & Belonging (Webinar) (23WA-2580)*Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
| 6/30/2023 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-1986: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-1986)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 6/12/2023 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2830: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-2830)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
|
| 7/19/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1858: K2's Advanced QuickBooks Tips and Techniques (Webinar) (23WA-1858)*Computer Software & Applications*Technology for CPAs*Quickbooks |
| 6/8/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3532: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-3532)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
|
| 9/11/2023 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-3324: Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (23WA-3324)*10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ...*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
| 8/25/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2106: K2's Introduction to Excel Macros (Webinar) (23WA-2106)*Computer Software & Applications*Excel Macros |
| 6/15/2023 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2713: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-2713)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 7/11/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3255: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-3255)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 8/21/2023 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-1803: K2's Top PDF Features You Should Know (Webinar) (23WA-1803)*Information Technology*PDF Documents |
| 6/6/2023 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2733: Up Your Influence: How To Get What You want (Webinar) (23WA-2733)*Persuasion*Influence |
| 7/12/2023 | 11 a.m. - 1:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3369: What Does Fraud Look Like? (Webinar) (23WA-3369)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
|
| 8/29/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2124: K2's Business Continuity: Best Practices for Managing the Risks (Webinar) (23WA-2124)*Managing Business Risks*Information Technology |
| 6/16/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2496: K2's Improving Productivity With Office 365/Microsoft 365 Cloud Applications (Webinar) (23WA-2496)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 6/28/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3594: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-3594)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 9/15/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2421: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-2421)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 6/26/2023 | 10 a.m. - 1:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2241: K2's Microsoft Teams (Webinar) (23WA-2241)*Setting up Teams account*Using teams for all your communications*Using Teams to keep work on track*File collaboration and syncing |
| 6/20/2023 | 2:30 - 6:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2598: K2'S Windows 11: What End Users Need To Know (Webinar) (23WA-2598)*Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
| 6/30/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2674: Not Just Your Everyday FASB Update (Webinar) (23WA-2674)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 7/7/2023 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2643: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-2643)*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* 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*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*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 |
| 7/6/2023 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3604: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-3604)*Networking*Relationship Management |
| 9/16/2023 | 9 - 11:05 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-3354: Planning in an Uncertain World (Webinar) (23WA-3354)*Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
| 8/28/2023 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2407: Creating Rapid Rapport for Increased Business (Webinar) (23WA-2407)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a 'special bond'*How to repair 'broken trust'*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 6/26/2023 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3488: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-3488)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 9/8/2023 | 12 - 3:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2594: Become Rich Without Selling Your Soul (Webinar) (23WA-2594)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 6/30/2023 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-2542: K2'S Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (23WA-2542)*Computer Software*Google |
| 6/29/2023 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2827: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-2827)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 7/19/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2128: Managing the Accounting Department (Webinar) (23WA-2128)*Accounting*Leadership*Management |
| 6/16/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2283: Are You Qualified? The Ethics of Practice Development and Skill Enhancement (Webinar) (23WA-2283)*The Catch-22 of Practice Development and Skill Enhancement*The Ethics of Education and Experience Requirements*Examples of Skill-Expansion Resources*Practice- and Skill-Expansion Cases to Consider*Conclusion
|
| 6/21/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-3385: Essential Skills for the Next 10 Years (Webinar) (23WA-3385)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 8/31/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2262: Coaching & Counseling: Performance Management (Webinar) (23WA-2262)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 6/21/2023 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3256: Balancing Employee and Employer Rights (Webinar) (23WA-3256)*Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer. |
| 8/21/2023 | 2 - 3:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 23WA-3170: Cost of Capital: What it is and How to Use it (Webinar) (23WA-3170)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 8/14/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2342: Secure Act 2.0: What You Need to Know (Webinar) (23WA-2342)*Expanding automatic enrollment in retirement plans*Increased age for RMDs*Higher catch-up contribution limit*Emergency expense penalty-free withdrawals*"Starter" 401(k)s for certain employers*Part-time worker improved coverage*Excise tax reduction for certain retirement plan accumulations*Employee plan conflict resolution expansion*Retroactive first year elective deferrals for sole proprietors*Change in plan requirements for unrollees*Surviving spouse election*Reduced tax on excess contributions*Timely plan amendment changes*Elective deferral changes*Employer match as Roth contribution
|
| 6/22/2023 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-2428: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-2428)*Relationships |
| 6/26/2023 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2868: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-2868)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 7/21/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2145: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-2145)*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*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*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*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 |
| 6/16/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3098: 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (23WA-3098)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 8/9/2023 | 9 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2966: Federal Tax Update: Individuals (Webinar) (23WA-2966)*Individual Updates*FBAR*Trade or Business*Sec. 1244 Stock*Litigation Payments*Penalty Cases*Cash Method*Fringe Benefits*Tax Home Cases*Conservation Easements*Medical Expenses*IRS Procedure*Mailbox Rule*Innocent Spouse and Divorce Cases*IRA Rollovers*Form 1099-K*Cryptocurrency Reporting*Claiming Dependents*Tax Lien and OIC Cases*Constitutional Claims*Statute of Limitations*IRS Automation*Other issues*Tax Legislation​​​​​​​*Biden 2023 Greenbook*Build Back Better Bill – Update*Bonus Topics*2022 Inflation Adjustments*Spotlight: Pro Se Corner & What Where They Thinking? |
| 7/28/2023 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3486: Planning in an Uncertain World (Webinar) (23WA-3486)*Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
| 9/8/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3672: Resolving Ethical Conflicts (Webinar) (23WA-3672)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 9/22/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2362: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-2362)*Communications |
| 6/23/2023 | 11 a.m. - 1:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3623: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-3623)*Communications |
| 9/18/2023 | 1 - 3:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-3493: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-3493)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
|
| 9/8/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2207: K2's Formatting Excel Spreadsheets the Right Way (Webinar) (23WA-2207)*Creating and using Styles in Excel*The Accounting Format and why you should use it*How to Create Custom Formats*Formatting dates for maximum impact*The advantages of storing formats in templates |
| 6/19/2023 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2082: Achieving Balance in Work and Life: Part 1 (Webinar) (23WA-2082)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 6/15/2023 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2767: Tactical Cash Management (Webinar) (23WA-2767)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 7/14/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2979: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-2979)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 7/28/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3435: Inventory, Expense and Payroll Fraud (Webinar) (23WA-3435)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
|
| 9/5/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3109: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-3109)*Business Management*Organization |
| 8/9/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3419: Power, Influence and Ethics (Webinar) (23WA-3419)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 9/5/2023 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2909: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-2909)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 7/25/2023 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2561: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-2561)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 6/29/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2320: K2's Excel's Best New Features (Webinar) (23WA-2320)*New functions available in Excel 2016 and newer, including subscription-based Excel versions*How to collaborate more effectively in newer versions of Excel*The importance of Dynamic Arrays and related functions*The continued evolution of Power Query |
| 6/22/2023 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3498: Business Ethics: Cases from the Real World (Webinar) (23WA-3498)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 9/9/2023 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-2248: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-2248)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 6/20/2023 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3737: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (23WA-3737)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 9/27/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3758: Resolving Ethical Conflicts (Webinar) (23WA-3758)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 9/29/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2276: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-2276)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 6/21/2023 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2231: Coaching Skills That Improve Performance (Webinar) (23WA-2231)*Coaching*Effective Communication |
| 6/20/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2636: Business Consulting for CPAs (Webinar) (23WA-2636)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 7/5/2023 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3156: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-3156)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 8/12/2023 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3721: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-3721)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 9/26/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3400: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-3400)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 9/1/2023 | 10 a.m. - 2:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-2972: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-2972)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 7/28/2023 | 10 a.m. - 1:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2414: K2's Excel Best Practices (Webinar) (23WA-2414)*Computer Software & Applications*Excel |
| 6/26/2023 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-3060: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-3060)*Presence |
| 8/4/2023 | 1 - 3:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3746: Advanced Cost Accounting (Webinar) (23WA-3746)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 9/28/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2535: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-2535)*Negotiation |
| 6/29/2023 | 9 - 10:35 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-3363: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-3363)*Networking*Relationship Management |
| 8/29/2023 | 1 - 3:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-3351: Diversity, Inclusion, Equity & Belonging (Webinar) (23WA-3351)*Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
| 8/28/2023 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3015: Managing the Accounting Department (Webinar) (23WA-3015)*Accounting*Leadership*Management |
| 8/1/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3345: Advanced Cost Accounting (Webinar) (23WA-3345)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 8/28/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2679: Diversity, Inclusion, Equity & Belonging (Webinar) (23WA-2679)*Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
| 7/8/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3223: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-3223)*Culture*Trust |
| 8/18/2023 | 9 - 10:25 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-3013: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-3013)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 8/1/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2399: Indirect Rate Recovery for Nonprofits & Pass-Through Entities (Webinar) (23WA-2399)*Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
| 6/24/2023 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2731: 6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (Webinar) (23WA-2731)*Communication*Leadership*Character*Behavior |
| 7/12/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2991: 2022 Tax Legislation: the Inflation Reduction Act and CHIPS Act (Webinar) (23WA-2991)*Inflation Reduction Act of 2022*The new 15% corporate AMT *Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
| 7/29/2023 | 2 - 4:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-1834: Achieving Balance in Work and Life: Part 1 (Webinar) (23WA-1834)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 6/7/2023 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3698: Budgeting: Presenting and Communicating your Numbers (Webinar) (23WA-3698)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 9/25/2023 | 7 - 8:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1974: K2's Implementing Security and Privacy Policies (Webinar) (23WA-1974)*Understanding major pieces of privacy-focused legislation*Examples of policies that may be necessary*Suggest strategies for implementing security and privacy policies |
| 6/12/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3732: Let's End Business Ethics (Webinar) (23WA-3732)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 9/27/2023 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3482: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-3482)*Communications |
| 9/8/2023 | 9 - 11:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-3071: Essential Skills for the Next 10 Years (Webinar) (23WA-3071)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 8/5/2023 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3723: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-3723)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 9/26/2023 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2781: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-2781)*Business Management*Organization |
| 7/15/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1840: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-1840)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
|
| 6/7/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2104: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-2104)*Negotiation |
| 6/15/2023 | 1 - 2:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2882: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-2882)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 7/24/2023 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2431: K2's Backups Done Right (Webinar) (23WA-2431)*List the significant backup approaches*Identify areas of critical weakness or threats in your backup and recovery systems*List all critical and non-critical applications and establish their order of recovery*Differentiate between backup solutions based on their features and benefits |
| 6/26/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2718: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-2718)*Culture*Trust |
| 7/11/2023 | 5 - 6:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-1976: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-1976)*Communications |
| 6/12/2023 | 9 - 11:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-3005: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-3005)*Negotiation |
| 8/1/2023 | 9 - 10:35 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-1792: GASB 87: Are You Ready? (Webinar) (23WA-1792)*Identifying leases*Recognition and Measurement Guidance |
| 6/6/2023 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-2378: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-2378)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 6/24/2023 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3548: Prevention & Detection of Fraud In Small Businesses (Webinar) (23WA-3548)*The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management
|
| 9/12/2023 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2084: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-2084)*Leadership |
| 6/15/2023 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3166: Build Your Personal Net Worth (Webinar) (23WA-3166)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 8/14/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3260: Preparing for a CFO Role (Webinar) (23WA-3260)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 8/22/2023 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2802: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-2802)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 7/17/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3187: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-3187)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 8/15/2023 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-1939: Measuring Audit Risks (Webinar) (23WA-1939)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
|
| 6/10/2023 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-3356: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-3356)*Presence |
| 8/29/2023 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3353: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-3353)*Communications |
| 8/28/2023 | 1 - 3:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-2037: Taxation of Non-fungible Tokens (NFTs) (Webinar) (23WA-2037)*NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
| 6/13/2023 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3656: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-3656)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 9/21/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2750: Cash Management: Day to Day Best Practices (Webinar) (23WA-2750)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 7/13/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3840: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-3840)*Culture*Trust |
| 10/6/2023 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-2439: K2'S Implementing Data Loss Prevention for Better Security and Privacy (Webinar) (23WA-2439)*Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
| 6/26/2023 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3442: Preparing for a CFO Role (Webinar) (23WA-3442)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 9/6/2023 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2098: K2'S Implementing Data Loss Prevention for Better Security and Privacy (Webinar) (23WA-2098)*Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
| 6/15/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2547: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-2547)*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*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*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*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 |
| 6/29/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3082: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-3082)*Relationships |
| 8/7/2023 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2026: The How's and Why's of Creating User Defined Functions in Excel (Webinar) (23WA-2026)*Examining UDFs relative to macros*Identifying the steps necessary to creating UDFs in Excel*Understanding where you should save UDFs*Key syntax when creating UDFs*Incorporating UDFs into your workbooks |
| 6/13/2023 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3061: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (23WA-3061)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
|
| 8/4/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2690: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-2690)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
|
| 7/10/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2245: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-2245)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 6/20/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3823: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-3823)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 10/5/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2246: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (23WA-2246)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 6/20/2023 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3375: Power, Influence and Ethics (Webinar) (23WA-3375)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 8/30/2023 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3451: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-3451)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
|
| 9/6/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3793: Business Consulting for CPAs (Webinar) (23WA-3793)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 10/2/2023 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2177: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-2177)*Negotiation |
| 6/17/2023 | 3 - 4:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-3114: Building Flexible Budgeting Models: Walking Through and Crunching the Numbers (Webinar) (23WA-3114)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 8/10/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3108: Business Consulting for CPAs (Webinar) (23WA-3108)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 8/9/2023 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3112: 2022 Tax Legislation: the Inflation Reduction Act and CHIPS Act (Webinar) (23WA-3112)*Inflation Reduction Act of 2022*The new 15% corporate AMT *Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
| 8/10/2023 | 8 - 10:05 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-3020: Dashboard and Report Design Principles Using Excel (Webinar) (23WA-3020)*How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
| 8/2/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2736: When Leadership Fails (Webinar) (23WA-2736)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
|
| 7/12/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3648: Coaching Skills That Improve Performance (Webinar) (23WA-3648)*Coaching*Effective Communication |
| 9/20/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2720: Progressive Management Accounting (Webinar) (23WA-2720)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 7/11/2023 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3398: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-3398)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 9/1/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3027: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-3027)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
|
| 8/2/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2425: K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (23WA-2425)*The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
| 6/26/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3813: Cost of Capital: What it is and How to Use it (Webinar) (23WA-3813)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 10/4/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2300: K2's Advanced Excel (Webinar) (23WA-2300)*Excel*Accounting*Computer Software & Applications |
| 6/22/2023 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-3008: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-3008)*Feedback |
| 8/1/2023 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3815: Personal Leadership Skills (Webinar) (23WA-3815)*Leadership*Personality Types*Communication*Memory |
| 10/4/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2904: Resolving Ethical Conflicts (Webinar) (23WA-2904)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 7/25/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2183: The Single Audit from Beginning to End Update (Webinar) (23WA-2183)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 6/19/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3327: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-3327)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 8/26/2023 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3630: Better Forecasts: Be a Better Predictor (Webinar) (23WA-3630)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 9/19/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2266: 6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (Webinar) (23WA-2266)*Communication*Leadership*Character*Behavior |
| 6/21/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3550: Coaching Skills That Improve Performance (Webinar) (23WA-3550)*Coaching*Effective Communication |
| 9/13/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2581: K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (23WA-2581)*Auditing*Fraud & Technology |
| 6/30/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2165: SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (23WA-2165)*The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top
|
| 6/17/2023 | 10 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-3253: Preparing for & Conducting Discharge Meetings (Webinar) (23WA-3253)*Issues to be evaluated pre-discharge*Off-site/off work-misconduct*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
| 8/21/2023 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2444: K2's Small Business Accounting Shootout (Webinar) (23WA-2444)*Overview of small business accounting solutions*Shortfalls of specific accounting solutions*Strengths and weaknesses of various solutions*Setup and configuration tips |
| 6/27/2023 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2243: Become Rich Without Selling Your Soul (Webinar) (23WA-2243)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 6/20/2023 | 5 - 8:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-3791: The Single Audit from Beginning to End Update (Webinar) (23WA-3791)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 10/2/2023 | 12 - 8:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3533: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-3533)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
|
| 9/11/2023 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2963: Business Consulting for CPAs (Webinar) (23WA-2963)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 7/27/2023 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2947: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-2947)*Proposed Financial Performance Reporting changes to standard financial package. |
| 7/27/2023 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3474: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-3474)*Networking*Relationship Management |
| 9/7/2023 | 3 - 5:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-2621: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-2621)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 7/1/2023 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3605: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-3605)*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*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*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*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
|
| 9/16/2023 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2336: Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (23WA-2336)*Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
| 6/22/2023 | 5 - 6:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2669: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-2669)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 7/7/2023 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2492: Federal Tax Updates: Business Entities (Webinar) (23WA-2492)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 6/28/2023 | 8 a.m. - 3:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3733: The Yellow Book: From Beginning to End (Webinar) (23WA-3733)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 9/27/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3847: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-3847)*Feedback |
| 10/6/2023 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3395: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-3395)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 8/31/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2698: Measuring Audit Risks (Webinar) (23WA-2698)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
|
| 7/10/2023 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-2870: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-2870)*Business Management*Organization |
| 7/21/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3628: Cost of Capital: What it is and How to Use it (Webinar) (23WA-3628)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 9/19/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3402: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-3402)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 9/1/2023 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3828: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-3828)*Communications |
| 10/5/2023 | 3 - 5:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2479: Coaching & Counseling: Performance Management (Webinar) (23WA-2479)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 6/27/2023 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2419: Understanding and Preventing Budget Calamities (Webinar) (23WA-2419)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 6/26/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2846: Inventory, Expense and Payroll Fraud (Webinar) (23WA-2846)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
|
| 7/20/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3634: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-3634)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 9/19/2023 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1832: K2's Introduction to Excel Macros (Webinar) (23WA-1832)*Computer Software & Applications*Excel Macros |
| 6/7/2023 | 9:15 a.m. - 12:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3602: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-3602)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 9/16/2023 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2622: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-2622)*Networking*Relationship Management |
| 7/1/2023 | 11 a.m. - 1:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-2023: K2'S Eight Awesome PivotTable Features (Webinar) (23WA-2023)*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 |
| 6/13/2023 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2940: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-2940)*Communication*Leadership*Character*Behavior
|
| 7/26/2023 | 1 - 4:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2390: Federal Tax Update: Individuals (Webinar) (23WA-2390)*Individual Updates*FBAR*Trade or Business*Sec. 1244 Stock*Litigation Payments*Penalty Cases*Cash Method*Fringe Benefits*Tax Home Cases*Conservation Easements*Medical Expenses*IRS Procedure*Mailbox Rule*Innocent Spouse and Divorce Cases*IRA Rollovers*Form 1099-K*Cryptocurrency Reporting*Claiming Dependents*Tax Lien and OIC Cases*Constitutional Claims*Statute of Limitations*IRS Automation*Other issues*Tax Legislation​​​​​​​*Biden 2023 Greenbook*Build Back Better Bill – Update*Bonus Topics*2022 Inflation Adjustments*Spotlight: Pro Se Corner & What Where They Thinking? |
| 6/24/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2096: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-2096)*Culture*Trust |
| 6/15/2023 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-3136: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-3136)*Presence |
| 8/10/2023 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3665: Practical Excel Topics for Today's Accountant (Webinar) (23WA-3665)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 9/21/2023 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2158: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (23WA-2158)*Accounting*Excel*Computer Software |
| 6/17/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-3042: Business Ethics: Cases from the Real World (Webinar) (23WA-3042)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 8/3/2023 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-3237: Auditing For Fraud (Webinar) (23WA-3237)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
|
| 8/19/2023 | 11 a.m. - 1:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1979: Emotional Intelligence (Webinar) (23WA-1979)*Emotions*Relationships |
| 6/12/2023 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3461: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-3461)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 9/7/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2110: K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (23WA-2110)*The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
| 6/15/2023 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2642: Inventory, Expense and Payroll Fraud (Webinar) (23WA-2642)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
|
| 7/5/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2038: The SECURE Act 2.0: Planning Opportunities for Employers (Webinar) (23WA-2038)*Implications for Employers*Starter 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts *Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans
|
| 6/13/2023 | 6 - 6:50 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 23WA-3346: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-3346)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 8/28/2023 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3632: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-3632)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 9/19/2023 | 2 - 6:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-2883: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-2883)*Communications |
| 7/24/2023 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2960: KPI Bootcamp for Small Businesses (Webinar) (23WA-2960)*Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
| 7/27/2023 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 23WA-2285: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-2285)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 6/21/2023 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3406: Cost of Capital: What it is and How to Use it (Webinar) (23WA-3406)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 9/1/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2351: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-2351)*Business Management*Organization |
| 6/23/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2288: The SECURE Act 2.0: Planning Opportunities for Employers (Webinar) (23WA-2288)*Implications for Employers*Starter 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts *Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans
|
| 6/21/2023 | 2 - 2:50 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 23WA-2988: Driving Performance with Metrics (Webinar) (23WA-2988)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 7/29/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3834: Inventory, Expense and Payroll Fraud (Webinar) (23WA-3834)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
|
| 10/5/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3390: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-3390)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 8/31/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3074: Creating Rapid Rapport for Increased Business (Webinar) (23WA-3074)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a 'special bond'*How to repair 'broken trust'*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 8/7/2023 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1993: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-1993)*Communication*Leadership*Character*Behavior
|
| 6/12/2023 | 1 - 4:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2429: Building Flexible Budgeting Models: Walking Through and Crunching the Numbers (Webinar) (23WA-2429)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 6/26/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1994: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-1994)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
|
| 6/12/2023 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-2908: What Does Fraud Look Like? (Webinar) (23WA-2908)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
|
| 7/25/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2918: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-2918)*Negotiation |
| 7/25/2023 | 3 - 4:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2764: Ethics in the Real World: Living Values for Today (Webinar) (23WA-2764)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 7/14/2023 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-1962: Dashboard and Report Design Principles Using Excel (Webinar) (23WA-1962)*How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
| 6/10/2023 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3365: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-3365)*Communications |
| 8/29/2023 | 3 - 5:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3549: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-3549)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 9/13/2023 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2196: K2's Amazing Accounting Add-Ons (Webinar) (23WA-2196)*Overview of third-party add-on solutions*Review add-ons for both traditional desktop and SaaS small business products*Shortfalls of specific add-on solutions*Strengths and weaknesses of various solutions |
| 6/19/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2839: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-2839)*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*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*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*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 |
| 7/19/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2755: 2022 Tax Legislation: the Inflation Reduction Act and CHIPS Act (Webinar) (23WA-2755)*Inflation Reduction Act of 2022*The new 15% corporate AMT *Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
| 7/13/2023 | 12 - 2:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-1897: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-1897)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 6/9/2023 | 12 - 3:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-3596: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-3596)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 9/15/2023 | 12 - 3:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-2661: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-2661)*Relationships |
| 7/6/2023 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-3397: Better Forecasts: Be a Better Predictor (Webinar) (23WA-3397)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 9/1/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3189: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-3189)*Communications |
| 8/15/2023 | 5 - 7:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3844: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-3844)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
|
| 10/6/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1819: Coaching & Counseling: Performance Management (Webinar) (23WA-1819)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 6/6/2023 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3321: Prevention & Detection of Fraud In Small Businesses (Webinar) (23WA-3321)*The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management
|
| 8/25/2023 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2159: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (23WA-2159)*Civility*Ethics |
| 6/17/2023 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2086: K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (23WA-2086)*Auditing*Fraud & Technology |
| 6/15/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3492: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-3492)*Communication*Leadership*Character*Behavior
|
| 9/8/2023 | 1 - 4:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2140: K2'S Artificial Intelligence for Accounting And Financial Professionals (Webinar) (23WA-2140)*Information Technology*Artificial Intelligence (AI) |
| 6/16/2023 | 1 - 5:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| 23WA-2923: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-2923)*Networking*Relationship Management |
| 7/25/2023 | 5 - 7:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-1851: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-1851)*Leadership |
| 6/7/2023 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2554: K2'S Hands-on With QuickBooks Online Accountant for Public Accounting (Webinar) (23WA-2554)*Computer Software*Public Accounting*Quickbooks Online Accountant (QBOA) |
| 6/29/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2008: K2's Microsoft Office 365: All the Things You Need to Know (Webinar) (23WA-2008)*Computer Software*Microsoft Office 360 |
| 6/13/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-2656: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-2656)*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*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*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*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 |
| 7/6/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2127: K2's Improving Productivity With Office 365/Microsoft 365 Cloud Applications (Webinar) (23WA-2127)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 6/16/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2512: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-2512)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
|
| 6/28/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3521: Federal Tax Updates: Business Entities (Webinar) (23WA-3521)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 9/11/2023 | 10 a.m. - 5:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2294: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-2294)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 6/22/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3205: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-3205)*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*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*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*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 |
| 8/16/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2653: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-2653)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 7/6/2023 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2985: Essential Skills for Financial Leaders Conference (Webinar) (23WA-2985)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 7/29/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-3797: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-3797)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 10/3/2023 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-2191: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-2191)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
|
| 6/19/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1995: Appreciation Intelligence: The New AI (Webinar) (23WA-1995)*Languages of appreciation*Appreciation strategies |
| 6/12/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3568: Resolving Ethical Conflicts (Webinar) (23WA-3568)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 9/14/2023 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2011: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-2011)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 6/13/2023 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1991: Personal Leadership Skills (Webinar) (23WA-1991)*Leadership*Personality Types*Communication*Memory |
| 6/12/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3627: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (23WA-3627)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 9/19/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2238: Creating A Coaching Culture in Your Company (Webinar) (23WA-2238)*What is and is Not Coaching*Definition of Culture and a Coaching Culture*Historical and Current Views of Coaching*Coaching Competencies*Solution Focused Coaching Framework*Coaching Culture Framework*Coaching Results*Measuring Success of Coaching |
| 6/20/2023 | 2 - 4:55 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 23WA-3416: Business Consulting for CPAs (Webinar) (23WA-3416)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 9/2/2023 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3318: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-3318)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 8/25/2023 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2137: What Does Fraud Look Like? (Webinar) (23WA-2137)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
|
| 6/16/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3757: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-3757)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 9/28/2023 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3289: Measuring Audit Risks (Webinar) (23WA-3289)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
|
| 8/23/2023 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-2872: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-2872)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 7/21/2023 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2753: Budgeting: Presenting and Communicating your Numbers (Webinar) (23WA-2753)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 7/13/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3789: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-3789)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage *The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession
|
| 10/2/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2318: K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (23WA-2318)*Information Technology*Cryptocurrency*Blockchain |
| 6/22/2023 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3142: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-3142)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 8/11/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2836: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-2836)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 7/19/2023 | 12 - 3:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-2659: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-2659)*Leadership |
| 7/6/2023 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2700: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-2700)*Relationships |
| 7/10/2023 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-3478: GASB 87: Are You Ready? (Webinar) (23WA-3478)*Identifying leases*Recognition and Measurement Guidance |
| 9/7/2023 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-3707: Building Flexible Budgeting Models: Walking Through and Crunching the Numbers (Webinar) (23WA-3707)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 9/25/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1816: Up Your Influence: How To Get What You want (Webinar) (23WA-1816)*Persuasion*Influence |
| 6/6/2023 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3293: Personal Leadership Skills (Webinar) (23WA-3293)*Leadership*Personality Types*Communication*Memory |
| 8/23/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2779: Minimize Workplace Warfare (Webinar) (23WA-2779)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 7/15/2023 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3558: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (23WA-3558)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 9/13/2023 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3312: Federal Tax Updates: Business Entities (Webinar) (23WA-3312)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 8/25/2023 | 8 a.m. - 3:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2423: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-2423)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 6/26/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3340: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-3340)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
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| 8/26/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2619: K2's The How's and Why's of Data Analytics (Webinar) (23WA-2619)*Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
| 6/30/2023 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3832: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-3832)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
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| 10/5/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1946: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-1946)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 6/10/2023 | 10 a.m. - 1:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-3755: Driving Performance with Metrics (Webinar) (23WA-3755)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 9/28/2023 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3631: Managing the Accounting Department (Webinar) (23WA-3631)*Accounting*Leadership*Management |
| 9/19/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3287: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-3287)*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* 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*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*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 |
| 8/23/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2841: Devious Ethics: Dealing with Snakes in Suits (Webinar) (23WA-2841)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 7/20/2023 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3130: Maintaining a Harmonious Working Environment (Webinar) (23WA-3130)*Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
| 8/10/2023 | 2 - 3:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-3053: Build Your Personal Net Worth (Webinar) (23WA-3053)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 8/4/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3357: Up Your Influence: How To Get What You want (Webinar) (23WA-3357)*Persuasion*Influence |
| 8/29/2023 | 11 a.m. - 1:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2607: K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (23WA-2607)*Understand the need for protecting client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
| 6/30/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2308: When Social Media and Employment Law Collide (Webinar) (23WA-2308)*Pre-Employment Considerations*Employment Best Practices*Litigation Considerations |
| 6/22/2023 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3429: Auditing For Fraud (Webinar) (23WA-3429)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
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| 9/5/2023 | 1 - 3:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2832: Progressive Management Accounting (Webinar) (23WA-2832)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 7/19/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2113: Business Ethics: Cases from the Real World (Webinar) (23WA-2113)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 6/15/2023 | 5 - 9 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-2326: Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (23WA-2326)*Character Definition*Critical Character Attributes*Character Self-Awareness*Additional Character Identification Techniques*Trust Definitions*Waves of Trust*Four Cores of Trust*Toxic Trust and Antibiotics |
| 6/22/2023 | 5 - 7:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2132: Why Auditors Fail To Detect Fraud (Webinar) (23WA-2132)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
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| 6/16/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3816: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-3816)*Communications |
| 10/4/2023 | 1 - 3:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-3536: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-3536)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 9/12/2023 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2459: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-2459)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 6/27/2023 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1847: Auditing For Fraud (Webinar) (23WA-1847)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
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| 6/7/2023 | 1 - 3:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1944: Indirect Rate Recovery for Nonprofits & Pass-Through Entities (Webinar) (23WA-1944)*Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
| 6/10/2023 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2073: 2022 Tax Legislation: the Inflation Reduction Act and CHIPS Act (Webinar) (23WA-2073)*Inflation Reduction Act of 2022*The new 15% corporate AMT *Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
| 6/14/2023 | 2 - 4:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-2875: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (23WA-2875)*Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 7/22/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2628: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-2628)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 7/5/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2516: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-2516)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 6/28/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1950: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-1950)*Networking*Relationship Management |
| 6/10/2023 | 11 a.m. - 1:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-3786: Progressive Management Accounting (Webinar) (23WA-3786)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 10/2/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2363: K2'S How to Run Microsoft Office from the Cloud (Webinar) (23WA-2363)*How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
| 6/23/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-1932: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-1932)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 6/10/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2976: Big Four Reasons Why CPAs and Consultants Are Fired (Webinar) (23WA-2976)*Do public practice CPA firms and consultants want to retain their clients?*What are the Big Four Reasons Why CPAs are Fired?*What are the actions to take to prevent being fired?*What does a CPA offer to their clients? |
| 7/28/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3517: When Leadership Fails (Webinar) (23WA-3517)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
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| 9/11/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2825: The Single Audit from Beginning to End Update (Webinar) (23WA-2825)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 7/19/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2171: Maintaining a Harmonious Working Environment (Webinar) (23WA-2171)*Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
| 6/17/2023 | 12 - 1:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2031: Self-Rental Real Estate: Passive Activity & Section 199A (Webinar) (23WA-2031)*Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and 'former passive activities' rules |
| 6/13/2023 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3107: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-3107)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
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| 8/9/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-1896: Tactical Cash Management (Webinar) (23WA-1896)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 6/8/2023 | 7 - 8:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3567: Speaking for Impact (Webinar) (23WA-3567)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 9/14/2023 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2195: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-2195)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 6/19/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2509: Dashboard and Report Design Principles Using Excel (Webinar) (23WA-2509)*How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
| 6/28/2023 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2859: Cash Management Essentials (Webinar) (23WA-2859)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 7/21/2023 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3703: Understanding and Preventing Budget Calamities (Webinar) (23WA-3703)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 9/25/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2657: Minimize Workplace Warfare (Webinar) (23WA-2657)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 7/6/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2869: Essential Skills for the Next 10 Years (Webinar) (23WA-2869)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 7/21/2023 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3407: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-3407)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 9/2/2023 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2176: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-2176)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
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| 6/17/2023 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2769: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (23WA-2769)*Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 7/14/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2194: Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (23WA-2194)*Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
| 6/19/2023 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3247: The Yellow Book: From Beginning to End (Webinar) (23WA-3247)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 8/21/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2225: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-2225)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 6/20/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-1918: K2'S Evaluating Technology Controls (Webinar) (23WA-1918)*Differentiating between information technology general controls and information technology application controls*How to identify and evaluate information technology general controls, including deficiencies*How to identify and evaluate information technology application controls, including deficiencies*Analyzing technology controls relative to risk*Creating catalogs of controls |
| 6/9/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2665: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-2665)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 7/7/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2566: K2'S CPA Firm Technology for the Future (Webinar) (23WA-2566)*CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 6/29/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3264: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-3264)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage *The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession
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| 8/22/2023 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2170: Let's End Business Ethics (Webinar) (23WA-2170)*Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions |
| 6/17/2023 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2945: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-2945)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 7/27/2023 | 12 - 3:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-3062: Up Your Influence: How To Get What You want (Webinar) (23WA-3062)*Persuasion*Influence |
| 8/4/2023 | 3 - 5:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3231: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-3231)*Communications |
| 8/19/2023 | 9 - 11:55 a.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-2209: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-2209)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage *The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession
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| 6/19/2023 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2543: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-2543)*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*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*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*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 |
| 6/29/2023 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1934: K2's Amazing Accounting Add-Ons (Webinar) (23WA-1934)*Overview of third-party add-on solutions*Review add-ons for both traditional desktop and SaaS small business products*Shortfalls of specific add-on solutions*Strengths and weaknesses of various solutions |
| 6/10/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2568: K2'S Tech Update 2022 (Webinar) (23WA-2568)*Hardware trends*Software innovations*Communication and collaboration tools*Key products to consider for implementation |
| 6/29/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2932: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-2932)*Relationships |
| 7/26/2023 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-3443: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-3443)*Feedback |
| 9/6/2023 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2783: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-2783)*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* 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*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*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 |
| 7/15/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3393: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-3393)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 8/31/2023 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2541: K2'S Building A Cutting-Edge Virtual Office (Webinar) (23WA-2541)*Computer Software*The Internet and mobile technologies*Innovative technologies |
| 6/29/2023 | 11 a.m. - 3:10 p.m. | Online | 4.5 CPE (0 tech, 4.5 non-tech) | |
| 23WA-3210: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-3210)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 8/17/2023 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3145: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-3145)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
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| 8/11/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2010: Cash Management: Day to Day Best Practices (Webinar) (23WA-2010)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 6/13/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3765: Achieving Balance in Work and Life: Part 1 (Webinar) (23WA-3765)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
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| 9/29/2023 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3174: Better Forecasts: Be a Better Predictor (Webinar) (23WA-3174)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 8/14/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3038: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-3038)*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* 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*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*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 |
| 8/3/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2367: K2'S Implementing Data Loss Prevention for Better Security and Privacy (Webinar) (23WA-2367)*Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
| 6/23/2023 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3669: Essential Skills for Financial Leaders Conference (Webinar) (23WA-3669)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 9/22/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-3657: Coaching & Counseling: Performance Management (Webinar) (23WA-3657)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 9/21/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2348: The Yellow Book: From Beginning to End (Webinar) (23WA-2348)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 6/23/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2304: Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (23WA-2304)*10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ...*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
| 6/22/2023 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2018: New Rules for Research & Experimentation Deduction: Section 174 (Webinar) (23WA-2018)*Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.*Comparison of the Sec. 41 R&E credit to the Sec. 174 R&E deduction.*Financial accounting for R&E costs.*Required change of accounting method and Form 3115.*Revised treatment of software development costs.*Comprehensive case problems explaining implementation of the law changes. |
| 6/13/2023 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2358: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-2358)*Networking*Relationship Management |
| 6/23/2023 | 9 - 11:05 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-2887: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-2887)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 7/24/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-2424: K2's Accounting Automation (Webinar) (23WA-2424)*Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
| 6/26/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2303: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-2303)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
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| 6/22/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3392: Driving Performance with Metrics (Webinar) (23WA-3392)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 8/31/2023 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3011: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-3011)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 8/1/2023 | 12 - 3:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2585: K2's Ten Teams Features You Can't Afford to Miss (Webinar) (23WA-2585)*Collaboration options in Teams*Using Teams to share information with people outside your organization*Adding apps into Teams*Securing Teams |
| 6/30/2023 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2148: What You Need to Know if Your Client is Being Audited and You Think They Committed Fraud (Webinar) (23WA-2148)*Tax Fraud Basic*Tax Fraud Best Practices & Tips*How the IRS processes fraud claims & their investigative techniques |
| 6/16/2023 | 2:30 - 3:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3807: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-3807)*Conflicts |
| 10/4/2023 | 9 a.m. - 12:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1931: Keeping the IRS out of Your Retirement (Webinar) (23WA-1931)*Repositioning Qualified Money to eliminate growing tax burden*Eliminate Required Minimum Distributions*Use IRS Safe-Harbor Rules unknown to most advisors to save taxes on qualified accounts*Increase legacy |
| 6/9/2023 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3795: Business Ethics: Cases from the Real World (Webinar) (23WA-3795)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 10/3/2023 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-3266: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (23WA-3266)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 8/22/2023 | 10 a.m. - 1:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1814: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-1814)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 6/6/2023 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3724: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-3724)*Communications |
| 9/26/2023 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2505: Accounting's Perfect Storm Update (Webinar) (23WA-2505)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 6/28/2023 | 10 a.m. - 1:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-2192: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-2192)*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* 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*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*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 |
| 6/19/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3017: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-3017)*Culture*Trust |
| 8/1/2023 | 3 - 4:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-3169: Why Auditors Fail To Detect Fraud (Webinar) (23WA-3169)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
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| 8/14/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3546: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-3546)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 9/12/2023 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3577: Getting Ahead: The Art of Marketing for CPAs (Webinar) (23WA-3577)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that 'wows' them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 9/14/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2774: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-2774)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 7/14/2023 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3776: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (23WA-3776)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 9/30/2023 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2412: K2's Advanced Excel (Webinar) (23WA-2412)*Excel*Accounting*Computer Software & Applications |
| 6/26/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-2186: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-2186)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 6/19/2023 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1903: Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills (Webinar) (23WA-1903)*Professional/Technical to Business/Behavioral Leader Evolution*From Agricultural to Conceptual Age Right Brain Orientation*Emotional Intelligence Framework*Behavioral Self-Awareness and Self-Management*Socially Intelligent Leader/Social Awareness*Transformational Leadership |
| 6/9/2023 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3751: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-3751)*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*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*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*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
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| 9/28/2023 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3734: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-3734)*Proposed Financial Performance Reporting changes to standard financial package. |
| 9/27/2023 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2395: Resolving Ethical Conflicts (Webinar) (23WA-2395)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 6/24/2023 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-3651: Advanced Cost Accounting (Webinar) (23WA-3651)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 9/21/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1871: K2's Turbocharging Small Business Reporting with Power Query (Webinar) (23WA-1871)*Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query*Methods of automating and enhancing report generation processes using templates and refreshing data from related applications*Advanced Power Query techniques |
| 6/8/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3041: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-3041)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 8/3/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2912: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-2912)*Leadership |
| 7/25/2023 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2797: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-2797)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
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| 7/15/2023 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-2807: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-2807)*Proposed Financial Performance Reporting changes to standard financial package. |
| 7/18/2023 | 12 - 3:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2917: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-2917)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
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| 7/25/2023 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2702: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-2702)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 7/11/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3599: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-3599)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
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| 9/15/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2365: K2's Advanced QuickBooks Tips and Techniques (Webinar) (23WA-2365)*Computer Software & Applications*Technology for CPAs*Quickbooks |
| 6/23/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1868: K2's Excel Charting and Visualizations (Webinar) (23WA-1868)*Computer Software & Applications*Excel Charting*Microsoft Office |
| 6/8/2023 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2829: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-2829)*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*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*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*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
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| 7/19/2023 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2042: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-2042)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 6/14/2023 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2890: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-2890)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - 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*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 7/24/2023 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2456: Prevention & Detection of Fraud In Small Businesses (Webinar) (23WA-2456)*The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management
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| 6/27/2023 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3717: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-3717)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 9/26/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3448: Tactical Cash Management (Webinar) (23WA-3448)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 9/6/2023 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2004: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-2004)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
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| 6/13/2023 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2327: Cost of Capital: What it is and How to Use it (Webinar) (23WA-2327)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 6/22/2023 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3738: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-3738)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 9/27/2023 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3438: Up Your Influence: How To Get What You want (Webinar) (23WA-3438)*Persuasion*Influence |
| 9/5/2023 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2065: Business Intelligence and Data Analytics (Webinar) (23WA-2065)*DA and BI relationship to accountant value*Current trends in BI and DA*The changing accountant roles: data analyst, data scientist and data storyteller*Obtaining datasets to compare and contrast with their organization's data*Robotic Process Automation (RPA)*BI tools |
| 6/14/2023 | 1 - 4:50 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| 23WA-1860: K2's Budgeting and Forecasting Tools and Techniques (Webinar) (23WA-1860)*Computer Software & Applications*Accounting*Budgeting & Forecasting |
| 6/8/2023 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-2391: GASB 87: Are You Ready? (Webinar) (23WA-2391)*Identifying leases*Recognition and Measurement Guidance |
| 6/24/2023 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-2930: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-2930)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 7/26/2023 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1813: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-1813)*Feedback |
| 6/6/2023 | 5 - 6:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3802: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-3802)*Proposed Financial Performance Reporting changes to standard financial package. |
| 10/3/2023 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3809: 6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (Webinar) (23WA-3809)*Communication*Leadership*Character*Behavior |
| 10/4/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2371: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-2371)*Presence |
| 6/23/2023 | 1 - 3:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2892: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-2892)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 7/24/2023 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3581: Measuring Audit Risks (Webinar) (23WA-3581)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
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| 9/14/2023 | 6 - 8:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-2528: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-2528)*Ethics*Leadership |
| 6/28/2023 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3580: Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing & Interrogation (Webinar) (23WA-3580)*Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession
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| 9/14/2023 | 6 - 8:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-2717: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-2717)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 7/11/2023 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2103: K2'S The K2 Team's Top Tech Productivity Tips and Tricks (Webinar) (23WA-2103)*Microsoft 365 tricks and tips*Best practices for virtual meetings*Productivity-enhancing apps and tools that you should consider using |
| 6/15/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2290: K2's Microsoft Word Tips & Tricks (Webinar) (23WA-2290)*Working with Styles, Word's best feature*Shortcuts for selecting and formatting text*Using Word and Excel in tandem*Creating visualizations in Word*Working effectively with Tables in Word |
| 6/21/2023 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1849: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-1849)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
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| 6/7/2023 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2936: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-2936)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
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| 7/26/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-2640: Tactical Cash Management (Webinar) (23WA-2640)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 7/5/2023 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3782: Build Your Personal Net Worth (Webinar) (23WA-3782)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 10/2/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2286: Creating Rapid Rapport for Increased Business (Webinar) (23WA-2286)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a 'special bond'*How to repair 'broken trust'*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 6/21/2023 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3586: The Single Audit from Beginning to End Update (Webinar) (23WA-3586)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 9/15/2023 | 8 a.m. - 4:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3079: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-3079)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 8/7/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2757: Understanding and Preventing Budget Calamities (Webinar) (23WA-2757)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 7/13/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3530: Walkin', Talkin', Lookin' & Listenin': Things Most of Us Don't Do Well (Webinar) (23WA-3530)*The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception
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| 9/11/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3422: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-3422)*Relationships |
| 9/5/2023 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2863: Ethics in the Real World: Living Values for Today (Webinar) (23WA-2863)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 7/21/2023 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2522: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-2522)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
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| 6/28/2023 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-1844: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-1844)*Feedback |
| 6/7/2023 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2032: K2'S Emerging Topics in Blockchain and Cryptocurrency (Webinar) (23WA-2032)*Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
| 6/13/2023 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2692: Creating Rapid Rapport for Increased Business (Webinar) (23WA-2692)*How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a 'special bond'*How to repair 'broken trust'*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions |
| 7/10/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3535: 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (23WA-3535)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 9/12/2023 | 8 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2033: K2'S Options to Automate Your Tax Preparation Workflow (Webinar) (23WA-2033)*Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
| 6/13/2023 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3186: Cash Management: Day to Day Best Practices (Webinar) (23WA-3186)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 8/15/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2292: Accounting's Perfect Storm Update (Webinar) (23WA-2292)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 6/22/2023 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-3367: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-3367)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 8/29/2023 | 5 - 9:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3470: Dashboard and Report Design Principles Using Excel (Webinar) (23WA-3470)*How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel |
| 9/7/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3344: Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (23WA-3344)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 8/28/2023 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2435: Getting Ahead: The Art of Marketing for CPAs (Webinar) (23WA-2435)*Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that 'wows' them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career |
| 6/26/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3821: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (23WA-3821)*Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 10/5/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3742: Business Ethics: Cases from the Real World (Webinar) (23WA-3742)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 9/27/2023 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-1999: Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (23WA-1999)*Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. |
| 6/12/2023 | 2 - 3:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-3762: SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (23WA-3762)*The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top
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| 9/29/2023 | 9 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-1926: What to Do when Clients Attempt to Fudge the Numbers on their Tax Returns? (Webinar) (23WA-1926)*Should Tax Practitioners be Skeptical*Educating Clients About: First person risks (IRS audit techniques and penalties) and Third person risks (preparer penalties and CPA ethics requirements)*Taxpayer Compliance Profile and the Conceptual Framework Case: Rogers v. Commissioner |
| 6/9/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2506: Better Forecasts: Be a Better Predictor (Webinar) (23WA-2506)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 6/28/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3325: Essential Skills for Financial Leaders Conference (Webinar) (23WA-3325)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 8/26/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-2123: Collaborative Communications: Working with Diverse Styles (Webinar) (23WA-2123)*Communications |
| 6/16/2023 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3048: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-3048)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 8/3/2023 | 5 - 9:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-3379: Auditing For Fraud (Webinar) (23WA-3379)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
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| 8/30/2023 | 6 - 8:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2230: Essential Skills for the Next 10 Years (Webinar) (23WA-2230)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 6/20/2023 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2885: Not Just Your Everyday FASB Update (Webinar) (23WA-2885)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 7/24/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3579: Managing the Accounting Department (Webinar) (23WA-3579)*Accounting*Leadership*Management |
| 9/14/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2202: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-2202)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 6/19/2023 | 12 - 3:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-2608: Managing the Accounting Department (Webinar) (23WA-2608)*Accounting*Leadership*Management |
| 6/30/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3708: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-3708)*Conflicts |
| 9/25/2023 | 1 - 4:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3779: Preparing for a CFO Role (Webinar) (23WA-3779)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 9/30/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-1927: Business Ethics: Cases from the Real World (Webinar) (23WA-1927)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 6/9/2023 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-3822: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-3822)*Presence |
| 10/5/2023 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2537: K2's Case Studies in Fraud and Technology Controls - 4 Hrs (Webinar) (23WA-2537)*Auditing*Fraud & Technology |
| 6/29/2023 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2957: Preparing for a CFO Role (Webinar) (23WA-2957)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 7/27/2023 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2526: K2's Selecting and Vetting Technology Providers (Webinar) (23WA-2526)*Qualifications and skills to look for in an IT provider, and the different types of IT providers*The available options for delivering applications to end-users*Guidance on what to buy and what to avoid when selecting hardware and software |
| 6/28/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3626: Business Consulting for CPAs (Webinar) (23WA-3626)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 9/19/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3232: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-3232)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
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| 8/19/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3161: Coaching & Counseling: Performance Management (Webinar) (23WA-3161)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 8/12/2023 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3089: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-3089)*Proposed Financial Performance Reporting changes to standard financial package. |
| 8/8/2023 | 12 - 3:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2997: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-2997)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - 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*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 7/31/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1923: Speaking for Impact (Webinar) (23WA-1923)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 6/9/2023 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3004: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-3004)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 8/1/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-3590: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-3590)*Negotiation |
| 9/15/2023 | 9 - 10:35 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-1968: Tactical Cash Management (Webinar) (23WA-1968)*Managing inflows and outflows of working capital*Electronic applications that will improve your cash position*Working capital loans and collateral*Borrowing capacity available to organization*Options and alternatives for increasing cash*Cash management for regulatory, debt, and covenant compliance |
| 6/12/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3394: Cash Management Essentials (Webinar) (23WA-3394)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 8/31/2023 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2977: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-2977)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
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| 7/28/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3826: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-3826)*Networking*Relationship Management |
| 10/5/2023 | 1 - 3:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-3772: Measuring Audit Risks (Webinar) (23WA-3772)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
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| 9/29/2023 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-2261: When Leadership Fails (Webinar) (23WA-2261)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
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| 6/21/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2134: K2's 2022's Biggest Security And Privacy Concerns (Webinar) (23WA-2134)*Information Technology*Cyber Security |
| 6/16/2023 | 11 a.m. - 3:35 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| 23WA-3412: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-3412)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 9/2/2023 | 10 a.m. - 2:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1808: KPI Bootcamp for Small Businesses (Webinar) (23WA-1808)*Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
| 6/6/2023 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 23WA-3191: Essential Skills for the Next 10 Years (Webinar) (23WA-3191)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 8/15/2023 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2394: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-2394)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 6/24/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2888: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-2888)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
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| 7/24/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3207: Ethics in the Real World: Living Values for Today (Webinar) (23WA-3207)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 8/16/2023 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2228: 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (23WA-2228)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 6/20/2023 | 11 a.m. - 7:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3248: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-3248)*Proposed Financial Performance Reporting changes to standard financial package. |
| 8/21/2023 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2684: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-2684)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 7/10/2023 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-1925: The How's and Why's of Creating User Defined Functions in Excel (Webinar) (23WA-1925)*Examining UDFs relative to macros*Identifying the steps necessary to creating UDFs in Excel*Understanding where you should save UDFs*Key syntax when creating UDFs*Incorporating UDFs into your workbooks |
| 6/9/2023 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2560: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-2560)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 6/29/2023 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3279: Federal Tax Update: Individuals (Webinar) (23WA-3279)*Individual Updates*FBAR*Trade or Business*Sec. 1244 Stock*Litigation Payments*Penalty Cases*Cash Method*Fringe Benefits*Tax Home Cases*Conservation Easements*Medical Expenses*IRS Procedure*Mailbox Rule*Innocent Spouse and Divorce Cases*IRA Rollovers*Form 1099-K*Cryptocurrency Reporting*Claiming Dependents*Tax Lien and OIC Cases*Constitutional Claims*Statute of Limitations*IRS Automation*Other issues*Tax Legislation​​​​​​​*Biden 2023 Greenbook*Build Back Better Bill – Update*Bonus Topics*2022 Inflation Adjustments*Spotlight: Pro Se Corner & What Where They Thinking? |
| 8/23/2023 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3193: Essential Skills for the Next 10 Years (Webinar) (23WA-3193)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 8/16/2023 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3095: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-3095)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 8/8/2023 | 10 a.m. - 1:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-3489: The Single Audit from Beginning to End Update (Webinar) (23WA-3489)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 9/8/2023 | 12 - 8:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2838: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-2838)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage *The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession
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| 7/19/2023 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3308: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-3308)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 8/24/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3441: Essential Skills for Financial Leaders Conference (Webinar) (23WA-3441)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 9/6/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-2732: Practical Excel Topics for Today's Accountant (Webinar) (23WA-2732)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 7/12/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3459: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-3459)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
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| 9/6/2023 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2273: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-2273)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
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| 6/21/2023 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2163: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-2163)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 6/17/2023 | 10 a.m. - 1:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-3272: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-3272)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 8/22/2023 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-3805: Top 10 Business Myths and How to Avoid Them (Webinar) (23WA-3805)*What are the ten most common business myths?*Why do so many leaders ignore the risks?*Steps you can take to prevent these myths from damaging your organization*Recommendations from successful businesses |
| 10/4/2023 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3432: Speaking for Impact (Webinar) (23WA-3432)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 9/5/2023 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2071: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-2071)*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*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*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*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
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| 6/14/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1790: Doing Debt Differently: Your Roadmap to Changes & Choices for Success (Webinar) (23WA-1790)*Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt*Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creatingyour new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team |
| 6/6/2023 | 9 a.m. - 1:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| 23WA-2681: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-2681)*Conflicts |
| 7/8/2023 | 1 - 4:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3841: Practical Excel Topics for Today's Accountant (Webinar) (23WA-3841)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 10/6/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2471: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-2471)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
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| 6/27/2023 | 4:30 - 6:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2028: Connected Leadership: Foster and Retain an Engaged Team (Webinar) (23WA-2028)*Leadership |
| 6/13/2023 | 5 - 6:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3485: Tell Me A Story: Making Wisdom Stick! (Webinar) (23WA-3485)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 9/8/2023 | 10 a.m. - 1:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 23WA-3662: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-3662)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 9/21/2023 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2514: The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (23WA-2514)*One key area to look for fraud *It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s)
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| 6/28/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 23WA-2405: K2'S Evaluating Technology Controls (Webinar) (23WA-2405)*Differentiating between information technology general controls and information technology application controls*How to identify and evaluate information technology general controls, including deficiencies*How to identify and evaluate information technology application controls, including deficiencies*Analyzing technology controls relative to risk*Creating catalogs of controls |
| 6/24/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3784: Managing the Accounting Department (Webinar) (23WA-3784)*Accounting*Leadership*Management |
| 10/2/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2725: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-2725)*Presence |
| 7/12/2023 | 9 - 11:15 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3173: Accounting's Perfect Storm Update (Webinar) (23WA-3173)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 8/14/2023 | 12 - 3:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-2223: Ethics in the Real World: Living Values for Today (Webinar) (23WA-2223)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 6/20/2023 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3263: Resolving Ethical Conflicts (Webinar) (23WA-3263)*Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails |
| 8/22/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-2768: Business Consulting for CPAs (Webinar) (23WA-2768)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 7/14/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3607: Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (23WA-3607)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 9/16/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2410: Devious Ethics: Dealing with Snakes in Suits (Webinar) (23WA-2410)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 6/26/2023 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3195: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-3195)*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*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*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*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
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| 8/16/2023 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3598: Planning in an Uncertain World (Webinar) (23WA-3598)*Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters |
| 9/15/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1992: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-1992)*Conflicts |
| 6/12/2023 | 1 - 4:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1988: K2's Excel Power Query: Ten Things You Need to Know (Webinar) (23WA-1988)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 6/12/2023 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2188: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (23WA-2188)*Accounting*Excel*Computer Software |
| 6/19/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-2915: When Leadership Fails (Webinar) (23WA-2915)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
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| 7/25/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3350: Budgeting: Presenting and Communicating your Numbers (Webinar) (23WA-3350)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 8/28/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2845: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-2845)*Conflicts |
| 7/20/2023 | 9 a.m. - 12:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3706: Taxation of Non-fungible Tokens (NFTs) (Webinar) (23WA-3706)*NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs |
| 9/25/2023 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2840: Advanced Cost Accounting (Webinar) (23WA-2840)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 7/20/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3496: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-3496)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 9/9/2023 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-2498: K2's QuickBooks for Accountants (Webinar) (23WA-2498)*Accounting*Quickbooks |
| 6/28/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-2024: K2's The Very Real Risk of Ransomware (Webinar) (23WA-2024)*Understanding what ransomware is and how it is transmitted*Exploring a variety of high-profile ransomware cases*Developing an action plan to reduce your individual and organizational risk |
| 6/13/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3654: Inventory, Expense and Payroll Fraud (Webinar) (23WA-3654)*Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees
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| 9/21/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2369: New Rules for Research & Experimentation Deduction: Section 174 (Webinar) (23WA-2369)*Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.*Comparison of the Sec. 41 R&E credit to the Sec. 174 R&E deduction.*Financial accounting for R&E costs.*Required change of accounting method and Form 3115.*Revised treatment of software development costs.*Comprehensive case problems explaining implementation of the law changes. |
| 6/23/2023 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2291: K2'S Options to Automate Your Tax Preparation Workflow (Webinar) (23WA-2291)*Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
| 6/21/2023 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1898: Advanced Cost Accounting (Webinar) (23WA-1898)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 6/9/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2316: Secure Act 2.0: What You Need to Know (Webinar) (23WA-2316)*Expanding automatic enrollment in retirement plans*Increased age for RMDs*Higher catch-up contribution limit*Emergency expense penalty-free withdrawals*"Starter" 401(k)s for certain employers*Part-time worker improved coverage*Excise tax reduction for certain retirement plan accumulations*Employee plan conflict resolution expansion*Retroactive first year elective deferrals for sole proprietors*Change in plan requirements for unrollees*Surviving spouse election*Reduced tax on excess contributions*Timely plan amendment changes*Elective deferral changes*Employer match as Roth contribution
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| 6/22/2023 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 23WA-3039: The Yellow Book: From Beginning to End (Webinar) (23WA-3039)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 8/3/2023 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3729: Walkin', Talkin', Lookin' & Listenin': Things Most of Us Don't Do Well (Webinar) (23WA-3729)*The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception
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| 9/26/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1987: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-1987)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
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| 6/12/2023 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3506: Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (23WA-3506)*Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application |
| 9/9/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2200: Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous (Webinar) (23WA-2200)*Character Definition*Critical Character Attributes*Character Self-Awareness*Additional Character Identification Techniques*Trust Definitions*Waves of Trust*Four Cores of Trust*Toxic Trust and Antibiotics |
| 6/19/2023 | 12 - 2:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3012: The Single Audit from Beginning to End Update (Webinar) (23WA-3012)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 8/1/2023 | 12 - 8:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2801: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (23WA-2801)*Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 7/17/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2873: Measuring Audit Risks (Webinar) (23WA-2873)*The planning process - when it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality
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| 7/21/2023 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-1881: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-1881)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
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| 6/8/2023 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3360: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-3360)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 8/29/2023 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3650: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-3650)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 9/20/2023 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3022: Not Just Your Everyday FASB Update (Webinar) (23WA-3022)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 8/2/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3710: Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (23WA-3710)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 9/25/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2499: KPI Bootcamp for Small Businesses (Webinar) (23WA-2499)*Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
| 6/28/2023 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 23WA-1859: K2's Backups Done Right (Webinar) (23WA-1859)*List the significant backup approaches*Identify areas of critical weakness or threats in your backup and recovery systems*List all critical and non-critical applications and establish their order of recovery*Differentiate between backup solutions based on their features and benefits |
| 6/8/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2322: KPI Bootcamp for Small Businesses (Webinar) (23WA-2322)*Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
| 6/22/2023 | 3 - 7:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 23WA-2048: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (23WA-2048)*Auditing*Fraud Prevention*Internal Controls |
| 6/14/2023 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3625: Devious Ethics: Dealing with Snakes in Suits (Webinar) (23WA-3625)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 9/19/2023 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2130: Profit Improvement: Ten Tips for a Better Bottom Line (Webinar) (23WA-2130)*Map your strategy*Focus your organization's strategy*Develop metrics*Learn from others*Become more efficient*Identify inefficiencies*Eliminate errors*Eliminate pricing mistakes*Become a proactive culture*Invest in people |
| 6/16/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3709: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-3709)*Communication*Leadership*Character*Behavior
|
| 9/25/2023 | 1 - 4:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-3239: Power, Influence and Ethics (Webinar) (23WA-3239)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 8/19/2023 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3065: What Does Fraud Look Like? (Webinar) (23WA-3065)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
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| 8/5/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2871: Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing & Interrogation (Webinar) (23WA-2871)*Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession
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| 7/21/2023 | 1 - 3:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-2257: K2's Microsoft Office 365: All the Things You Need to Know (Webinar) (23WA-2257)*Computer Software*Microsoft Office 360 |
| 6/21/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-3376: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (23WA-3376)*Civility*Ethics |
| 8/30/2023 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2064: Become Rich Without Selling Your Soul (Webinar) (23WA-2064)*How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track |
| 6/14/2023 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-2798: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-2798)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 7/17/2023 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-3639: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-3639)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 9/20/2023 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2215: Preparing for a CFO Role (Webinar) (23WA-2215)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 6/20/2023 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2563: K2's 2022's Biggest Security And Privacy Concerns (Webinar) (23WA-2563)*Information Technology*Cyber Security |
| 6/29/2023 | 3 - 7:35 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| 23WA-2340: Essential Skills for the Next 10 Years (Webinar) (23WA-2340)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 6/22/2023 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2937: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-2937)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 7/26/2023 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3711: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-3711)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 9/26/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2655: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-2655)*Feedback |
| 7/6/2023 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2587: Partnership and S Corporation Checkup: Key Developments (Webinar) (23WA-2587)*IRS enforcement against partnerships*New K-2 and K-3: 2021 partnership and S Corporation tax forms on foreign transactions*Sale/merger of a partnership*The new Sub S Form 7203 -- shareholder basis computation*S Corporation compensation*PPP loans and the Forms 1065 and 1120-S |
| 6/30/2023 | 9 - 11:05 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-1824: K2's Best Word, Outlook and PowerPoint Features (Webinar) (23WA-1824)*Computer Software & Applications*Technology for CPAs*Microsoft Office; Word, Outlook & Powerpoint |
| 6/7/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2591: K2'S Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (23WA-2591)*Information Technology*Blockchain*Cryptocurrencies |
| 6/30/2023 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3119: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-3119)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
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| 8/10/2023 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2212: K2's Working Remotely: The New Normal (Webinar) (23WA-2212)*Remote working stratagies*Remote access tools*Monoriting remote workflows |
| 6/19/2023 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3644: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-3644)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
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| 9/20/2023 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3780: Essential Skills for Financial Leaders Conference (Webinar) (23WA-3780)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 10/2/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-2174: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-2174)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
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| 6/17/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3563: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (23WA-3563)*Proposed Financial Performance Reporting changes to standard financial package. |
| 9/14/2023 | 12 - 3:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3609: 6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (Webinar) (23WA-3609)*Communication*Leadership*Character*Behavior |
| 9/16/2023 | 11:30 a.m. - 12:40 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2293: Better Forecasts: Be a Better Predictor (Webinar) (23WA-2293)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 6/22/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3457: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-3457)*Culture*Trust |
| 9/6/2023 | 1 - 2:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-3055: Accounting's Perfect Storm Update (Webinar) (23WA-3055)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 8/4/2023 | 10 a.m. - 1:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-2467: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-2467)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 6/27/2023 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3770: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-3770)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
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| 9/29/2023 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2546: Cash Management Skills: Strategies for Long-Term Success (Webinar) (23WA-2546)*Understand how much cash your organization will need*Where will you get cash?*Set cash management policy*Prevent cash management surprises |
| 6/29/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1996: Cash Management Essentials (Webinar) (23WA-1996)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 6/12/2023 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2961: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-2961)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 7/27/2023 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1966: Ethics in the Real World: Living Values for Today (Webinar) (23WA-1966)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 6/12/2023 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2816: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-2816)*Culture*Trust |
| 7/18/2023 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-3276: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-3276)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
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| 8/22/2023 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-1908: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (23WA-1908)*Accounting*Excel*Computer Software |
| 6/9/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-3570: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-3570)*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*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*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*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 |
| 9/14/2023 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3364: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (23WA-3364)*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
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| 8/29/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1883: Budgeting: Presenting and Communicating your Numbers (Webinar) (23WA-1883)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 6/8/2023 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2107: Balancing Employee and Employer Rights (Webinar) (23WA-2107)*Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer. |
| 6/15/2023 | 2 - 3:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 23WA-3068: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (23WA-3068)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 8/5/2023 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3301: Not Just Your Everyday FASB Update (Webinar) (23WA-3301)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 8/24/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-1838: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-1838)*Ethics*Leadership |
| 6/7/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-1965: Essential Skills for Financial Leaders Conference (Webinar) (23WA-1965)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 6/12/2023 | 8 a.m. - 12:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 23WA-3029: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-3029)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
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| 8/2/2023 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2312: K2's The How's and Why's of Data Analytics (Webinar) (23WA-2312)*Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
| 6/22/2023 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2597: K2'S The Power Of Array Formulas In Excel (Webinar) (23WA-2597)*Understanding arrays of data and how they are useful*Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel*Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE*Applied examples of array formulas |
| 6/30/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3798: Driving Performance with Metrics (Webinar) (23WA-3798)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 10/3/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2101: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-2101)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 6/15/2023 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2427: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-2427)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
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| 6/26/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3374: Build Your Personal Net Worth (Webinar) (23WA-3374)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 8/30/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1943: 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (23WA-1943)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 6/10/2023 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2694: Speaking for Impact (Webinar) (23WA-2694)*Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxedCreating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closingHow to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humorMaking the Talk Entertaining*Vary the speed of your delivery*The Power of storiesMemorization and Practice*Key word system and note cards*Practice thru video or get feedback through othersCreating Stories that Rock |
| 7/10/2023 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3674: Cash Management Essentials (Webinar) (23WA-3674)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 9/22/2023 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-1861: K2's Excel Essentials for Staff Accountants (Webinar) (23WA-1861)*Computer Software & Applications*Excel |
| 6/8/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-3081: SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (23WA-3081)*The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top
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| 8/7/2023 | 11 a.m. - 2:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-3037: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-3037)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 8/3/2023 | 8 a.m. - 12:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2179: Advanced Cost Accounting (Webinar) (23WA-2179)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 6/19/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2324: Accounting's Perfect Storm Update (Webinar) (23WA-2324)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 6/22/2023 | 5 - 8:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-3565: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-3565)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 9/14/2023 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1812: K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (23WA-1812)*Understand the need for protecting client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice |
| 6/6/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3399: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-3399)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 9/1/2023 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-3001: Budgeting: Presenting and Communicating your Numbers (Webinar) (23WA-3001)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 7/31/2023 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2164: Achieving Balance in Work and Life: Part 1 (Webinar) (23WA-2164)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
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| 6/17/2023 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3297: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-3297)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 8/24/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3154: Federal Tax Update: Individuals (Webinar) (23WA-3154)*Individual Updates*FBAR*Trade or Business*Sec. 1244 Stock*Litigation Payments*Penalty Cases*Cash Method*Fringe Benefits*Tax Home Cases*Conservation Easements*Medical Expenses*IRS Procedure*Mailbox Rule*Innocent Spouse and Divorce Cases*IRA Rollovers*Form 1099-K*Cryptocurrency Reporting*Claiming Dependents*Tax Lien and OIC Cases*Constitutional Claims*Statute of Limitations*IRS Automation*Other issues*Tax Legislation​​​​​​​*Biden 2023 Greenbook*Build Back Better Bill – Update*Bonus Topics*2022 Inflation Adjustments*Spotlight: Pro Se Corner & What Where They Thinking? |
| 8/12/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2610: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-2610)*Communications |
| 6/30/2023 | 1 - 3:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-2323: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-2323)*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* 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*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*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 |
| 6/22/2023 | 3:45 - 7:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1920: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-1920)*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*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*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*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 |
| 6/9/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1794: K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (23WA-1794)*Auditing*Fraud & Technology |
| 6/6/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3389: Advanced Cost Accounting (Webinar) (23WA-3389)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 8/31/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3810: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-3810)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
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| 10/4/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2013: K2's Microsoft Power BI: Power Reporting for Free (Webinar) (23WA-2013)*Understanding the importance of business intelligence efforts and the characteristics of successful business intelligence initiatives*Differentiating between various Power BI offerings, including desktop and Cloud-based offerings*Identifying the similarities and differences between business intelligence efforts based in Excel and those based in a true business intelligence solution*A step-by-step approach to building business intelligence reports and dashboards using Power BI |
| 6/13/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2143: Up Your Influence: How To Get What You want (Webinar) (23WA-2143)*Persuasion*Influence |
| 6/16/2023 | 1 - 3:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2301: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (23WA-2301)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 6/22/2023 | 10 a.m. - 2:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 23WA-3307: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-3307)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - 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*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 8/24/2023 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3636: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-3636)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 9/20/2023 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-3411: Minimize Workplace Warfare (Webinar) (23WA-3411)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 9/2/2023 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3084: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-3084)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 8/7/2023 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2648: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-2648)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 7/6/2023 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2251: K2'S Excel Financial Modeling Best Practices (Webinar) (23WA-2251)*Design considerations for Excel-based models*Advanced options for analyzing your models*Troubleshooting your models*Formatting reports for improved readability |
| 6/20/2023 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1856: Devious Ethics: Dealing with Snakes in Suits (Webinar) (23WA-1856)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 6/8/2023 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3537: Advanced Cost Accounting (Webinar) (23WA-3537)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 9/12/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3151: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-3151)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage *The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession
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| 8/11/2023 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2254: Practical Excel Topics for Today's Accountant (Webinar) (23WA-2254)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 6/20/2023 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3444: Build Your Personal Net Worth (Webinar) (23WA-3444)*Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth *Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs |
| 9/6/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2457: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-2457)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 6/27/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3446: Ethics in the Real World: Living Values for Today (Webinar) (23WA-3446)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 9/6/2023 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3067: Ethics in the Real World: Living Values for Today (Webinar) (23WA-3067)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 8/5/2023 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3010: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-3010)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage *The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession
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| 8/1/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2057: Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (23WA-2057)*Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
| 6/14/2023 | 11 a.m. - 1:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-1805: K2'S Tales of True Tech Crimes Ripped from the Headlines (Webinar) (23WA-1805)*Common security weaknesses which occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures resulting in the theft of assets, or unauthorized data manipulation |
| 6/6/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3113: Devious Ethics: Dealing with Snakes in Suits (Webinar) (23WA-3113)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 8/10/2023 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2090: Coaching & Counseling: Addressing Misconduct (Webinar) (23WA-2090)*Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
| 6/15/2023 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2252: K2's Excel Tips & Tools for Better Budgets (Webinar) (23WA-2252)*Budgeting and forecasting-centric features in Excel*Excel's capital budgeting functions*Using tools such as Scenario Manager, Solver, and Forecast Sheets to solve common budgeting problems |
| 6/20/2023 | 6 - 7:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3342: Better Forecasts: Be a Better Predictor (Webinar) (23WA-3342)*Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias |
| 8/26/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2564: K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (23WA-2564)*Information Technology*Cryptocurrency*Blockchain |
| 6/29/2023 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3355: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-3355)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 8/29/2023 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3377: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-3377)*Ethics*Leadership |
| 8/30/2023 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2364: Business Ethics: Cases from the Real World (Webinar) (23WA-2364)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 6/23/2023 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-1928: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-1928)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 6/9/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2716: Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (23WA-2716)*10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ...*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
| 7/11/2023 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3468: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-3468)*Presence |
| 9/7/2023 | 11 a.m. - 1:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-3522: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-3522)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
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| 9/11/2023 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2315: Cost of Capital: What it is and How to Use it (Webinar) (23WA-2315)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 6/22/2023 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2129: New Rules for Research & Experimentation Deduction: Section 174 (Webinar) (23WA-2129)*Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.*Comparison of the Sec. 41 R&E credit to the Sec. 174 R&E deduction.*Financial accounting for R&E costs.*Required change of accounting method and Form 3115.*Revised treatment of software development costs.*Comprehensive case problems explaining implementation of the law changes. |
| 6/16/2023 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3487: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-3487)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage *The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession
|
| 9/8/2023 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3785: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-3785)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
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| 10/2/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2404: K2's A Scary Ride Through the Dark Web (Webinar) (23WA-2404)*The origin of the Dark Web and the Deep Web and their relationship to the "ordinary" Internet*How to connect to and browse the Dark Web*Security risks associated with accessing the Dark Web*Potentially useful sites and applications on the Dark Web |
| 6/24/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2077: K2'S Windows 11: What End Users Need To Know (Webinar) (23WA-2077)*Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
| 6/14/2023 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2204: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-2204)*Business Management*Organization |
| 6/19/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3277: Progressive Management Accounting (Webinar) (23WA-3277)*A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC)*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social/cultural*How to overcome behavioral resistance to change |
| 8/22/2023 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3284: Driving Performance with Metrics (Webinar) (23WA-3284)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 8/23/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3716: What Does Fraud Look Like? (Webinar) (23WA-3716)*Why auditors fail to detect fraud*Usual vs. an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there
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| 9/26/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3735: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 1 (Webinar) (23WA-3735)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 9/27/2023 | 8 a.m. - 12:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1880: K2's Implementing Internal Controls In Quickbooks Environments (Webinar) (23WA-1880)*Auditing*Quickbooks |
| 6/8/2023 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3658: Power, Influence and Ethics (Webinar) (23WA-3658)*The two sides of leadership*Practices that build and destroy an organization's value and spirit*Toxic leader characteristics*Four sources of leadership power*Push vs. pull leadership styles*Six 'Rules of Influence' that cause one person to say 'yes' to another person*Ways to defend ourselves against toxic leaders*How to use corporate politics to our advantage and still do the right thing |
| 9/21/2023 | 11 a.m. - 12:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2141: Self-Rental Real Estate: Passive Activity & Section 199A (Webinar) (23WA-2141)*Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and 'former passive activities' rules |
| 6/16/2023 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2879: Indirect Rate Recovery for Nonprofits & Pass-Through Entities (Webinar) (23WA-2879)*Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
| 7/22/2023 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2907: Preparing for & Conducting Discharge Meetings (Webinar) (23WA-2907)*Issues to be evaluated pre-discharge*Off-site/off work-misconduct*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
| 7/25/2023 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2452: Maintaining a Harmonious Working Environment (Webinar) (23WA-2452)*Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. |
| 6/27/2023 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2819: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-2819)*Negotiation |
| 7/18/2023 | 1 - 2:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-1978: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-1978)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 6/12/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3167: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-3167)*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*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*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*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 |
| 8/14/2023 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2558: Ethics: A Line in the Sand. Implications for Daily Business (Webinar) (23WA-2558)*Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
| 6/29/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-2670: Accounting's Perfect Storm Update (Webinar) (23WA-2670)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 7/7/2023 | 12 - 3:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-2583: K2's QuickBooks for Accountants (Webinar) (23WA-2583)*Accounting*Quickbooks |
| 6/30/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-3104: Prevention & Detection of Fraud In Small Businesses (Webinar) (23WA-3104)*The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management
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| 8/9/2023 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3127: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-3127)*Ethics*Leadership |
| 8/10/2023 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2570: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-2570)*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*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*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*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 |
| 6/29/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3759: Preparing for a CFO Role (Webinar) (23WA-3759)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 9/29/2023 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3242: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-3242)*Communication*Leadership*Character*Behavior
|
| 8/19/2023 | 1 - 4:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2989: Advanced Cost Accounting (Webinar) (23WA-2989)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 7/29/2023 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1985: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-1985)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
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| 6/12/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3430: Accommodation Requests - Substance Abuse - Contagious Infections (Webinar) (23WA-3430)*Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections |
| 9/5/2023 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-1889: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-1889)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 6/8/2023 | 5 - 8:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2994: Understanding and Preventing Budget Calamities (Webinar) (23WA-2994)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 7/31/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2119: The SECURE Act 2.0: Planning Opportunities for Individuals (Webinar) (23WA-2119)*Implications for individuals*Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching
|
| 6/15/2023 | 6 - 6:50 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 23WA-1935: K2's Password Management Tools: Why and How You Should Use Them (Webinar) (23WA-1935)*Identify why passwords are a critical element of information technology controls*List the key characteristics of "long-and-strong" passwords and the new NIST guidelines*Differentiate between leading password management tools*Enumerate alternatives to passwords to improve authentication controls |
| 6/10/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3373: Preparing for a CFO Role (Webinar) (23WA-3373)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 8/30/2023 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3362: Indirect Rate Recovery for Nonprofits & Pass-Through Entities (Webinar) (23WA-3362)*Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation |
| 8/29/2023 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2203: Working Smarter, Not Harder: the New Science of Getting on Top of it All - Part 2 (Webinar) (23WA-2203)*Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all |
| 6/19/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3526: Minimize Workplace Warfare (Webinar) (23WA-3526)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 9/11/2023 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2925: Coaching & Counseling: Addressing Misconduct (Webinar) (23WA-2925)*Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
| 7/25/2023 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2083: Coaching & Counseling: Performance Management (Webinar) (23WA-2083)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 6/15/2023 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2613: Essential Skills for the Next 10 Years (Webinar) (23WA-2613)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 6/30/2023 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3197: Shortcuts to Success: Secret Techniques of Highly Effective People (Webinar) (23WA-3197)*What really leads to success in the modern world-The five things that correlate with fulfillment-The five skills that lead to personal success-Why 'inner technology' is so important to succeed*Mastering the Art of Communication-Why communication is so important-The five mistakes people often make when they communicate-How to solve problems without bruising egos-How to get people to want to work with you*The Magic of Motivation:-The key to success is consistency-Why people normally don't stay motivated, and how to overcome this-Why procrastination is a problem, and how it can be easily handled-How to motivate other people* Overcoming Your Fears-Why people have fears, and how they can be overcome-The three skills needed to overcome any fear-Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't-The 3 most important things you can do to increase both happiness and productivity-How to handle stress in under two minutes-How to tap into a greater sense of purpose and meaning-How to use positive psychology principles to help your business |
| 8/16/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 23WA-3352: Building Flexible Budgeting Models: Walking Through and Crunching the Numbers (Webinar) (23WA-3352)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 8/28/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1912: Clear. Confident. Compelling. - Communication Strategies for Women in Business (Webinar) (23WA-1912)You'll Learn:*What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you.*What your body language may be communicating about your overall confidence, capability, and self-assurednessYou'll Find:*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility |
| 6/9/2023 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2361: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-2361)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 6/23/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2786: The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (23WA-2786)*Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions
|
| 7/15/2023 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-1822: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (23WA-1822)*What does 'Leaders Eat Last'mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader |
| 6/7/2023 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2695: The Yellow Book: From Beginning to End (Webinar) (23WA-2695)*Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements |
| 7/10/2023 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3592: Cash Management: Day to Day Best Practices (Webinar) (23WA-3592)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 9/15/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1891: Cash Management Essentials (Webinar) (23WA-1891)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 6/8/2023 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2350: Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (23WA-2350)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
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| 6/23/2023 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2609: Partnerships/LLC: Tax Basis Capital Accounts (Webinar) (23WA-2609)*Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a 'tax basis capital account'*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish 'recourse' loans from 'nonrecourse' loans*What are 'qualified nonrecourse financing' loans and how they affect partners*Section 704 'built-in gain or loss' rules and how they impact Schedule K-1 reporting*Section 4655 'at risk' rules and how they impact Schedule K-1 reporting |
| 6/30/2023 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2971: Business Intelligence (BI) and Business Analytics (BA) (Webinar) (23WA-2971)*The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage *The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession
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| 7/28/2023 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3227: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-3227)*Feedback |
| 8/18/2023 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2974: The Single Audit from Beginning to End Update (Webinar) (23WA-2974)*Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence |
| 7/28/2023 | 10 a.m. - 6:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2495: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-2495)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 6/28/2023 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3152: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-3152)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
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| 8/11/2023 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2902: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-2902)*Networking*Relationship Management |
| 7/24/2023 | 3 - 5:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-2823: Minimize Workplace Warfare (Webinar) (23WA-2823)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 7/18/2023 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2999: Not Just Your Everyday FASB Update (Webinar) (23WA-2999)*Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities |
| 7/31/2023 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3283: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-3283)*Business Management*Organization |
| 8/23/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3833: Auditing For Fraud (Webinar) (23WA-3833)*Common myths about fraud*Importance of observation*Why fraud is successful*Professional skepticism
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| 10/5/2023 | 6 - 8:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3613: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-3613)*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*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*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*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 |
| 9/16/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3513: Business Consulting for CPAs (Webinar) (23WA-3513)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 9/11/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2726: Cash Management: Day to Day Best Practices (Webinar) (23WA-2726)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 7/12/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3184: Driving Performance with Metrics (Webinar) (23WA-3184)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 8/15/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2926: Accounting's Perfect Storm Update (Webinar) (23WA-2926)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 7/26/2023 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-3078: ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (23WA-3078)*Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings *Chest Seals
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| 8/7/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2044: K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (23WA-2044)*Auditing*Fraud & Technology |
| 6/14/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3092: Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact (Webinar) (23WA-3092)*Identify effective writing's key elements*Learn a simple, direct, effective business writing process *Edit your own and others' documents effectively |
| 8/8/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3529: The Ethics Hour: Ethics in the Real World (Webinar) (23WA-3529)*The difficult trade-offs in making choices*Functioning in the gray areas*The value of trust*Consequences of short-term-itis*How lack of accountability can lead to ethical issues
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| 9/11/2023 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2651: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-2651)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 7/6/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2247: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-2247)*Conflicts |
| 6/20/2023 | 5 - 8:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2549: Driving Performance with Metrics (Webinar) (23WA-2549)*Using metrics in a balanced scorecard framework*Learn to measure output of your business activities*Creating metrics for profit and cost centers*Benchmarking your metrics*Using metrics for planning and control*Tips for success |
| 6/29/2023 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3842: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-3842)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 10/6/2023 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2534: K2'S Options to Automate Your Tax Preparation Workflow (Webinar) (23WA-2534)*Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
| 6/29/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3647: Business Longevity: Is Your Business Wobbling? (Webinar) (23WA-3647)*Business Management*Organization |
| 9/20/2023 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3747: Federal Tax Updates: Business Entities (Webinar) (23WA-3747)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 9/28/2023 | 8 a.m. - 3:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2634: Asset Misappropriation: Let Me Count the Ways (Webinar) (23WA-2634)*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there
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| 7/5/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1826: K2'S Choosing Your Mid-Market Accounting Solution (Webinar) (23WA-1826)*Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
| 6/7/2023 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2950: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-2950)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 7/27/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-3713: Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (23WA-3713)*10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ...*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes |
| 9/26/2023 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2063: K2's Small Business Accounting Shootout (Webinar) (23WA-2063)*Overview of small business accounting solutions*Shortfalls of specific accounting solutions*Strengths and weaknesses of various solutions*Setup and configuration tips |
| 6/14/2023 | 12:30 - 4:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3181: When Leadership Fails (Webinar) (23WA-3181)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
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| 8/14/2023 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3719: The Art of Conversation: A Relationship Approach to Networking (Webinar) (23WA-3719)*Networking*Relationship Management |
| 9/26/2023 | 11 a.m. - 1:05 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 23WA-2663: Preparing for a CFO Role (Webinar) (23WA-2663)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 7/7/2023 | 8:30 - 9:35 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3720: When Leadership Fails (Webinar) (23WA-3720)*Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory
|
| 9/26/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3523: Why Auditors Fail To Detect Fraud (Webinar) (23WA-3523)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
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| 9/11/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3358: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-3358)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 8/29/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3139: Advanced Cost Accounting (Webinar) (23WA-3139)*Occupancy costs*Depreciation*Utilities*Supervision*Maintenance*Quality Control*Material Handling*Process Engineering*Design Engineering*Procurement*Human Resources*Information Systems*Selling Costs*Accounting*Cost of Money*Excess Capacity |
| 8/11/2023 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3366: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-3366)*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*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*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*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 |
| 8/29/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3614: Budgeting: Presenting and Communicating your Numbers (Webinar) (23WA-3614)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 9/16/2023 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2411: Coaching Skills That Improve Performance (Webinar) (23WA-2411)*Coaching*Effective Communication |
| 6/26/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3270: Practical Excel Topics for Today's Accountant (Webinar) (23WA-3270)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 8/22/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1835: K2'S Supercharging Your Spreadsheet Collaboration (Webinar) (23WA-1835)*Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
| 6/7/2023 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-3246: Business Ethics: Cases from the Real World (Webinar) (23WA-3246)*Why are ethics so complicated?*What trade-offs must we make to solve ethical predicaments?*What can we do?*Should you speak up or be quiet?*What do I do when I find myself in an ethical predicament?*What are fundamental ethical principles for a businessperson?*Is ethics situational?*What is the Fraud Triangle?*How do we resolve ethical issues? |
| 8/21/2023 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-3299: Coaching Skills That Improve Performance (Webinar) (23WA-3299)*Coaching*Effective Communication |
| 8/24/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1930: K2's Understanding Workflow and Automation Essentials (Webinar) (23WA-1930)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 6/9/2023 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-1797: K2's The How's and Why's of Data Analytics (Webinar) (23WA-1797)*Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
| 6/6/2023 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2267: Coaching & Counseling: Addressing Misconduct (Webinar) (23WA-2267)*Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. |
| 6/21/2023 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2122: Business Consulting for CPAs (Webinar) (23WA-2122)*What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application |
| 6/16/2023 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2168: Practical Excel Topics for Today's Accountant (Webinar) (23WA-2168)*Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge*Custom formatting |
| 6/17/2023 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2476: Powerful Public Speaking: Communicate With Confidence (Webinar) (23WA-2476)*Communications |
| 6/27/2023 | 5 - 7:55 p.m. | Online | 3.2 CPE (0 tech, 3.2 non-tech) | |
| 23WA-3249: Coaching & Counseling: Performance Management (Webinar) (23WA-3249)*Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. |
| 8/21/2023 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2058: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-2058)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 6/14/2023 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2357: Self-Rental Real Estate: Passive Activity & Section 199A (Webinar) (23WA-2357)*Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and 'former passive activities' rules |
| 6/23/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2218: K2's QuickBooks for Accountants (Webinar) (23WA-2218)*Accounting*Quickbooks |
| 6/20/2023 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-2175: Dealing with Problem Employees: A 15 Step Action Plan for You and Them (Webinar) (23WA-2175)*How turnover is an issue.*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship.*A fifteen-step action plan for you to use and for the employee. |
| 6/17/2023 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3835: Achieving Balance in Work and Life: Part 1 (Webinar) (23WA-3835)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling
|
| 10/6/2023 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2589: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-2589)*Communication*Leadership*Character*Behavior
|
| 6/30/2023 | 9 a.m. - 12:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-3572: The Ethics Hour: Be the Sun, Not the Salt (Webinar) (23WA-3572)*Understand how our behavior affects those around us*Learn Dr. Cohen's Six Pearls of Wisdom: Today is a good day to do good; Be the bright spot in the room; Be your own sun; Do the next right thing; Pet Peeves Bite; Knowing isn't doing |
| 9/14/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2593: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (23WA-2593)*Auditing*Fraud Prevention*Internal Controls |
| 6/30/2023 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3603: Building Flexible Budgeting Models: Walking Through and Crunching the Numbers (Webinar) (23WA-3603)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 9/16/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3574: Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results (Webinar) (23WA-3574)*Relationships |
| 9/14/2023 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-3846: Balance Sheet Management: The Least Understood Risk (Webinar) (23WA-3846)*Understanding your balance sheet*Analyze your balance sheet today and in the future*Plan your balance sheet structure*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand your cost of capital*Interpret your cost of capital*Evaluate the risks, pros and cons of debt*Know how to raise debt*Understand the risks, pros and cons of equity*Examine alternative methods to raise financing*Understand the decision process through real-world examples |
| 10/6/2023 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-3731: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 1 (Webinar) (23WA-3731)*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* 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*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*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 |
| 9/27/2023 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3288: 6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (Webinar) (23WA-3288)*Communication*Leadership*Character*Behavior |
| 8/23/2023 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-1914: Ethics: A Line in the Sand. Implications for Daily Business (Webinar) (23WA-1914)*Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
| 6/9/2023 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-2055: K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (23WA-2055)*Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
| 6/14/2023 | 11 a.m. - 1:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2189: K2'S The Power Of Array Formulas In Excel (Webinar) (23WA-2189)*Understanding arrays of data and how they are useful*Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel*Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE*Applied examples of array formulas |
| 6/19/2023 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2015: Up Your Influence: How To Get What You want (Webinar) (23WA-2015)*Persuasion*Influence |
| 6/13/2023 | 11 a.m. - 1:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2108: A Coach Approach to Feedback: How To Have an Action Oriented Conversation (Webinar) (23WA-2108)*Feedback |
| 6/15/2023 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2697: Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing & Interrogation (Webinar) (23WA-2697)*Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession
|
| 7/10/2023 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-3226: Negotiation Strategy: What to do Before, During and After (Webinar) (23WA-3226)*Negotiation |
| 8/18/2023 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2759: Preparing for & Conducting Discharge Meetings (Webinar) (23WA-2759)*Issues to be evaluated pre-discharge*Off-site/off work-misconduct*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
| 7/13/2023 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-3730: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (23WA-3730)*The basic benefits of why *The 5-15 report *Curiosity and creativity |
| 9/27/2023 | 12 - 3:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 23WA-2136: What's Your Brand Reputation? Determine and Drive How Others See You (Webinar) (23WA-2136)*Presence |
| 6/16/2023 | 11 a.m. - 1:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-2472: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-2472)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 6/27/2023 | 5 - 6:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2453: IRS Penalties and Abatements (Webinar) (23WA-2453)*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options |
| 6/27/2023 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 23WA-3545: Accounting's Perfect Storm Update (Webinar) (23WA-3545)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 9/12/2023 | 5 - 8:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-2201: Ethics: A Line in the Sand. Implications for Daily Business (Webinar) (23WA-2201)*Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years |
| 6/19/2023 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 23WA-3808: Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (23WA-3808)*Communication*Leadership*Character*Behavior
|
| 10/4/2023 | 9 a.m. - 12:30 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| 23WA-2332: K2'S Hands-on With QuickBooks Online Accountant for Public Accounting (Webinar) (23WA-2332)*Computer Software*Public Accounting*Quickbooks Online Accountant (QBOA) |
| 6/22/2023 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2080: Pricing for Profitability: How Finance Can Save the Bottom Line (Webinar) (23WA-2080)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 6/15/2023 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2747: Building Flexible Budgeting Models: Walking Through and Crunching the Numbers (Webinar) (23WA-2747)*Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types |
| 7/13/2023 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2973: Minimize Workplace Warfare (Webinar) (23WA-2973)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 7/28/2023 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-3673: Leaders Eat Last: 50 Minute Lesson (Webinar) (23WA-3673)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 9/22/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2588: The Value of Conflict: A Strategic Approach to Dealing with Difficult People (Webinar) (23WA-2588)*Conflicts |
| 6/30/2023 | 9 a.m. - 12:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3330: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (23WA-3330)*GAAP/IFRS for inventory*Understanding Inventory software-Inventory master files-Bill of Materials (BOM)-Indented Bill of Materials-Routings*Variance recognition*Keeping costs current |
| 8/26/2023 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-1867: The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (23WA-1867)*The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences?
|
| 6/8/2023 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2162: Federal Tax Updates: Business Entities (Webinar) (23WA-2162)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 6/17/2023 | 10 a.m. - 5:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-3661: Preparing for & Conducting Discharge Meetings (Webinar) (23WA-3661)*Issues to be evaluated pre-discharge*Off-site/off work-misconduct*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks |
| 9/21/2023 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 23WA-2785: The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (23WA-2785)*Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations
|
| 7/15/2023 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 23WA-2331: K2'S Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (23WA-2331)*Computer Software*Google |
| 6/22/2023 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2600: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (23WA-2600)*What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths |
| 6/30/2023 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2611: K2's Introduction to Excel Macros (Webinar) (23WA-2611)*Computer Software & Applications*Excel Macros |
| 6/30/2023 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3480: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (23WA-3480)*Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment.*Tradeoffs involved in dealing with conflicts of interest?*Suggestions on how to avoid conflicts of interest. |
| 9/8/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 23WA-3072: 5 Marvelous Business Books in 100 Minutes (Webinar) (23WA-3072)Five business books, including,*"Leaders Eat Last", by Simon Sinek,*"Zero to One" by Peter Thiel,*"American Icon" by Bryce Hoffman,*"Slide:ology" by Nancy Duarte, and*"Brain Rules" by John Molina. |
| 8/7/2023 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-2076: K2's Case Studies in Fraud and Technology Controls - 4 Hrs (Webinar) (23WA-2076)*Auditing*Fraud & Technology |
| 6/14/2023 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 23WA-2632: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-2632)*Ethics*Leadership |
| 7/5/2023 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3434: The Civil Advantage: Ethics and Civility in Disquieting Times (Webinar) (23WA-3434)*Civility*Ethics |
| 9/5/2023 | 3 - 4:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-3384: Cash Forecasting, Reporting and Metrics: Managing the Lifeblood of the Business (Webinar) (23WA-3384)*Key components of the Cash Flow model*Receipts and Disbursements model*Applying uniqueness for your organization, your industry, the macro environment*Incorporating strategic analysis into cash forecasting*Using reporting and metrics to make cash forecasting more complete*Benchmarking as a tool to improve the accuracy of your cash forecasting |
| 8/31/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3495: Diversity, Inclusion, Equity & Belonging (Webinar) (23WA-3495)*Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? |
| 9/8/2023 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2485: The Trustworthy Leader: Ethics and Trust in a Time of Social Change (Webinar) (23WA-2485)*Ethics*Leadership |
| 6/27/2023 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2751: Federal Tax Updates: Business Entities (Webinar) (23WA-2751)*Current business entity tax issues*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues. |
| 7/13/2023 | 10 a.m. - 5:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 23WA-2012: K2'S CPA Firm Technology for the Future (Webinar) (23WA-2012)*CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 6/13/2023 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2951: Communication Miracles At Work and In Life: Part 1 (Webinar) (23WA-2951)*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*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*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*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 |
| 7/27/2023 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-1895: Why Auditors Fail To Detect Fraud (Webinar) (23WA-1895)*Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it
|
| 6/8/2023 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2477: Strategic Career Management: Only You Have Sleepless Nights Over Your Career (Webinar) (23WA-2477)*Career Ownership*Career Planning*Personal Marketing Plan*Strategic Career Considerations*Opportunity Insights*Networking*Character |
| 6/27/2023 | 5 - 7:15 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 23WA-1981: K2's QuickBooks for Accountants (Webinar) (23WA-1981)*Accounting*Quickbooks |
| 6/12/2023 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 23WA-2715: Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts (Webinar) (23WA-2715)*The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating
|
| 7/11/2023 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-2555: Achieving Balance in Work and Life: Part 2 (Webinar) (23WA-2555)*Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts
|
| 6/29/2023 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3033: 10 Ways to Create Delighted Clients and More Referrals (Webinar) (23WA-3033)*Communicate more powerfully with clients and other CPA's by understanding human behavior - How to judge if your communication is effective in motivating someone - How to get someone to really hear you and how to really hear what someone else is "not saying." - How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm - 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*Secret techniques that super-successful communicators use - How to persuade people without them knowing they are being persuaded - How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their 'magical abilities.' - The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development - The art of getting more referrals and turning referrals into clients - Why great service is better for your business in the long run - How to know what's most important to your client or boss--so you can focus on that |
| 8/2/2023 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3775: Cash Management: Day to Day Best Practices (Webinar) (23WA-3775)*Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls |
| 9/30/2023 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3026: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (23WA-3026)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 8/2/2023 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3743: Communication Miracles at Work: How To Decrease Conflict and Increase Cooperation - Part 2 (Webinar) (23WA-3743)*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*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*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*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 |
| 9/27/2023 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-2437: K2'S Choosing Your Mid-Market Accounting Solution (Webinar) (23WA-2437)*Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
| 6/26/2023 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2030: Minimize Workplace Warfare (Webinar) (23WA-2030)*How to address conflict in a healthy productive way.*How to increase positive engagement instead of encouraging passive-aggressive behavior.*Learn ways to resolve the conflict prior to involving management*Self-leadership tools proven to help team members manage emotions and improve communication. |
| 6/13/2023 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2169: 6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace (Webinar) (23WA-2169)*Communication*Leadership*Character*Behavior |
| 6/17/2023 | 11:30 a.m. - 12:40 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 23WA-2074: Accounting's Perfect Storm Update (Webinar) (23WA-2074)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 6/14/2023 | 2 - 5:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 23WA-3557: Ethics in the Real World: Living Values for Today (Webinar) (23WA-3557)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment-Establish a code of conduct and make it public-Hire and promote people with a well-grounded sense of personal ethics-Interpret your code for ordinary circumstances-Communicate expectations for employees to act in an ethical manner-Lead by example-Teach employees the basic tools of ethical decision making-Back your code with enforcement-Factor values into every important organizational activity and decision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 9/13/2023 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 23WA-2062: Cost of Capital: What it is and How to Use it (Webinar) (23WA-2062)*Find your organization's cost of debt*Calculate the cost of equity*Understanding your Weighted*Average Cost of Capital (WACC)*Interpret your cost of capital*Properly use the cost of capital to make decisions*Avoid common cost of capital mistakes |
| 6/14/2023 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3214: Cost and Pricing Models: Creating an Effective Tool (Webinar) (23WA-3214)*Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit |
| 8/17/2023 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 23WA-3601: Creating a Culture of Trust: Build Loyal and Engaged Teams (Webinar) (23WA-3601)*Culture*Trust |
| 9/15/2023 | 3 - 4:25 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 23WA-2862: SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (23WA-2862)*The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top
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| 7/21/2023 | 9 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 23WA-3467: KPI Bootcamp for Small Businesses (Webinar) (23WA-3467)*Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live |
| 9/7/2023 | 11 a.m. - 3:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| 23WA-2777: Communication Miracles At Work and In Life: Part 2 (Webinar) (23WA-2777)*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*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*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*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
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| 7/14/2023 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 23WA-3551: Cash Management Essentials (Webinar) (23WA-3551)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 9/13/2023 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 23WA-2618: K2's Formatting Excel Spreadsheets the Right Way (Webinar) (23WA-2618)*Creating and using Styles in Excel*The Accounting Format and why you should use it*How to Create Custom Formats*Formatting dates for maximum impact*The advantages of storing formats in templates |
| 6/30/2023 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 23WA-3510: Cost of Capital: What it is and How to Use it (Webinar) (23WA-3510) |
