| 21WA-0188: Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (21WA-0188)*Business Management*Organization |
| 6/25/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0192: Business Consulting for CPAs (Webinar) (21WA-0192)*Management Services |
| 6/29/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0189: Business Turnaround (Webinar) (21WA-0189)*Management*Business Turnaround |
| 6/25/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0194: What's Going on at the GASB (Webinar) (21WA-0194)*Accounting*Accounting standards issued by the Government Accounting Standards Board (GASB)*GASB's current projects and exposure drafts |
| 6/29/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0185: Annual Update for Governments and Not-for-Profits (Webinar) (21WA-0185)*Accounting standards recently issued by the Government Accounting Standards Board (GASB).*Yellowbook*Auditing |
| 6/24/2021 | 1 - 4:55 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0187: Not-for-Profit Accounting & Auditing Update (Webinar) (21WA-0187)*Not-for-Profit accounting*Not-for-Profit auditing*SAS 134 |
| 6/24/2021 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0196: Business Longevity (Webinar) (21WA-0196)*Business Management*Organization |
| 6/30/2021 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0182: Common Audit Deficiencies (Webinar) (21WA-0182)*Auditing estimates*Internal controls deficiencies*Documentation deficiencies*Risk assessment*Yellowbook |
| 6/24/2021 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0191: Governmental Auditing Update: Yellow Book & Uniform Guidance What You Need to Know (Webinar) (21WA-0191)*Changes to Yellow Book and Single Audits*Single Audit under the Uniform Grant Guidance*Auditing |
| 6/29/2021 | 9 a.m. - 12:55 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0183: Not-for-Profit Accounting Update (Webinar) (21WA-0183)*Governemental accounting*Not-for-Profit accounting*Topic 606 |
| 6/24/2021 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0180: Managing the Accounting Department (Webinar) (21WA-0180)*Accounting*Leadership*Management |
| 6/23/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0190: Auditing for Fraud (Webinar) (21WA-0190)*Auditing*Fraud |
| 6/25/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0184: Preventing Small Business Fraud (Webinar) (21WA-0184)*Auditing*Fraud |
| 6/24/2021 | 10 a.m. - 1 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WA-0181: Why Auditors Fail To Detect Fraud (Webinar) (21WA-0181)*Auditing*Fraud |
| 6/23/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0197: Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (21WA-0197)*Auditing*Fraud |
| 7/1/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0195: What Does Fraud Look Like? (Webinar) (21WA-0195)*Auditing*Fraud |
| 6/30/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0186: Personal Leadership Skills (Webinar) (21WA-0186)*Leadership*Personality Types*Communication*Memory |
| 6/24/2021 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0193: SAS 122, AU 240, Consideration of Fraud In A Financial Statement Audit (Webinar) (21WA-0193)*Auditing*Fraud |
| 6/29/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0288: CFO Series: Controlling Management Continuity Risk (Webinar) (21WX-0288)*The goal of every audit is to uncover risk, but do they? *What can be done to better identify management continuity risk? *How do you change your evaluations to enhance long-term performance?*Does every Audit truly analyze all risks, specifically, management continuity risks?*Employment in our profession today is not what it was ten years ago*What happens when you treat young accountants the way you were treated?*Why do our best employees leave? *How to identify your flight risks? How to identify the talent needed for the future? What skills do we need to embrace and train for?*What is "Sustainable Talent Management" and how can it help?*How can we ensure that our organization's success will continue?*What are the steps to leave a positive legacy and support the next leaders? |
| 6/25/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21CF-BVAX: MNCPA Business Valuation Conference (Virtual Only) (21CF-BVAX) |
| 11/1/2021 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
| 21CF-NFPX: MNCPA Not-for-Profit Conference (Virtual Only) (21CF-NFPX) |
| 10/19/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
| 21CF-GOVX: MNCPA Audits of Local Governments Conference (Virtual Only) (21CF-GOVX) |
| 10/18/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
| 21SR-0011: K2's Advanced QuickBooks Tips and Techniques (Virtual) (21SR-0011)*Advanced inventory management techniques -- changing the default costing methodology, tracking serial numbers, adjusting quantities and valuations, using the advanced inventory add-in and more
*Advanced reporting issues -- QuickBooks statement writer, linking QuickBooks data into other applications and more
*How to build complete sets of financial statements in Excel that link in real-time to QuickBooks data files
*How to create multicompany financial statements
*Methods for exchanging QuickBooks data with others -- accountants' copy feature, portable company files and backup files
*How to use the client data review feature to streamline the process of identifying errors, correcting errors and closing accounting periods |
| 7/12/2021 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21SR-0013: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Virtual) (21SR-0013)*How to implement DIY BI using a variety of techniques and tools
*How to work with Excel's advanced data query and summarization features to create Excel-based dashboards
*How to build more powerful BI objects using Microsoft’s Power BI tools
*How to create and distribute dashboards using Power BI |
| 7/13/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21SR-0018: K2's Testing and Auditing Excel Workbooks (Virtual) (21SR-0018)*Best practices to reduce the error rate in your workbooks
*Common causes of spreadsheet errors
*Excel add-ins that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors
*Overview of tools such as PerfectXL, ClusterSeven and ActiveData |
| 8/11/2021 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21SR-0014: K2's Excel Tips, Tricks and Techniques for Accountants (Virtual) (21SR-0014)*Productivity-enhancing features -- freeze panes, split windows, autocorrect, paste special and more
*Formatting tools -- multiline column headings, custom date and number formats, the accounting format and conditional formatting
*Customization tips -- ribbon, quick access toolbar, templates and more
*Formula-building tools -- VLOOKUP, HLOOKUP, text manipulation, conditional calculations and circular references
*How to link data across multiple worksheets and workbooks
*How to update and manage your linked data, create sum-through formulas and build rolling reports
*Streamlining Excel-based reports -- print settings, camera feature and custom views |
| 7/14/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| New 21SR-0012: K2's Improving Productivity With Office 365 Cloud Applications (Virtual) (21SR-0012)*SharePoint Online
*OneDrive and OneDrive for Business
*Exchange Online
*Teams
*Planner
*Power automate
*Bookings
*Stream
*Sway
*Forms
*Power apps |
| 7/12/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21SR-0016: K2's QuickBooks for Accountants (Virtual) (21SR-0016)*Top QuickBooks problems accountants face (and how to solve them)
*Best practices for setting up a new company, customizing preferences, enabling system security features, setting up data files, using templates, converting data from other applications and more
*Tips for common issues -- locking down transactions in prior periods, closing accounting periods, the audit trail, voiding checks in prior periods, customizing reports, exporting reports to Excel and more
*QuickBooks lists -- how to enter, edit, manage, import and export list data
*Tools for budgeting, forecasting, depreciating fixed assets, tracking loans and more
*Ideas for extending QuickBooks’ usefulness with tools such as the fixed asset manager and loan manager
*New and recently added features in QuickBooks and QuickBooks Online |
| 8/10/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21SR-0015: K2's Excel PivotTables for Accountants (Virtual) (21SR-0015)*How to create PivotTables and manipulate data using grouping techniques, modified field settings, user-defined calculations, and sorting and filtering options
*How to import and link data from external data sources
*How to use tables and data models as data sources for PivotTables
*How to create consolidation PivotTables to consolidate data from multiple data sources in Excel
*How to construct PivotTables in enterprise-class organizations using Power Pivot and slicers
*PivotTable data analysis techniques -- sorting, filtering, Excel’s GETPIVOTDATA function and PivotCharts
*Tips for formatting, creating multiple PivotTables from a single data source, grouping data into fiscal reporting periods, keeping row order intact and more |
| 8/9/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21SR-0017: K2's Top PDF Features You Should Know (Virtual) (21SR-0017)*How to reorganize and manipulate PDFs, including applying bookmarks
*Distributing PDFs
*Automating the process of collecting and summarizing PDF response data
*How to mark up, edit and make redactions in PDFs
*Creating and applying tick marks
*Building indices and catalogs
*Portfolios
*Securing PDFs
*Electronic signatures and approvals
*Converting PDFs to Word and Excel files |
| 8/11/2021 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2923: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-2923)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 10/18/2021 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-2757: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-2757)*Governmental Auditing |
| 10/5/2021 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1732: K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (21WA-1732)*Auditing*Quickbooks |
| 7/13/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2112: Business Fraud Basics (Webinar) (21WA-2112)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 8/14/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2210: K2'S Best Word, Outlook & Powerpoint Features (Webinar) (21WA-2210)*Computer Software & Applications*Technology for CPAs*Microsoft Office; Word, Outlook & Powerpoint |
| 8/23/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2829: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-2829)*Emotional intelligence*Workplace culture*Employee trust |
| 10/11/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2143: A Case Study in Vendor Fraud (Webinar) (21WA-2143)*vendor fraud*invoice auditing*red flags |
| 8/17/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-2234: Cost of Capital: What it is and How to Use it (Webinar) (21WA-2234)*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 |
| 8/25/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2419: Cost of Capital: What it is and How to Use it (Webinar) (21WA-2419)*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 |
| 9/9/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1639: Cash Management Essentials (Webinar) (21WA-1639)*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 |
| 7/7/2021 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-1650: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-1650)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 7/7/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1964: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-1964)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 8/2/2021 | 1 - 4:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-2222: Emerging Technologies: 2020 and Beyond (Webinar) (21WA-2222)*Hardware enablement*Software evolution*Practical tools you can use today*Unusual emerging technologies to watch in the future*Emerging technologies that are not ready for prime time |
| 8/24/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2508: K2's Emerging Technologies, Including Blockchain & Cryptocurrencies (Webinar) (21WA-2508)*Information Technology*Blockchain*Cryptocurrencies |
| 9/15/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2802: Uniform Guidance Update (Webinar) (21WA-2802)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 10/7/2021 | 11 a.m. - 1:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-1911: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (21WA-1911)*Accounting*Business Intelligence*Excel |
| 7/28/2021 | 7:30 a.m. - 3:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1762: K2's Excel Best Practices (Webinar) (21WA-1762)*Computer Software & Applications*Excel |
| 7/15/2021 | 7:30 a.m. - 3:15 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WA-1748: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-1748)*Emotional intelligence*Workplace culture*Employee trust |
| 7/14/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2850: K2's Paperless Office (Webinar) (21WA-2850)*Computer Software*Document Management*Information Technology |
| 10/12/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2788: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-2788)*Communication*Leadership*Character*Behavior |
| 10/7/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-2486: Top 10 Audit Findings and What To Do (Webinar) (21WA-2486)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 9/13/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1463: K2's Advanced Excel Reporting: Best Practices, Tools & Techniques (Webinar) (21WA-1463)*Accounting*Technology for CPAs*Excel |
| 6/23/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2945: Depreciating and Expensing Business Assets (Webinar) (21WA-2945)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 10/20/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1466: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-1466)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 6/23/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2743: How to Create an Incredible Employer Brand (Webinar) (21WA-2743)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 10/4/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2491: How to Create an Incredible Employer Brand (Webinar) (21WA-2491)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 9/14/2021 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1640: Creating a Culture of Trust (Webinar) (21WA-1640)*Trust*Culture |
| 7/7/2021 | 11 a.m. - 12:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-2351: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-2351)*Employee Retention*Employee Engagement*Leadership |
| 9/2/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1653: Relationship Networking (Webinar) (21WA-1653)*Networking*Relationship Management |
| 7/7/2021 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1571: Conducting Misconduct Investigations (Webinar) (21WA-1571)*Investigation Planning*Conducting Investigatory Interviews*Effective Questioning Techniques*Conducting Searches*Surveillance and Monitoring*Investigation Closure*Assessing Credibility*Making Determinations*Communication and Corrective Action*Reporting Allegations of Abuse |
| 7/1/2021 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1774: Data Analysis and Management (Webinar) (21WA-1774)*"Run the numbers" on non-financial data*Expand your toolbox outside of MS Excel*Use your analysis skills to transform your business |
| 7/16/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2092: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-2092)*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 |
| 8/12/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1908: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-1908)*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 |
| 7/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2614: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-2614)*What Is A Blockchain?*Fundamental Components Of Blockchain*Types Of Blockchain-based Ledgers*How Do The Nodes In Blockchain Record Transactions???*Behind The Scenes: Blocks And Hashing*Audit and Governance Issues |
| 9/24/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2681: General Data Protection Regulation (Webinar) (21WA-2681)*General Data Protection Regulation *Ways to comply with GDPR requirements from outside the European Union*Data governance basics*Generally Accepted Privacy Principles (GAPP) and SOC Trust Services Criteria for Privacy (2016) |
| 9/29/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1597: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-1597)*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 |
| 7/2/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2775: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-2775)*What Is A Blockchain?*Fundamental Components Of Blockchain*Types Of Blockchain-based Ledgers*How Do The Nodes In Blockchain Record Transactions???*Behind The Scenes: Blocks And Hashing*Audit and Governance Issues |
| 10/6/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2259: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-2259)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 8/26/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1524: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-1524)*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 |
| 6/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2963: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-2963)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 10/21/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1687: Recruit to Win (Webinar) (21WA-1687)*Talent Management*Recruitment |
| 7/9/2021 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2729: Improving Productivity with Office 365 Cloud Applications (Webinar) (21WA-2729)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 10/2/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2899: Resolving Ethical Conflicts (Webinar) (21WA-2899)*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 |
| 10/15/2021 | 7 - 8:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-2849: K2'S Best Word, Outlook & Powerpoint Features (Webinar) (21WA-2849)*Computer Software & Applications*Technology for CPAs*Microsoft Office; Word, Outlook & Powerpoint |
| 10/12/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2853: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-2853)*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 |
| 10/12/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1931: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-1931)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 7/29/2021 | 7 - 8:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2538: Financial Accounting for Related Party Transactions (Webinar) (21WA-2538)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 9/17/2021 | 1 - 3:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2728: Difficult Conversations in the Workplace (Webinar) (21WA-2728)*Communication |
| 10/2/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1708: Technoethics (Webinar) (21WA-1708)*Differentiating between laws, morals, and ethics*Examining key provisions of accountants' Code of Ethics*Reviewing notable technoethics issues and cases*Creating a culture that advances ethics |
| 7/10/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1891: Developing an Ethical Culture (Webinar) (21WA-1891)*Ethics |
| 7/27/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-2815: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-2815)*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 relaxed*Creating 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 closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 10/8/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2639: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-2639)*Communication*Leadership*Character*Behavior |
| 9/27/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-2104: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2104)*Information Technology*Excel*Auditing Spreadsheets |
| 8/13/2021 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1936: Business Ethics: Cases from the Real World (Webinar) (21WA-1936)*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? |
| 7/30/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-1500: Ethics in the Real World: Living Values for Today (Webinar) (21WA-1500)*Four root causes of unethical business behavior*Eight steps to create an ethical business environment1. Establish a code of conduct and make it public2. Hire and promote people with a well-grounded sense ofpersonal ethics3. Interpret your code for ordinary circumstances4. Communicate expectations for employees to act in an ethical manner5. Lead by example6. Teach employees the basic tools of ethical decision making7. Back your code with enforcement8 Factor values into every important organizational activity anddecision*The financial manager's responsibility to lead and implement good ethics in his/her organization |
| 6/25/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1643: K2's Emerging Technologies, Including Blockchain & Cryptocurrencies (Webinar) (21WA-1643)*Information Technology*Blockchain*Cryptocurrencies |
| 7/7/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2191: General Data Protection Regulation (Webinar) (21WA-2191)*General Data Protection Regulation *Ways to comply with GDPR requirements from outside the European Union*Data governance basics*Generally Accepted Privacy Principles (GAPP) and SOC Trust Services Criteria for Privacy (2016) |
| 8/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1548: K2's Excel's Best New Features (Webinar) (21WA-1548)*New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS*Creating Data Models and the importance of doing so*Enhanced collaboration tools in Excel*How to take advantage of Power Query |
| 6/29/2021 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2585: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-2585)*Change management*Leadership |
| 9/22/2021 | 9 - 10:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-1669: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-1669)*Taxes |
| 7/8/2021 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-2471: A Case Study in Vendor Fraud (Webinar) (21WA-2471)*vendor fraud*invoice auditing*red flags |
| 9/13/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-1817: Blockchain and Emerging Technologies (Webinar) (21WA-1817)*Emerging technology trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and efficiency*Interesting technology to test and consider |
| 7/21/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1902: The New Normal for Working Remotely: Best Practices for Success (Webinar) (21WA-1902)*Remote access options*Essential products to consider for implementation*Communication and collaboration tools*Handling security properly*Unusual technologies you might have missed |
| 7/27/2021 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1834: Creating a Culture of Trust (Webinar) (21WA-1834)*Trust*Culture |
| 7/22/2021 | 1 - 2:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-2169: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-2169)*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 |
| 8/18/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2311: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-2311)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 8/30/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2795: K2's Small Business Cloud Accounting Shootout (Webinar) (21WA-2795)*Fundamentals of cloud accounting for small businesses and why these issues matter*Five critical questions when considering a small business accounting solution*Relative strengths and potential issues associated with leading cloud-based accounting solutions for small businesses |
| 10/7/2021 | 7 - 8:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1631: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (21WA-1631)*Auditing*Fraud Prevention*Internal Controls |
| 7/6/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2408: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-2408)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 9/8/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2742: Financial Accounting for Related Party Transactions (Webinar) (21WA-2742)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 10/4/2021 | 9 - 11:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1692: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-1692)*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 |
| 7/9/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2751: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-2751)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 10/4/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2257: K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (21WA-2257)*Auditing*Quickbooks |
| 8/26/2021 | 8:30 a.m. - 12:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1469: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-1469)*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 |
| 6/23/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2718: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (21WA-2718)*Auditing*Fraud Prevention*Internal Controls |
| 10/1/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2593: Top 10 Business Myths and How to Avoid Them (Webinar) (21WA-2593)*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 |
| 9/22/2021 | 7 - 8:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2522: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-2522)*How to Respond to Off-Site and On-Site Disclosures of Infection*Maintaining Confidentiality Requirements*Protecting Others from Exposure*Safeguarding Medical Information*Setting Health Safety Measures*Employee Communication Script |
| 9/16/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1691: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-1691)*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 |
| 7/9/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2296: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-2296)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 8/28/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2170: The Single Audit from Beginning to End Update (Webinar) (21WA-2170)*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 |
| 8/18/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1546: K2's Excel Best Practices (Webinar) (21WA-1546)*Computer Software & Applications*Excel |
| 6/29/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WA-1971: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-1971)*Presence |
| 8/3/2021 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2377: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-2377)*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 |
| 9/7/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2756: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-2756)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 10/5/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2383: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (21WA-2383)*Accounting*Business Intelligence*Excel |
| 9/7/2021 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2564: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-2564)*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*"Brain Rules" by John Molina |
| 9/21/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2115: Financial Statement Fraud (Webinar) (21WA-2115)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 8/14/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2282: Driving Performance with Metrics (Webinar) (21WA-2282)*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 |
| 8/28/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2657: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-2657)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 9/27/2021 | 1 - 3:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1543: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-1543)*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*Use probable scenario planning |
| 6/29/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2162: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-2162)*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*Use probable scenario planning |
| 8/18/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1700: How To Get What You Want: Persuasion & Influence (Webinar) (21WA-1700)*Persuasion*Influence |
| 7/10/2021 | 9 - 11:30 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2931: How to Create an Incredible Employer Brand (Webinar) (21WA-2931)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 10/19/2021 | 3 - 4:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1511: Understanding the Entities: Planning and Compliance (Webinar) (21WA-1511)*Client Planning: Estate, Financial, Asset Protection*Fiduciary Income Tax Compliance*Probate*Key Players in a Trust |
| 6/25/2021 | 9 - 10:55 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-2623: Treaties and Other International Agreements: Basic Overview (Webinar) (21WA-2623)*What is a Treaty?*Basis of Taxation*Permanent Establishment*Relationship between treaties and domestic law*Model Treaties*Competent Authority Agreements |
| 9/24/2021 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1688: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-1688)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 7/9/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 21WA-1472: Relationship Networking (Webinar) (21WA-1472)*Networking*Relationship Management |
| 6/23/2021 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2727: Current Tech Crimes: Ripped from the Headlines (Webinar) (21WA-2727)*Data breach and computer security tips*Security awareness training*Learn more about current events and improve your security knowledge at the same time |
| 10/2/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2961: Blockchain and Emerging Technologies (Webinar) (21WA-2961)*Emerging technology trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and efficiency*Interesting technology to test and consider |
| 10/21/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2820: Business Fraud Basics (Webinar) (21WA-2820)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 10/11/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2379: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-2379)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 9/7/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1927: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-1927)*Employee Retention*Employee Engagement*Leadership |
| 7/29/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2111: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-2111)*Communication*Leadership*Character*Behavior |
| 8/14/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2677: Communicating with Generation Z in the Workplace (Webinar) (21WA-2677)*generational communication*generational management*generations*communication*leadership*management |
| 9/29/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1475: The CFO's Role in Developing Competitive Advantage (Webinar) (21WA-1475)* Identify a source of competitive advantage* Map your strategy* Tie your strategy to performance metrics* Execute your strategy |
| 6/23/2021 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1733: Leading & Inspiring Teams (Webinar) (21WA-1733)*Leadership Recognition*Total Rewards*Employee Engagement |
| 7/13/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2664: K2's Case Studies in Fraud and Technology Controls (Webinar) (21WA-2664)*Auditing*Fraud & Technology |
| 9/28/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1514: K2's Excel Charting and Visualizations (Webinar) (21WA-1514)*Computer Software & Applications*Excel Charting*Microsoft Office |
| 6/26/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2263: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-2263)*Proposed Financial Performance Reporting changes to standard financial package |
| 8/26/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2086: K2's Paperless Office (Webinar) (21WA-2086)*Computer Software*Document Management*Information Technology |
| 8/12/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2350: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-2350)*Change management*Leadership |
| 9/2/2021 | 3 - 4:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-1854: The Perfect Storm: Data Governance and Data Privacy Regulations (Webinar) (21WA-1854)*Data transparency and access*Data deletion and portability*Definition of personal information*User opt out and the right to be forgotten*Understanding the fines and risks |
| 7/23/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1706: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-1706)*Leadership & Navigation*Consultation*Communication |
| 7/10/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1768: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-1768)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 7/15/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2211: K2's Power Query: Ten Things You Need to Know (Webinar) (21WA-2211)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 8/23/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2969: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-2969)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 10/21/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2089: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-2089)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 8/12/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-1790: Envisioning Your Mid-Market Accounting Solution (Webinar) (21WA-1790)*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 |
| 7/19/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1482: Circular 230 (Webinar) (21WA-1482)*Taxpayer Bill of Rights*Oversight of the Tax Profession (OPR)*Circular 230*Practice Before the IRS |
| 6/24/2021 | 9 - 10:55 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-2012: How To Give Action Oriented Feedback (Webinar) (21WA-2012)*Feedback |
| 8/5/2021 | 9 - 11 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2240: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-2240)*Accounting*Excel*Computer Software |
| 8/25/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2506: Giving Feedback That Delivers Results (Webinar) (21WA-2506)*leadership*communication*performance |
| 9/15/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1856: Top 10 Audit Findings and What To Do (Webinar) (21WA-1856)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 7/23/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2290: K2's Cloud Computing (Webinar) (21WA-2290)*Cloud Computing*Information Technology |
| 8/28/2021 | 9:30 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1977: Tech Update: A 2020 Vision (Webinar) (21WA-1977)*Hardware trends*Software innovations*Communication and collaboration tools*Unusual technologies you might have missed*Key products to consider for implementation |
| 8/3/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1509: Tax Planning Based Upon Form 1040 (Webinar) (21WA-1509)*Integration of Planning*Child issues*Alimony issues*Other divorce issues*Death of a client*Terminally ill issues*Damages and attorney fees*Retirement issues*Medical expenses*Fringe benefit issues*Disaster losses*Kiddie tax issues |
| 6/25/2021 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2854: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-2854)*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 |
| 10/12/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2400: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-2400)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 9/8/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2516: Recruit to Win (Webinar) (21WA-2516)*Talent Management*Recruitment |
| 9/15/2021 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2065: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-2065)*Confident Communication |
| 8/11/2021 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2617: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-2617)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 9/24/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2153: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-2153)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 8/17/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2299: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-2299)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 8/28/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1928: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-1928)*Employee Retention*Employee Engagement*Leadership |
| 7/29/2021 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2403: K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (21WA-2403)*Information Technology*Security Techniques |
| 9/8/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2683: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-2683)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 9/29/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1540: Business Gifts When Selling a Business (Webinar) (21WA-1540)*"Gift" to Service Providers*Case Studies*Compensation vs. Gift to Employees |
| 6/29/2021 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2343: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-2343)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 9/1/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1857: Understanding Workflow and Automation Essentials (Webinar) (21WA-1857)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 7/23/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2730: K2's Budgeting and Forecasting Tools and Techniques (Webinar) (21WA-2730)*Computer Software & Applications*Accounting*Budgeting & Forecasting |
| 10/2/2021 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2746: K2's Going Virtual: Technology to Support Remote Team Members (Webinar) (21WA-2746)*Remote hardware and software trends that affect your ability to work anywhere anytime*Purchase guidance on what to expect, approve, and avoid*Key applications for productivity and security*Interesting technology to consider for remote work |
| 10/4/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2678: Creating a Culture of Trust (Webinar) (21WA-2678)*Trust*Culture |
| 9/29/2021 | 1 - 2:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-2813: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2813)*Causes of spreadsheet errors*Real-world examples of spreadsheet errors*Best practices for spreadsheet design*Tools to assist in identifying and addressing risk factors in Excel spreadsheets |
| 10/8/2021 | 3 - 6:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 non-tech) | |
| 21WA-2135: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-2135)*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 |
| 8/16/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1572: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-1572)*How to Respond to Off-Site and On-Site Disclosures of Infection*Maintaining Confidentiality Requirements*Protecting Others from Exposure*Safeguarding Medical Information*Setting Health Safety Measures*Employee Communication Script |
| 7/1/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2665: K2's Cloud Computing (Webinar) (21WA-2665)*Cloud Computing*Information Technology |
| 9/28/2021 | 9:30 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2387: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-2387)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 9/7/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1756: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-1756)*Innovation*Collaboration*Creativity*Disruption |
| 7/14/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2740: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-2740)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 10/4/2021 | 8 - 11:55 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2594: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-2594)*Emotional Intelligence*Communication*Teamwork |
| 9/22/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1755: The Yellow Book: From Beginning to End (Webinar) (21WA-1755)*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 |
| 7/14/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1753: No Thanks...I Took Another Offer (Webinar) (21WA-1753)*Talent Management*Recruitment |
| 7/14/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1637: Accounting's Perfect Storm Update (Webinar) (21WA-1637)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 7/7/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-1930: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-1930)*Taxes |
| 7/29/2021 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-1746: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-1746)*Employee Retention*Employee Engagement*Leadership |
| 7/14/2021 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2024: Implementing Security and Privacy Policies (Webinar) (21WA-2024)*Data security check list*Minimum security protections*Examples of policies that comply with regulations*Suggested implementation strategy*Security guidance that you can provide to others |
| 8/6/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2347: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-2347)*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 |
| 9/2/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2297: Technoethics (Webinar) (21WA-2297)*Differentiating between laws, morals, and ethics*Examining key provisions of accountants' Code of Ethics*Reviewing notable technoethics issues and cases*Creating a culture that advances ethics |
| 8/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2416: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-2416)*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 |
| 9/9/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2940: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-2940)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 10/19/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2173: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-2173)*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 |
| 8/19/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2567: FASB's New Lease Accounting Standard (Webinar) (21WA-2567)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 9/21/2021 | 10 a.m. - 2 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-1621: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-1621)*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 |
| 7/6/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1553: Revising and Expanding Charitable Planning Techniques (Webinar) (21WA-1553)*Charitable giving using life insurance*Charitable remainder trusts (CRATS and CRUTS)*Charitable lead trusts*Present value analysis*Proper use of life insurance trusts |
| 6/29/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1573: Financial Accounting for Related Party Transactions (Webinar) (21WA-1573)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 7/1/2021 | 9 - 11:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1564: Ethics in a Crisis World: Tales from the Front (Webinar) (21WA-1564)*"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections |
| 6/30/2021 | 7:30 - 9:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-1493: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-1493)*Communication*Relationship Management |
| 6/24/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2156: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-2156)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 8/17/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2797: Polished Public Speaking (Webinar) (21WA-2797)*Communications |
| 10/7/2021 | 1 - 3:05 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-1993: How To Get What You Want: Persuasion & Influence (Webinar) (21WA-1993)*Persuasion*Influence |
| 8/4/2021 | 9 - 11:30 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-1728: Giving Feedback That Delivers Results (Webinar) (21WA-1728)*leadership*communication*performance |
| 7/13/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2359: Maintaining a Harmonious Working Environment (Webinar) (21WA-2359)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 9/2/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2734: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-2734)*The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
| 10/2/2021 | 9:30 a.m. - 5:20 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2986: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-2986)*Emotional intelligence*Workplace culture*Employee trust |
| 10/22/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1894: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-1894)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 7/27/2021 | 9 - 11:20 a.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-1990: Essential Skills for Financial Leaders Conference (Webinar) (21WA-1990)*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 |
| 8/4/2021 | 1 - 5:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-1821: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-1821)*communication*written communication *verbal communication*decision making |
| 7/21/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2519: Communicating with Diverse Styles (Webinar) (21WA-2519)*Communications |
| 9/16/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2410: Preparing for a CFO Role (Webinar) (21WA-2410)*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 |
| 9/8/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2987: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-2987)*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 |
| 10/22/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2415: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-2415)*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 |
| 9/9/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2714: K2's Excel PivotTables for Accountants (Webinar) (21WA-2714)*Accounting*Excel*Pivot Tables*Computer Software |
| 10/1/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-1510: The How's and Why's of Creating User-Defined Functions in Excel (Webinar) (21WA-1510)*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 |
| 6/25/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2792: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-2792)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 10/7/2021 | 1 - 2:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2549: Blockchain and Emerging Technologies (Webinar) (21WA-2549)*Emerging technology trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and efficiency*Interesting technology to test and consider |
| 9/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1961: Profiting from Client Advisory Services (Webinar) (21WA-1961)*Service offerings to consider*Software options for a CAS practice*Procedures to consider for your firm*Specific techniques to improve productivity and profitability*Key errors to avoid |
| 8/2/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2396: Cash Management Essentials (Webinar) (21WA-2396)*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 |
| 9/8/2021 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2864: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-2864)*leadership*management*meetings*productivity |
| 10/13/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2258: K2's Power BI: Advanced Reporting (Webinar) (21WA-2258)*Data relationships*KPI graphics*Adding measures and calculations |
| 8/26/2021 | 12 - 1:50 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2291: K2's PDF Tools for Productivity (Webinar) (21WA-2291)*Learn the basics of creating, modifying, and organizing PDF documents*Create stamps and use them as tick marks*Secure PDF files against unauthorized access and modification |
| 8/28/2021 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2421: Exploring the Revised Procurement Standards (Webinar) (21WA-2421)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 9/9/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2825: Envisioning Your Mid-Market Accounting Solution (Webinar) (21WA-2825)*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 |
| 10/11/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1742: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-1742)*Communication*Leadership*Character*Behavior |
| 7/14/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2130: Communicating with Generation Z in the Workplace (Webinar) (21WA-2130)*generational communication*generational management*generations*communication*leadership*management |
| 8/16/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2149: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-2149)*Accounting*Excel*Computer Software |
| 8/17/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2197: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-2197)*leadership*management*meetings*productivity |
| 8/20/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2155: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-2155)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 8/17/2021 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-2161: Depreciating and Expensing Business Assets (Webinar) (21WA-2161)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 8/18/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2100: K2's Excel Charting and Visualizations (Webinar) (21WA-2100)*Computer Software & Applications*Excel Charting*Microsoft Office |
| 8/13/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1858: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-1858)*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*"Brain Rules" by John Molina |
| 7/24/2021 | 9 - 11:05 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2113: Difficult Conversations in the Workplace (Webinar) (21WA-2113)*Communication |
| 8/14/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2152: Organizational Effectiveness and Communication (Webinar) (21WA-2152)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 8/17/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1947: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-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 |
| 7/30/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2226: K2's Tech Update: Today's Biggest Trends, Solutions and Opportunities (Webinar) (21WA-2226)*Hardware and software trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and security*Interesting technology to consider |
| 8/24/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2124: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-2124)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 8/14/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-1569: Polished Public Speaking (Webinar) (21WA-1569)*Communications |
| 6/30/2021 | 9 - 11:05 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2721: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-2721)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 10/1/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2434: Coaching Leaders in Performance Management (Webinar) (21WA-2434)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 9/10/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2208: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-2208)*Change management*Leadership |
| 8/23/2021 | 1 - 2:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-2626: Conducting Misconduct Investigations (Webinar) (21WA-2626)*Investigation Planning*Conducting Investigatory Interviews*Effective Questioning Techniques*Conducting Searches*Surveillance and Monitoring*Investigation Closure*Assessing Credibility*Making Determinations*Communication and Corrective Action*Reporting Allegations of Abuse |
| 9/25/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1750: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-1750)*Understanding the importance of visualizations in Microsoft Office and other applications*Best practices associated with creating charts, graphs, and other visualizations*How to add interactivity and animations to your charts and graphs*Common mistakes to avoid when building visualizations |
| 7/14/2021 | 10 - 11:55 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-1882: K2's Excel Charting and Visualizations (Webinar) (21WA-1882)*Computer Software & Applications*Excel Charting*Microsoft Office |
| 7/26/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1528: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (21WA-1528)*Accounting*Business Intelligence*Excel |
| 6/28/2021 | 7:30 a.m. - 3:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1783: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-1783)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 7/16/2021 | 1 - 1:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2020: Cost of Capital: What it is and How to Use it (Webinar) (21WA-2020)*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 |
| 8/6/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2367: Coaching Leaders in Performance Management (Webinar) (21WA-2367)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 9/3/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1674: Developing an Ethical Culture (Webinar) (21WA-1674)*Ethics |
| 7/9/2021 | 9 - 10:10 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-1932: Next Generation Excel Reporting (Webinar) (21WA-1932)*Key issues with traditional reporting models*The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments*How to create "repeatable/refreshable" reports in Excel that link data from external data sources |
| 7/29/2021 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2060: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-2060)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 8/10/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2966: K2's Advanced Excel (Webinar) (21WA-2966)*Excel*Accounting*Computer Software & Applications |
| 10/21/2021 | 1:30 - 9:10 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2587: Improving Productivity with Office 365 Cloud Applications (Webinar) (21WA-2587)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 9/22/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2356: K2's Power BI: Advanced Reporting (Webinar) (21WA-2356)*Data relationships*KPI graphics*Adding measures and calculations |
| 9/2/2021 | 1 - 2:50 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2689: The Single Audit from Beginning to End Update (Webinar) (21WA-2689)*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 |
| 9/29/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2926: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-2926)*Confident Communication |
| 10/19/2021 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2606: K2's Tech Update: Today's Biggest Trends, Solutions and Opportunities (Webinar) (21WA-2606)*Hardware and software trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and security*Interesting technology to consider |
| 9/23/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2002: The Value of Conflict (Webinar) (21WA-2002)*Conflicts |
| 8/4/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2713: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-2713)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 10/1/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2749: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-2749)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 10/4/2021 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2333: Financial Accounting for Related Party Transactions (Webinar) (21WA-2333)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 9/1/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2354: K2's Budgeting and Forecasting Tools and Techniques (Webinar) (21WA-2354)*Computer Software & Applications*Accounting*Budgeting & Forecasting |
| 9/2/2021 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2857: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-2857)*Presence |
| 10/13/2021 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1580: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-1580)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 7/1/2021 | 11:30 a.m. - 1:10 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-2203: K2's Top PDF Features You Should Know (Webinar) (21WA-2203)*Information Technology*PDF Documents |
| 8/21/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2582: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-2582)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 9/22/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2529: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-2529)*business development*sales*marketing*social media*digital media |
| 9/16/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1828: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-1828)*business development*sales*marketing*social media*digital media |
| 7/21/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2362: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-2362)*Emotional Intelligence*Communication*Teamwork |
| 9/2/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1809: Profiting from Client Advisory Services (Webinar) (21WA-1809)*Service offerings to consider*Software options for a CAS practice*Procedures to consider for your firm*Specific techniques to improve productivity and profitability*Key errors to avoid |
| 7/20/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2498: The How's and Why's of Creating User-Defined Functions in Excel (Webinar) (21WA-2498)*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 |
| 9/14/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1779: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-1779)*Information Technology*Excel*Auditing Spreadsheets |
| 7/16/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1859: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-1859)*What Is A Blockchain?*Fundamental Components Of Blockchain*Types Of Blockchain-based Ledgers*How Do The Nodes In Blockchain Record Transactions???*Behind The Scenes: Blocks And Hashing*Audit and Governance Issues |
| 7/24/2021 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2337: K2's Introduction to Excel Macros (Webinar) (21WA-2337)*Computer Software & Applications*Excel Macros |
| 9/1/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1594: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-1594)*The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
| 7/2/2021 | 9:30 a.m. - 5:20 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1465: K2's Power BI: Advanced Reporting (Webinar) (21WA-1465)*Data relationships*KPI graphics*Adding measures and calculations |
| 6/23/2021 | 1 - 2:50 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2460: Improving Productivity with Office 365 Cloud Applications (Webinar) (21WA-2460)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 9/11/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1852: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-1852)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 7/23/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2006: Business Ethics: Cases from the Real World (Webinar) (21WA-2006)*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? |
| 8/5/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-1976: Relationship Networking (Webinar) (21WA-1976)*Networking*Relationship Management |
| 8/3/2021 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2612: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-2612)*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 |
| 9/24/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2889: Balancing Employee and Employer Rights (Webinar) (21WA-2889)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 10/15/2021 | 1 - 3:15 p.m. | Online | 2.6 CPE (0 tech, 2.6 non-tech) | |
| 21WA-1461: Effective Management Accounting (Webinar) (21WA-1461)*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 |
| 6/23/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2636: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-2636)*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 |
| 9/27/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1710: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-1710)*Communication*Leadership*Character*Behavior |
| 7/12/2021 | 9 - 9:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1869: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-1869)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 7/24/2021 | 3 - 4 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2185: No Thanks...I Took Another Offer (Webinar) (21WA-2185)*Talent Management*Recruitment |
| 8/19/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2214: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-2214)*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 |
| 8/23/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2449: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-2449)*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 |
| 9/10/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1689: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-1689)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 7/9/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2429: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2429)*Causes of spreadsheet errors*Real-world examples of spreadsheet errors*Best practices for spreadsheet design*Tools to assist in identifying and addressing risk factors in Excel spreadsheets |
| 9/9/2021 | 1 - 4:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 non-tech) | |
| 21WA-2981: Choosing Small Business Accounting Solutions (Webinar) (21WA-2981)*Overview of small business accounting solutions*Traditional desktop and SaaS small business products*Shortfalls of specific accounting solutions*Strengths and weaknesses of various solutions*Setup and configuration tips |
| 10/22/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2851: K2's Power Query: Ten Things You Need to Know (Webinar) (21WA-2851)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 10/12/2021 | 7 - 8:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1476: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-1476)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 6/23/2021 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-1863: K2's Excel's Best New Features (Webinar) (21WA-1863)*New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS*Creating Data Models and the importance of doing so*Enhanced collaboration tools in Excel*How to take advantage of Power Query |
| 7/24/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1875: Effective Management Accounting (Webinar) (21WA-1875)*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 |
| 7/26/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1598: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-1598)*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 |
| 7/2/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2660: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-2660)*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 |
| 9/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1959: K2's Remote Access for Small Businesses (Webinar) (21WA-1959)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 8/2/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2737: Profiting from Client Advisory Services (Webinar) (21WA-2737)*Service offerings to consider*Software options for a CAS practice*Procedures to consider for your firm*Specific techniques to improve productivity and profitability*Key errors to avoid |
| 10/2/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2761: Enhancing Small Business Accounting with Add-Ons (Webinar) (21WA-2761)*Overview of third part 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*Broad range of needs covered |
| 10/5/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2719: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2719)*Information Technology*Excel*Auditing Spreadsheets |
| 10/1/2021 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2583: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-2583)*Confident Communication |
| 9/22/2021 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2052: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-2052)*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 |
| 8/10/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2355: K2's Case Studies in Fraud and Technology Controls (Webinar) (21WA-2355)*Auditing*Fraud & Technology |
| 9/2/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2323: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-2323)*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 |
| 8/31/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2691: Depreciating and Expensing Business Assets (Webinar) (21WA-2691)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 9/30/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2395: Anti-Bullying and Sensitivity (Webinar) (21WA-2395)*Communication |
| 9/8/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2034: Uniform Guidance Update (Webinar) (21WA-2034)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 8/7/2021 | 11 a.m. - 1:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-2445: The New Normal for Working Remotely: Best Practices for Success (Webinar) (21WA-2445)*Remote access options*Essential products to consider for implementation*Communication and collaboration tools*Handling security properly*Unusual technologies you might have missed |
| 9/10/2021 | 3 - 4:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2540: K2's Power Query: Ten Things You Need to Know (Webinar) (21WA-2540)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 9/17/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1761: Difficult Conversations in the Workplace (Webinar) (21WA-1761)*Communication |
| 7/15/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2885: Tips & Tricks for Working Remotely (Webinar) (21WA-2885)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 10/14/2021 | 11 - 11:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1488: Giving Feedback That Delivers Results (Webinar) (21WA-1488)*leadership*communication*performance |
| 6/24/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2546: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-2546)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 9/17/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1630: K2's Small Business Cloud Accounting Shootout (Webinar) (21WA-1630)*Fundamentals of cloud accounting for small businesses and why these issues matter*Five critical questions when considering a small business accounting solution*Relative strengths and potential issues associated with leading cloud-based accounting solutions for small businesses |
| 7/6/2021 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2144: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-2144)*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 |
| 8/17/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2365: Business Ethics: Cases from the Real World (Webinar) (21WA-2365)*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? |
| 9/3/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-2136: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-2136)*business development*sales*marketing*social media*digital media |
| 8/16/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2778: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-2778)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 10/6/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2358: K2's The Best Of The Best: Office Productivity Boosters (Webinar) (21WA-2358)*Hardware and software tools that can support your strategy*Application guidance to help you save time*Innovative applications for productivity and collaboration*Interesting productivity tools to consider |
| 9/2/2021 | 4 - 5:55 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2497: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-2497)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 9/14/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1565: Ethics in Action: Protect and Defend (Webinar) (21WA-1565)*A history of corporate misdeeds: The problem of "short-termism" and the need for "patient capital"; The problem of over-reliance on government solutions; How we can restore trust in business and protect the integrity of our profession*Three lines of defense: Financial Managers, Internal Auditors, External Auditors *Stewardship's attributes and what accounting professionals can do to create corporations that are more responsible to ALL their stakeholders |
| 6/30/2021 | 7 - 10:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-1723: Advanced Topics in Power BI (Webinar) (21WA-1723)*Creating formulas in Power BI with Data Analysis Expressions*Adding Key Performance Indicators to your Power BI reports and dashboards*Managing security in Power BI*Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members |
| 7/13/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2783: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-2783)*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 |
| 10/6/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1471: Reinvent the Finance Role: The Finance Team of Tomorrow (Webinar) (21WA-1471)*Find time to keep informed about new trends and technologies*Create what your customer wants*Design efficient processes*Lead an effective team |
| 6/23/2021 | 7 - 8:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2110: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-2110)*Communication*Leadership*Character*Behavior |
| 8/14/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-2543: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-2543)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 9/17/2021 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-1800: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-1800)*Employee Retention*Employee Engagement*Leadership |
| 7/20/2021 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1845: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-1845)*Leadership |
| 7/22/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2305: Communicating with Diverse Styles (Webinar) (21WA-2305)*Communications |
| 8/30/2021 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2712: Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (21WA-2712)*Leadership & Navigation*Relationship Management*Communication |
| 10/1/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1702: K2's Bringing Artificial Intelligence to Your Excel Workbooks (Webinar) (21WA-1702)*How to use Excel's Ideas feature*Working with Excel's new data types*How to use Dynamic Arrays |
| 7/10/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2760: Emerging Technologies: 2020 and Beyond (Webinar) (21WA-2760)*Hardware enablement*Software evolution*Practical tools you can use today*Unusual emerging technologies to watch in the future*Emerging technologies that are not ready for prime time |
| 10/5/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1978: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-1978)*Culture*Benefits*Communication |
| 8/3/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1498: Emerging Technologies: 2020 and Beyond (Webinar) (21WA-1498)*Hardware enablement*Software evolution*Practical tools you can use today*Unusual emerging technologies to watch in the future*Emerging technologies that are not ready for prime time |
| 6/25/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1513: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-1513)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 6/26/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2288: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (21WA-2288)*Accounting*Business Intelligence*Excel |
| 8/28/2021 | 7:30 a.m. - 3:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2590: Profiting from Client Advisory Services (Webinar) (21WA-2590)*Service offerings to consider*Software options for a CAS practice*Procedures to consider for your firm*Specific techniques to improve productivity and profitability*Key errors to avoid |
| 9/22/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2855: Creating a Culture of Trust (Webinar) (21WA-2855)*Trust*Culture |
| 10/13/2021 | 3 - 4:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-2834: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-2834)*Leadership*Motivation*Employee Engagement |
| 10/11/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1490: K2's Small Business Cloud Accounting Shootout (Webinar) (21WA-1490)*Fundamentals of cloud accounting for small businesses and why these issues matter*Five critical questions when considering a small business accounting solution*Relative strengths and potential issues associated with leading cloud-based accounting solutions for small businesses |
| 6/24/2021 | 7 - 8:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1838: K2's Emerging Technologies, Including Blockchain & Cryptocurrencies (Webinar) (21WA-1838)*Information Technology*Blockchain*Cryptocurrencies |
| 7/22/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2990: The Perfect Storm: Data Governance and Data Privacy Regulations (Webinar) (21WA-2990)*Data transparency and access*Data deletion and portability*Definition of personal information*User opt out and the right to be forgotten*Understanding the fines and risks |
| 10/22/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2353: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-2353)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 9/2/2021 | 1 - 3:20 p.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-2777: Driving Performance with Metrics (Webinar) (21WA-2777)*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 |
| 10/6/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2560: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-2560)*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 relaxed*Creating 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 closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 9/20/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2848: K2's Advanced Excel Reporting: Best Practices, Tools & Techniques (Webinar) (21WA-2848)*Accounting*Technology for CPAs*Excel |
| 10/12/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2009: Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (21WA-2009)*Leadership & Navigation*Relationship Management*Communication |
| 8/5/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1958: K2's Introduction to Excel Macros (Webinar) (21WA-1958)*Computer Software & Applications*Excel Macros |
| 8/2/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1693: Balancing Employee and Employer Rights (Webinar) (21WA-1693)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 7/10/2021 | 9 - 11:15 a.m. | Online | 2.6 CPE (0 tech, 2.6 non-tech) | |
| 21WA-2374: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-2374)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 9/3/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2321: Coaching Leaders in Performance Management (Webinar) (21WA-2321)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 8/31/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1904: Cost of Capital: What it is and How to Use it (Webinar) (21WA-1904)*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 |
| 7/28/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2785: Tips & Tricks for Working Remotely (Webinar) (21WA-2785)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 10/6/2021 | 9 - 9:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2646: K2's Advanced Excel (Webinar) (21WA-2646)*Excel*Accounting*Computer Software & Applications |
| 9/27/2021 | 8:30 a.m. - 4:10 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-1707: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-1707)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 7/10/2021 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2517: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-2517)*Communication*Relationship Management |
| 9/15/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2330: Business Fraud Basics (Webinar) (21WA-2330)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 9/1/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2342: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-2342)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 9/1/2021 | 1 - 5:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-1529: K2's Case Studies in Fraud and Technology Controls (Webinar) (21WA-1529)*Auditing*Fraud & Technology |
| 6/28/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1601: The Very Real Risk of Ransomware (Webinar) (21WA-1601)*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 |
| 7/2/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2561: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-2561)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 9/20/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 21WA-1585: Anti-Bullying and Sensitivity (Webinar) (21WA-1585)*Communication |
| 7/2/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1887: Top 10 Business Myths and How to Avoid Them (Webinar) (21WA-1887)*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 |
| 7/26/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1860: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-1860)*Confident Communication |
| 7/24/2021 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1777: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-1777)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 7/16/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1533: Postmortem Estate Planning (Webinar) (21WA-1533)*Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
| 6/28/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2090: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-2090)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 8/12/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2608: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-2608)*Communication*Relationship Management |
| 9/23/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2346: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-2346)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 9/1/2021 | 9 - 9:55 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2317: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-2317)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 8/30/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1764: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-1764)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 7/15/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2165: Integrating and Sharing Data (Webinar) (21WA-2165)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 8/18/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1907: Giving Feedback That Delivers Results (Webinar) (21WA-1907)*leadership*communication*performance |
| 7/28/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2439: K2's Cloud Computing (Webinar) (21WA-2439)*Cloud Computing*Information Technology |
| 9/10/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1603: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-1603)*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*"Brain Rules" by John Molina |
| 7/5/2021 | 1 - 3:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2735: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-2735)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 10/2/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2991: Understanding Workflow and Automation Essentials (Webinar) (21WA-2991)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 10/22/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1983: The Yellow Book: From Beginning to End (Webinar) (21WA-1983)*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 |
| 8/3/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1912: K2's Case Studies in Fraud and Technology Controls (Webinar) (21WA-1912)*Auditing*Fraud & Technology |
| 7/28/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2469: The Very Real Risk of Ransomware (Webinar) (21WA-2469)*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 |
| 9/11/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2930: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-2930)*Employee Retention*Employee Engagement*Leadership |
| 10/19/2021 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2047: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2047)*Causes of spreadsheet errors*Real-world examples of spreadsheet errors*Best practices for spreadsheet design*Tools to assist in identifying and addressing risk factors in Excel spreadsheets |
| 8/9/2021 | 10 a.m. - 1:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 non-tech) | |
| 21WA-2487: Data Analysis and Management (Webinar) (21WA-2487)*"Run the numbers" on non-financial data*Expand your toolbox outside of MS Excel*Use your analysis skills to transform your business |
| 9/14/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1759: Blockchain and Emerging Technologies (Webinar) (21WA-1759)*Emerging technology trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and efficiency*Interesting technology to test and consider |
| 7/15/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1522: Estate Administration Process: The Tax Practitioners Guide (Webinar) (21WA-1522)*Estate settlement issues *Collection and accounting of assets *Determining the legitimacy of debts and creditors *Payment of creditors *Distribution issues *Probate issues *Will contests *Inventory of assets *Fiduciary duties *Rights of creditors, third parties, and beneficiaries *Federal estate tax issues *State death tax issues *Ancillary estate administration issues *Fiduciary accounting issues *Special issues regarding trusts |
| 6/28/2021 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1654: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-1654)*Culture*Benefits*Communication |
| 7/7/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1814: The Very Real Risk of Ransomware (Webinar) (21WA-1814)*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 |
| 7/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2059: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-2059)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 8/10/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1736: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-1736)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 7/13/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2684: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-2684)*training*development*employee development*teaching*learning*virtual training |
| 9/29/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2747: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-2747)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 10/4/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2958: Transforming Your CPA Firm (Webinar) (21WA-2958)*CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 10/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1781: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-1781)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 7/16/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2972: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2972)*Information Technology*Excel*Auditing Spreadsheets |
| 10/21/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1896: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-1896)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 7/27/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2577: No Thanks...I Took Another Offer (Webinar) (21WA-2577)*Talent Management*Recruitment |
| 9/21/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2306: Difficult Conversations in the Workplace (Webinar) (21WA-2306)*Communication |
| 8/30/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2789: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-2789)*Communication*Leadership*Character*Behavior |
| 10/7/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-1900: Tech Update: A 2020 Vision (Webinar) (21WA-1900)*Hardware trends*Software innovations*Communication and collaboration tools*Unusual technologies you might have missed*Key products to consider for implementation |
| 7/27/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2424: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-2424)*Taxes |
| 9/9/2021 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-2630: Implementing Security and Privacy Policies (Webinar) (21WA-2630)*Data security check list*Minimum security protections*Examples of policies that comply with regulations*Suggested implementation strategy*Security guidance that you can provide to others |
| 9/25/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1703: K2's PDF Tools for Productivity (Webinar) (21WA-1703)*Learn the basics of creating, modifying, and organizing PDF documents*Create stamps and use them as tick marks*Secure PDF files against unauthorized access and modification |
| 7/10/2021 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2823: Difficult Conversations in the Workplace (Webinar) (21WA-2823)*Communication |
| 10/11/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2476: K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (21WA-2476)*Auditing*Quickbooks |
| 9/13/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1824: K2's Technology Update (Webinar) (21WA-1824)*Information Technology*Major Trends in Hardware, Software, and Services.*Virtualization |
| 7/21/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1795: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-1795)*Leadership & Navigation*Consultation*Communication |
| 7/19/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1830: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-1830)*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 |
| 7/21/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2731: K2's Case Studies in Fraud and Technology Controls (Webinar) (21WA-2731)*Auditing*Fraud & Technology |
| 10/2/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1459: Creating a Culture of Trust (Webinar) (21WA-1459)*Trust*Culture |
| 6/23/2021 | 9 - 10:10 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-1536: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-1536)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 6/28/2021 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-2811: K2's Personal Privacy (Webinar) (21WA-2811)*Discovering what companies such as Amazon and Google know about you*How to "cleanse" your public profiles*What to do if you believe your data is compromised |
| 10/8/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2705: Next Generation Excel Reporting (Webinar) (21WA-2705)*Key issues with traditional reporting models*The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments*How to create "repeatable/refreshable" reports in Excel that link data from external data sources |
| 9/30/2021 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1586: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-1586)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 7/2/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2129: Business Intelligence and Analytics: Make Sense of Your Data (Webinar) (21WA-2129)*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 |
| 8/16/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2041: Giving Feedback That Delivers Results (Webinar) (21WA-2041)*leadership*communication*performance |
| 8/9/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1552: Power, Influence and Ethics (Webinar) (21WA-1552)*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 |
| 6/29/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1730: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (21WA-1730)*Accounting*Business Intelligence*Excel |
| 7/13/2021 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2695: Exploring the Revised Procurement Standards (Webinar) (21WA-2695)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 9/30/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2631: K2's A Scary Ride Through the Dark Web (Webinar) (21WA-2631)*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 |
| 9/25/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2242: Profiting from Client Advisory Services (Webinar) (21WA-2242)*Service offerings to consider*Software options for a CAS practice*Procedures to consider for your firm*Specific techniques to improve productivity and profitability*Key errors to avoid |
| 8/25/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1718: K2's Paperless Office (Webinar) (21WA-1718)*Computer Software*Document Management*Information Technology |
| 7/12/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2565: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-2565)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 9/21/2021 | 9 - 10:20 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2475: K2's Excel Charting and Visualizations (Webinar) (21WA-2475)*Computer Software & Applications*Excel Charting*Microsoft Office |
| 9/13/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1615: Organizational Effectiveness and Communication (Webinar) (21WA-1615)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 7/5/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2037: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-2037)*training development*employee development*online training education*virtual training |
| 8/9/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2954: Tech Update: A 2020 Vision (Webinar) (21WA-2954)*Hardware trends*Software innovations*Communication and collaboration tools*Unusual technologies you might have missed*Key products to consider for implementation |
| 10/20/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1714: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-1714)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 7/12/2021 | 1 - 4:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2293: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-2293)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 8/28/2021 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2774: A Case Study in Vendor Fraud (Webinar) (21WA-2774)*vendor fraud*invoice auditing*red flags |
| 10/6/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-1980: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-1980)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 8/3/2021 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-1638: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-1638)*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 |
| 7/7/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2083: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-2083)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 8/12/2021 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1464: K2'S Best Word, Outlook & Powerpoint Features (Webinar) (21WA-1464)*Computer Software & Applications*Technology for CPAs*Microsoft Office; Word, Outlook & Powerpoint |
| 6/23/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2569: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-2569)*Employee Retention*Employee Engagement*Leadership |
| 9/21/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2556: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2556)*Causes of spreadsheet errors*Real-world examples of spreadsheet errors*Best practices for spreadsheet design*Tools to assist in identifying and addressing risk factors in Excel spreadsheets |
| 9/20/2021 | 11 a.m. - 2:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 non-tech) | |
| 21WA-2800: The New Normal for Working Remotely: Best Practices for Success (Webinar) (21WA-2800)*Remote access options*Essential products to consider for implementation*Communication and collaboration tools*Handling security properly*Unusual technologies you might have missed |
| 10/7/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1686: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-1686)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 7/9/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1914: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-1914)*Understanding the importance of visualizations in Microsoft Office and other applications*Best practices associated with creating charts, graphs, and other visualizations*How to add interactivity and animations to your charts and graphs*Common mistakes to avoid when building visualizations |
| 7/28/2021 | 8 - 9:55 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2472: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-2472)*What Is A Blockchain?*Fundamental Components Of Blockchain*Types Of Blockchain-based Ledgers*How Do The Nodes In Blockchain Record Transactions???*Behind The Scenes: Blocks And Hashing*Audit and Governance Issues |
| 9/13/2021 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2300: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-2300)*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*"Brain Rules" by John Molina |
| 8/30/2021 | 1 - 3:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2798: Tech Update: A 2020 Vision (Webinar) (21WA-2798)*Hardware trends*Software innovations*Communication and collaboration tools*Unusual technologies you might have missed*Key products to consider for implementation |
| 10/7/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1605: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-1605)*Confident Communication |
| 7/5/2021 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2759: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-2759)*communication*written communication *verbal communication*decision making |
| 10/5/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2769: OMB Update -- Revised Uniform Guidance 2 CFR 200: Including Performance-Based Payments, Significant Changes to the Procurement Standards and the De Minimis Rate (Webinar) (21WA-2769)*New and revised definitions*Clarification on the use of time periods*Emphasis on performance and outcomes*Performance-Based Payments using unit cost rates in lieu of cost reimbursable invoicing*New cost principle*New prohibitions*New procurement preference and refocus on public policy objectives*Clarification on sub-recipients with no direct funding*Relaxing the rule for NICRA to De Minimis rate usage*The flexibility that no "one-size-fits-all" procurement standards |
| 10/5/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2907: The Value of Conflict (Webinar) (21WA-2907)*Conflicts |
| 10/16/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2270: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-2270)*How to Respond to Off-Site and On-Site Disclosures of Infection*Maintaining Confidentiality Requirements*Protecting Others from Exposure*Safeguarding Medical Information*Setting Health Safety Measures*Employee Communication Script |
| 8/27/2021 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2812: K2's Technology Update (Webinar) (21WA-2812)*Information Technology*Major Trends in Hardware, Software, and Services.*Virtualization |
| 10/8/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1832: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-1832)*Communication*Leadership*Character*Behavior |
| 7/22/2021 | 11 - 11:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2386: K2's Power BI: Advanced Reporting (Webinar) (21WA-2386)*Data relationships*KPI graphics*Adding measures and calculations |
| 9/7/2021 | 7 - 8:50 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-1721: Polished Public Speaking (Webinar) (21WA-1721)*Communications |
| 7/12/2021 | 1 - 3:05 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2877: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-2877)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 10/14/2021 | 1 - 3:20 p.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-1766: Next Generation Excel Reporting (Webinar) (21WA-1766)*Key issues with traditional reporting models*The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments*How to create "repeatable/refreshable" reports in Excel that link data from external data sources |
| 7/15/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2692: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-2692)*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 |
| 9/30/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2690: The Yellow Book: From Beginning to End (Webinar) (21WA-2690)*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 |
| 9/29/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2338: K2's Power Query: Ten Things You Need to Know (Webinar) (21WA-2338)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 9/1/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1629: K2's Personal Privacy (Webinar) (21WA-1629)*Discovering what companies such as Amazon and Google know about you*How to "cleanse" your public profiles*What to do if you believe your data is compromised |
| 7/6/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2635: The How's and Why's of Creating User-Defined Functions in Excel (Webinar) (21WA-2635)*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 |
| 9/25/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1829: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-1829)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 7/21/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 21WA-2001: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-2001)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 8/4/2021 | 1 - 5:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-1861: How to Create an Incredible Employer Brand (Webinar) (21WA-1861)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 7/24/2021 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1508: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-1508)*Leadership & Navigation*Consultation*Communication |
| 6/25/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2375: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-2375)*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 |
| 9/3/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1989: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-1989)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 8/4/2021 | 8 - 11:55 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2696: Get Rich Without Selling Your Soul (Webinar) (21WA-2696)*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 |
| 9/30/2021 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-1667: Exploring the Revised Procurement Standards (Webinar) (21WA-1667)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 7/8/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1981: The New Normal for Working Remotely: Best Practices for Success (Webinar) (21WA-1981)*Remote access options*Essential products to consider for implementation*Communication and collaboration tools*Handling security properly*Unusual technologies you might have missed |
| 8/3/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2026: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-2026)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 8/6/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2254: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-2254)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 8/26/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2722: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-2722)*Leadership & Navigation*Consultation*Communication |
| 10/1/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1485: Developing an Ethical Culture (Webinar) (21WA-1485)*Ethics |
| 6/24/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-2762: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-2762)*Change management*Leadership |
| 10/5/2021 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-1818: Business Gifts When Selling a Business (Webinar) (21WA-1818)*"Gift" to Service Providers*Case Studies*Compensation vs. Gift to Employees |
| 7/21/2021 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2895: K2's Excel Best Practices (Webinar) (21WA-2895)*Computer Software & Applications*Excel |
| 10/15/2021 | 7:30 a.m. - 3:15 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WA-1833: Business Ethics: Cases from the Real World (Webinar) (21WA-1833)*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? |
| 7/22/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-1479: Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (21WA-1479)*Introduce a twelve step Practical Planning Process (PPP) linking strategic plans to your operating budget*Examine how to engage operations, administrative, and executive teams in the twelve steps and a rolling forecast methodology*Drive a living planning process that permeates throughout the entire organization*Provide a real life example of a successful twelve step process implementation*Examine the pitfalls of poorly supported or designed planning process implementations |
| 6/24/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1820: Depreciating and Expensing Business Assets (Webinar) (21WA-1820)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 7/21/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2551: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-2551)*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 |
| 9/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2039: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-2039)*Employee Retention*Employee Engagement*Leadership |
| 8/9/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2227: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-2227)*training*development*employee development*teaching*learning*virtual training |
| 8/24/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2479: Managing People: Conquering the Soft Side of Your Job (Webinar) (21WA-2479)*Why culture is everything*Lead by example*Inspire your people*Create a collaborative environment*Develop your team's skills*Interviewing tips*Providing effective feedback |
| 9/13/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2204: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-2204)*What Is A Blockchain?*Fundamental Components Of Blockchain*Types Of Blockchain-based Ledgers*How Do The Nodes In Blockchain Record Transactions???*Behind The Scenes: Blocks And Hashing*Audit and Governance Issues |
| 8/23/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1897: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-1897)*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 |
| 7/27/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2845: Blockchain and Emerging Technologies (Webinar) (21WA-2845)*Emerging technology trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and efficiency*Interesting technology to test and consider |
| 10/12/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1626: K2's Cloud Computing (Webinar) (21WA-1626)*Cloud Computing*Information Technology |
| 7/6/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1901: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-1901)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 7/27/2021 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-1537: Attracting and Retaining Younger Employees (Webinar) (21WA-1537)*Generations Defined*Attracting and Retaining Younger Employees*Ways to Communicate Clear Expectations to Younger Employees*What Younger Employees Want From Employers and Teams |
| 6/29/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2644: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-2644)*Employee Retention*Employee Engagement*Leadership |
| 9/27/2021 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2133: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-2133)*training*development*employee development*teaching*learning*virtual training |
| 8/16/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2411: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-2411)*Leadership & Navigation*Consultation*Communication |
| 9/8/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2661: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-2661)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 9/28/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2601: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-2601)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 9/23/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2843: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-2843)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 10/11/2021 | 1 - 4:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 non-tech) | |
| 21WA-2605: K2's Personal Privacy (Webinar) (21WA-2605)*Discovering what companies such as Amazon and Google know about you*How to "cleanse" your public profiles*What to do if you believe your data is compromised |
| 9/23/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1545: K2's Emerging Technologies, Including Blockchain & Cryptocurrencies (Webinar) (21WA-1545)*Information Technology*Blockchain*Cryptocurrencies |
| 6/29/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2526: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-2526)*training*development*employee development*teaching*learning*virtual training |
| 9/16/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2492: Implementing Security and Privacy Policies (Webinar) (21WA-2492)*Data security check list*Minimum security protections*Examples of policies that comply with regulations*Suggested implementation strategy*Security guidance that you can provide to others |
| 9/14/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2246: The Very Real Risk of Ransomware (Webinar) (21WA-2246)*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 |
| 8/25/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2655: The Perfect Storm: Data Governance and Data Privacy Regulations (Webinar) (21WA-2655)*Data transparency and access*Data deletion and portability*Definition of personal information*User opt out and the right to be forgotten*Understanding the fines and risks |
| 9/27/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2178: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-2178)*Employee Retention*Employee Engagement*Leadership |
| 8/19/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2708: Accounting's Perfect Storm Update (Webinar) (21WA-2708)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 10/1/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-2213: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-2213)*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 |
| 8/23/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2896: K2's Excel Financial Reporting and Analysis (Webinar) (21WA-2896)*Accounting*Excel*Financial Analysis |
| 10/15/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2490: Get Rich Without Selling Your Soul (Webinar) (21WA-2490)*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 |
| 9/14/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-2084: K2's Excel Best Practices (Webinar) (21WA-2084)*Computer Software & Applications*Excel |
| 8/12/2021 | 7:30 a.m. - 3:15 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WA-2871: The Yellow Book: From Beginning to End (Webinar) (21WA-2871)*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 |
| 10/13/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2003: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-2003)*Innovation*Collaboration*Creativity*Disruption |
| 8/4/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2547: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-2547)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 9/17/2021 | 1 - 1:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-1588: Difficult Conversations in the Workplace (Webinar) (21WA-1588)*Communication |
| 7/2/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1864: K2's Small Business Cloud Accounting Shootout (Webinar) (21WA-1864)*Fundamentals of cloud accounting for small businesses and why these issues matter*Five critical questions when considering a small business accounting solution*Relative strengths and potential issues associated with leading cloud-based accounting solutions for small businesses |
| 7/24/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2160: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-2160)*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 |
| 8/18/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2884: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-2884)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 10/14/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1682: K2's Top PDF Features You Should Know (Webinar) (21WA-1682)*Information Technology*PDF Documents |
| 7/9/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2860: K2's Bringing Artificial Intelligence to Your Excel Workbooks (Webinar) (21WA-2860)*How to use Excel's Ideas feature*Working with Excel's new data types*How to use Dynamic Arrays |
| 10/13/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1484: Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (21WA-1484)*Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
| 6/24/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2384: K2's PDF Tools for Productivity (Webinar) (21WA-2384)*Learn the basics of creating, modifying, and organizing PDF documents*Create stamps and use them as tick marks*Secure PDF files against unauthorized access and modification |
| 9/7/2021 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2205: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-2205)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 8/23/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2523: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-2523)*communication*written communication *verbal communication*decision making |
| 9/16/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2679: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-2679)*Presence |
| 9/29/2021 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2838: Preparing for a CFO Role (Webinar) (21WA-2838)*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 |
| 10/11/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1628: K2's Excel PivotTables for Accountants (Webinar) (21WA-1628)*Accounting*Excel*Pivot Tables*Computer Software |
| 7/6/2021 | 12:30 - 8:15 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2514: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-2514)*Leadership*Motivation*Employee Engagement |
| 9/15/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1929: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-1929)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 7/29/2021 | 7 - 8:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1722: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-1722)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 7/12/2021 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-2239: K2's Emerging Technologies, Including Blockchain & Cryptocurrencies (Webinar) (21WA-2239)*Information Technology*Blockchain*Cryptocurrencies |
| 8/25/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2831: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-2831)*Taxes |
| 10/11/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-1923: Coaching Leaders in Performance Management (Webinar) (21WA-1923)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 7/29/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1876: Emerging Technologies: 2020 and Beyond (Webinar) (21WA-1876)*Hardware enablement*Software evolution*Practical tools you can use today*Unusual emerging technologies to watch in the future*Emerging technologies that are not ready for prime time |
| 7/26/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2163: Envisioning Your Mid-Market Accounting Solution (Webinar) (21WA-2163)*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 |
| 8/18/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2260: K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (21WA-2260)*Information Technology*Security Techniques |
| 8/26/2021 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1644: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-1644)*Accounting*Excel*Computer Software |
| 7/7/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2893: Data Analysis and Management (Webinar) (21WA-2893)*"Run the numbers" on non-financial data*Expand your toolbox outside of MS Excel*Use your analysis skills to transform your business |
| 10/15/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1566: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-1566)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 6/30/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2632: K2's Excel's Best New Features (Webinar) (21WA-2632)*New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS*Creating Data Models and the importance of doing so*Enhanced collaboration tools in Excel*How to take advantage of Power Query |
| 9/25/2021 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2056: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-2056)*Governmental Auditing |
| 8/10/2021 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2458: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-2458)*Emotional intelligence*Workplace culture*Employee trust |
| 9/11/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2992: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-2992)*Innovation*Collaboration*Creativity*Disruption |
| 10/22/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2938: No Thanks...I Took Another Offer (Webinar) (21WA-2938)*Talent Management*Recruitment |
| 10/19/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2190: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-2190)*training development*employee development*online training education*virtual training |
| 8/20/2021 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2373: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-2373)*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 |
| 9/3/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2704: Navigating Difficult Conversations (Webinar) (21WA-2704)*Communication*Relationship Management*Leadership & Navigation |
| 9/30/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2586: How To Give Action Oriented Feedback (Webinar) (21WA-2586)*Feedback |
| 9/22/2021 | 1 - 3 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2327: K2's Small Business Cloud Accounting Shootout (Webinar) (21WA-2327)*Fundamentals of cloud accounting for small businesses and why these issues matter*Five critical questions when considering a small business accounting solution*Relative strengths and potential issues associated with leading cloud-based accounting solutions for small businesses |
| 8/31/2021 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1492: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-1492)*leadership*management*meetings*productivity |
| 6/24/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2951: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-2951)*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 |
| 10/20/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2897: K2's Going Virtual: Technology to Support Remote Team Members (Webinar) (21WA-2897)*Remote hardware and software trends that affect your ability to work anywhere anytime*Purchase guidance on what to expect, approve, and avoid*Key applications for productivity and security*Interesting technology to consider for remote work |
| 10/15/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1823: K2's Personal Privacy (Webinar) (21WA-1823)*Discovering what companies such as Amazon and Google know about you*How to "cleanse" your public profiles*What to do if you believe your data is compromised |
| 7/21/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2127: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-2127)*Innovation*Collaboration*Creativity*Disruption |
| 8/14/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1560: Cash Management Essentials (Webinar) (21WA-1560)*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 |
| 6/30/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2766: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (21WA-2766)*Accounting*Business Intelligence*Excel |
| 10/5/2021 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1547: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-1547)*Accounting*Excel*Computer Software |
| 6/29/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2132: FASB's New Lease Accounting Standard (Webinar) (21WA-2132)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 8/16/2021 | 2 - 6 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-2433: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-2433)*Addressing personality and attitude problems.*Responding to generalized disparaging comments*Addressing previously unaddressed behavior*Conducting corrective action meetings*Preparing corrective action documentation*Handling instances of poor judgment, quick temper, and incoherent thought that may be symptoms of a mental disorder*Resolving personal appearance and personal hygiene issues*How to set, communicate and enforce attendance standards |
| 9/10/2021 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1596: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-1596)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 7/2/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-1617: Setting Your Team Up for Success through Servant Leadership (Webinar) (21WA-1617)*leadership development*servant leadership*communication skills*innovation*team building |
| 7/5/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2077: Preparing for a CFO Role (Webinar) (21WA-2077)*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 |
| 8/11/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2578: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-2578)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 9/21/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2248: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-2248)*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 |
| 8/26/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1599: Profiting from Client Advisory Services (Webinar) (21WA-1599)*Service offerings to consider*Software options for a CAS practice*Procedures to consider for your firm*Specific techniques to improve productivity and profitability*Key errors to avoid |
| 7/2/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2198: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-2198)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 8/20/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2937: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-2937)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 10/19/2021 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2349: Developing an Ethical Culture (Webinar) (21WA-2349)*Ethics |
| 9/2/2021 | 9 - 10:10 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-2454: Current Tech Crimes: Ripped from the Headlines (Webinar) (21WA-2454)*Data breach and computer security tips*Security awareness training*Learn more about current events and improve your security knowledge at the same time |
| 9/11/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1535: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-1535)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 6/28/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2431: The Value of Conflict (Webinar) (21WA-2431)*Conflicts |
| 9/9/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2171: Blockchain and Emerging Technologies (Webinar) (21WA-2171)*Emerging technology trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and efficiency*Interesting technology to test and consider |
| 8/19/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2674: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-2674)*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 |
| 9/28/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2781: K2's Excel PivotTables for Accountants (Webinar) (21WA-2781)*Accounting*Excel*Pivot Tables*Computer Software |
| 10/6/2021 | 7:30 a.m. - 3:15 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-1842: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-1842)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 7/22/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1558: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-1558)*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 |
| 6/30/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2109: Blockchain and Emerging Technologies (Webinar) (21WA-2109)*Emerging technology trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and efficiency*Interesting technology to test and consider |
| 8/14/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2566: Envisioning Your Mid-Market Accounting Solution (Webinar) (21WA-2566)*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 |
| 9/21/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2753: The Value of Conflict (Webinar) (21WA-2753)*Conflicts |
| 10/4/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1662: Business Ethics: Cases from the Real World (Webinar) (21WA-1662)*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? |
| 7/8/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-2649: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-2649)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 9/27/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2382: K2's Advanced Excel Data Magic: Managing, Analyzing and Reporting (Webinar) (21WA-2382)*Excel*Accounting |
| 9/7/2021 | 11:30 a.m. - 7:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1799: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-1799)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 7/20/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1994: K2's Excel PivotTables for Accountants (Webinar) (21WA-1994)*Accounting*Excel*Pivot Tables*Computer Software |
| 8/4/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2212: K2's The Best Of The Best: Office Productivity Boosters (Webinar) (21WA-2212)*Hardware and software tools that can support your strategy*Application guidance to help you save time*Innovative applications for productivity and collaboration*Interesting productivity tools to consider |
| 8/23/2021 | 8 - 9:55 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-1920: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-1920)*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 |
| 7/29/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2716: K2's Remote Access for Small Businesses (Webinar) (21WA-2716)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 10/1/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1660: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-1660)*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 |
| 7/8/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2773: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-2773)*Emotional Intelligence*Communication*Teamwork |
| 10/5/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2126: The Value of Conflict (Webinar) (21WA-2126)*Conflicts |
| 8/14/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1574: K2's Excel PivotTables for Accountants (Webinar) (21WA-1574)*Accounting*Excel*Pivot Tables*Computer Software |
| 7/1/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2275: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-2275)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 8/27/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1881: K2's Advanced Excel Data Magic: Managing, Analyzing and Reporting (Webinar) (21WA-1881)*Excel*Accounting |
| 7/26/2021 | 11:30 a.m. - 7:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1512: Build Your Personal Net Worth (Webinar) (21WA-1512)* Why the people you think are wealthy probably aren't* 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* Why fees and commissions should concern you* Strategies for buying stocks, mutual funds and ETFs |
| 6/26/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2675: Uniform Guidance Update (Webinar) (21WA-2675)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 9/28/2021 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-2557: K2's The Best Of The Best: Office Productivity Boosters (Webinar) (21WA-2557)*Hardware and software tools that can support your strategy*Application guidance to help you save time*Innovative applications for productivity and collaboration*Interesting productivity tools to consider |
| 9/20/2021 | 10 - 11:55 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2908: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-2908)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 10/18/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1917: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-1917)*Communication*Relationship Management |
| 7/28/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1944: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-1944)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 7/30/2021 | 1 - 3:20 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2042: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-2042)*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 |
| 8/9/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2030: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-2030)*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 |
| 8/6/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2651: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-2651)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 9/27/2021 | 9 - 11:20 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-1716: K2's Advanced Excel Reporting: Best Practices, Tools & Techniques (Webinar) (21WA-1716)*Accounting*Technology for CPAs*Excel |
| 7/12/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2535: Business Gifts When Selling a Business (Webinar) (21WA-2535)*"Gift" to Service Providers*Case Studies*Compensation vs. Gift to Employees |
| 9/17/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2289: K2's Case Studies in Fraud and Technology Controls (Webinar) (21WA-2289)*Auditing*Fraud & Technology |
| 8/28/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2604: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-2604)*Understanding the importance of visualizations in Microsoft Office and other applications*Best practices associated with creating charts, graphs, and other visualizations*How to add interactivity and animations to your charts and graphs*Common mistakes to avoid when building visualizations |
| 9/23/2021 | 7 - 8:55 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2176: Financial Accounting for Related Party Transactions (Webinar) (21WA-2176)*FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small- and medium-sized entities*Reviews the tax accounting related taxpayers standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards |
| 8/19/2021 | 9 - 11:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2046: K2's Technology Update (Webinar) (21WA-2046)*Information Technology*Major Trends in Hardware, Software, and Services.*Virtualization |
| 8/9/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1749: K2's Bringing Artificial Intelligence to Your Excel Workbooks (Webinar) (21WA-1749)*How to use Excel's Ideas feature*Working with Excel's new data types*How to use Dynamic Arrays |
| 7/14/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1673: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-1673)*Employee Retention*Employee Engagement*Leadership |
| 7/9/2021 | 12 - 12:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1935: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-1935)*Communication*Leadership*Character*Behavior |
| 7/30/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2680: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-2680)*communication*written communication *verbal communication*decision making |
| 9/29/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1642: Essential Skills for the Next 10 Years (Webinar) (21WA-1642)*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 |
| 7/7/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2286: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-2286)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 8/28/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2610: Top 10 Audit Findings and What To Do (Webinar) (21WA-2610)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 9/23/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2025: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-2025)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 8/6/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2710: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-2710)*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 |
| 10/1/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2985: Financial Statement Fraud (Webinar) (21WA-2985)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 10/22/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2933: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-2933)*Understanding the importance of visualizations in Microsoft Office and other applications*Best practices associated with creating charts, graphs, and other visualizations*How to add interactivity and animations to your charts and graphs*Common mistakes to avoid when building visualizations |
| 10/19/2021 | 1 - 2:55 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2532: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-2532)*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 |
| 9/17/2021 | 7 - 10:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1668: Implementing Security and Privacy Policies (Webinar) (21WA-1668)*Data security check list*Minimum security protections*Examples of policies that comply with regulations*Suggested implementation strategy*Security guidance that you can provide to others |
| 7/8/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1905: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-1905)*training development*employee development*online training education*virtual training |
| 7/28/2021 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2869: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-2869)*Culture*Benefits*Communication |
| 10/13/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2513: Maintaining a Harmonious Working Environment (Webinar) (21WA-2513)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 9/15/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2202: K2's Paperless Office (Webinar) (21WA-2202)*Computer Software*Document Management*Information Technology |
| 8/21/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1967: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-1967)*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 |
| 8/3/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1769: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-1769)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 7/15/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1870: Negotiation Know How (Webinar) (21WA-1870)*Negotiation |
| 7/24/2021 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1998: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-1998)*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 |
| 8/4/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2120: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-2120)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 8/14/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2303: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-2303)*Communication*Leadership*Character*Behavior |
| 8/30/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2435: Coaching Leaders in Preparing for and Conducting Discharge Meetings (Webinar) (21WA-2435)*Conducting pre-discharge evaluations*Evaluation of off-the-job misconduct*Conducting pre-discharge Interviews*How to accept and process resignations*Conducting discharge meetings*Exit Interviews*Responding to reference checks*Post-discharge internal communications |
| 9/10/2021 | 9 - 10:10 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2093: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-2093)*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 |
| 8/12/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2750: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-2750)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 10/4/2021 | 1 - 5:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-2010: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-2010)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 8/5/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2790: Business Ethics: Cases from the Real World (Webinar) (21WA-2790)*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? |
| 10/7/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-2637: Advanced Topics in Power BI (Webinar) (21WA-2637)*Creating formulas in Power BI with Data Analysis Expressions*Adding Key Performance Indicators to your Power BI reports and dashboards*Managing security in Power BI*Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members |
| 9/27/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1844: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-1844)*Culture*Benefits*Communication |
| 7/22/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2428: K2's Technology Update (Webinar) (21WA-2428)*Information Technology*Major Trends in Hardware, Software, and Services.*Virtualization |
| 9/9/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1583: Transforming Your CPA Firm (Webinar) (21WA-1583)*CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 7/1/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1926: Get Rich Without Selling Your Soul (Webinar) (21WA-1926)*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 |
| 7/29/2021 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-2977: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-2977)*Proposed Financial Performance Reporting changes to standard financial package |
| 10/21/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1898: Maintaining a Harmonious Working Environment (Webinar) (21WA-1898)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 7/27/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1747: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-1747)*Employee Retention*Employee Engagement*Leadership |
| 7/14/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2599: K2's Advanced Excel Reporting: Best Practices, Tools & Techniques (Webinar) (21WA-2599)*Accounting*Technology for CPAs*Excel |
| 9/23/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2232: The How's and Why's of Creating User-Defined Functions in Excel (Webinar) (21WA-2232)*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 |
| 8/24/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2648: K2's Excel Best Practices (Webinar) (21WA-2648)*Computer Software & Applications*Excel |
| 9/27/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WA-1895: K2's Excel Best Practices (Webinar) (21WA-1895)*Computer Software & Applications*Excel |
| 7/27/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WA-1836: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-1836)*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*Use probable scenario planning |
| 7/22/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2528: Polished Public Speaking (Webinar) (21WA-2528)*Communications |
| 9/16/2021 | 1 - 3:05 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2332: Essential Skills for Financial Leaders Conference (Webinar) (21WA-2332)*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 |
| 9/1/2021 | 1 - 5:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-2518: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-2518)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 9/15/2021 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-2401: Essential Skills for the Next 10 Years (Webinar) (21WA-2401)*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 |
| 9/8/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1899: Preparing for a CFO Role (Webinar) (21WA-1899)*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 |
| 7/27/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2081: K2's Advanced Excel Reporting: Best Practices, Tools & Techniques (Webinar) (21WA-2081)*Accounting*Technology for CPAs*Excel |
| 8/12/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2206: Effective Management Accounting (Webinar) (21WA-2206)*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 |
| 8/23/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2125: Setting Your Team Up for Success through Servant Leadership (Webinar) (21WA-2125)*leadership development*servant leadership*communication skills*innovation*team building |
| 8/14/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2952: Preparing for a CFO Role (Webinar) (21WA-2952)*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 |
| 10/20/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2004: A Case Study in Vendor Fraud (Webinar) (21WA-2004)*vendor fraud*invoice auditing*red flags |
| 8/5/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-1739: The Perfect Storm: Data Governance and Data Privacy Regulations (Webinar) (21WA-1739)*Data transparency and access*Data deletion and portability*Definition of personal information*User opt out and the right to be forgotten*Understanding the fines and risks |
| 7/13/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2224: How To Give Action Oriented Feedback (Webinar) (21WA-2224)*Feedback |
| 8/24/2021 | 1 - 3 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2915: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-2915)*Change management*Leadership |
| 10/18/2021 | 1 - 2:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-2570: Integrating and Sharing Data (Webinar) (21WA-2570)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 9/21/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2715: K2's Introduction to Excel Macros (Webinar) (21WA-2715)*Computer Software & Applications*Excel Macros |
| 10/1/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1677: How To Give Action Oriented Feedback (Webinar) (21WA-1677)*Feedback |
| 7/9/2021 | 9 - 11 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2267: Choosing Small Business Accounting Solutions (Webinar) (21WA-2267)*Overview of small business accounting solutions*Traditional desktop and SaaS small business products*Shortfalls of specific accounting solutions*Strengths and weaknesses of various solutions*Setup and configuration tips |
| 8/27/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2776: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-2776)*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*Use probable scenario planning |
| 10/6/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1491: Maintaining a Harmonious Working Environment (Webinar) (21WA-1491)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 6/24/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2397: Choosing Small Business Accounting Solutions (Webinar) (21WA-2397)*Overview of small business accounting solutions*Traditional desktop and SaaS small business products*Shortfalls of specific accounting solutions*Strengths and weaknesses of various solutions*Setup and configuration tips |
| 9/8/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2672: Transforming Your CPA Firm (Webinar) (21WA-2672)*CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 9/28/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1633: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-1633)*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 relaxed*Creating 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 closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 7/6/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1634: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-1634)*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 |
| 7/6/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2188: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-2188)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 8/19/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2495: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-2495)*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 |
| 9/14/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2005: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-2005)*What Is A Blockchain?*Fundamental Components Of Blockchain*Types Of Blockchain-based Ledgers*How Do The Nodes In Blockchain Record Transactions???*Behind The Scenes: Blocks And Hashing*Audit and Governance Issues |
| 8/5/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1534: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-1534)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 6/28/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-1991: Financial Statement Fraud (Webinar) (21WA-1991)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 8/4/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2078: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-2078)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 8/11/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2276: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-2276)*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 |
| 8/27/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1478: 5 More Business Books in 100 Minutes (Webinar) (21WA-1478)*"Quiet, the Power of Introverts in a World That Can't Stop Talking" by Susan Cain*"Thinking Fast and Slow" by Nobel Prize winner Daniel Kahneman*"The Little Book of Bullet-Proof Investing" by Ben Stein and Phil DeMuth*"Lean In: Women, Work, and the Will to Lead" by Sheryl Sandberg*"Snakes in Suits: When Psychopaths Go to Work" by Paul Babiak and Robert D. Hare |
| 6/24/2021 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2253: Get Rich Without Selling Your Soul (Webinar) (21WA-2253)*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 |
| 8/26/2021 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-2360: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-2360)*The effect COVID-19 on a client's total financial, estate, and asset protection plan*Understanding the issues revolving around the death of a client*Understanding medical issues*Understanding the tax and non-tax issues in divorce*Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts*Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents*Understanding the support issues for spouses and former spouses*Understanding support issues for children of divorced or separated parents and the tax treatment of back child support*Understanding the business issues involved when the parties to a business breaks apart*Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies |
| 9/2/2021 | 9:30 a.m. - 5:20 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2440: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-2440)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 9/10/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1556: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-1556)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 6/29/2021 | 1 - 3:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2870: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-2870)*Leadership |
| 10/13/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2236: Current Tech Crimes: Ripped from the Headlines (Webinar) (21WA-2236)*Data breach and computer security tips*Security awareness training*Learn more about current events and improve your security knowledge at the same time |
| 8/25/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2806: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-2806)*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 |
| 10/8/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2284: How to Create an Incredible Employer Brand (Webinar) (21WA-2284)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 8/28/2021 | 3 - 4:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1550: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-1550)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 6/29/2021 | 9 - 11:20 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2049: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-2049)*leadership*management*meetings*productivity |
| 8/9/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2711: Depreciating and Expensing Business Assets (Webinar) (21WA-2711)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 10/1/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2314: Polished Public Speaking (Webinar) (21WA-2314)*Communications |
| 8/30/2021 | 9 - 11:05 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-1487: Get Rich Without Selling Your Soul (Webinar) (21WA-1487)*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 |
| 6/24/2021 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-1813: The Value of Conflict (Webinar) (21WA-1813)*Conflicts |
| 7/20/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1951: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-1951)*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 |
| 8/2/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2559: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-2559)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 9/20/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2167: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-2167)*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 relaxed*Creating 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 closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 8/18/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2700: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-2700)*Accounting*Excel*Computer Software |
| 9/30/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2478: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-2478)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 9/13/2021 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2461: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-2461)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 9/11/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1519: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-1519)*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 |
| 6/28/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1477: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-1477)*Leadership |
| 6/23/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2244: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-2244)*Culture*Benefits*Communication |
| 8/25/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2548: Anti-Bullying and Sensitivity (Webinar) (21WA-2548)*Communication |
| 9/20/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2251: Business Gifts When Selling a Business (Webinar) (21WA-2251)*"Gift" to Service Providers*Case Studies*Compensation vs. Gift to Employees |
| 8/26/2021 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2080: K2's A Scary Ride Through the Dark Web (Webinar) (21WA-2080)*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 |
| 8/12/2021 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2225: Implementing Security and Privacy Policies (Webinar) (21WA-2225)*Data security check list*Minimum security protections*Examples of policies that comply with regulations*Suggested implementation strategy*Security guidance that you can provide to others |
| 8/24/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1793: Mastering Advanced Excel Functions and Formulas (Webinar) (21WA-1793)*Using financial functions to calculate loan payments, depreciation, and cash flows*Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions*Making sophisticated calculations with array formulas |
| 7/19/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1515: K2's Excel Financial Reporting and Analysis (Webinar) (21WA-1515)*Accounting*Excel*Financial Analysis |
| 6/26/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2413: Understanding Workflow and Automation Essentials (Webinar) (21WA-2413)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 9/8/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1705: Navigating Difficult Conversations (Webinar) (21WA-1705)*Communication*Relationship Management*Leadership & Navigation |
| 7/10/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2558: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-2558)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 9/20/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2045: K2's Excel's Best New Features (Webinar) (21WA-2045)*New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS*Creating Data Models and the importance of doing so*Enhanced collaboration tools in Excel*How to take advantage of Power Query |
| 8/9/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2463: Negotiation Know How (Webinar) (21WA-2463)*Negotiation |
| 9/11/2021 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2507: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-2507)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 9/15/2021 | 9 - 11:20 a.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-1784: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-1784)*Proposed Financial Performance Reporting changes to standard financial package |
| 7/16/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1539: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 2: Building Blocks of Workplace Inclusion (Webinar) (21WA-1539)*Communication*Leadership*Character*Behavior |
| 6/29/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-1806: K2's PDF Tools for Productivity (Webinar) (21WA-1806)*Learn the basics of creating, modifying, and organizing PDF documents*Create stamps and use them as tick marks*Secure PDF files against unauthorized access and modification |
| 7/20/2021 | 7 - 8:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1561: Communicating with Diverse Styles (Webinar) (21WA-1561)*Communications |
| 6/30/2021 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-1618: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-1618)*business development*sales*marketing*social media*digital media |
| 7/5/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2334: Financial Statement Fraud (Webinar) (21WA-2334)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 9/1/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1827: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-1827)*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 relaxed*Creating 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 closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 7/21/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1797: Treaties and Other International Agreements: Basic Overview (Webinar) (21WA-1797)*What is a Treaty?*Basis of Taxation*Permanent Establishment*Relationship between treaties and domestic law*Model Treaties*Competent Authority Agreements |
| 7/19/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2182: K2's Advanced Excel Data Magic: Managing, Analyzing and Reporting (Webinar) (21WA-2182)*Excel*Accounting |
| 8/19/2021 | 11:30 a.m. - 7:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1468: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-1468)*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 |
| 6/23/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2117: How To Get What You Want: Persuasion & Influence (Webinar) (21WA-2117)*Persuasion*Influence |
| 8/14/2021 | 1 - 3:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2960: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-2960)*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 |
| 10/21/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2186: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-2186)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 8/19/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2738: The Very Real Risk of Ransomware (Webinar) (21WA-2738)*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 |
| 10/2/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1672: The How's and Why's of Creating User-Defined Functions in Excel (Webinar) (21WA-1672)*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 |
| 7/8/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2701: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-2701)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 9/30/2021 | 7 - 8:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2918: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-2918)*training*development*employee development*teaching*learning*virtual training |
| 10/18/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1584: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-1584)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 7/1/2021 | 9 - 9:55 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2420: Driving Performance with Metrics (Webinar) (21WA-2420)*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 |
| 9/9/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2057: Effective Management Accounting (Webinar) (21WA-2057)*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 |
| 8/10/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1992: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-1992)*Emotional intelligence*Workplace culture*Employee trust |
| 8/4/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2345: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-2345)*Innovation*Collaboration*Creativity*Disruption |
| 9/1/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2947: Get Rich Without Selling Your Soul (Webinar) (21WA-2947)*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 |
| 10/20/2021 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-2658: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-2658)*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*Use probable scenario planning |
| 9/28/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2055: Choosing Small Business Accounting Solutions (Webinar) (21WA-2055)*Overview of small business accounting solutions*Traditional desktop and SaaS small business products*Shortfalls of specific accounting solutions*Strengths and weaknesses of various solutions*Setup and configuration tips |
| 8/10/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2901: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-2901)*What Is A Blockchain?*Fundamental Components Of Blockchain*Types Of Blockchain-based Ledgers*How Do The Nodes In Blockchain Record Transactions???*Behind The Scenes: Blocks And Hashing*Audit and Governance Issues |
| 10/16/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2014: Maintaining a Harmonious Working Environment (Webinar) (21WA-2014)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 8/5/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2394: Advanced Topics in Power BI (Webinar) (21WA-2394)*Creating formulas in Power BI with Data Analysis Expressions*Adding Key Performance Indicators to your Power BI reports and dashboards*Managing security in Power BI*Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members |
| 9/8/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2883: The Single Audit from Beginning to End Update (Webinar) (21WA-2883)*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 |
| 10/14/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2822: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-2822)*Employee Retention*Employee Engagement*Leadership |
| 10/11/2021 | 12 - 12:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2073: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-2073)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 8/11/2021 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2653: Preparing for a CFO Role (Webinar) (21WA-2653)*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 |
| 9/27/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2553: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-2553)*Taxes |
| 9/20/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-1892: Driving Performance with Metrics (Webinar) (21WA-1892)*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 |
| 7/27/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2873: A Case Study in Vendor Fraud (Webinar) (21WA-2873)*vendor fraud*invoice auditing*red flags |
| 10/14/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WA-2033: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (21WA-2033)*Auditing*Fraud Prevention*Internal Controls |
| 8/7/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2318: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-2318)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 8/30/2021 | 9 - 11:05 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1614: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-1614)*training*development*employee development*teaching*learning*virtual training |
| 7/5/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2307: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-2307)*Taxes |
| 8/30/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-1798: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-1798)*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 |
| 7/20/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1782: The Single Audit from Beginning to End Update (Webinar) (21WA-1782)*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 |
| 7/16/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2019: Top 10 Audit Findings and What To Do (Webinar) (21WA-2019)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 8/5/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2748: Leading & Inspiring Teams (Webinar) (21WA-2748)*Leadership Recognition*Total Rewards*Employee Engagement |
| 10/4/2021 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2615: Cost of Capital: What it is and How to Use it (Webinar) (21WA-2615)*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 |
| 9/24/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2779: K2's Cloud Computing (Webinar) (21WA-2779)*Cloud Computing*Information Technology |
| 10/6/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1794: Navigating Difficult Conversations (Webinar) (21WA-1794)*Communication*Relationship Management*Leadership & Navigation |
| 7/19/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2832: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-2832)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 10/11/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2964: Exploring the Revised Procurement Standards (Webinar) (21WA-2964)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 10/21/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2793: K2's Emerging Technologies, Including Blockchain & Cryptocurrencies (Webinar) (21WA-2793)*Information Technology*Blockchain*Cryptocurrencies |
| 10/7/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2959: Accounting's Perfect Storm Update (Webinar) (21WA-2959)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 10/21/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-2920: Profiting from Client Advisory Services (Webinar) (21WA-2920)*Service offerings to consider*Software options for a CAS practice*Procedures to consider for your firm*Specific techniques to improve productivity and profitability*Key errors to avoid |
| 10/18/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1579: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-1579)*The indirect rate toolkit provides everything you will need in understanding and preparing nonprofit rates*You will learn about the new 10% de minimus indirect rate, direct cost allocations, definitions of direct and indirect cost, as well as extending negotiated indirect rates*We cover all of the significant cost principles, new principles, changes within the cost principles, categorizing them by the most important and commonly used in "every day" grant accounting*Together we prepare an indirect cost rate proposal for a real nonprofit*We will discuss transition issues between direct charging occupancy and the impact if the organization decides to establish a negotiated indirect rate |
| 7/1/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2613: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-2613)*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 |
| 9/24/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2598: Giving Feedback That Delivers Results (Webinar) (21WA-2598)*leadership*communication*performance |
| 9/23/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1577: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (21WA-1577)*Auditing*Fraud Prevention*Internal Controls |
| 7/1/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2328: Uniform Guidance Update (Webinar) (21WA-2328)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 8/31/2021 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-1495: Cost of Capital: What it is and How to Use it (Webinar) (21WA-1495)*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 |
| 6/25/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1544: Fringe Benefit Planning Under Tax Reform (Webinar) (21WA-1544)*An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
| 6/29/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2984: Essential Skills for Financial Leaders Conference (Webinar) (21WA-2984)*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 |
| 10/22/2021 | 9 a.m. - 1:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-1593: K2's Case Studies in Fraud and Technology Controls (Webinar) (21WA-1593)*Auditing*Fraud & Technology |
| 7/2/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2250: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-2250)*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 |
| 8/26/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2195: K2's Remote Access for Small Businesses (Webinar) (21WA-2195)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 8/20/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2662: K2's Budgeting and Forecasting Tools and Techniques (Webinar) (21WA-2662)*Computer Software & Applications*Accounting*Budgeting & Forecasting |
| 9/28/2021 | 9:30 a.m. - 5:10 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2913: Current Tech Crimes: Ripped from the Headlines (Webinar) (21WA-2913)*Data breach and computer security tips*Security awareness training*Learn more about current events and improve your security knowledge at the same time |
| 10/18/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2118: K2's Personal Privacy (Webinar) (21WA-2118)*Discovering what companies such as Amazon and Google know about you*How to "cleanse" your public profiles*What to do if you believe your data is compromised |
| 8/14/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2621: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2621)*Information Technology*Excel*Auditing Spreadsheets |
| 9/24/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2537: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-2537)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 9/17/2021 | 1 - 4:55 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1526: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-1526)*Taxes |
| 6/28/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-2531: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-2531)*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 |
| 9/17/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2968: K2's Paperless Office (Webinar) (21WA-2968)*Computer Software*Document Management*Information Technology |
| 10/21/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2459: How To Give Action Oriented Feedback (Webinar) (21WA-2459)*Feedback |
| 9/11/2021 | 9 - 11 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2481: Resolving Ethical Conflicts (Webinar) (21WA-2481)*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 |
| 9/13/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-2503: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-2503)*training development*employee development*online training education*virtual training |
| 9/15/2021 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2967: K2's Advanced Excel Data Magic: Managing, Analyzing and Reporting (Webinar) (21WA-2967)*Excel*Accounting |
| 10/21/2021 | 8:30 a.m. - 4:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2426: K2's Going Virtual: Technology to Support Remote Team Members (Webinar) (21WA-2426)*Remote hardware and software trends that affect your ability to work anywhere anytime*Purchase guidance on what to expect, approve, and avoid*Key applications for productivity and security*Interesting technology to consider for remote work |
| 9/9/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1559: Business Ethics: Cases from the Real World (Webinar) (21WA-1559)*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? |
| 6/30/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-2525: K2's Bringing Artificial Intelligence to Your Excel Workbooks (Webinar) (21WA-2525)*How to use Excel's Ideas feature*Working with Excel's new data types*How to use Dynamic Arrays |
| 9/16/2021 | 7 - 8:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2910: Communicating with Generation Z in the Workplace (Webinar) (21WA-2910)*generational communication*generational management*generations*communication*leadership*management |
| 10/18/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2238: Improving Productivity with Office 365 Cloud Applications (Webinar) (21WA-2238)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 8/25/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1737: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-1737)*Communication*Relationship Management |
| 7/13/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2388: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-2388)*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 relaxed*Creating 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 closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 9/7/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2504: Depreciating and Expensing Business Assets (Webinar) (21WA-2504)*2017 tax legislation and developments related to capitalization and depreciation*Section 179, including 2019 inflation adjustment*Section 168(k) 100 percent bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business |
| 9/15/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2404: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2404)*Information Technology*Excel*Auditing Spreadsheets |
| 9/8/2021 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2619: K2's PDF Tools for Productivity (Webinar) (21WA-2619)*Learn the basics of creating, modifying, and organizing PDF documents*Create stamps and use them as tick marks*Secure PDF files against unauthorized access and modification |
| 9/24/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2974: Navigating Difficult Conversations (Webinar) (21WA-2974)*Communication*Relationship Management*Leadership & Navigation |
| 10/21/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1581: The New Normal for Working Remotely: Best Practices for Success (Webinar) (21WA-1581)*Remote access options*Essential products to consider for implementation*Communication and collaboration tools*Handling security properly*Unusual technologies you might have missed |
| 7/1/2021 | 3 - 4:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2341: Setting Your Team Up for Success through Servant Leadership (Webinar) (21WA-2341)*leadership development*servant leadership*communication skills*innovation*team building |
| 9/1/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2427: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (21WA-2427)*Auditing*Fraud Prevention*Internal Controls |
| 9/9/2021 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1587: Current Tech Crimes: Ripped from the Headlines (Webinar) (21WA-1587)*Data breach and computer security tips*Security awareness training*Learn more about current events and improve your security knowledge at the same time |
| 7/2/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2697: How to Create an Incredible Employer Brand (Webinar) (21WA-2697)*Employer Brand*Talent Management*Future of Work*Onboarding New Hires |
| 9/30/2021 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2389: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-2389)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 9/7/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1752: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-1752)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 7/14/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1610: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-1610)*Emotional intelligence*Workplace culture*Employee trust |
| 7/5/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2659: Driving Performance with Metrics (Webinar) (21WA-2659)*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 |
| 9/28/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2406: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-2406)*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 |
| 9/8/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2589: Organizational Effectiveness and Communication (Webinar) (21WA-2589)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 9/22/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2645: Essential Skills for the Next 10 Years (Webinar) (21WA-2645)*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 |
| 9/27/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2315: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-2315)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 8/30/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2607: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-2607)*leadership*management*meetings*productivity |
| 9/23/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1816: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-1816)*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 |
| 7/21/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1865: K2's Tech Update: Today's Biggest Trends, Solutions and Opportunities (Webinar) (21WA-1865)*Hardware and software trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and security*Interesting technology to consider |
| 7/24/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2782: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (21WA-2782)*Auditing*Fraud Prevention*Internal Controls |
| 10/6/2021 | 7:30 a.m. - 3:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2011: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-2011)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 8/5/2021 | 1 - 3:20 p.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-1919: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-1919)*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 |
| 7/29/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2468: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-2468)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 9/11/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2329: Blockchain and Emerging Technologies (Webinar) (21WA-2329)*Emerging technology trends that affect your strategy*Purchase guidance on what to approve and avoid*Innovative applications for productivity and efficiency*Interesting technology to test and consider |
| 9/1/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1999: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-1999)*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 |
| 8/4/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2194: K2's Introduction to Excel Macros (Webinar) (21WA-2194)*Computer Software & Applications*Excel Macros |
| 8/20/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1982: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-1982)*Leadership |
| 8/3/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2682: K2's Excel's Best New Features (Webinar) (21WA-2682)*New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS*Creating Data Models and the importance of doing so*Enhanced collaboration tools in Excel*How to take advantage of Power Query |
| 9/29/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1649: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-1649)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 7/7/2021 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1789: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-1789)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 7/19/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2863: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-2863)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 10/13/2021 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2673: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-2673)*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 |
| 9/28/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2277: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-2277)*Leadership*Motivation*Employee Engagement |
| 8/27/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2758: Communicating with Generation Z in the Workplace (Webinar) (21WA-2758)*generational communication*generational management*generations*communication*leadership*management |
| 10/5/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1678: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-1678)*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 |
| 7/9/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1551: Next Generation Excel Reporting (Webinar) (21WA-1551)*Key issues with traditional reporting models*The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments*How to create "repeatable/refreshable" reports in Excel that link data from external data sources |
| 6/29/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2580: The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020 (Webinar) (21WA-2580)*Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.*Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.*Risk-based monitoring.*Revision to the UG impacting sub-recipients and PTEs. |
| 9/21/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2880: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-2880)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 10/14/2021 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2768: No Thanks...I Took Another Offer (Webinar) (21WA-2768)*Talent Management*Recruitment |
| 10/5/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2903: How To Get What You Want: Persuasion & Influence (Webinar) (21WA-2903)*Persuasion*Influence |
| 10/16/2021 | 1 - 3:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2733: K2's The Best Of The Best: Office Productivity Boosters (Webinar) (21WA-2733)*Hardware and software tools that can support your strategy*Application guidance to help you save time*Innovative applications for productivity and collaboration*Interesting productivity tools to consider |
| 10/2/2021 | 8 - 9:55 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2904: K2's Excel's Best New Features (Webinar) (21WA-2904)*New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS*Creating Data Models and the importance of doing so*Enhanced collaboration tools in Excel*How to take advantage of Power Query |
| 10/16/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2175: Exploring the Revised Procurement Standards (Webinar) (21WA-2175)*New and revised definitions*New cost principle*New prohibitions*New procurement preferences*New approach to determining the MPT and SAT based on risk and internal controls*Defining the "floor" for the monetary level for sole source procurements*The flexibility that no "one-size-fits-all" procurement standards |
| 8/19/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2591: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-2591)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 9/22/2021 | 7 - 8:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2241: Key Fundamentals of Compensation for New Managers (Webinar) (21WA-2241)*compensation practices*communications*navigate as a leader*facilitate compensations |
| 8/25/2021 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1847: Advanced Topics in Power BI (Webinar) (21WA-1847)*Creating formulas in Power BI with Data Analysis Expressions*Adding Key Performance Indicators to your Power BI reports and dashboards*Managing security in Power BI*Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members |
| 7/23/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1525: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-1525)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 6/28/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1480: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-1480)*What Is A Blockchain?*Fundamental Components Of Blockchain*Types Of Blockchain-based Ledgers*How Do The Nodes In Blockchain Record Transactions???*Behind The Scenes: Blocks And Hashing*Audit and Governance Issues |
| 6/24/2021 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2888: Understanding Workflow and Automation Essentials (Webinar) (21WA-2888)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 10/14/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2575: Mastering Advanced Excel Functions and Formulas (Webinar) (21WA-2575)*Using financial functions to calculate loan payments, depreciation, and cash flows*Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions*Making sophisticated calculations with array formulas |
| 9/21/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1538: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-1538)*Communication*Leadership*Character*Behavior |
| 6/29/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-2448: Transforming Your CPA Firm (Webinar) (21WA-2448)*CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 9/10/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1582: The Single Audit from Beginning to End Update (Webinar) (21WA-1582)*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 |
| 7/1/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2956: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-2956)*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 |
| 10/20/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2597: Effective Management Accounting (Webinar) (21WA-2597)*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 |
| 9/23/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2500: The Single Audit from Beginning to End Update (Webinar) (21WA-2500)*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 |
| 9/14/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1666: Enhancing Small Business Accounting with Add-Ons (Webinar) (21WA-1666)*Overview of third part 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*Broad range of needs covered |
| 7/8/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2441: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-2441)*What a massive Gallup study says is the most important factor in employee retention*How to prevent staff turnover*Hear the logical reasons professionals leave*Why exit interviews are a must*What to do when people start defecting |
| 9/10/2021 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2249: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-2249)*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 |
| 8/26/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1840: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-1840)*Accounting*Excel*Computer Software |
| 7/22/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2141: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-2141)*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*"Brain Rules" by John Molina |
| 8/17/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1778: K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (21WA-1778)*Information Technology*Security Techniques |
| 7/16/2021 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1570: Preparing for a CFO Role (Webinar) (21WA-1570)*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 |
| 6/30/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2650: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-2650)*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 |
| 9/27/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1697: Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (21WA-1697)*Leadership & Navigation*Relationship Management*Communication |
| 7/10/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2929: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-2929)*Employee Retention*Employee Engagement*Leadership |
| 10/19/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2292: Leading & Inspiring Teams (Webinar) (21WA-2292)*Leadership Recognition*Total Rewards*Employee Engagement |
| 8/28/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2158: Tips & Tricks for Working Remotely (Webinar) (21WA-2158)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 8/17/2021 | 9 - 9:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2934: K2's Power BI: Advanced Reporting (Webinar) (21WA-2934)*Data relationships*KPI graphics*Adding measures and calculations |
| 10/19/2021 | 9 - 10:50 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-2076: Polished Public Speaking (Webinar) (21WA-2076)*Communications |
| 8/11/2021 | 1 - 3:05 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2200: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-2200)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 8/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-2865: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-2865)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 10/13/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2357: K2's Sales Tax Compliance in a Post-Wayfair World (Webinar) (21WA-2357)*Reviewing the Wayfair decision and its impact on businesses*Understanding tools embedded in many accounting applications and services to facilitate sales tax compliance*Identifying third-party tools that are useful in multi-jurisdiction compliance efforts |
| 9/2/2021 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2625: Communicating with Diverse Styles (Webinar) (21WA-2625)*Communications |
| 9/25/2021 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2509: K2's Excel Best Practices (Webinar) (21WA-2509)*Computer Software & Applications*Excel |
| 9/15/2021 | 7:30 a.m. - 3:15 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WA-1765: Managing the Employee Life-cycle Part 2: Manage My Performance & Develop Me (Webinar) (21WA-1765)*Goal Setting*Performance Management*Individual Development Plans*Employee Communication*Employee Discipline*Employee Engagement*Rewards & Recognition*Employee Separation |
| 7/15/2021 | 1 - 3:35 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-2326: K2's Personal Privacy (Webinar) (21WA-2326)*Discovering what companies such as Amazon and Google know about you*How to "cleanse" your public profiles*What to do if you believe your data is compromised |
| 8/31/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2452: Business Fraud Basics (Webinar) (21WA-2452)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 9/11/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2381: K2's Advanced Excel (Webinar) (21WA-2381)*Excel*Accounting*Computer Software & Applications |
| 9/7/2021 | 8:30 a.m. - 4:10 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2067: Essential Skills for the Next 10 Years (Webinar) (21WA-2067)*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 |
| 8/11/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2685: Relationship Networking (Webinar) (21WA-2685)*Networking*Relationship Management |
| 9/29/2021 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2278: Preparing for a CFO Role (Webinar) (21WA-2278)*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 |
| 8/27/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2882: The Perfect Storm: Data Governance and Data Privacy Regulations (Webinar) (21WA-2882)*Data transparency and access*Data deletion and portability*Definition of personal information*User opt out and the right to be forgotten*Understanding the fines and risks |
| 10/14/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1916: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-1916)*leadership*management*meetings*productivity |
| 7/28/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2172: Business Ethics: Cases from the Real World (Webinar) (21WA-2172)*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? |
| 8/19/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-1805: K2's Introduction to Excel Macros (Webinar) (21WA-1805)*Computer Software & Applications*Excel Macros |
| 7/20/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2892: Coaching Leaders in Preparing for and Conducting Discharge Meetings (Webinar) (21WA-2892)*Conducting pre-discharge evaluations*Evaluation of off-the-job misconduct*Conducting pre-discharge Interviews*How to accept and process resignations*Conducting discharge meetings*Exit Interviews*Responding to reference checks*Post-discharge internal communications |
| 10/15/2021 | 11 a.m. - 12:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2474: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-2474)*Presence |
| 9/13/2021 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1701: Integrating and Sharing Data (Webinar) (21WA-1701)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 7/10/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2609: Tips & Tricks for Working Remotely (Webinar) (21WA-2609)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 9/23/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1873: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-1873)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 7/24/2021 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2344: The Engagement Trifecta: Beat the Odds and Create a Winning Workplace Culture (Webinar) (21WA-2344)*The importance of finding commonalities amongst a diverse workforce*How to set intentions as you start your day and its affect on your work*The power of influence*Workplace behaviors that set the tone in your workplace*Strategies to close out your day and the impact going forward |
| 9/1/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1772: Conducting Misconduct Investigations (Webinar) (21WA-1772)*Investigation Planning*Conducting Investigatory Interviews*Effective Questioning Techniques*Conducting Searches*Surveillance and Monitoring*Investigation Closure*Assessing Credibility*Making Determinations*Communication and Corrective Action*Reporting Allegations of Abuse |
| 7/16/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2764: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-2764)*Employee Retention*Employee Engagement*Leadership |
| 10/5/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2796: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-2796)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 10/7/2021 | 11 a.m. - 1:20 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2363: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-2363)*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 |
| 9/3/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1659: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-1659)*Proposed Financial Performance Reporting changes to standard financial package |
| 7/7/2021 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1641: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-1641)*Presence |
| 7/7/2021 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2752: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-2752)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 10/4/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1711: Communicating with Diverse Styles (Webinar) (21WA-1711)*Communications |
| 7/12/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2279: Recruit to Win (Webinar) (21WA-2279)*Talent Management*Recruitment |
| 8/27/2021 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1664: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-1664)*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*Use probable scenario planning |
| 7/8/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2533: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-2533)*Communication*Leadership*Character*Behavior |
| 9/17/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-1609: Financial Statement Fraud (Webinar) (21WA-1609)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 7/5/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2784: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-2784)*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 |
| 10/6/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2828: Financial Statement Fraud (Webinar) (21WA-2828)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 10/11/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1462: K2's A Scary Ride Through the Dark Web (Webinar) (21WA-1462)*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 |
| 6/23/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1575: K2's Introduction to Excel Macros (Webinar) (21WA-1575)*Computer Software & Applications*Excel Macros |
| 7/1/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2949: K2's Remote Access for Small Businesses (Webinar) (21WA-2949)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 10/20/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2780: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-2780)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 10/6/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1889: Cash Management Essentials (Webinar) (21WA-1889)*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 |
| 7/27/2021 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2510: K2's Excel Financial Reporting and Analysis (Webinar) (21WA-2510)*Accounting*Excel*Financial Analysis |
| 9/15/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1745: Financial Statement Fraud (Webinar) (21WA-1745)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 7/14/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2862: K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (21WA-2862)*Auditing*Quickbooks |
| 10/13/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1600: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-1600)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 7/2/2021 | 1 - 5:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-2414: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-2414)*Proposed Financial Performance Reporting changes to standard financial package |
| 9/8/2021 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2189: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-2189)*8 FAQs providing specific scenarios for contractors and grantees*What is the Anti-Deficiency Act*What is a "necessary implied requirement" for essential services and how that impacts contracts and grants |
| 8/19/2021 | 1 - 1:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2584: Current Tech Crimes: Ripped from the Headlines (Webinar) (21WA-2584)*Data breach and computer security tips*Security awareness training*Learn more about current events and improve your security knowledge at the same time |
| 9/22/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2541: K2's Small Business Cloud Accounting Shootout (Webinar) (21WA-2541)*Fundamentals of cloud accounting for small businesses and why these issues matter*Five critical questions when considering a small business accounting solution*Relative strengths and potential issues associated with leading cloud-based accounting solutions for small businesses |
| 9/17/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1624: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-1624)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 7/6/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2295: Mastering Advanced Excel Functions and Formulas (Webinar) (21WA-2295)*Using financial functions to calculate loan payments, depreciation, and cash flows*Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions*Making sophisticated calculations with array formulas |
| 8/28/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2982: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-2982)*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 |
| 10/22/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1754: Setting Your Team Up for Success through Servant Leadership (Webinar) (21WA-1754)*leadership development*servant leadership*communication skills*innovation*team building |
| 7/14/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2183: K2's Excel's Best New Features (Webinar) (21WA-2183)*New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS*Creating Data Models and the importance of doing so*Enhanced collaboration tools in Excel*How to take advantage of Power Query |
| 8/19/2021 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2219: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-2219)*communication*written communication *verbal communication*decision making |
| 8/24/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2128: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-2128)*The difference between perception and behavior*The behaviors of different styles*The communication needs of different styles*Ways to read other styles and preferences*Styles under conflict*Ways to adapt to be more effective with other styles |
| 8/14/2021 | 1 - 3:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1523: How State Lines Impact Estate, Tax and Financial Planning (Webinar) (21WA-1523)*State Transfer Taxes*Spousal Rights*Intestate Succession*Formal Will Requirements*Distribution Planning Issues*Disability issues*Durable Power of Attorney Issues*Medical Health Care Directive Issues |
| 6/28/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-2936: Leading & Inspiring Teams (Webinar) (21WA-2936)*Leadership Recognition*Total Rewards*Employee Engagement |
| 10/19/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2094: Accounting's Perfect Storm Update (Webinar) (21WA-2094)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 8/13/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-2717: K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (21WA-2717)*Information Technology*Security Techniques |
| 10/1/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2839: Recruit to Win (Webinar) (21WA-2839)*Talent Management*Recruitment |
| 10/11/2021 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2261: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-2261)*Information Technology*Excel*Auditing Spreadsheets |
| 8/26/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2283: Envisioning Your Mid-Market Accounting Solution (Webinar) (21WA-2283)*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 |
| 8/28/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2545: The Value of Conflict (Webinar) (21WA-2545)*Conflicts |
| 9/17/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1734: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-1734)*Why we need to talk about this as organizations*An overview of workplace history and sexual harassment*Employee concerns*Gray areas*What to do before, during and after sexual harassment from an organizational perspective |
| 7/13/2021 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2147: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-2147)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 8/17/2021 | 9 - 11:20 a.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-2837: Mastering Advanced Excel Functions and Formulas (Webinar) (21WA-2837)*Using financial functions to calculate loan payments, depreciation, and cash flows*Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions*Making sophisticated calculations with array formulas |
| 10/11/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2015: Navigating Difficult Conversations (Webinar) (21WA-2015)*Communication*Relationship Management*Leadership & Navigation |
| 8/5/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2554: K2's Introduction to Excel Macros (Webinar) (21WA-2554)*Computer Software & Applications*Excel Macros |
| 9/20/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1785: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-1785)*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 |
| 7/19/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2965: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-2965)*Taxes |
| 10/21/2021 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-1997: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (21WA-1997)*Auditing*Fraud Prevention*Internal Controls |
| 8/4/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1567: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-1567)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 6/30/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2079: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-2079)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 8/12/2021 | 1 - 2:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2027: K2's Cloud Computing (Webinar) (21WA-2027)*Cloud Computing*Information Technology |
| 8/6/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-2874: Advanced Topics in Power BI (Webinar) (21WA-2874)*Creating formulas in Power BI with Data Analysis Expressions*Adding Key Performance Indicators to your Power BI reports and dashboards*Managing security in Power BI*Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members |
| 10/14/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2827: Essential Skills for the Next 10 Years (Webinar) (21WA-2827)*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 |
| 10/11/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2466: Profiting from Client Advisory Services (Webinar) (21WA-2466)*Service offerings to consider*Software options for a CAS practice*Procedures to consider for your firm*Specific techniques to improve productivity and profitability*Key errors to avoid |
| 9/11/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1743: Business Fraud Basics (Webinar) (21WA-1743)*ACFE Fraud Classifications*ACFE Report to the Nations*Red Flags*Management Tools |
| 7/14/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2018: Tips & Tricks for Working Remotely (Webinar) (21WA-2018)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 8/5/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2941: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-2941)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 10/19/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1943: K2's Power Query: Ten Things You Need to Know (Webinar) (21WA-1943)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 7/30/2021 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2032: K2's Excel PivotTables for Accountants (Webinar) (21WA-2032)*Accounting*Excel*Pivot Tables*Computer Software |
| 8/7/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-1808: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-1808)*Leadership*Motivation*Employee Engagement |
| 7/20/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2770: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-2770)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 10/5/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1724: Choosing Small Business Accounting Solutions (Webinar) (21WA-1724)*Overview of small business accounting solutions*Traditional desktop and SaaS small business products*Shortfalls of specific accounting solutions*Strengths and weaknesses of various solutions*Setup and configuration tips |
| 7/13/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1815: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-1815)*Emotional Intelligence*Communication*Teamwork |
| 7/20/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2620: K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (21WA-2620)*Information Technology*Security Techniques |
| 9/24/2021 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2436: Effective Management Accounting (Webinar) (21WA-2436)*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 |
| 9/10/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1680: K2's Power Query: Ten Things You Need to Know (Webinar) (21WA-1680)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 7/9/2021 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2164: Get Rich Without Selling Your Soul (Webinar) (21WA-2164)*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 |
| 8/18/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-1866: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-1866)*Causes of spreadsheet errors*Real-world examples of spreadsheet errors*Best practices for spreadsheet design*Tools to assist in identifying and addressing risk factors in Excel spreadsheets |
| 7/24/2021 | 4 - 7:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 non-tech) | |
| 21WA-2946: Essential Skills for the Next 10 Years (Webinar) (21WA-2946)*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 |
| 10/20/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2456: Financial Statement Fraud (Webinar) (21WA-2456)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 9/11/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1661: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-1661)*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 |
| 7/8/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1872: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-1872)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 7/24/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2097: Coaching Leaders in Performance Management (Webinar) (21WA-2097)*Reinforcing good performance and securing improvements in performance*Setting and resetting performance expectations*On-the-spot counseling*Addressing erratic performance*Drafting and presenting performance appraisals*Designing Performance Improvement Plans |
| 8/13/2021 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2264: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-2264)*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 |
| 8/27/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2320: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-2320)*Addressing personality and attitude problems.*Responding to generalized disparaging comments*Addressing previously unaddressed behavior*Conducting corrective action meetings*Preparing corrective action documentation*Handling instances of poor judgment, quick temper, and incoherent thought that may be symptoms of a mental disorder*Resolving personal appearance and personal hygiene issues*How to set, communicate and enforce attendance standards |
| 8/31/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-2881: The Civil Advantage: Workplace Ethics and Civility (Webinar) (21WA-2881)*This session explains how civility and ethics reinforce one another and offers 25 rules to foster considerate conduct in and out of the workplace.*These rules provide us proven tools for avoiding destructive acts and for building trust within or between all human groups, including business organizations. *This program explains the role of politeness, courtesy, and civility within the workplace and how those behaviors both generate and reinforce ethical business conduct. |
| 10/14/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1792: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-1792)*Taxes |
| 7/19/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-2950: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-2950)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 10/20/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2180: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-2180)*Taxes |
| 8/19/2021 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-1698: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-1698)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 7/10/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1984: Transforming Your CPA Firm (Webinar) (21WA-1984)*CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 8/3/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1505: Not Just Your Everyday FASB Update (Webinar) (21WA-1505)*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
|
| 6/25/2021 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2611: Accounting's Perfect Storm Update (Webinar) (21WA-2611)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 9/24/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-2138: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-2138)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 8/16/2021 | 11:30 a.m. - 1:10 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-2581: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-2581)*Communication*Leadership*Character*Behavior |
| 9/22/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
21WA-1481: Children of All Ages: Comprehensive Planning Techniques (Webinar) (21WA-1481)*Learning tax rules as they pertain to claiming children as dependents in varying degrees of life circumstances i.e., birth children, adopted children, and stepchildren*Learning the factors that affect dependency such as divorce and issues of custody*Dependency Exemption*Head of Household Status*Earned Income Credit*Child Tax Credit*Child Dependent Care Credit*Navigating options to which parents are entitled when they are unable to continue claiming children as dependents as a result of divorce*Form 8332*Understanding the definition of a qualified child and learning the 5 tests of qualifications*Child's relation to taxpayer*Age*Child's location and length of residency with taxpayer*Child support*Joint return restriction |
| 6/24/2021 | 12 - 1:55 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-1670: K2's Advanced Excel (Webinar) (21WA-1670)*Excel*Accounting*Computer Software & Applications |
| 7/8/2021 | 1:30 - 9:10 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-2407: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-2407)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 9/8/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-2694: Effective Virtual Teams and Virtual Meetings (Webinar) (21WA-2694)*Communication*Relationship Management*Global & Cultural Effectiveness |
| 9/30/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2592: The Very Real Risk of Ransomware (Webinar) (21WA-2592)*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 |
| 9/22/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2038: Driving Performance with Metrics (Webinar) (21WA-2038)*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 |
| 8/9/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1804: Improving Productivity with Office 365 Cloud Applications (Webinar) (21WA-1804)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 7/20/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1763: K2's Excel Financial Reporting and Analysis (Webinar) (21WA-1763)*Accounting*Excel*Financial Analysis |
| 7/15/2021 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1731: K2's Excel Charting and Visualizations (Webinar) (21WA-1731)*Computer Software & Applications*Excel Charting*Microsoft Office |
| 7/13/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1648: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-1648)*Causes of spreadsheet errors*Real-world examples of spreadsheet errors*Best practices for spreadsheet design*Tools to assist in identifying and addressing risk factors in Excel spreadsheets |
| 7/7/2021 | 8 - 11:40 a.m. | Online | 4.4 CPE (4.4 tech, 0 non-tech) | |
| 21WA-1709: The Value of Conflict (Webinar) (21WA-1709)*Conflicts |
| 7/10/2021 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1625: K2's A Scary Ride Through the Dark Web (Webinar) (21WA-1625)*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 |
| 7/6/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1530: K2's Cloud Computing (Webinar) (21WA-1530)*Cloud Computing*Information Technology |
| 6/28/2021 | 9:30 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1871: Organizational Effectiveness and Communication (Webinar) (21WA-1871)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 7/24/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2624: Who Stole My Balance Sheet: the FASB Research Project Continues (Webinar) (21WA-2624)*Proposed Financial Performance Reporting changes to standard financial package |
| 9/24/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1713: Driving Performance with Metrics (Webinar) (21WA-1713)*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 |
| 7/12/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2867: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-2867)*Communication*Relationship Management |
| 10/13/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2499: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-2499)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 9/14/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1474: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-1474)*Culture*Benefits*Communication |
| 6/23/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1796: Technoethics (Webinar) (21WA-1796)*Differentiating between laws, morals, and ethics*Examining key provisions of accountants' Code of Ethics*Reviewing notable technoethics issues and cases*Creating a culture that advances ethics |
| 7/19/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1849: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-1849)*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 |
| 7/23/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1502: Implementing Security and Privacy Policies (Webinar) (21WA-1502)*Data security check list*Minimum security protections*Examples of policies that comply with regulations*Suggested implementation strategy*Security guidance that you can provide to others |
| 6/25/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2574: K2's Top PDF Features You Should Know (Webinar) (21WA-2574)*Information Technology*PDF Documents |
| 9/21/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2814: Organizational Effectiveness and Communication (Webinar) (21WA-2814)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 10/8/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2786: Top 10 Audit Findings and What To Do (Webinar) (21WA-2786)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 10/6/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1972: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-1972)*Change management*Leadership |
| 8/3/2021 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-2724: Anti-Bullying and Sensitivity (Webinar) (21WA-2724)*Communication |
| 10/2/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2726: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-2726)*How to Respond to Off-Site and On-Site Disclosures of Infection*Maintaining Confidentiality Requirements*Protecting Others from Exposure*Safeguarding Medical Information*Setting Health Safety Measures*Employee Communication Script |
| 10/2/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1507: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-1507)*Recent tax legislation, rules, and developments impacting S Corporations*New Section 163(j) business interest expense limitation*Guide to applying the new Section 199A deduction*Filing deadlines and extensions*New rules on meals and entertainment expense reporting |
| 6/25/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1613: K2's The Best Of The Best: Office Productivity Boosters (Webinar) (21WA-1613)*Hardware and software tools that can support your strategy*Application guidance to help you save time*Innovative applications for productivity and collaboration*Interesting productivity tools to consider |
| 7/5/2021 | 1 - 2:55 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-1890: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-1890)*The Power of M.O.R.E.*Mastery - a dedication to life long learning*Open-mindedness - seeing new perspectives*Reconnection - through listening and communication*Environment - Building a safe one |
| 7/27/2021 | 9 - 10:20 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-2371: Integrating and Sharing Data (Webinar) (21WA-2371)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 9/3/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1868: Leading & Inspiring Teams (Webinar) (21WA-1868)*Leadership Recognition*Total Rewards*Employee Engagement |
| 7/24/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2771: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-2771)*business development*sales*marketing*social media*digital media |
| 10/5/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1771: Accounting's Perfect Storm Update (Webinar) (21WA-1771)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 7/16/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-2505: Developing an Ethical Culture (Webinar) (21WA-2505)*Ethics |
| 9/15/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-2040: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-2040)*Employee Retention*Employee Engagement*Leadership |
| 8/9/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2074: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-2074)*How to be your bank's best customer*Understand your debt capacity*Know what terms are negotiable*Why you should communicate with multiple banks*Evaluate the strength of your negotiating position*Negotiate covenants |
| 8/11/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1501: FASB's New Lease Accounting Standard (Webinar) (21WA-1501)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 6/25/2021 | 10 a.m. - 2 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-2331: Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives (Webinar) (21WA-2331)*New perspective on corporate governance;*ERM overview; *ERM-small business approach; *10 steps to take NOW! |
| 9/1/2021 | 8 - 11:55 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2765: Implementing Security and Privacy Policies (Webinar) (21WA-2765)*Data security check list*Minimum security protections*Examples of policies that comply with regulations*Suggested implementation strategy*Security guidance that you can provide to others |
| 10/5/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2048: K2's Top PDF Features You Should Know (Webinar) (21WA-2048)*Information Technology*PDF Documents |
| 8/9/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1801: Current Tech Crimes: Ripped from the Headlines (Webinar) (21WA-1801)*Data breach and computer security tips*Security awareness training*Learn more about current events and improve your security knowledge at the same time |
| 7/20/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2919: Negotiation Know How (Webinar) (21WA-2919)*Negotiation |
| 10/18/2021 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2193: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-2193)*Understanding the importance of visualizations in Microsoft Office and other applications*Best practices associated with creating charts, graphs, and other visualizations*How to add interactivity and animations to your charts and graphs*Common mistakes to avoid when building visualizations |
| 8/20/2021 | 11 a.m. - 12:55 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-1663: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-1663)*Governmental Auditing |
| 7/8/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2114: Essential Skills for Financial Leaders Conference (Webinar) (21WA-2114)*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 |
| 8/14/2021 | 9 a.m. - 1:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-2978: Advanced Topics in Power BI (Webinar) (21WA-2978)*Creating formulas in Power BI with Data Analysis Expressions*Adding Key Performance Indicators to your Power BI reports and dashboards*Managing security in Power BI*Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members |
| 10/22/2021 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1717: K2'S Best Word, Outlook & Powerpoint Features (Webinar) (21WA-1717)*Computer Software & Applications*Technology for CPAs*Microsoft Office; Word, Outlook & Powerpoint |
| 7/12/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2119: K2's Power Query: Ten Things You Need to Know (Webinar) (21WA-2119)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 8/14/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2016: Negotiation Know How (Webinar) (21WA-2016)*Negotiation |
| 8/5/2021 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2562: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-2562)*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 |
| 9/20/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1467: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-1467)*Leadership*Motivation*Employee Engagement |
| 6/23/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2894: FASB's New Lease Accounting Standard (Webinar) (21WA-2894)*Review of accounting standard 2016-02*What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on Lessors and Lessees*Disclosures and transition rules |
| 10/15/2021 | 2 - 6 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-1826: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-1826)*training*development*employee development*teaching*learning*virtual training |
| 7/21/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1970: Creating a Culture of Trust (Webinar) (21WA-1970)*Trust*Culture |
| 8/3/2021 | 3 - 4:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| 21WA-2725: Conducting Misconduct Investigations (Webinar) (21WA-2725)*Investigation Planning*Conducting Investigatory Interviews*Effective Questioning Techniques*Conducting Searches*Surveillance and Monitoring*Investigation Closure*Assessing Credibility*Making Determinations*Communication and Corrective Action*Reporting Allegations of Abuse |
| 10/2/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1965: The Very Real Risk of Ransomware (Webinar) (21WA-1965)*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 |
| 8/2/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1683: Maintaining a Harmonious Working Environment (Webinar) (21WA-1683)*Preventing offensive or hostile working environment claims*How to disassociate yourself from discriminatory comments*How to handle discriminatory comments or jokes made by subordinates, peers, senior leaders, non-employees and VIP visitors*How to address potential sexual harassment situations*Proper initial response to sexual harassment complaints*Procedures for investigating and resolving sexual harassment complaints*Responding to early warning signs of workplace violence*Responding to threats of violence*Conducting threat assessments*Minimizing employer and personal liability for incidents of violence |
| 7/9/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2866: Relationship Networking (Webinar) (21WA-2866)*Networking*Relationship Management |
| 10/13/2021 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1489: Handling High Risk Situations While Avoiding Significant Liability (Webinar) (21WA-1489)Reasonable Accommodation Requests, the tactics to respond appropriately to:* Requests for accommodations for religious practices.* Requests for accommodations for disabilities.* Coworkers' inquiries regarding accommodations that they observe. Drug and Alcohol Abuse, the tactics that will to fairly:* Discuss conduct or performance problems with an employee with a potential alcohol or drug problem.* Confront an employee in an obvious impairment situation.* Make corrective action and/or termination decisions for substance abuse without violating the disability laws.* Reintegrate an employee after substance abuse rehabilitation. Disclosures of Medical Conditions, how to effectively:* Handle an employee's disclosure of a potentially contagious infection.* Prevent workplace disruptions over potentially contagious infections.* Make retention decisions. |
| 6/24/2021 | 9 - 11:20 a.m. | Online | 2.8 CPE (0 tech, 2.8 non-tech) | |
| 21WA-1684: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-1684)*Leadership*Motivation*Employee Engagement |
| 7/9/2021 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2953: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-2953)*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 relaxed*Creating 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 closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock |
| 10/20/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2281: Understanding Workflow and Automation Essentials (Webinar) (21WA-2281)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 8/27/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2043: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-2043)*Taxes |
| 8/9/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-2465: Pricing for Profitability: How Finance Can Save The Bottom Line (Webinar) (21WA-2465)*Develop strategy*Understand value from the customer's perspective*Understand your competitor's value proposition*Manage capacity*Understand real cost |
| 9/11/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2017: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-2017)*Leadership & Navigation*Consultation*Communication |
| 8/5/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2530: The Yellow Book: From Beginning to End (Webinar) (21WA-2530)*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 |
| 9/16/2021 | 9 a.m. - 5:05 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1843: Relationship Networking (Webinar) (21WA-1843)*Networking*Relationship Management |
| 7/22/2021 | 3 - 4:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2380: K2's A Scary Ride Through the Dark Web (Webinar) (21WA-2380)*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 |
| 9/7/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-2319: Balancing Employee and Employer Rights (Webinar) (21WA-2319)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 8/31/2021 | 3 - 5:15 p.m. | Online | 2.6 CPE (0 tech, 2.6 non-tech) | |
| 21WA-2826: Essential Skills for Financial Leaders Conference (Webinar) (21WA-2826)*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 |
| 10/11/2021 | 1 - 5:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-1848: Choosing Small Business Accounting Solutions (Webinar) (21WA-1848)*Overview of small business accounting solutions*Traditional desktop and SaaS small business products*Shortfalls of specific accounting solutions*Strengths and weaknesses of various solutions*Setup and configuration tips |
| 7/23/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2146: Developing an Ethical Culture (Webinar) (21WA-2146)*Ethics |
| 8/17/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-2096: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-2096)*Addressing personality and attitude problems.*Responding to generalized disparaging comments*Addressing previously unaddressed behavior*Conducting corrective action meetings*Preparing corrective action documentation*Handling instances of poor judgment, quick temper, and incoherent thought that may be symptoms of a mental disorder*Resolving personal appearance and personal hygiene issues*How to set, communicate and enforce attendance standards |
| 8/13/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1786: Achieving Balance in Work and Life Part 2 (Webinar) (21WA-1786)*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 |
| 7/19/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-2818: K2's Top PDF Features You Should Know (Webinar) (21WA-2818)*Information Technology*PDF Documents |
| 10/9/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1576: K2's Remote Access for Small Businesses (Webinar) (21WA-1576)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 7/1/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-2116: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-2116)*Emotional intelligence*Workplace culture*Employee trust |
| 8/14/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2187: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-2187)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 8/19/2021 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-2914: Dynamic Communication: Business and Workplace Communication Essentials (Webinar) (21WA-2914)*communication*written communication *verbal communication*decision making |
| 10/18/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2247: Accounting's Perfect Storm Update (Webinar) (21WA-2247)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 8/26/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-2875: Choosing Small Business Accounting Solutions (Webinar) (21WA-2875)*Overview of small business accounting solutions*Traditional desktop and SaaS small business products*Shortfalls of specific accounting solutions*Stren |