| New 21WS-0003: Surgent's The Accountant as the Expert Witness (Webinar) (21WS-0003)*Becoming qualified as an expert witness *Best practices for testifying at trial *Understanding the different roles accountants can play in litigation *Working with attorneys to prepare and present a case at trial *The role of experts in commercial versus personal injury litigation *Confidentiality orders *Compensation for expert witnesses *Preparing for and attending depositions *Daubert challenges to experts *Expert reports *The role of experts in antitrust, securities litigation, and professional liability cases *Credibility as a witness |
| 4/30/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0142: Excel: Building Powerful Lookup & Reference Formulas (Webinar) (21WX-0142)*Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions *Speeding up worksheet creation with the INDIRECT function *Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) *Using ERROR checking functions |
| 4/20/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0136: Power BI: Use Power Query to Transform Your Data (Webinar) (21WX-0136)*Append files*Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a tableThis course is #5 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/19/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0199: Outlook: Mastering Email Composition from A to Z (Webinar) (21WX-0199)*Orientation to the Outlook interface and navigation*Detailed review of the Outlook email composition ribbon*Selecting email recipients and understanding address books*Formatting message text from A to Z*Tagging messages for follow-up*Attaching files, business cards and your calendar to messages |
| 4/26/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-0232: Avoiding Death by PowerPoint: Creating Better Presentations (Webinar) (21WX-0232)*Choosing a PowerPoint template*Set up the presentation template*Using PowerPoints' less obvious capabilities*Tell a story*How to begin*Less is more*Make your presentation visually appealing*Cropping and aligning objects*Resources*Creating voiced presentations*Getting the details right |
| 4/30/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-0117: Outlook: Manage Your Inbox With Maximum Efficiency (Webinar) (21WX-0117)*Orientation to the Outlook interface and navigation*Customizing your inbox display to meet your preferences*Using folders to organize your messages*Using QuickSteps and Rules to automate the processing of inbound emails*Tools for deleting and archiving your emails*Managing your junk mail settings*Understanding all email option settings |
| 4/15/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-0223: Fixing Your Chart of Accounts (Webinar) (21WX-0223)*Current Chart of Accounts Best Practices*Why developing a chart of accounts begins with studying your organizational chart*How to identify your account segments*Determining the order of your account segments*Best practices for numbering account bases*How to avoid memorizationFixing Your Current Chart of Accounts*How big company and small company software differs*Two key approaches for preserving your historical data*What to know when making major chart of accounts changes |
| 4/29/2021 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-0120: Effective Communication for Financial Managers (Webinar) (21WX-0120)*Ask open-ended questions.*Reflect another speaker's feelings.*Artfully end a conversation. |
| 4/16/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0187: Microsoft Excel: Hidden Secrets and Gems (Webinar) (21WX-0187)*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models |
| 4/24/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0114: OneNote - Mastering Organization of Your Notes & Correspondence (Webinar) (21WX-0114)*Navigating the OneNote interface*Best practices for notebook organization*Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks*Using OneNote with OneDrive to share and collaborate with internal and external users*Creating and using templates to streamline your notebook management*Integrating OneNote with your task manager*Using the power of tags to manage and search your content*Using OneNote on your tablet and smartphone |
| 4/15/2021 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0168: Ethics: 2020 Regulatory and Standards Update (Webinar) (21WX-0168)*Stay in compliance with recent ethics standards changes that impact your practice.*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.*Discuss emerging issues and standard-setting activity that could affect your practice in the future.*Explore practical applications of the standards and hear about common practice issues and challenges. Examples include: does independence matter, can you ethically serve clients in the cannabis industry, and are you required to report potential noncompliance with laws and regulations to third parties?*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity. |
| 4/22/2021 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-0147: Yellow Book Standards for Performance Auditors (Webinar) (21WX-0147)*Requirements of Yellow Book which are applicable to performance audits*Unique requirements of the GAO's Yellow Book |
| 4/20/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0146: S Corporations: How to Calculate the Shareholder's Basis (Webinar) (21WX-0146)*Discusses the calculation of basis when the entity is formed including the impact of contributed property.*Explains the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Discusses how basis is impacted by distributions of corporation property.*Explains how basis is impacted by sale/or liquidation of the S Corporation interest.*Shows how to get from the Schedule K-1 information to the basis calculations. |
| 4/20/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0236: Excel: Fundamentals, Data Entry and Basic Formulas (Webinar) (21WX-0236)*Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) |
| 4/30/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0182: Office 365: Take Your Office on the Road With Mobile Apps (Webinar) (21WX-0182)*Review of the premium mobile app features with Office 365*How to use the core Office apps on your mobile device: Excel, Word, Outlook, PowerPoint*Integrating the OneDrive cloud storage with your mobile device strategy*Review of all the available mobile apps: Skype for Business, SharePoint and more*Securing your Office 365 mobile apps data*iOS versus Android mobile apps comparison*How to install and activate the Office 365 mobile apps on your device*Subscription plans featuring Office 365 mobile apps |
| 4/23/2021 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0108: Data Analytic: Practical Insights for Today's Accountant (Webinar) (21WX-0108)*Explore new tools and client engagement techniques using data analytics*Introduce popular data analytical software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
| 4/15/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0239: Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (21WX-0239)*OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures |
| 4/30/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0170: Presentation Skills for Auditors (Webinar) (21WX-0170)*How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation |
| 4/22/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0224: Advanced Gmail for Accountants (Webinar) (21WX-0224)*Gmail apps for web, mobile and offline*Manage your Gmail account*Read and organize emails*Tips and tricks*Control Settings*Send emails*Google Inbox *Gmail Plugins*
Improve your email efficiency -- a core business function
where the average knowledge worker spends nearly 30% of their daily time
|
| 4/29/2021 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0183: Partnerships: How to Calculate and Report Partner's Basis (Webinar) (21WX-0183)*How to calculate tax basis capital accounts*2020 new reporting rules on Form 1065, Schedule K-1*Calculation of basis when the entity is formed, including the impact of contributed property*Explanation of the use of both "inside" and "outside" basis determination*Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis*Comprehensive example illustrating the mechanics of the basis determination process*Discussion on how basis is impacted by distributions of partnership property*Explanation of how basis is impacted by sale and/or liquidation of the partnership interest |
| 4/23/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0150: Delivering Bad News? Don't Be the Messenger Who Gets Shot! (Webinar) (21WX-0150)*Improving the communication skills of financial professionals*What is the message?*Who will receive the message.*How to convey the message.*Formats, timing and approaches.*Pros and cons of each method.*How to make the point(s) clearly.*How to avoid the crucial and common mistakes when delivering bad news. *Which words to use, and which words to avoid*Decision criteria to help choose a better approach for each situation.*How to make this a positive outcome for you. |
| 4/21/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0110: Ethics: Get Rich, Lose Weight and Enjoy True Love (Webinar) (21WX-0110)*We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:*Do No Harm*Make Things Better*Respect Others (by keeping confidences, telling the truth, and keeping your promises)*Be Fair*CareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. |
| 4/15/2021 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0132: Debt or Equity: Which Will Your Organization Need Next? (Webinar) (21WX-0132)*Understand your cost of capital*Interpret your cost of capital*Evaluate the pros and cons of debt*Know how to raise debt*Understand the pros and cons of equity*Learn how to raise equity*Understand the decision process through several real world organizations examples |
| 4/19/2021 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0235: Excel: Advanced Defined Names & Excel Tables (Webinar) (21WX-0235)*Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas |
| 4/30/2021 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0174: Succession Planning and Knowledge Capture/Transfer (Webinar) (21WX-0174)*Creating complete succession plans*Identifying the "right" successors*Creating and implementing development plans to ensure the successors will succeed*Capturing and transferring critical knowledge that must be transitioned to the successors |
| 4/23/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-0204: Financial Accounting for Related Party Transactions (Webinar) (21WX-0204)*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. |
| 4/27/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0179: Ethics: IRS Tax Advocate Service for Accountants (Webinar) (21WX-0179)*TAS operations snapshot*Taxpayer Bill of Rights*Local Taxpayer Advocate*Low Income Taxpayer Clinics*Reports to Congress*Taxpayer Advocacy Panel*Systemic Advocacy Management System (SAMS) |
| 4/23/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WX-0180: Foreign Corrupt Practices Act: Practical Compliance (Webinar) (21WX-0180)*Learn the history of the FCPA*Understand the fines, penalties and enforcement process*Building a Risk Assessed Compliance Framework*FCPA Corporate Enforcement Policy*Avoid FCPA enforcement actions |
| 4/23/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0129: At Capacity: The Tough Questions (Webinar) (21WX-0129)*What is diminished capacity/incapacity*What to do if you have concerns*How to prepare your files while clients are competent |
| 4/19/2021 | 4:30 - 5:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-0157: Google Forms for Accountants (Webinar) (21WX-0157)*How to create a basic form or quiz*Key settings and options*Sending out a form or quiz*Analyzing and grading responses*Using the tool's baked-in artificial intelligence to generate automatic insights*How to use the technology to transform and automate routine business processes*Leading case studies and success stories using Google Forms*Google Forms starter strategy for accountants |
| 4/21/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0229: Solidify Your Success: Powerful Personal Branding (Webinar) (21WX-0229)*Discover your current brand message *Six steps for deliberately changing or strengthening your brand |
| 4/29/2021 | 3:30 - 5:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0159: Red Collar Crime: When Clients, Staff and CPAs Turn Violent (Webinar) (21WX-0159)*10 cases you won't believe actually happened*Tax preparer shot by client*Small firm partner murdered by client over business structure*Small company CEO hires hit on his accountant*Partner tries to kill clients*Insurance agent who killed auditor*Graduate accounting professor commits suicide over students*Spouse kills tax accountant spouse*Political accountant kills client's wife*CPA's client killed over failed business*Corporate accountant kills witness |
| 4/21/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0178: Communicating Financial Information to Non-Accountants (Webinar) (21WX-0178)*The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
| 4/23/2021 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0135: Finding & Reporting Form 990 Filers' Related Organizations (Webinar) (21WX-0135)*Exploring the reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity: finding that the filer is "controlled" or that a third-party nonprofit is a related organization of the filer due to who it is "controlled" by*Understanding what is considered "control" when a party who would be the related organization is a stock corporation, partnership and/or LLC taxed as a partnership, or trust*The ramifications of applying the former in cases of related organization status vesting via indirect "control" *The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories *Disclosures required on Schedule R's Parts II-V once the presence of one or more related organizations is ascertained*Part V additional disclosures when a filer has a related organization who is a "controlled entity" (this via 512(b)(13)'s UBIT-reach in the case of certain revenues from controlled organizations)*Review of the two 'other' Parts of Schedule R: Part I on disregarded entities, and Part VI on unrelated partnerships |
| 4/19/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0186: How to Handle an IRS Civil Audit (Webinar) (21WX-0186)*Overview of what to do in the case of a client audit*Engagement, forms, and overall management of an IRS audit |
| 4/24/2021 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0113: Intro to 60% of the 990's Most Common Schedules: A, B & C (Webinar) (21WX-0113)*What every 990 preparer needs to know about the benefits of a 501(c)(3) organization being a so-called public charity rather than a private foundation (including understanding how Schedule A, Part I "claims" such qualification) *The public policy precepts and resulting emphasis preparers must apply in approaching the predominant "public support test" in favor of completion of Schedule A's Part II *The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990*Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions |
| 4/15/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0139: Financial and Tax Accounting for Business Entities (Webinar) (21WX-0139)*Review of the Accounting Standards Codification and its application to partnerships, LLCs and S Corporations.*Review of OCBOA and its application of difference business entities.*Review of the AICPA financial reporting framework for small and medium-sized entities. *The integration of financial accounting with the Form 1065 and Form 1120S.*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting.*Deferred tax accounting for partnerships, LLCs and S Corporations.*Financial accounting for the operations of a partnership/LLC.*Review of the new AICPA "small" GAAP rules.*Required S status financial accounting disclosures.*Financial accounting impact of the C to S election and the S to C election.*Financial vs. tax accounting for loans to and from S Corporations and their shareholders and S Corporation investments in other entities. |
| 4/19/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WX-0192: Ethics: What a CPA in Public Practice Needs to Know (Webinar) (21WX-0192)*Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice |
| 4/26/2021 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-0188: Upskilling for Accountants (Webinar) (21WX-0188)*What is upskilling?*Importance of continuous learning in an era of increasing automation and changing business priorities*Critical skills accountants need for the future*Upskilling case studies*New competency frameworks*Key lessons and best practices learned to date*How to upskill yourself and your own operations |
| 4/24/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0158: Mixed Reality for Accountants (Webinar) (21WX-0158)*Mixed reality snapshot*Mixed reality's multiple implications for the accounting profession*Mixed reality case studies *Leading mixed reality players and products*Key mixed reality resources and communities online *Mixed reality starter strategy for accountants |
| 4/21/2021 | 3:30 - 5:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0234: Corporate Ethics Cases in Diversity and Inclusion (Webinar) (21WX-0234)*Everyone can experience discrimination or harassment*What the AICPA Code of Professional Conduct says about harassment and discrimination*Other sources of ethical guidance*Recent EEOC Cases*Learning about each other |
| 4/30/2021 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New 21WX-0185: Office 365 Teams App - Start Transforming Your Organization (Webinar) (21WX-0185)*Orientation to the Teams app and how it can transform the way your organization communicates, collaborates and shares knowledge*Introduction to the various Teams apps: desktop, browser and mobile*Composing messages from A to Z*Attaching files, links and other content to your conversation posts*Searching your Teams posts*Working with SharePoint files in Teams |
| 4/23/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| New 21WX-0197: Section 199A: Review and Recent Developments (Webinar) (21WX-0197)*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate - "safe harbor" rule and aggregation rules*Self-rental rule for Section 199A compared to self-rental rule for passive activities*Differing impact on the sole proprietorship, partnerships and S Corporations*Forms reporting on Forms 8995 and 8995-A*Section 199A flowchart |
| 4/26/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| New 21WX-0115: The Tax Bill is Huge! What's Next for your Client (Webinar) (21WX-0115)*IRS collection process*How the IRS utilizes Tax Liens and Tax Levies to collect back taxes, and the various options practitioners have to help taxpayers. *Review of the collection alternatives available, including installment agreements, noncollectable status, offers-in-compromise and bankruptcy. |
| 4/15/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WX-0133: Detecting and Preventing T&E Fraud (Webinar) (21WX-0133)*7 common types of expense reimbursement fraud *3 red flags of T&E fraud*2 best T&E fraud detection methods*Who the biggest T&E thief usually is |
| 4/19/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WX-0198: Smart Contracts for Accountants (Webinar) (21WX-0198)*Smart contracts overview*Technology pros and cons*Implications for the accounting profession*Case studies *Leading vendors *Lessons learned to date*Key resources and communities online *Starter strategy for accountants |
| 4/26/2021 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WX-0201: Catch Her If You Can: Detect and Prevent Pink Collar Crime (Webinar) (21WX-0201)*Pink collar crime-methods, suspects, victims and investigations*How to spot the female fraudster in your company*Simple controls to prevent pink collar crime*Strategies for catching pink collar criminals*Considerations for interviewing the female suspect |
| 4/27/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| New 21WX-0154: Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (21WX-0154)*Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story |
| 4/21/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0225: Entertainment & Parking Expenses: Coping with the New Rules (Webinar) (21WX-0225)*Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings |
| 4/29/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0151: Depreciating and Expensing Business Assets (Webinar) (21WX-0151)*Recent tax legislation and developments related to depreciation and capitalization*Section 179 qualified real property and deduction*Section 168(k) bonus deduction*Depreciation of automobiles, full size trucks and SUVs*Luxury auto limits*ADS depreciation for electing farm and real estate business*Rev. Proc. 2019-13 Safe Harbor*Rev. Proc. 2019-8 |
| 4/21/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0163: Form 990 Parts V (Other Tax Issues) & I (Summary Financials) (Webinar) (21WX-0163)*Line-by-line exploration of Part V's regulatory laundry-list of additional tax compliance points the exempt sector is responsible for outside of maintaining exemption*Substantive background on the underlying line-specific tax issues relating to four key lines: *How the presence of a common paymaster alters the count of "number of employees" [and how the latter does or does not factor into the current mandatory e-filing rules for larger organizations] (Line 2)*When a Form 990-T filing is required (Line 3a)*The quid pro quo solicitation disclosure mandates (Line 7a/7b)*Need to communicate with solicitations that the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)*The multiple, often overlapping, disclosures or tax filings required when a filer receives large tax-deductible contributions or certain types of property toward such contributions*Explanation of the basics behind the excise tax schemes applied to filers:*holding "donor-advised funds" (Lines 8 and 9)*subject to either of the two new excise tax schemes added by the Tax Cuts and Jobs Act*Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8--22 |
| 4/22/2021 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-0125: Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (21WX-0125)*Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creationThis course is #4 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/16/2021 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0169: Excel: From a Blank Sheet to a Finished Workbook (Webinar) (21WX-0169)*Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel |
| 4/22/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0131: Cash Conversion Cycle: Tools and Techniques (Webinar) (21WX-0131)*Why the cash conversion cycle is your organization's lifeblood*Why traditional liquidity measures are no longer sufficient*How the cash conversion cycle provides a complete picture of your organization's cash management issues*Compare four cash management metrics to your organization and your competitors*Understand the arguments for and against cash accumulation |
| 4/19/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0138: Adobe Acrobat Advanced Tips, Tricks & Techniques (Webinar) (21WX-0138)*Securing your PDF documents
*Preparing and sending documents for electronic signature
*Configuring your Adobe work environment with preference settings*Protect confidential document data with redaction tools
*Using the cloud to collaborate on PDF documents
*Mastering the Acrobat portfolio tools to create digital report binders
*Create and distribute electronic forms to capture data digitally*Review the revamped DC (document cloud) interface and new features
|
| 4/19/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-0200: Advanced Googling for Accountants (Webinar) (21WX-0200)*Getting Google Ready*Google Mobile Tools*Google Personalization and Optimization*Google Eyes and Ears: How Google Can Literally Read, Hear and See You.*Googling to Your Own Devices: How Results Vary By Computer *Hiding in Plain Sight: What You're Missing on the Google Results Page*Google Sweet Talk*Power Search Tools*Google Verticals*How to Be a Google Super Hero: Three Key Strategies |
| 4/27/2021 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0209: The GAO's Green Book: Internal Controls (Webinar) (21WX-0209)*Purpose of the Green Book and COSO models*Maturity scale for internal controls*Application of the five elements of internal control to a case study*Explanation of the 17 principles*Discussion of how to integrate components and principles |
| 4/27/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0193: Interested Person Sunshine: 990 Schedule L, Parts II-IV (Webinar) (21WX-0193)*Review of the "harmonized" five categories by which "Interested Person" (IP) status vests and explanation of the additional categories in play for Parts II and IV*Tips for accessing appropriate documentation from Trustees-Directors, Officers and Key Employees as to presence of reportable events with them or with those who have IP status because of family member status or as a "35% controlled entity" of IPs*Handling Part IV's "business transactions" reportable thresholds and working with the exceptions from "business transaction" characterization*"Yes this means you!" -- addressing IP's privacy concerns and/or requests to omit individuals or company names when reporting business transactions on Part IV *Reporting demands of Part II, including aspects of managing loans with IPs in favor of public relations needs raised by this part*Reporting demands of Part III, including: drill-down into the two key exceptions to Part III's reporting of grants or assistance to an IP and address of educational institutions' exception from requirement to disclose names of scholarship or fellowship recipients and how same connects to governance reporting in Core Form 990's Part VI |
| 4/26/2021 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0156: Excel: Feature Review in 100 minutes (Webinar) (21WX-0156)*Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
| 4/21/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0177: Automation Survival Guide for Accountants (Webinar) (21WX-0177)*Current VUCA Business environment *Gartner Hype Cycle*Emerging Technology Impact on Accounting Profession*Artificial intelligence*Recognition technologies*Smart homes*Internet of things*Wearable technologies*Smart cities*Autonomous transportation:*Augmented Analytics *Immersive Reality*Key CPA opportunities/challenges *Practical tips on how practitioners can optimally respond |
| 4/23/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0160: Accounting and Tax Planning for Estates and Trusts (Webinar) (21WX-0160)*Introduction to fiduciary accounting*Distinction between "income" and "principal"*Discuss Uniform Principal and Income Act*2019 rates and brackets*Section 199A pass-through income*Excess business losses and Form 461*Filing deadlines and extensions*Simple or complex trust?*Grantor trust |
| 4/21/2021 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WX-0118: Keeping Retirement SECURE: New Act…New Opportunities (Webinar) (21WX-0118)*Review the maximum period over which an inherited IRA can be withdrawn*Changes to Required Minimum Distributions (RMD)*Estate planning considerations |
| 4/16/2021 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-0207: Office 365: Ready, Set, Go! - Developing Your Strategy (Webinar) (21WX-0207)*Review of the key Office 365 deployment issues that need to be addressed*What data will be stored in OneDrive and/or SharePoint vs. your local servers and PCs*Who will be your Office 365 administrator(s)*Determining if you will need professional / technical assistance*What subscription plans are required for your individual team members*Developing a cost-effective end user training plan*What is involved in converting your current email databases to Office 365 Exchange Outlook *Defining your user permissions model*Defining your mobile deployment strategy for Office 365*Developing a deployment timeline with minimal disruption in your business |
| 4/27/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0141: Capitalizing and Depreciating Assets: Review and Update (Webinar) (21WX-0141)*Recent tax legislation and administrative developments related to capitalization and eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 and Section 168(k) deductions and their use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Luxury auto depreciation.*Standard mileage rate and when to use it. |
| 4/20/2021 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0175: AI and Ethics: Opportunities and Challenges for CPAs (Webinar) (21WX-0175)*Breaking down just what AI is*How AI is different from existing technology options*Where AI fits in the current technology conversation *Link together how ethical considerations, potential biases, and what kinds of controls should be integrated into the development of any AI program. Not meant to be an overly technical presentation, this session instead focuses on common sense applications and takeaways for practitioners at all levels. |
| 4/23/2021 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 21WX-0111: Guide to 1041 Preparation of Estates and Trusts (Webinar) (21WX-0111)*Similarities and differences to individual taxation*Filing requirements, deadlines and penalties: Section 645 election*Simple or complex trusts?*Grantor trust filing options*Gross income*Deductions: Notice 2018-61*Distributable Net Income - DNI*Section 199A deduction |
| 4/15/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0137: Unlocking the Mysteries of Key Person Value (Webinar) (21WX-0137)*How to identify the attributes of a key person*How to quantify the value of the attributes*How to understand the empirical data related to key person value*Apply valuation standards to a key person analysis*Review key court decisions regarding key person issues |
| 4/19/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0218: Real Estate Tax Update (Webinar) (21WX-0218)*Review and update of Section 199A pass-through income and QBI.*Discuss Notice 2019-07 Safe Harbor.*Provisions of § 461 Excess Business Losses and Form 461*Capital asset expensing and depreciation, including Section 179 for qualified real property.*Self-rental rule |
| 4/28/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0233: Confessions of a Mompreneur: Leadership Lessons Learned (Webinar) (21WX-0233)*The three promises to live and work by.*How accountability in action speaks volumes.*The three choices we all have in any given situation.*Leading through learning, listening and leveraging. |
| 4/30/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-0190: Talent Apocalypse: Helping Clients Win the War for Talent (Webinar) (21WX-0190)*Overview of the talent market and how it has changed*Why the next wave of corporate failures will be related to their inability to attract, retain and develop critical talent*Tools and strategies that are necessary to win the war for talent |
| 4/26/2021 | 12:30 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-0176: Governance Time! Form 990 Part VI & Schedule O Narrations (Webinar) (21WX-0176)*Drill-down into the complete instructions behind the entirety of Part VI's six key inquiries (Board member independence (Line 1), TDOKEs' connections via business or family relationships (Line 2), use of management companies (Line 3), Board oversight of Form 990's preparation needs (Line 11), conflict of interest policies and management (Line 12), how compensation is set for top officers (Line 15) *Discussion of the issues behind the "do you participate in a joint venture" query (Line 16) *Summary of disclosure needs when filer has members/stakeholders with certain voting rights (Lines 6-7) *Understand what likely comprises a "significant change" to organizational documents, and in such presence, what disclosures are required (Line 4)*Be aware of what constitutes a "significant diversion of assets" and ramifications that result if same need be reported (Line 5)*Understand this part's "Disclosure" Section and the public and/or regulatory reporting it serves*Explanation of what 'motivates' additional inquiries (i.e., Lines 8-10, 13-14) |
| 4/23/2021 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-0215: Fundamentals of Microsoft Excel (Webinar) (21WX-0215)*Understanding the structure of an Excel workbook*Entering and manipulating data in Excel*Creating and editing formulas*Best practices for developing quality Excel workbooks*Creating charts, graphs, and other forms of data output |
| 4/28/2021 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WX-0123: Excel: Using Charts for a Non-Financial Audience (Webinar) (21WX-0123)*Selecting the right chart type *Creating dynamic charts*Choosing data to display as a chart *Customizing charts with all the various chart options *Printing and sharing your charts |
| 4/16/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WX-0140: Artificial Intelligence for Accountants (Webinar) (21WX-0140)*AI snapshot*AI's multiple implications for the accounting profession*AI case studies *Leading AI categories *Key AI resources and communities online *AI starter strategy for accountants |
| 4/20/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0173: Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (21WX-0173)*Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation processThis course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/22/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WX-0119: Cannabis and Hemp/CBD Analysis and Appraisal (Webinar) (21WX-0119)*A sample sanitized appraisal report is provided and discussed. This course provides updates on this topic to incorporate new and emerging data sources and industry trends in the value proposition for both cannabis and hemp businesses, licenses and the related intellectual property. The content is also useful for practitioners and owner/operators involved in economic damage assessments, estate planning and merger and acquisition. |
| 4/16/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0128: A Look Into The Future (Webinar) (21WX-0128)*Additional details to follow. |
| 4/19/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-0167: Effective Business Writing (Webinar) (21WX-0167)*Identify effective writing's key elements*Effective Business Writing process*Edit your own and others' documents effectively |
| 4/22/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0162: Bots, Bots, Bots: Embracing Your Best Friend (Webinar) (21WX-0162)*Understand what bots are*Areas to deploy bots*Tools that can be used to deploy bots |
| 4/22/2021 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-0112: Internet of Things for Accountants (Webinar) (21WX-0112)*What is the Internet of Things (IoT)? *Leading IoT Case Studies*IoT Economic Impacts*How IoT Will Impact Accountants*Structured vs. Unstructured Data: The New Accounting Frontier*Leading IoT Challenges and Risks*Emerging IoT Business Models for Accountants*How to Monetize IoT*IoT Starter Strategy for CPAs |
| 4/15/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0203: Excel: New Features That Benefit Excel 2019 & O365 Users (Webinar) (21WX-0203)*The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features |
| 4/27/2021 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0149: Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (21WX-0149)*Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power PivotTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE. This course is #6 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.View Series Sequence |
| 4/20/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-0172: Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (21WX-0172)*Can you protect the public interest without violating our profession's confidentiality rules?*How can a corporate world CPA get in trouble with their board of accountancy?*Is a culture of fear and intimidation particularly susceptible to corporate fraud?*How can using the CPA credential get a corporate accountant in trouble?*Is exaggerating your CPE hours a violation of our professional codes of conduct?*What are your options when your employer is clearly breaking the law?*Does any legislation provide effective Whistleblower protection? |
| 4/22/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WX-0152: Emotional Intelligence: The Critical Factor in Success (Webinar) (21WX-0152)*What is 'Emotional Intelligence'*Understand emotions, your emotions and others*Utilize appropriate social skills*Understand the value of a timely pause*Why should you forgive and forget?*Properly manage emotions*Know how to handle pressure and setbacks |
| 4/21/2021 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0189: Ethics: 10 CPAs Behaving Badly (Webinar) (21WX-0189)*A discussion of actual cases resulting in actual CPAs losing their licenses to practice, including:*CPA hires hit man.*Partner sleeps then goes to prison.*CPA school controller goes to prison.*CPA sentenced for $8 million Ponzi scheme. |
| 4/24/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WX-0195: Office 365: What You Need to Know Before You Subscribe (Webinar) (21WX-0195)*Overview of the Office 365 ecosystem*The strategic impact of Office 365*Understanding the impact of Office 365 on your Office desktop software licensing*Overview of all of the Office 365 cloud applications*Review of the alternative Office 365 subscription plans*Configuration worksheet for selecting the appropriate combination of subscription plans*Review of Office 365 frequently asked questions |
| 4/26/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0220: 2020 CPA Technology Trends Update (Webinar) (21WX-0220)*The current state of computer technologies such as server infrastructure, PCs, laptops, mobile devices, displays and more*Cloud based software update -- financial, ERP, workflow and productivity apps*Emerging mega technologies at the core of "Industry 4.0" - what they are and potential applications*IoT (Internet of Things), big data, data analytics, KPI dashboards*Artificial intelligence (AI), robotic process automation (RPA), Blockchain*Understanding the role of the Office 365 ecosystem in building a cloud-based digital office |
| 4/28/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WX-0214: FASB's Revenue Recognition Topic 606 (Webinar) (21WX-0214)*Identify the contract(s) with a customer.*Identify the performance obligations in the contract.*Determine the transaction price.*Allocate the transaction price to the performance obligations.*Recognize revenue as the business satisfies a performance obligation. |
| 4/28/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0237: Fiduciary Accounting for Estates and Trusts (Webinar) (21WX-0237)*Examine provisions of the Uniform Principal and Income Act.*Mandatory and discretionary allocations and adjustments.*Trustees ability to override the fallback rules.*Review the contents of a proper set of trust accounting statements. |
| 4/30/2021 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0181: Introduction to Fraud Case Work (Webinar) (21WX-0181)*How to begin working in the area of fraud case work utilizing the same exact tools you currently know, but just changing the way you analyze what you are looking at. *Learn how to create a simple case plan and checklist including tax return vs. accounting files*The importance of source documents *How to read a complaint |
| 4/23/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0171: Remote Working for Accountants (Webinar) (21WX-0171)*Remote working overview*Pros and cons of remote working*Remote work case studies*Leading remote work software and vendors *Lessons learned to date*Key resources and communities online tarter strategy for accountants |
| 4/22/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0238: Money Laundering Awareness for Accountants (Webinar) (21WX-0238)*Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics |
| 4/30/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0222: Effective Networking: Take Control of Your Career (Webinar) (21WX-0222)*Setting objectives*Choosing who you want to meet*Connecting in person or through social media*Why asking is better than telling*Creating quality relationships*Following through |
| 4/29/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WX-0216: Making the Transition to Advisory Services (Webinar) (21WX-0216)*Opportunities for advisory services.*Types of advisory services.*Value pricing |
| 4/28/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0130: Case Study Ethics for Today's Accountant (Webinar) (21WX-0130)*Review of the AICPA Code of Professional Conduct*Discuss the principles of professional conduct*Compliance with professional standards*Professional judgement |
| 4/19/2021 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 21WX-0144: How Technology is Impacting the Accounting Profession (Webinar) (21WX-0144)* Leading macro economic and technology forces*Key technology trends in accounting*New generation of online accounting services*Accounting and automation*Overarching implications*How to embrace the new normal and thrive in the face of technology change |
| 4/20/2021 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0116: Vendor Fraud: Protecting Against a Growing Threat (Webinar) (21WX-0116)*External and internal vendor and AP frauds*Vendor frauds that can cost you more than theft of goods or cash*Subcontractor fraud*Who commits vendor fraud*Vendor invoicing fraud*Manipulating vendor checks*The red flags of vendor frauds*Straw and fake suppliers: Case studies*Kickback schemes |
| 4/15/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0191: Don't Let Your Schedule Get Away From You (Webinar) (21WX-0191)*Identify your own particular time wasters and adopt strategies for eliminating them*Reduce stress*Reduce time spent in meetings*Clarify and prioritize objectives and goals*Manage email, VM and IM*Delegate more effectively*Adopt appropriate strategies for dealing with interruptions*Use practical techniques for organizing work*Learn to delegate and work more effectively*Learn how to manage your energy during the day*Put an end to multi-tasking |
| 4/26/2021 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0164: GAAP Alternatives: Surviving the Perfect Storm of Updates (Webinar) (21WX-0164)*Review of special purpose frameworks*Discussion of non-GAAP options for financial reporting*U.S. GAAP alternatives for certain entities |
| 4/22/2021 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-0228: Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (21WX-0228)*A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with othersThis course is #9 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/29/2021 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0109: Defective Compensation Systems: When Bonuses and Incentives Go Bad (Webinar) (21WX-0109)*Using real cases, learn how several typical compensation systems cause employees and management to behave in a manner that has an adverse effect on the entity's best interest, resulting in control, financial reporting and auditing risks.*Government risk - Policing for profit*Industry risk - Trucking companies*Company risk - Domino's*Regulatory risk - First Energy Davis-Bessie Power Plant*Healthcare - Discharging patients to maximize profits*Nonprofits - Rewards based on outputs vs. inputs*Schools - Perverse incentives compel teachers to cheat*BONUS - Maximize profits - How to transform goal incongruence into goal congruence |
| 4/15/2021 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0208: Single Audit Primer (Yellow Book) (Webinar) (21WX-0208)*Essential differences between a financial audit and a Single Audit *Significant terms and content relevant to the Single Audit |
| 4/27/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0148: Ethics: When CPAs Make the Headlines (Webinar) (21WX-0148)*A deep discussion of actual fraud and unethical cases involving CPAs
*A managing partner who lost everything he worked for in one hour
*How false sign-off of work can cost you your license
*How the compensation and control system brought down a CPA firm
*Common immaterial amounts that are material ethics violations
*How CPAs can be independent in fact, but not to a jury
*How "willful blindness" can cost you your CPA license
*Examples of CFOs and CEOs fired for unethical behavior that didn't involve money
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| 4/20/2021 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WX-0155: Excel: Advanced Financial and Statistical Calculations (Webinar) (21WX-0155)*Financial functions best practices for creating amortization schedules and calculating annual interest payments*Calculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data |
| 4/21/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0202: Ethics: IRS Criminal Investigations - Key Lessons for Accountants (Webinar) (21WX-0202)*Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*New England*Middle Atlantic*East *North*Central*West *North Central*South Atlantic*East South *Central West *South Central*Mountain*Pacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime |
| 4/27/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0212: Excel: Working with Text, Date & Time Functions & Formulas (Webinar) (21WX-0212)*Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions |
| 4/28/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0221: Critical Thinking for Financial Professionals (Webinar) (21WX-0221)*Two Systems of Thinking*System 1*System 2
How cognitive bias can cause you to make bad decisions *Anchoring *Availability *The Dunning-Kruger Effect *The Ikea Effect *The Rhyme as Reason Effect *Substitution 6 Tips for making better decisions
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| 4/29/2021 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-0143: Form 990 Schedule L, Transactions with Interested Persons (Webinar) (21WX-0143)*Overview of the methodology that Schedule L employs in its Parts II, III and IV to cast sunlight on the fact of that an "Interested Person" (IP) remained engaged with the filer in loan arrangements, or was the beneficiary of grants or assistance from the filer, or had business transactions with the filer that exceeded de minimis thresholds *Introduction to the five categories by which IP status vests in reporting on non-excise-tax reached intersections (i.e., the five categories that apply across each of Schedule L's Parts II-IV)*Explanation of the dollar-amount thresholds employed solely in Schedule L's Part IV (which is where disclosure of "business transactions" with IPs is required), along with preparation tips for this part*Summary of Schedule L's Part III instructions as to what constitutes the provision of grants or assistance to an IP *Overview of the special rule educational institutions have allowing them to not disclose the names of their scholarship or fellowship recipients in Part III*The reach of Schedule L's Part II reporting on loans outstanding with IPs, along with preparation tips for this part*Quick review of the Internal Revenue Code section 4958 excise tax scheme that 501(c)(3), (c)(4), and (c)(29) filers are subject to should they have conveyed "excess benefit" in any transaction with a disqualified person; and timing and disclosure considerations behind Schedule L's Part I |
| 4/20/2021 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0126: QuickBooks DESKTOP: Monthly Closeouts and Year-End Cleanups (Webinar) (21WX-0126)*Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. *Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. *Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit. |
| 4/16/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0240: Understanding & Meeting the Two Public Support Tests (Webinar) (21WX-0240)*Intro to the two public support tests (PSTs), including noting the various misconceptions about their application *Review of each test, focusing on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a sole bifurcated test (i.e., automatic versus 'facts and circumstance') versus that of PST #2 (calculated on Schedule A, Part III) with its lengthy documentation, restrictive parameters, and dual tests both of which must be passed*Practical tips (and materials on same) translating revenue presented the Form Core Form 990 at Part VIII to the line inputs for both PSTs at Schedule A's Parts II and III *Discussion of how to assist organizations who are in danger of flunking one or both PSTs*Analyzing anomalies: explanation of both what comprises an unusual grant and when a filer's PST 1 "facts and circumstances test" argument ages out |
| 4/30/2021 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0165: Choosing the Right Entity: Factors and How to Weigh Them (Webinar) (21WX-0165)*Discussion of the impact of the Section 199A flow-through entities deduction, including ramifications of the C to S election and S to C election*Corporate tax rate to individual tax comparison examples*The latest tax legislation and developments related to choice of entity, including sole proprietors, single member LLCs, partnerships/LLCs, S Corporations and C Corporations |
| 4/22/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0231: Advanced Budgeting - Balance Sheet and Cash Flow Projections (Webinar) (21WX-0231)*Create a Projected Balance Sheet:*Accounts Receivable*Inventory*Capital Budget*Depreciation*Accounts Payable*Accrued Liabilities*Working Capital Loans*Debt*Project interest expense more accurately*Solving for Cash*Projecting Covenant Calculations*Create a Projected Statement of Cash Flow*Choose your format*How to make your Statement of Cash Flow maintenance free*Debugging a statement of Cash Flow |
| 4/30/2021 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WX-0124: Open Book Management: Making it Work in the Real World (Webinar) (21WX-0124)*Understanding open book concepts*Deciding what to share or not share*Choosing open book metrics *Providing team member training*Use open book management to improve performance*Linking compensation to performance |
| 4/16/2021 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0217: Outsourcing Relationships: Enjoy Benefits, Avoid Pitfalls (Webinar) (21WX-0217)*Outsourcing Risks*Inadequate partner familiarity*Lack of training*Insufficient oversightOutsourcing Solutions*Effective contracting*Effective diligence*Who owns the outsourced process |
| 4/28/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0213: Excel: Advanced Formatting to Improve Your Spreadsheets (Webinar) (21WX-0213)*Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes |
| 4/28/2021 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0211: An Ethical Framework: How It Works (Webinar) (21WX-0211)*Structure of Professional Ethics*The Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board *What Happens When an Ethics Complaint is Received*Case Studies |
| 4/28/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-0166: Disclosing Managers / Compensation on Core Form 990 & Sch. J (Webinar) (21WX-0166)*Review of who is to be reported in Part VII-A as a current or former legally or quasi-legal "in-charge" (i.e., Trustee-Director, Officer, Key Employee -- a group also known as "TDOKEs") or as a High 5*Exploration of the challenges in determining: current Key Employees versus Officers; former (relating to "current" status in prior-years) TDOKEs and/or High 5s; and who qualifies as a Trustee-Director in circumstances of limited involvement with the filer's governance*Compensation reporting: the required "dial back" to the calendar year for organizations with a ye other than 12/31; handling of compensation provided from "related organizations" (including reporting exceptions) versus that coming from certain unrelated payors*Review of compensation "buckets": "reportable compensation" versus "other compensation" and the applicable exceptions for Core Form reporting*Additional compensation detailing that is required on Schedule J's Part II when an individual TDOKE's or High 5's circumstances "trigger" application of that schedule *Complex reporting situations: individuals procured from management companies or from employee-leasing organizations; common paymaster reporting scenarios; payment to an individual for services they are providing the filer by an unrelated organization |
| 4/22/2021 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0134: Ethics: IRS Behavioral Insights for Accountants (Webinar) (21WX-0134)*Behavioral insights (BI) Primer*How and why BI are used by the IRS*IRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues *BI and Implementation of tax reform legislation *BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes |
| 4/19/2021 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0145: Leadership Skills for Peak Performance in 21st Century (Webinar) (21WX-0145)*Give feedback to get desired results*Build self-confidence*Communicate powerfully *Develop others*Engage your employees by understanding their personal motivators*Lead through periods of change |
| 4/20/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0226: Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (21WX-0226)*Risks Associated with Social Media*Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions |
| 4/29/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0206: Next Step Blockchain: Regulations & Trends CPAs Need to Know (Webinar) (21WX-0206)*This session will take a deeper dive into what may be the hottest and most discussed topic in the accounting space since the internet; blockchain and blockchain applications. Moving beyond the introductions and overviews, this session drills down into what specific trends, news, and changes that are integrating blockchain into the mainstream financial system. *Topics to be covered include, but are not limited to stablecoins, the lightning network, regulatory changes and updates driving change in the cryptocurrency space, and examples of how organizations are already using blockchain at the enterprise and commercial levels. |
| 4/27/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0153: Ethical Challenges for CPAs: Do You Have a Breaking Point? (Webinar) (21WX-0153)*Explore cases of practitioners that succumbed to pressure and lost their livelihoods - from helping clients avoid restating earnings to backdating changes to audit work papers. *Discuss the pressures that cause CPAs to cross the line and how to make sure you do not succumb to the pressure. What are the ethical principles that CPAs are required to follow? Is there a way out? *Consider other cases of CPAs that became fraudsters. Who is responsible for fraud prevention? How can you keep your clients safe from them? |
| 4/21/2021 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0230: Excel: Using PivotTables for Data Analysis (Webinar) (21WX-0230)*The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
| 4/29/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WX-0219: Shorten Month-End: Closing Best Practices (Webinar) (21WX-0219)*Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close*Review and discuss information systems' headaches that slow you down*Work through examples of close cycle "time killers" and how to resolve them*Get inventory and cost of sales under control*Identify the improvement projects that will yield the biggest benefit*Review what leading edge finance managers are doing to close more quickly |
| 4/28/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WX-0184: S Corporation Essentials: Review and Update (Webinar) (21WX-0184)*Recent tax legislation, rules and developments impacting S Corporations.*Form 1120S Schedule K-1 reporting.*Guide to applying the new Section 199A deduction.*Filing deadlines and extensions. |
| 4/23/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0121: Ethics: Ex-Felon Controller Shares His Journey to CPA (Webinar) (21WX-0121)*The ex-con, now CPA who wishes to remain anonymous will explain...*Why he accepted assurances that everything was okay*How he rationalized his actions and felt he wasn't doing anything illegal*Why he cooked the books*Why he plead guilty to a $100 million fraud*What it's like to be sentenced to a year and a day *What prison is like for a CPA*Why and how he started his own CPA firm |
| 4/16/2021 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WX-0127: Rita Crundwell: Largest Municipal Theft in U.S. History (Webinar) (21WX-0127)*A fraud so outrageous, it's a movie*Were the auditors independent?*How Crundwell evaded detection for 20 years*Impact on CPAs' license *How did the auditors assess risk? *What audit procedures were performed, or not *Fake documents Crundwell created *Did the auditors detect the fraud?*Actual court filings for the malpractice lawsuit*What were the malpractice allegations?*How much the fraud cost the auditors*What happened to Crundwell's family |
| 4/16/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WX-0227: FASB's New Lease Accounting Standard (Webinar) (21WX-0227)*What is a "lease"?*Recognition and measurement of lease assets and liabilities.*Impact on lessors and lessees.*Disclosures and transition rules.*Effective dates. |
| 4/29/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0161: Transform Your Organization With Office 365 and Teams (Webinar) (21WX-0161)*Orientation to the Office 365 ecosystem*Strategic value of deploying Office 365*Using the Teams app as the central hub for your online communications and collaboration*Setting up your file management system with SharePoint and OneDrive*Leveraging the Office 365 mobile apps to take your office on the road*Using the Planner app to track and manage team projects*Harnessing the Forms app to convert your forms to digitally fillable online forms*Orientation to the Office 365 Admin app*Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer*Tips and best practices for developing your Office 365 deployment strategy |
| 4/21/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New 21WX-0196: Partnership/LLC Taxation: Recent Developments (Webinar) (21WX-0196)*Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnerships liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are the "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Review of the Sec. 464 "at risk" rules and how they impact Schedule K-1 reporting |
| 4/26/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0194: Microsoft Excel: Moving Beyond the Basics (Webinar) (21WX-0194)*Using formulas to manipulate and transform data*Using formulas to summarize data*Using lookup and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Goal Seek*Using Solver to perform multivariate analysis |
| 4/26/2021 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WX-0122: Ethics: Every Choice Has a Consequence (Webinar) (21WX-0122)*Did Chuck's partners miss any red flags that he was stealing*How 99% of CPAs rationalize illegal behavior*Is your software installed ethically*How "If I only knew now then what I know now" applies to you*The risk of tax fraud from non-financial information*How some socially acceptable behavior can be unethical for CPAs*How a county water department was inadvertently unethical *VW shows how easy it is to circumvent control systems*How 7 city hall employees didn't use their rational brain*Rationalizing is like wet cement*Gallagher paid the money back, so was it unethical*How the boss's behavior infects some other employees*How Chuck used trust to continue his unethical behavior*The 3 'legs' of your ethics stool*How client controls at Chuck's firm would have stopped him*Chuck was an ERISA specialist. How that affected his sentence. |
| 4/16/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 21WX-0205: Key Tax Issues Facing Business and Industry (Webinar) (21WX-0205)*Recent federal tax legislative, judicial and IRS developments*Section 199A review and update*New corporate tax rate*Capitalizing, expensing and depreciating assets*Travel, meals and entertainment reporting rules*Accounting methods*Independent contractor vs. employee |
| 4/27/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WX-0210: Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (21WX-0210)*Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizationsThis course is #8 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence |
| 4/27/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| New 21WI-0022: Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (21WI-0022)N/a |
| 4/27/2021 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0014: Use Power Pivot to Build More Powerful Pivot Tables (Webinar) (21WI-0014)*Review the Power Pivot function |
| 4/20/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0010: Controller's Update: Today's Latest Trends (Webinar) (21WI-0010)*Economic and Human Resource trends *Best practices to manage working capital *Leading-edge financial management tools and techniques *New issues in treasury management and controllership *Big Data *Current trends in information systems and technology *Current trends in leading and developing staff to increase productivity and profitability |
| 4/16/2021 | 1:30 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0019: Power BI: Introduction to MS Power BI Tools (Webinar) (21WI-0019)N/a |
| 4/26/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0026: Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors (Webinar) (21WI-0026)*Components and principles of internal control *Concepts associated with the COSO framework *Management responsibilities vs. auditor responsibilities *Common significant accounting processes *Tools and techniques used for internal control documentation |
| 4/29/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0029: Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (21WI-0029)N/a |
| 4/30/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0012: Change the Way You Work: Success as a Virtual CFO (Webinar) (21WI-0012)*Virtual CFO role overview *Potential service models *Virtual CFO readiness *Outsourced bookkeeping vs. virtual CFO roles *Ethical considerations *Technology platforms |
| 4/20/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0016: Roadmap to Artificial Intelligence (Webinar) (21WI-0016)*Practical applications of enterprise AI *Focuses on the importance of a data-driven AI strategy *What is an AI strategy for the enterprise? *Solving business problems with AI *Considerations for an AI strategy *Recognize a business case for AI and the implications to consider |
| 4/22/2021 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0009: Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (21WI-0009)N/a |
| 4/15/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WI-0017: Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (21WI-0017)*Background, purpose, and main provisions of new standard *Transition guidance *5-step process for recognizing revenue *Disclosure requirements *Implementation guidance contracts, tax matters, internal controls, IT |
| 4/23/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WI-0018: The Changing Role of the Controller: Advancing from Tactical to Strategic (Webinar) (21WI-0018)*Leadership vs. Management *Business and strategic planning processes *Corporate culture *Lean management techniques and processes *Recruiting, retaining and developing employees *Communications, listening and presentation skills *Managing "up" and how to master it *Business Strategy and the Controller *The need for increased efficiency and the application of Lean techniques *Application of best practices in the Accounting Department |
| 4/23/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0028: Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (21WI-0028)N/a |
| 4/30/2021 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0030: Revenue and Cash Receipts: Common Frauds and Internal Controls (Webinar) (21WI-0030)*Traditional revenue system *Retail revenue cycle *Manufacturing revenue cycle *Service revenue cycle *Accounts receivable and billing *Cash receipts *Revenue frauds and fraudulent financial reporting |
| 4/30/2021 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0020: Power BI: Prepare Your Data Efficiently for Excel Analysis (Webinar) (21WI-0020)N/a |
| 4/26/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0023: Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (21WI-0023)N/a |
| 4/28/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 21WI-0027: Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (21WI-0027)N/a |
| 4/29/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0015: Documenting Your EBP Audit: What You Need to Know (Webinar) (21WI-0015)*Audit planning *Toolkit items for an EBP Auditor *Documentation best practices for the statement of net assets available for benefits *Key audit areas in the statement of changes in net assets available for benefits *Participant data and participant accounts |
| 4/21/2021 | 9:30 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WI-0011: Annual Update for Accountants and Auditors (Webinar) (21WI-0011)*Recently issued ASUs, including an update on leases, revenue recognition and financial instruments *Current FASB projects *Recent PCAOB guidance *Latest activity from ARSC |
| 4/20/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WI-0024: Power BI: Use Power Query to Transform Your Data (Webinar) (21WI-0024)N/a |
| 4/28/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WI-0013: Demystifying Artificial Intelligence (Webinar) (21WI-0013)*Differences between AI, ML and DL *Benefits of Artificial Intelligence *AI applications and capabilities and how it drives a competitive advantage *Explanation of the importance of data in AI applications *Industry drivers and real-world examples of AI |
| 4/16/2021 | 12 - 3:30 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| New 21WI-0021: Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (21WI-0021)N/a |
| 4/27/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WI-0025: Risk, Cost, and Cash Management for Controllers and Financial Managers (Webinar) (21WI-0025)*Techniques and ideas to establish and maintain an effective organization *Examples of successful and failed companies *Identification of broad measures that provide insights into the direction of the economy *Practical ideas to improve forecasting *Framework and methods to uncover and manage risk |
| 4/28/2021 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WS-0001: Surgent's Accounting for Financial Statement Uncertainty: Estimates, Contingencies and Going Concern (Webinar) (21WS-0001)*Identifying financial statement areas containing recognition, measurement, presentation, or disclosure uncertainty *Applying common techniques for evaluating the proper accounting treatment of loss contingencies, allowances, accruals, and other areas with recognition and measurement uncertainty *Describing important presentation and disclosure considerations when highlighting uncertainty to financial statement users making economic decisions *Evaluating the adequacy of disclosure of going concern uncertainty under U.S. GAAP |
| 4/20/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0002: Surgent's Key COSO Concepts: Managing Risk to Achieve Your Business Objectives (Webinar) (21WS-0002)*Important elements of the 2013 COSO guidance and how they can be applied to manage threats to an entity's ability to achieve its objectives *Key components of internal control per the COSO Internal Control - Integrated Framework, and the significant role each plays in the design and operating effectiveness of internal control over reliable financial reporting *Evaluating design and implementation of an entity's design on internal controls, including impact on risk of material misstatement in financial statements *Testing controls for operating effectiveness, including determining sufficiency and appropriateness of the nature, timing, and extent of control testing procedures *Special considerations when using outside service organizations *Key concepts of the Enterprise Risk Managementthat expands on internal control, providing a more robust and extensive focus of broader risk management |
| 4/21/2021 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WC-0084: New Manager Series: Are You Managing or Leading (Webinar) (21WC-0084)Leadership Development. |
| 4/23/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WC-0111: K2's Office 365: New Tools, New Tricks (Webinar) (21WC-0111)**Licensing options and update strategies for Office 365 *New apps available in Office 365 *New features in Excel, Word, PowerPoint, and Outlook |
| 4/29/2021 | 12 - 1:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WC-0100: K2's Excel Data Magic, Including Advanced PivotTables & power pivot Acquiring, Analyzing & Visualizing Your Data (Webinar) (21WC-0100)*External data sources into Excel *Data Models and build PivotTables *Power Pivot, including PivotTables that summarize data from multiple data sources *Data Analysis Expressions *Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables |
| 4/27/2021 | 7 a.m. - 2:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WC-0048: K2's Paperless Office (Webinar) (21WC-0048)*Document Management, Records Management, and Business Process Management *Paperless environment *Records Retention Policy *Electronic File Cabinet solutions and Document Management solutions *Scanners, storage, memory, operating systems, and network considerations *Data backup, disaster recovery |
| 4/16/2021 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 0 non-tech) | |
| 21WC-0120: K2's Excel PivotTables for Accountants (Webinar) (21WC-0120)*PivotTable report *Grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options *External data sources into PivotTable *Consolidation PivotTables *Power Pivot and Slicers *Multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods |
| 4/30/2021 | 7 a.m. - 2:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0118: K2's Excel PivotTables for Accountants (Webinar) (21WC-0118)*PivotTable report *Grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options *External data sources into PivotTable *Consolidation PivotTables *Power Pivot and Slicers *Multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods |
| 4/30/2021 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0099: K2's Excel Data Magic, Including Advanced PivotTables & power pivot Acquiring, Analyzing & Visualizing Your Data (Webinar) (21WC-0099)*External data sources into Excel *Data Models and build PivotTables *Power Pivot, including PivotTables that summarize data from multiple data sources *Data Analysis Expressions *Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables |
| 4/27/2021 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New 21WC-0112: K2's Profiting from Client Advisory Services (Webinar) (21WC-0112)*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 |
| 4/29/2021 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WC-0091: K2's Advanced QuickBooks Tips and Techniques (Webinar) (21WC-0091)*QuickBooks Statement Writer *QuickBooks Accountants' Copy feature *QuickBooks Client Data Review |
| 4/26/2021 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WC-0050: Cash and Credit Management (Webinar) (21WC-0050)*Credit analysis *Financial statement analysis *Cash management techniques *Collection techniques, including negotiation skills *Collections and cash flow management: a human approach |
| 4/19/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0094: K2's Technology Update (Webinar) (21WC-0094)**Communications, including 5G cellular technologies and updates to Wi-Fi *Office productivity tools like Microsoft Office and key software affecting accountants *Updates on new computer hardware and devices to enhance your productivity |
| 4/26/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WC-0046: K2's Paperless Office (Webinar) (21WC-0046)*Document Management, Records Management, and Business Process Management *Paperless environment *Records Retention Policy *Electronic File Cabinet solutions and Document Management solutions *Scanners, storage, memory, operating systems, and network considerations *Data backup, disaster recovery |
| 4/16/2021 | 7 a.m. - 2:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WC-0113: K2's The Very Real Risk of Ransomware (Webinar) (21WC-0113)*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 |
| 4/29/2021 | 2 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WC-0053: K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (21WC-0053)*Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special *Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting *Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency *Formula building tools *Link data across multiple Excel worksheets and workbooks *Excel-based reports |
| 4/19/2021 | 7 a.m. - 2:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WC-0073: K2's Excel Financial Reporting and Analysis (Webinar) (21WC-0073)*Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports *Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents *Excel's default templates and templates for financial reporting and analysis *Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables *Consolidating data in Excel |
| 4/21/2021 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 0 non-tech) | |
| 21WC-0078: K2's Excel Best Practices (Webinar) (21WC-0078)*Spreadsheet design *Excel's Table feature *Excel features *Sharing and collaborating with others *Defined Names in Excel *Securing Excel data |
| 4/22/2021 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WC-0063: K2's Advanced Excel Reporting: Best Practices, Tools and Techniques (Webinar) (21WC-0063)*Import data from external databases *Tables and PivotTables *Excel shortcuts for formatting financial reports *Excel templates to improve reporting productivity |
| 4/20/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WC-0107: K2's Excel Tips and Tools for Better Budgets (Webinar) (21WC-0107)* Budgeting and forecasting-centric features in Excel* Excel's capital budgeting functions* Scenario Manager to manage different sets of budget assumptions* Excel's Solver add-in |
| 4/28/2021 | 12 - 1:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WC-0059: Communications Skills Training for the CPA (Webinar) (21WC-0059)*Becoming a stronger communicator *The communication process *Improving oral and written communications *Empathy, ego and needs, personality types and their influence on communications *Case studies to summarize the webinar concepts |
| 4/20/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WC-0047: K2's Paperless Office (Webinar) (21WC-0047)*Document Management, Records Management, and Business Process Management *Paperless environment *Records Retention Policy *Electronic File Cabinet solutions and Document Management solutions *Scanners, storage, memory, operating systems, and network considerations *Data backup, disaster recovery |
| 4/16/2021 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0075: Executive Presentation Presence: Speak Up, Move Up (Webinar) (21WC-0075)*Effective presentations *Target audiences *Common communication problems *Nonverbal communication |
| 4/22/2021 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WC-0092: K2's Advanced QuickBooks Tips and Techniques (Webinar) (21WC-0092)*QuickBooks Statement Writer *QuickBooks Accountants' Copy feature *QuickBooks Client Data Review |
| 4/26/2021 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WC-0103: Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics (Webinar) (21WC-0103)*AICPA Code of Professional Conduct *Fair positions in tax returns *Ethical issues in tax practice *Fairness in financial reporting *Integrity and materiality judgments *Ethics involving related party, pro forma results and accounting change disclosures |
| 4/28/2021 | 10:30 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WC-0065: K2's Emerging Technologies, Including Blockchain and Cryptocurrency (Webinar) (21WC-0065)*Block chain technology *Artificial Intelligence *Machine Learning *Big Data |
| 4/20/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WC-0049: New Manager Series: Balancing Leadership & Likeability (Webinar) (21WC-0049)Leadership Development. |
| 4/16/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WC-0068: CPA Firm Ethics: Practice Workshop (Webinar) (21WC-0068)*AICPA code of Professional conduct |
| 4/21/2021 | 10:30 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WC-0071: K2's Excel Financial Reporting and Analysis (Webinar) (21WC-0071)*Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports *Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents *Excel's default templates and templates for financial reporting and analysis *Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables *Consolidating data in Excel |
| 4/21/2021 | 7 a.m. - 2:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0110: K2's Microsoft Word Tips & Tricks (Webinar) (21WC-0110)* Key features for entering, editing, and formatting data, including Styles* Create and format Tables* Navigate or rearrange a document quickly and easily* Quick Parts and Building Blocks and how to use them effectively* Charts, SmartArt, and screen shots |
| 4/29/2021 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| New 21WC-0041: K2's Current Tech Crimes: Ripped from the Headlines (Webinar) (21WC-0041)*Data breach and computer security tips*Security awareness training*Learn more about current events and improve your security knowledge at the same time |
| 4/15/2021 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WC-0042: K2's Implementing Password Management and Data Loss Prevention Tools for Better Security (Webinar) (21WC-0042)*Data Loss Prevention Strategy *Password Management *Authentication Controls |
| 4/15/2021 | 12 - 1:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WC-0093: K2's Technology Update (Webinar) (21WC-0093)**Communications, including 5G cellular technologies and updates to Wi-Fi *Office productivity tools like Microsoft Office and key software affecting accountants *Updates on new computer hardware and devices to enhance your productivity |
| 4/26/2021 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WC-0052: K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (21WC-0052)*Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special *Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting *Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency *Formula building tools *Link data across multiple Excel worksheets and workbooks *Excel-based reports |
| 4/19/2021 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WC-0119: K2's Excel PivotTables for Accountants (Webinar) (21WC-0119)*PivotTable report *Grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options *External data sources into PivotTable *Consolidation PivotTables *Power Pivot and Slicers *Multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods |
| 4/30/2021 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0062: K2's Advanced Excel Reporting: Best Practices, Tools and Techniques (Webinar) (21WC-0062)*Import data from external databases *Tables and PivotTables *Excel shortcuts for formatting financial reports *Excel templates to improve reporting productivity |
| 4/20/2021 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WC-0106: K2's Excel Data Models, Combinations and Consolidations (Webinar) (21WC-0106)*Formula-based approaches to consolidating data *Data consolidation process *PivotTables *Data Model by linking multiple tables of data and then build powerful PivotTables |
| 4/28/2021 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WC-0108: K2's Microsoft Power BI: Power Reporting for Free! (Webinar) (21WC-0108)*Understanding the Power BI platform and family of services*Linking and importing data into Power BI*Creating visualizations in Power BI*How to integrate Excel into Power BI |
| 4/28/2021 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WC-0051: Cash and Credit Management (Webinar) (21WC-0051)*Credit analysis *Financial statement analysis *Cash management techniques *Collection techniques, including negotiation skills *Collections and cash flow management: a human approach |
| 4/19/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0064: K2's Emerging Technologies, Including Blockchain and Cryptocurrency (Webinar) (21WC-0064)*Block chain technology *Artificial Intelligence *Machine Learning *Big Data |
| 4/20/2021 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WC-0043: K2's Intro to Excel Macros (Webinar) (21WC-0043)*Macro Recorder tool *Macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security *Excel's Quick Access Toolbar and the Ribbon to provide shortcuts to macros *Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes |
| 4/15/2021 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WC-0121: New Manager Series: The How To's of Leading (Webinar) (21WC-0121)Leadership Development. |
| 4/30/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WC-0054: K2's Excel Tips Tricks and Techniques for Accountants (Webinar) (21WC-0054)*Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special *Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting *Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency *Formula building tools *Link data across multiple Excel worksheets and workbooks *Excel-based reports |
| 4/19/2021 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New 21WC-0070: Fundamentals of Single Audit (Webinar) (21WC-0070)*Understanding of the requirements under Uniform Guidance *Administrative *Cost Principles *Understanding and Identifying Federal Awards *Pass-through entities and subrecipients *Schedule of Expenditures of the Federal Awards *Determining major programs *Application of Compliance Supplement *Understanding the compliance requirements *Test of Internal Control and Test of Compliance attributes *Writing audit findings *Reporting requirements * |
| 4/21/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WC-0104: Basic Understanding of Yellow Book and Single Audit (Webinar) (21WC-0104)Overview of the 2018 Revision Government Auditing Standards2. Understanding the conceptual framework of independence3. Evaluating nonaudit services provided and the threat of independence4. New ruling on Continuing Professional Education5. Introduction of new concept referred to as Waste6. Review Engagements under Government Auditing Standards7. Gain and understanding of the requirements for performing a Uniform Guidance compliance audit8. Internal control over financial reporting vs. Internal control over compliance requirements9. Understand the differences of the auditors reports issued under Government Auditing Standards |
| 4/28/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0072: K2's Excel Financial Reporting and Analysis (Webinar) (21WC-0072)*Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports *Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents *Excel's default templates and templates for financial reporting and analysis *Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables *Consolidating data in Excel |
| 4/21/2021 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0096: Developing a Leadership vs.Managership" Approach" (Webinar) (21WC-0096)*Leadership vs. Managership *Leadership Techniques and the Diverse Workforce *Traits, Skills, and Style Approach of Leadership *Psychodynamic Leadership Theory and Strategic Leadership Concepts *Principles of Leadership Ethics |
| 4/27/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WC-0079: Nonverbal Communication: The Silent Language of Success (Webinar) (21WC-0079)*Nonverbal communication |
| 4/22/2021 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WC-0098: K2's Excel Data Magic, Including Advanced PivotTables & power pivot Acquiring, Analyzing & Visualizing Your Data (Webinar) (21WC-0098)*External data sources into Excel *Data Models and build PivotTables *Power Pivot, including PivotTables that summarize data from multiple data sources *Data Analysis Expressions *Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables |
| 4/27/2021 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WC-0080: Ethical Responsibilities for CPAs: Ethics (Webinar) (21WC-0080)*Ethical Responsibilities for CPAs *The AICPA CODE OF Professional Conduct *PCAOB Ethical Standards *The Sarbanes Oxley Act *The Foreign Corrupt Practices Act *Circular 230 for Tax Practitioners *The Dodd Frank Banking Reform Act |
| 4/23/2021 | 10:30 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WC-0044: K2's Intro to Excel Macros (Webinar) (21WC-0044)*Macro Recorder tool *Macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security *Excel's Quick Access Toolbar and the Ribbon to provide shortcuts to macros *Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes |
| 4/15/2021 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WC-0076: K2's Excel Best Practices (Webinar) (21WC-0076)*Spreadsheet design *Excel's Table feature *Excel features *Sharing and collaborating with others *Defined Names in Excel *Securing Excel data |
| 4/22/2021 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 21WC-0077: K2's Excel Best Practices (Webinar) (21WC-0077)*Spreadsheet design *Excel's Table feature *Excel features *Sharing and collaborating with others *Defined Names in Excel *Securing Excel data |
| 4/22/2021 | 7 a.m. - 2:30 p.m. | Online | 8 CPE (0 tech, 0 non-tech) | |
| 21WC-0115: Small-Business Financial Statements (Webinar) (21WC-0115)*Special purpose frameworks vs. GAAP *AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs) *Cash and tax bases of accounting *Other comprehensive basis of accounting (OCBOA) *Revenue recognition *Accounting methods *Financial statements *Disclosures *Compilation, review and audit reports |
| 4/29/2021 | 10:30 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WC-0058: The Accountant's Role in Mergers and Acquisitions (Webinar) (21WC-0058)*The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow *Working capital adjustments and balance sheet due diligence *The impact of contemplated pricing, earn-outs and holdbacks *The deal timeline and flow of information *Understanding the terms and structure that fit the buyer and seller objectives *Tax and financial accounting treatment of select issues |
| 4/19/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0117: How Fraud Can Affect Smaller Organizations (Webinar) (21WC-0117)*The reasons for fraud *Fraudulent acts that are initiated against smaller organizations *Methods to stop fraud attempts against small businesses |
| 4/30/2021 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WC-0069: Fraud: What are the Clients Expectations and are We Meeting Them? (Webinar) (21WC-0069)*Impact of fraud *Fraud triangle *Fraud risks *Fraud prevention tips *Internal controls |
| 4/21/2021 | 2:30 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WC-0114: Preparing Financial Statements for Clients (Webinar) (21WC-0114)*Misstatements *Materiality *Related parties *Going concern uncertainties *Client acceptance and continuation *Engagement letters *Prospective financial statements *Documentation |
| 4/29/2021 | 2:30 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WC-0089: Accounting Industry Update: Quality, 6 Point Plan, PCAOB Impact (Webinar) (21WC-0089)*Audit quality initiatives *Changes to compilation and review standards (SSARS); AICPA auditing standards; and PCAOB standards |
| 4/26/2021 | 4:10 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WC-0055: SSARS Codification: Preparation, Compilation and Review of Financial Information (Webinar) (21WC-0055)*SSARS Codification requirements *SSARS engagements including prepartion of financial statements, compilation of financial statements or proforma financial information *Review of financial statements *Highlights of SSARS 25 Materiality in a Review of Financial Statements and Adverse Conclusions |
| 4/19/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0088: Accounting Industry Update: Lease Accounting Under ASC 842 (Webinar) (21WC-0088)*Upcoming changes to lease accounting *Implementation dates and methods *Impact of the standard on the business |
| 4/26/2021 | 3 - 4:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 21WC-0095: Key Ratio Analysis (Webinar) (21WC-0095)*The five-step key financial ratio analysis model and illustrative case studies. *Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. *Lendable real estate equity model. *Key ratio software applications. *Z-score (bankruptcy prediction) and sustainable growth models. |
| 4/26/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (0 tech, 0 non-tech) | |
| 21WC-0085: Accounting Industry Update (Webinar) (21WC-0085)*FASB Technical Agenda and upcoming changes *Changes to ASUs (including revenue and leasing) *Implementation dates and methods *Audit quality initiatives *Changes to compilation and review standards (SSARS); AICPA auditing standards; and PCAOB standards |
| 4/26/2021 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 0 non-tech) | |
| 21WC-0066: Accounting and Auditing Update (Webinar) (21WC-0066)*Review of select AICPA Technical Questions and Answers *Upcoming changes to revenue recognition, leasing and financial instruments *Compilation and review standards and interpretations (SSARS) *Auditing standards and interpretations (SAS SSAE) |
| 4/21/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0086: Accounting Industry Update: FASB Changes 2020 & Beyond (Webinar) (21WC-0086)*Recent changes in presentation/accounting |
| 4/26/2021 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WC-0090: Accounting Industry Update: Revenue Under ASC 606 (Webinar) (21WC-0090)*Upcoming changes to revenue accounting *Implementation dates and methods *Impact of the standard on the business |
| 4/26/2021 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 0 non-tech) | |
| 21WC-0087: Accounting Industry Update: FASB Hot Topics Financial Presentation (Webinar) (21WC-0087)*FASB Technical Agenda *Recent changes |
| 4/26/2021 | 11:40 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WC-0056: SSARS Codification: Preparation, Compilation and Review of Financial Information (Webinar) (21WC-0056)*SSARS Codification requirements *SSARS engagements including prepartion of financial statements, compilation of financial statements or proforma financial information *Review of financial statements *Highlights of SSARS 25 Materiality in a Review of Financial Statements and Adverse Conclusions |
| 4/19/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0101: Understanding and Creating an Internal Control Structure (Webinar) (21WC-0101)*Underlying concepts of internal control *Defining where and why controls, policies and procedures are needed *Legacy control measures that are still important for businesses today *Creating control measures that address the use and protection of technology |
| 4/27/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0102: Understanding and Creating an Internal Control Structure (Webinar) (21WC-0102)*Underlying concepts of internal control *Defining where and why controls, policies and procedures are needed *Legacy control measures that are still important for businesses today *Creating control measures that address the use and protection of technology |
| 4/27/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0105: K2's Evaluating Technology Controls (Webinar) (21WC-0105)**Overview of technology controls *Established requirements for technology controls *Examples of critical technology controls *How to evaluate technology controls |
| 4/28/2021 | 2 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WC-0061: Internal Control Development That Balances Risk with Strategy (Webinar) (21WC-0061)*An overview of COSO ERM concepts *The steps needed to build and maintain strategies *Understanding and control risk added by changes in direction |
| 4/20/2021 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0060: Internal Control Development That Balances Risk with Strategy (Webinar) (21WC-0060)*An overview of COSO ERM concepts *The steps needed to build and maintain strategies *Understanding and control risk added by changes in direction |
| 4/20/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0067: Accounting and Auditing Update (Webinar) (21WC-0067)*Review of select AICPA Technical Questions and Answers *Upcoming changes to revenue recognition, leasing and financial instruments *Compilation and review standards and interpretations (SSARS) *Auditing standards and interpretations (SAS SSAE) |
| 4/21/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0057: The Accountant's Role in Mergers and Acquisitions (Webinar) (21WC-0057)*The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow *Working capital adjustments and balance sheet due diligence *The impact of contemplated pricing, earn-outs and holdbacks *The deal timeline and flow of information *Understanding the terms and structure that fit the buyer and seller objectives *Tax and financial accounting treatment of select issues |
| 4/19/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WC-0083: K2's Case Studies in Fraud and Technology Controls (8 hour version) (Webinar) (21WC-0083)*Understanding information technology general controls and application controls and the importance of both*Identifying fraud risk in an organization*Studying reported fraud cases to understand how control failures contributed to fraud losses |
| 4/23/2021 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WC-0109: OCBOA Case Studies (Webinar) (21WC-0109)*Income tax-basis financial statement presentations *Cash and modified-cash financial statement presentations *Innovative and EBITDA type reports *OCBOA engagements *AICPA Fianncial Reporting Framework for Small- and Medium-Sized Entities |
| 4/28/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0074: Compilations and Reviews: Risks, Procedures and Fraud (Webinar) (21WC-0074)*Fraud *Misstatements *Materiality *Revenue recognition *Related parties *Going concern uncertainties *Engagement letters *Documentation and peer review considerations |
| 4/22/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0116: How Fraud Can Affect Smaller Organizations (Webinar) (21WC-0116)*The reasons for fraud *Fraudulent acts that are initiated against smaller organizations *Methods to stop fraud attempts against small businesses |
| 4/30/2021 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WC-0082: K2's Case Studies in Fraud and Technology Controls (8 hour version) (Webinar) (21WC-0082)*Understanding information technology general controls and application controls and the importance of both*Identifying fraud risk in an organization*Studying reported fraud cases to understand how control failures contributed to fraud losses |
| 4/23/2021 | 7 a.m. - 2:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WC-0081: K2's Case Studies in Fraud and Technology Controls (8 hour version) (Webinar) (21WC-0081)*Understanding information technology general controls and application controls and the importance of both*Identifying fraud risk in an organization*Studying reported fraud cases to understand how control failures contributed to fraud losses |
| 4/23/2021 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WC-0045: GAAP Update (Webinar) (21WC-0045)*Business combinations and consolidations *Intangibles *Reporting comprehensive ihncome *Derivatives and hedging *Fair value *Lease accounting *Accounting for financial instruments |
| 4/16/2021 | 10:30 a.m. - 6 p.m. | Online | 8 CPE (0 tech, 0 non-tech) | |
| 21WC-0097: FASB Update: What's New? (Webinar) (21WC-0097)FASB's current activities, including ASUs issued and workplan agenda. |
| 4/27/2021 | 1:30 - 3 p.m. | Online | 1.5 CPE (0 tech, 0 non-tech) | |
| 21WA-0068: A CPAs Guide to Due Diligence (Webinar) (21WA-0068)*Due Diligence |
| 5/3/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0102: Business Longevity (Webinar) (21WA-0102)*Business Management*Organization |
| 5/18/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0029: Governmental Auditing Update: Yellow Book & Uniform Guidance What You Need to Know (Webinar) (21WA-0029)*Changes to Yellow Book and Single Audits*Single Audit under the Uniform Grant Guidance*Auditing |
| 4/15/2021 | 9 a.m. - 12:55 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0108: Practical Strategic Planning (Webinar) (21WA-0108)*Management strategies*Strategic planning |
| 5/20/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0096: What's Going on at the GASB (Webinar) (21WA-0096)*Accounting*Accounting standards issued by the Government Accounting Standards Board (GASB)*GASB's current projects and exposure drafts |
| 5/14/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0092: What's Going on at the FASB (Webinar) (21WA-0092)*Accounting*FASB |
| 5/12/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0176: Accounting & Auditing Update (Webinar) (21WA-0176)*Recently issued Accounting Standard Updates (ASUs)*Leases; Financial instruments*The new auditors report (SAS 134)*Employee Benefit Plan Audits (SAS 136)*Materiality |
| 6/22/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0104: Not-for-Profit Accounting Update (Webinar) (21WA-0104)*Governemental accounting*Not-for-Profit accounting*Topic 606 |
| 5/19/2021 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0165: Business Consulting for CPAs (Webinar) (21WA-0165)*Management Services |
| 6/16/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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-0148: Common Audit Deficiencies (Webinar) (21WA-0148)*Auditing estimates*Internal controls deficiencies*Documentation deficiencies*Risk assessment*Yellowbook |
| 6/9/2021 | 1 - 4:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0103: Common Audit Deficiencies (Webinar) (21WA-0103)*Auditing estimates*Internal controls deficiencies*Documentation deficiencies*Risk assessment*Yellowbook |
| 5/19/2021 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0113: What's Changing in A&A for Governmental Entities (Webinar) (21WA-0113)*Governmental Accounting and Auditing |
| 5/20/2021 | 1 - 5:05 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0155: Accounting & Auditing Update (Webinar) (21WA-0155)*Recently issued Accounting Standard Updates (ASUs)*Leases; Financial instruments*The new auditors report (SAS 134)*Employee Benefit Plan Audits (SAS 136)*Materiality |
| 6/10/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0067: Not-for-Profit Accounting & Auditing Update (Webinar) (21WA-0067)*Not-for-Profit accounting*Not-for-Profit auditing*SAS 134 |
| 5/3/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0124: Business Longevity (Webinar) (21WA-0124)*Business Management*Organization |
| 5/26/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0143: Practical Strategic Planning (Webinar) (21WA-0143)*Management strategies*Strategic planning |
| 6/8/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0061: What's Changing in A&A for Governmental Entities (Webinar) (21WA-0061)*Governmental Accounting and Auditing |
| 4/28/2021 | 1 - 5:05 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0086: Managing the Accounting Department (Webinar) (21WA-0086)*Accounting*Leadership*Management |
| 5/10/2021 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0078: Topic 842: Implementing Leases Workshop (Webinar) (21WA-0078)*Accounting*New leases standard (ASC 842) |
| 5/7/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 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-0081: Business Consulting for CPAs (Webinar) (21WA-0081)*Management Services |
| 5/7/2021 | 11 a.m. - 3 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, 0 non-tech) | |
| 21WA-0131: What's Going on at the GASB (Webinar) (21WA-0131)*Accounting*Accounting standards issued by the Government Accounting Standards Board (GASB)*GASB's current projects and exposure drafts |
| 5/29/2021 | 1 - 4:50 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WA-0049: Practical Strategic Planning (Webinar) (21WA-0049)*Management strategies*Strategic planning |
| 4/22/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WA-0057: A CPAs Guide to Due Diligence (Webinar) (21WA-0057)*Due Diligence |
| 4/27/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0116: A CPAs Guide to Due Diligence (Webinar) (21WA-0116)*Due Diligence |
| 5/21/2021 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0174: A CPAs Guide to Due Diligence (Webinar) (21WA-0174)*Due Diligence |
| 6/21/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0160: Governmental Auditing Update: Yellow Book & Uniform Guidance What You Need to Know (Webinar) (21WA-0160)*Changes to Yellow Book and Single Audits*Single Audit under the Uniform Grant Guidance*Auditing |
| 6/14/2021 | 1 - 4:55 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0125: Managing the Accounting Department (Webinar) (21WA-0125)*Accounting*Leadership*Management |
| 5/26/2021 | 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-0035: Not-for-Profit Accounting Update (Webinar) (21WA-0035)*Governemental accounting*Not-for-Profit accounting*Topic 606 |
| 4/16/2021 | 1 - 4:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0122: Business Consulting for CPAs (Webinar) (21WA-0122)*Management Services |
| 5/25/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0173: What's Changing in A&A for Governmental Entities (Webinar) (21WA-0173)*Governmental Accounting and Auditing |
| 6/19/2021 | 1 - 5:05 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0033: Not-for-Profit Accounting & Auditing Update (Webinar) (21WA-0033)*Not-for-Profit accounting*Not-for-Profit auditing*SAS 134 |
| 4/16/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0119: Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (21WA-0119)*Business Management*Organization |
| 5/24/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (0 tech, 4 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-0130: Governmental Auditing Update: Yellow Book & Uniform Guidance What You Need to Know (Webinar) (21WA-0130)*Changes to Yellow Book and Single Audits*Single Audit under the Uniform Grant Guidance*Auditing |
| 5/29/2021 | 9 a.m. - 12:55 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0094: Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (21WA-0094)*Business Management*Organization |
| 5/13/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (0 tech, 4 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-0114: Business Turnaround (Webinar) (21WA-0114)*Management*Business Turnaround |
| 5/21/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WA-0075: Annual Update for Governments and Not-for-Profits (Webinar) (21WA-0075)*Accounting standards recently issued by the Government Accounting Standards Board (GASB).*Yellowbook*Auditing |
| 5/6/2021 | 9 a.m. - 12:55 p.m. | Online | 4.2 CPE (0 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, 0 non-tech) | |
| 21WA-0145: Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (21WA-0145)*Business Management*Organization |
| 6/9/2021 | 9 a.m. - 12:50 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-0164: Topic 842: Implementing Leases Workshop (Webinar) (21WA-0164)*Accounting*New leases standard (ASC 842) |
| 6/15/2021 | 5 - 8:50 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-0066: Topic 842: Implementing Leases Workshop (Webinar) (21WA-0066)*Accounting*New leases standard (ASC 842) |
| 4/29/2021 | 5 - 8:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0172: What's Going on at the FASB (Webinar) (21WA-0172)*Accounting*FASB |
| 6/19/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0150: Annual Update for Governments and Not-for-Profits (Webinar) (21WA-0150)*Accounting standards recently issued by the Government Accounting Standards Board (GASB).*Yellowbook*Auditing |
| 6/9/2021 | 5 - 8:55 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0064: Business Consulting for CPAs (Webinar) (21WA-0064)*Management Services |
| 4/29/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0158: What's Going on at the GASB (Webinar) (21WA-0158)*Accounting*Accounting standards issued by the Government Accounting Standards Board (GASB)*GASB's current projects and exposure drafts |
| 6/14/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0110: What's Going on at the FASB (Webinar) (21WA-0110)*Accounting*FASB |
| 5/20/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0054: Not-for-Profit Accounting Update (Webinar) (21WA-0054)*Governemental accounting*Not-for-Profit accounting*Topic 606 |
| 4/24/2021 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0140: Topic 842: Implementing Leases Workshop (Webinar) (21WA-0140)*Accounting*New leases standard (ASC 842) |
| 6/7/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0042: Annual Update for Governments and Not-for-Profits (Webinar) (21WA-0042)*Accounting standards recently issued by the Government Accounting Standards Board (GASB).*Yellowbook*Auditing |
| 4/20/2021 | 1 - 4:55 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-0077: Common Audit Deficiencies (Webinar) (21WA-0077)*Auditing estimates*Internal controls deficiencies*Documentation deficiencies*Risk assessment*Yellowbook |
| 5/6/2021 | 1 - 4:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0168: Business Longevity (Webinar) (21WA-0168)*Business Management*Organization |
| 6/17/2021 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0062: Business Turnaround (Webinar) (21WA-0062)*Management*Business Turnaround |
| 4/28/2021 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0038: Managing the Accounting Department (Webinar) (21WA-0038)*Accounting*Leadership*Management |
| 4/19/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0039: Common Audit Deficiencies (Webinar) (21WA-0039)*Auditing estimates*Internal controls deficiencies*Documentation deficiencies*Risk assessment*Yellowbook |
| 4/20/2021 | 9 a.m. - 12:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0166: Practical Strategic Planning (Webinar) (21WA-0166)*Management strategies*Strategic planning |
| 6/16/2021 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0047: Business Longevity (Webinar) (21WA-0047)*Business Management*Organization |
| 4/22/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0149: Not-for-Profit Accounting Update (Webinar) (21WA-0149)*Governemental accounting*Not-for-Profit accounting*Topic 606 |
| 6/9/2021 | 1 - 4:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0136: What's Changing in A&A for Governmental Entities (Webinar) (21WA-0136)*Governmental Accounting and Auditing |
| 6/4/2021 | 9 a.m. - 1:05 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0032: What's Going on at the GASB (Webinar) (21WA-0032)*Accounting*Accounting standards issued by the Government Accounting Standards Board (GASB)*GASB's current projects and exposure drafts |
| 4/15/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0055: Not-for-Profit Accounting & Auditing Update (Webinar) (21WA-0055)*Not-for-Profit accounting*Not-for-Profit auditing*SAS 134 |
| 4/24/2021 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0090: What's Changing in A&A for Governmental Entities (Webinar) (21WA-0090)*Governmental Accounting and Auditing |
| 5/12/2021 | 9 a.m. - 1:05 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0121: Accounting & Auditing Update (Webinar) (21WA-0121)*Recently issued Accounting Standard Updates (ASUs)*Leases; Financial instruments*The new auditors report (SAS 134)*Employee Benefit Plan Audits (SAS 136)*Materiality |
| 5/25/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0138: What's Going on at the FASB (Webinar) (21WA-0138)*Accounting*FASB |
| 6/4/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0060: What's Going on at the FASB (Webinar) (21WA-0060)*Accounting*FASB |
| 4/28/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0139: Business Turnaround (Webinar) (21WA-0139)*Management*Business Turnaround |
| 6/7/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0097: Governmental Auditing Update: Yellow Book & Uniform Guidance What You Need to Know (Webinar) (21WA-0097)*Changes to Yellow Book and Single Audits*Single Audit under the Uniform Grant Guidance*Auditing |
| 5/14/2021 | 1 - 4:55 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0152: Managing the Accounting Department (Webinar) (21WA-0152)*Accounting*Leadership*Management |
| 6/10/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0118: Topic 842: Implementing Leases Workshop (Webinar) (21WA-0118)*Accounting*New leases standard (ASC 842) |
| 5/22/2021 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0043: Accounting & Auditing Update (Webinar) (21WA-0043)*Recently issued Accounting Standard Updates (ASUs)*Leases; Financial instruments*The new auditors report (SAS 134)*Employee Benefit Plan Audits (SAS 136)*Materiality |
| 4/21/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0085: Accounting & Auditing Update (Webinar) (21WA-0085)*Recently issued Accounting Standard Updates (ASUs)*Leases; Financial instruments*The new auditors report (SAS 134)*Employee Benefit Plan Audits (SAS 136)*Materiality |
| 5/10/2021 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0088: Business Turnaround (Webinar) (21WA-0088)*Management*Business Turnaround |
| 5/11/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0051: The 360 on Social Security (Webinar) (21WA-0051)*Understanding the Value of Social Security*How Social Security Benefits are Calculated*Different Types of Social Security Benefits |
| 4/22/2021 | 12:30 - 1:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-0074: Practical Strategic Planning (Webinar) (21WA-0074)*Management strategies*Strategic planning |
| 5/5/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 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-0040: Mergers & Acquisitions: Tricks, Traps & Terrors (Webinar) (21WA-0040)*Business Management*Organization |
| 4/20/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0107: Not-for-Profit Accounting & Auditing Update (Webinar) (21WA-0107)*Not-for-Profit accounting*Not-for-Profit auditing*SAS 134 |
| 5/19/2021 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0070: Not-for-Profit Accounting Update (Webinar) (21WA-0070)*Governemental accounting*Not-for-Profit accounting*Topic 606 |
| 5/3/2021 | 1 - 4:55 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WA-0135: A CPAs Guide to Due Diligence (Webinar) (21WA-0135)*Due Diligence |
| 6/3/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WA-0146: Not-for-Profit Accounting & Auditing Update (Webinar) (21WA-0146)*Not-for-Profit accounting*Not-for-Profit auditing*SAS 134 |
| 6/9/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WA-0106: Annual Update for Governments and Not-for-Profits (Webinar) (21WA-0106)*Accounting standards recently issued by the Government Accounting Standards Board (GASB).*Yellowbook*Auditing |
| 5/19/2021 | 1 - 4:55 p.m. | Online | 4.2 CPE (0 tech, 0 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-0036: Inventory, Expense & Payroll Fraud (Webinar) (21WA-0036)*Auditing*Fraud |
| 4/19/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0093: Preventing Small Business Fraud (Webinar) (21WA-0093)*Auditing*Fraud |
| 5/12/2021 | 3 - 6 p.m. | Online | 3 CPE (0 tech, 0 non-tech) | |
| 21WA-0041: When Leadership Fails (Webinar) (21WA-0041)*Auditing*Fraud |
| 4/20/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-0170: Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (21WA-0170)*Auditing*Fraud |
| 6/18/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0048: Defense Against the Dark Arts: Now & Future Fraud (Webinar) (21WA-0048)*TBD |
| 4/22/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-0111: Inventory, Expense & Payroll Fraud (Webinar) (21WA-0111)*Auditing*Fraud |
| 5/20/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0083: Accounting & Auditing Update for Small Businesses (Webinar) (21WA-0083)*Small business accounting*Small business auditing*Recent activites of ASB & ARSC |
| 5/10/2021 | 9 a.m. - 1 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0076: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (21WA-0076)*Auditing*Fraud |
| 5/6/2021 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WA-0159: Inventory, Expense & Payroll Fraud (Webinar) (21WA-0159)*Auditing*Fraud |
| 6/14/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0030: Asset Misappropriation: Let Me Count the Ways? (Webinar) (21WA-0030)*Auditing*Fraud |
| 4/15/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0091: Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (21WA-0091)*Coaching*Effective Communication |
| 5/12/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0154: Inventory, Expense & Payroll Fraud (Webinar) (21WA-0154)*Auditing*Fraud |
| 6/10/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0098: Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (21WA-0098)*Auditing*Fraud |
| 5/14/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0178: Asset Misappropriation: Let Me Count the Ways? (Webinar) (21WA-0178)*Auditing*Fraud |
| 6/22/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0045: Measuring Audit Risks (Webinar) (21WA-0045)*Auditing*Fraud |
| 4/21/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0073: Auditing for Fraud (Webinar) (21WA-0073)*Auditing*Fraud |
| 5/5/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0100: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (21WA-0100)*Auditing*Fraud |
| 5/17/2021 | 3 - 6 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WA-0162: Personal Leadership Skills (Webinar) (21WA-0162)*Leadership*Personality Types*Communication*Memory |
| 6/15/2021 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0117: 2020 Audit & Attestation Update (Webinar) (21WA-0117)*Auditing Standards*Ethics |
| 5/22/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (3 tech, 1 non-tech) | 1 Ethics |
| 21WA-0129: Auditing for Fraud (Webinar) (21WA-0129)*Auditing*Fraud |
| 5/28/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0134: Auditing for Fraud (Webinar) (21WA-0134)*Auditing*Fraud |
| 6/3/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0169: Humor and Leadership: A Serious Look at Humor in the Workplace (Webinar) (21WA-0169)*TBD* |
| 6/17/2021 | 12:30 - 1:20 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0157: Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (21WA-0157)*Coaching*Effective Communication |
| 6/11/2021 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0071: Personal Leadership Skills (Webinar) (21WA-0071)*Leadership*Personality Types*Communication*Memory |
| 5/4/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0082: 2020 Audit & Attestation Update (Webinar) (21WA-0082)*Auditing Standards*Ethics |
| 5/7/2021 | 1 - 4:50 p.m. | Online | 4 CPE (3 tech, 1 non-tech) | 1 Ethics |
| 21WA-0037: Asset Misappropriation: Let Me Count the Ways? (Webinar) (21WA-0037)*Auditing*Fraud |
| 4/19/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0058: SAS 122, AU 240, Consideration of Fraud In A Financial Statement Audit (Webinar) (21WA-0058)*Auditing*Fraud |
| 4/27/2021 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-0112: It's All Under Control, Internal Control (Webinar) (21WA-0112)*TBD* |
| 5/20/2021 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-0137: When Leadership Fails (Webinar) (21WA-0137)*Auditing*Fraud |
| 6/4/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0123: Accounting & Auditing Update for Small Businesses (Webinar) (21WA-0123)*Small business accounting*Small business auditing*Recent activites of ASB & ARSC |
| 5/25/2021 | 5 - 9 p.m. | Online | 4.2 CPE (4.2 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-0141: 2020 Audit & Attestation Update (Webinar) (21WA-0141)*Auditing Standards*Ethics |
| 6/7/2021 | 1 - 4:50 p.m. | Online | 4 CPE (3 tech, 1 non-tech) | 1 Ethics |
| 21WA-0087: Why Auditors Fail To Detect Fraud (Webinar) (21WA-0087)*Auditing*Fraud |
| 5/11/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0101: Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (21WA-0101)*Auditing*Fraud |
| 5/18/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0177: Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (21WA-0177)*Coaching*Effective Communication |
| 6/22/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0133: Measuring Audit Risks (Webinar) (21WA-0133)*Auditing*Fraud |
| 6/2/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0031: Personal Leadership Skills (Webinar) (21WA-0031)*Leadership*Personality Types*Communication*Memory |
| 4/15/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0053: Auditing for Fraud (Webinar) (21WA-0053)*Auditing*Fraud |
| 4/23/2021 | 1 - 3 p.m. | Online | 2 CPE (2 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-0179: Accounting & Auditing Update for Small Businesses (Webinar) (21WA-0179)*Small business accounting*Small business auditing*Recent activites of ASB & ARSC |
| 6/22/2021 | 1 - 5 p.m. | Online | 4.2 CPE (0 tech, 0 non-tech) | |
| 21WA-0156: Asset Misappropriation: Let Me Count the Ways? (Webinar) (21WA-0156)*Auditing*Fraud |
| 6/11/2021 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-0069: What Does Fraud Look Like? (Webinar) (21WA-0069)*Auditing*Fraud |
| 5/3/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-0059: What Does Fraud Look Like? (Webinar) (21WA-0059)*Auditing*Fraud |
| 4/28/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-0144: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (21WA-0144)*Auditing*Fraud |
| 6/8/2021 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WA-0050: Why Auditors Fail To Detect Fraud (Webinar) (21WA-0050)*Auditing*Fraud |
| 4/22/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0147: Walk'n, Talk'n, Look'n, and Listen'n or Things That Most Auditors Don't Do Well (Webinar) (21WA-0147)*Auditing*Fraud |
| 6/9/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0171: Measuring Audit Risks (Webinar) (21WA-0171)*Auditing*Fraud |
| 6/18/2021 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0063: 2020 Audit & Attestation Update (Webinar) (21WA-0063)*Auditing Standards*Ethics |
| 4/29/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (3 tech, 1 non-tech) | 1 Ethics |
| 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-0120: Measuring Audit Risks (Webinar) (21WA-0120)*Auditing*Fraud |
| 5/24/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0115: Preventing Small Business Fraud (Webinar) (21WA-0115)*Auditing*Fraud |
| 5/21/2021 | 12 - 3 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WA-0132: Preventing Small Business Fraud (Webinar) (21WA-0132)*Auditing*Fraud |
| 6/1/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WA-0080: When Leadership Fails (Webinar) (21WA-0080)*Auditing*Fraud |
| 5/7/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0142: Why Auditors Fail To Detect Fraud (Webinar) (21WA-0142)*Auditing*Fraud |
| 6/7/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0126: When Leadership Fails (Webinar) (21WA-0126)*Auditing*Fraud |
| 5/26/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0167: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (21WA-0167)*Auditing*Fraud |
| 6/17/2021 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WA-0079: Measuring Audit Risks (Webinar) (21WA-0079)*Auditing*Fraud |
| 5/7/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0065: SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement (Webinar) (21WA-0065)*Auditing*Fraud |
| 4/29/2021 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 21WA-0128: Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (21WA-0128)*Coaching*Effective Communication |
| 5/27/2021 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0109: SAS 122, AU 240, Consideration of Fraud In A Financial Statement Audit (Webinar) (21WA-0109)*Auditing*Fraud |
| 5/20/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0034: SAS 122, AU 240, Consideration of Fraud In A Financial Statement Audit (Webinar) (21WA-0034)*Auditing*Fraud |
| 4/16/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0127: Why Auditors Fail To Detect Fraud (Webinar) (21WA-0127)*Auditing*Fraud |
| 5/27/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0089: Inventory, Expense & Payroll Fraud (Webinar) (21WA-0089)*Auditing*Fraud |
| 5/11/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0105: Asset Misappropriation: Let Me Count the Ways? (Webinar) (21WA-0105)*Auditing*Fraud |
| 5/19/2021 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0161: 2020 Audit & Attestation Update (Webinar) (21WA-0161)*Auditing Standards*Ethics |
| 6/15/2021 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (3 tech, 1 non-tech) | 1 Ethics |
| 21WA-0163: What Does Fraud Look Like? (Webinar) (21WA-0163)*Auditing*Fraud |
| 6/15/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0072: SAS 122, AU 240, Consideration of Fraud In A Financial Statement Audit (Webinar) (21WA-0072)*Auditing*Fraud |
| 5/4/2021 | 12 - 2 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-0046: Accounting & Auditing Update for Small Businesses (Webinar) (21WA-0046)*Small business accounting*Small business auditing*Recent activites of ASB & ARSC |
| 4/21/2021 | 1 - 5 p.m. | Online | 4.2 CPE (4.2 tech, 0 non-tech) | |
| 21WA-0095: What Does Fraud Look Like? (Webinar) (21WA-0095)*Auditing*Fraud |
| 5/13/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0099: Personal Leadership Skills (Webinar) (21WA-0099)*Leadership*Personality Types*Communication*Memory |
| 5/17/2021 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0044: Coaching Skills for CPAs, Controllers and Financial Managers (Webinar) (21WA-0044)*Coaching*Effective Communication |
| 4/21/2021 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 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-0175: When Leadership Fails (Webinar) (21WA-0175)*Auditing*Fraud |
| 6/21/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| 21WA-0153: SAS 122, AU 240, Consideration of Fraud In A Financial Statement Audit (Webinar) (21WA-0153)*Auditing*Fraud |
| 6/10/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-0151: Accounting & Auditing Update for Small Businesses (Webinar) (21WA-0151)*Small business accounting*Small business auditing*Recent activites of ASB & ARSC |
| 6/10/2021 | 9 a.m. - 1 p.m. | Online | 4.2 CPE (0 tech, 0 non-tech) | |
| 21WA-0052: Personal Leadership Skills (Webinar) (21WA-0052)*Leadership*Personality Types*Communication*Memory |
| 4/23/2021 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WA-0056: Preventing Small Business Fraud (Webinar) (21WA-0056)*Auditing*Fraud |
| 4/26/2021 | 12 - 3 p.m. | Online | 3 CPE (0 tech, 0 non-tech) | |
| 21WA-0084: Asset Misappropriation: Let Me Count the Ways? (Webinar) (21WA-0084)*Auditing*Fraud |
| 5/10/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| New 21WX-0277: CFO Series: Navigating the New Interest Expense Limitation (Webinar) (21WX-0277)*Broad definition of interest and the gross receipts test*Ordering rules for deductions and carryforwards*Application to partnerships, S Corporations, C Corporation and their owners*Electing out*Reporting on Form 8990*Recent IRS regulations, rulings and developments |
| 4/30/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0275: Long-Term Care Insurance: Make the Switch (Webinar) (21WX-0275)*The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding |
| 4/29/2021 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-0260: COVID-19: Financial Statement & Disclosure (Webinar) (21WX-0260)*COVID-19 impact on the economy, businesses, financial statements and audit engagements*Financial statement implications, including revenue recognition challenges, lease accounting and modification, debt and related issues, CECL for non-financial service companies, equity investments and more*Evaluating going concern analysis, liquidation of basis accounting, subsequent events, and more |
| 4/20/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0276: Reporting the Results of a Fraud Investigation (Webinar) (21WX-0276)*Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial |
| 4/29/2021 | 11:30 a.m. - 1:30 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) | |
| New 21WX-0271: Working Smarter: Power-up Your Productivity (Webinar) (21WX-0271)*Increasing personal and professional productivity*Identifying high-value projects that align with your organization's mission*Implementing effective project management tools |
| 4/27/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0279: CFO Series: Corporate Ethics: Cases from the Real World (Webinar) (21WX-0279)*Discuss five real world ethics cases *Sources of ethical guidance*AICPA Code of Professional Conduct*IMA Statement of Ethical Professional Practice*Other Ethical Standards** |
| 5/7/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 21WX-0261: Ethics in the Real World with Dr. Toby Groves (Webinar) (21WX-0261)*Why model codes of ethics fail*The science behind organizations "Ethical DNA"*Understanding the psychology behind "Tone at the Top" *The interaction between critical thinking and ethics*Breaking myths about motivation related to decision making*Ethical decision-making under pressure*Are ethics and morals "fixed" or can we learn to improve |
| 4/20/2021 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New 21WX-0257: Interviewing Skills with Dr. Toby Groves (Webinar) (21WX-0257)*Communicating in different cultures*Asking powerful questions*Improvisation techniques useful in interviewing sessions*Metacommunication, para-linguistics and body language*Feedback and active listening |
| 4/15/2021 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-0281: CFO Series: COVID-19 Losses - Going Backwards and Forwards (Webinar) (21WX-0281)*Review recent legislation, including the Tax Cuts and Jobs Act and CARES Act*Deduction business losses*New rules for carrybacks and carryforwards*Form 1139 and Form 1045 for carryback reporting*Amended returns |
| 5/14/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0264: CFO Series: Microsoft 365 Apps - Teams, SharePoint & OneDrive (Webinar) (21WX-0264)*Review the power of the Teams app for communication, collaboration and knowledge sharing.*Review how SharePoint and OneDrive can serve as your cloud storage platform for shared files. |
| 4/23/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0267: Risk Management in a Post-COVID World (Webinar) (21WX-0267)*Black Swan Risks *Role of Finance, Internal and External Auditors*COSO's Risk Management Standards *The COSO Cube*The COSO Double Helix*Risk Management Definitions Event Identification *Expected Value Analysis*The Heat Map*The World Economic Forum Global Risk Reports Alternative Risk Responses *Avoidance*Reduce/Increase*Share*Accept Lessons from the Great by Choice Research *Personal Risk Management |
| 4/26/2021 | 8:30 - 10 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New 21WX-0282: CFO Series: Optimizing Working Capital Management (Webinar) (21WX-0282)*Identify the relevant and critical factors impacting working capital level.*Describe approaches and policies associated with working capital management.*Calculate your cash conversion cycle.*Maintain solid relationships with suppliers to manage your inventory.*Learn efficient working capital management practices while maintaining smooth operations that improve profitability. |
| 5/21/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0286: CFO Series: Making Internal Audit an Asset for the CFO (Webinar) (21WX-0286)*Developing finance personnel*Broadening finance staff assignments*Creating guest auditor rotations to develop and share best practices*Improving operational auditing*Enhancing operational auditing*Creating third party auditing processes to ensure outsourced risk is managed*Driving a culture of control |
| 6/11/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0256: Ethical Intelligence with Dr. Toby Groves (Webinar) (21WX-0256)*How culture affects ethical judgment*The surprising relationship between empathy and ethics*Mindfulness and resilience*Ethical transparency*Ethical fading and bounded ethicality*The neuroscience of ethical information-processing*The psychology behind empathy, transparency and trust |
| 4/15/2021 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New 21WX-0273: Money and the Mind During COVID-19 (Webinar) (21WX-0273)*Layout of how everyone, including CPAs and CFOs, psychologically approach financial decisions, and the biases that can result in catastrophic losses. *Analyze the economic lives of clients at different income and wealth levels*Recognize how personal beliefs help or hinder climbing the ladder *Incorporate what you've learned when assisting people harmed by COVID-19 crisis*We'll hazard some financial predictions for the near future |
| 4/28/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WX-0266: Metathinking: New Critical Thinking Strategies for CPAs (Webinar) (21WX-0266)*Mindset and emotional intelligence*Transparency*Strategies to uncover unconscious thinking processes*Explicit and implicit learning*Habit replacement*Decision-making under pressure*Metacognition*Mental resiliency |
| 4/26/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 0 non-tech) | |
| New 21WX-0258: CFO Series: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WX-0258)*Why are financial accounting statements becoming less useful? *Step-by-step advice on how to effectively manage your career*The five typical ways we (unknowingly) derail our career*What is, "the power of one made stronger by others"?*Success is not a zero-sum game. * Proof that nice people eventually finish first*Who is more successful, takers, givers or matchers?*Why is a 'five-minute favor' so effective?*Cases and Group Discussion: This seminar includes two (2) case studies for group discussion. |
| 4/16/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| New 21WX-0272: Legal Planning for Care Giving of Elderly/Disabled Clients (Webinar) (21WX-0272)*Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.*Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.*When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations. |
| 4/28/2021 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-0262: How-To Guide to Fraud Investigations (Webinar) (21WX-0262)*Typical asset misappropriation schemes and how they are carried out*Red flags of asset misappropriation schemes*Data analysis, including financial ratios that may identify irregularities*Analyzing financial statements for fraud investigations*In-depth asset misappropriation case study |
| 4/20/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0285: CFO Series: June 2021 Webinar Bundle (Webinar) (21WX-0285)*Week 1: CFO Series: Closing Best Practices - Shorten Month End | CPE: 2 | Field of Study: Accounting | Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc. | Date: 06/04/2021 | Description: Surveys show that the average North American company completes its monthly financial statement closing in six days. However, some companies can close their books in one day or less. You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper. *Week 2: CFO Series: Making Internal Audit an Asset for the CFO | CPE: 2 | Field of Study: Auditing | Discussion Leader: Charles Silvey, CPA, The Knowledge Institute, LLC | Date: 06/11/2021 | Description: Sarbanes Oxley (SOX) created a specific deliverable for Internal Audit causing many CFO's to underutilize this important resource by not focusing on the other areas where Internal Audit can improve controls and productivity and reduce cost and risks. We will review the overlooked benefits your Internal Audit function can provide. *Week 3: CFO Series: Exploring and Deploying the Microsoft 365 Apps | CPE: 2| Field of Study: Information Technology | Discussion Leader: John Higgins, CPA.CITP, CPA Crossings, LLC | Date: 06/18/2021 | Description: In this module we will do a round-robin review of all the Microsoft 365 apps, so that you can determine each app's strategic value which will help you determine if and when you should deploy them. We will review a step-by-step approach to deploying Microsoft 365, including the Admin role and how to assign that responsibility. *Week 4: CFO Series: Controlling Management Continuity Risk | CPE: 2 | Field of Study: Auditing | Discussion Leader: Don Minges, MBA, The Knowledge Institute, LLC | Date: 06/25/2021 | Description: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis. |
| 6/4/2021 | 10 a.m. - 12 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21WX-0255: COVID-19: Impact on SSARS and Other Attest Engagements (Webinar) (21WX-0255)*Issues and disruptions from the impact of COVID-19 such as financial reporting framework, documentation and understanding of an engagement, non-attest services, performance requirements on review engagements, compilation and preparation engagements and reporting issues*Common findings identified in connection with Peer Reviews on SSARS engagements |
| 4/15/2021 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0280: CFO Series: May 2021 Webinar Bundle (Webinar) (21WX-0280)*Week 1: CFO Series: CFO Series: Corporate Ethics - Cases from the Real World | CPE: 2 | Field of Study: Regulatory Ethics | Discussion Leader: John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc. | Date: 05/07/2021 | Description: Anyone who has ever attended a lecture-format ethics seminar knows there is a better way. This session provides an opportunity for lively group discussion of real world, ethical dilemmas. Corporate Ethics examines five cases drawn from real-life business conflicts involving corporate financial managers.*Week 2: CFO Series: COVID-19 Losses - Going Backwards and Forwards | CPE: 2 | Field of Study: Taxes | Discussion Leader: Doug Van Der Aa, CPA, JD, Van Der Aa Tax Education | Date: 05/14/2021 | Description: The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds." *Week 3: CFO Series: Optimizing Working Capital Management | CPE: 2 | Field of Study: Finance| Discussion Leader: Dana M. Johnson, PhD, CPA, CMA, The Knowledge Institute, LLC | Date: 05/21/2021 | Description: Cash is "King", but it does not manage itself. This session will explore short-term, mid-term, and long-term cash management techniques and attempt to answer these issues: *How can we shorten the cash conversion cycle?
*How can we use technology to improve receipts?
*How working with vendors and customers can help cash management efforts.
*How working capital loans depend on our collateral and overall debt capacity.
*How banks and other lenders fit into our long-term cash and capital needs. *Week 4: CFO Series: Putting Microsoft 365 to Use | CPE: 2 | Field of Study: Information Technology | Discussion Leader: John Higgins, CPA.CITP, CPA Crossings, LLC | Date: 05/28/2021 | Description: This session will review how to integrate file sharing into Teams conversations, share file access externally, collaborate on document preparation and editing. We will also demonstrate how the core apps of OneNote, Planner and Power BI can enhance your digital platform. |
| 5/7/2021 | 10 a.m. - 12 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 2 Ethics |
| New 21WX-0278: Creating a Change Ready Culture (Webinar) (21WX-0278)*Best practices to create a change ready culture*Change "accelerators"*How to manage internal change functions well*Characteristics of change ready leadership*Characteristics of an organic growth mindset |
| 4/30/2021 | 12:30 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-0265: Advanced Negotiations: Beyond Getting to Yes (Webinar) (21WX-0265)*What happens when you are in a negotiation*Preparing to negotiate*Get your counterpart to solve the problem*Negotiation Jujitsu*Reading your counterpart |
| 4/26/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-0287: CFO Series: Exploring and Deploying the Microsoft 365 Apps (Webinar) (21WX-0287)*Review and demonstrate the Microsoft 365 online apps*Present a structured approach to planning your Microsoft 365 deployment strategy |
| 6/18/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0268: The Science of Ethics with Dr. Toby Groves (Webinar) (21WX-0268)*Learn how to resolve competing motivations*Recognize ethically relevant behavioral cues at the individual, team, and organizational levels*Learn the cognitive tools to combat bias and situation blindness*Hear the methods that help teams debate problems effectively*Understand the science behind cultural norms |
| 4/26/2021 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New 21WX-0259: Yellow Book Independence and Single Audit Fundamentals (Webinar) (21WX-0259)*The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration *Fundamentals of a compliance audit performed under the Uniform Guidance *Schedule of expenditure of federal awards *Determination of major programs *Using the Compliance Supplement *Uniform Guidance administrative requirements and cost principles *Testing internal control over compliance *Testing compliance*Writing an audit finding *Reporting requirements of a single audit *COVID-19 changes |
| 4/19/2021 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WX-0283: CFO Series: Putting Microsoft 365 to Use (Webinar) (21WX-0283)*Sharing files stored in SharePoint and OneDrive through the Teams app*Learn the power of the OneNote app*Learn the power of the Planner App*Learn the power of Power BI* |
| 5/28/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0270: How to be a Change Leader (Webinar) (21WX-0270)*The critical importance of leading change in today's organizations*The seven aspects of leading change well*Setting expectations - the foundation of successful change*How to create a vision that achieves buy-in*How to form a coalition, an essential component of any change effort *How to mobilize and use change networks to accelerate change*Best practice communication strategies*Establishing 360 feedback mechanisms and measurement*Intrapersonal and interpersonal skills toolkit |
| 4/27/2021 | 12:30 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New 21WX-0269: Unconscious Bias with Dr. Toby Groves (Webinar) (21WX-0269)*Advanced strategies to recognize decision-making biases in your work*How audit investigations are affected by unconscious bias*The neuroscience behind implicit associations*Cognitive diversity and group decision making*How stereotypes develop*Ethical decisions and implicit associations |
| 4/26/2021 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-0263: The New Psychology of Professional Skepticism (Webinar) (21WX-0263)*Dimensions of skeptical reasoning*The "mind-lens" approach to challenging faulty assumptions*Understand how to tune their skeptical "signal to noise" ratio*The role of situational awareness in skepticism*How to determine the reliability and validity of evidence*How to match skeptical reasoning to the environment*Learn how to uncover hidden biases that damage skepticism |
| 4/20/2021 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 21WX-0284: CFO Series: Closing Best Practices: Shorten Month End (Webinar) (21WX-0284)*Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close*Review and discuss information system's headaches that slow you down*Work through examples of close cycle "time killers" and how to resolve them*Identify the improvement projects that will yield the biggest benefit*Review what leading edge finance managers are doing to close more quickly |
| 6/4/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0274: Change: Embrace & Enjoy - It Is Inevitable (Webinar) (21WX-0274)*Examples of how the rate of change has morphed over time*Examples of the many changes in accounting*How to enhance your adaptability so you can thrive in a world of change |
| 4/29/2021 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 21WI-0031: Blockchain: Core Elements and Potential of Blockchain Technology (Webinar) (21WI-0031)*Different technology concepts behind blockchain *Understand, use and secure the blockchain application of crypto and digital assets *Current and potential blockchain usage beyond cryptocurrencies *Blockchain applications in multiple industries and how it will affect accounting and finance |
| 4/20/2021 | 10 a.m. - 3 p.m. | Online | 5 CPE (5 tech, 0 non-tech) | |
| New 21WI-0032: Blockchain: Functional Application (Webinar) (21WI-0032)*Blockchain processes, technical controls and the role of accounting and finance professionals *Risks and challenges of blockchain adoption *Attributes of permissioned and permissionless ledgers and other solutions *Blockchain trends |
| 4/21/2021 | 10 a.m. - 2:30 p.m. | Online | 4.5 CPE (4.5 tech, 0 non-tech) | |
| New 21WX-0291: COVID-19: Loan Provisions and Forgiveness Update (Webinar) (21WX-0291)*New Stimulus PPP loan provisions and how retroactive changes to PPP1 affect what to do about forgiveness of those loans *Comparison of PPP1 and PPP2 loans -- application and forgiveness forms *"Real-life" examples -- practice issues CPAs are dealing with in these extraordinary times *Tax and accounting issues arising from the loan and loan forgiveness provisions -- deductions vs. income exclusion *Comprehensive example filled in on loan forgiveness application |
| 4/30/2021 | 12:30 - 3:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New 21WX-0290: COVID-19: Business and Individual Tax Provisions (Webinar) (21WX-0290)*"Real-life" examples and practice issues CPAs are dealing with in these extraordinary times.*Review and update of NOL, business interest limitations, and depreciation changes in recent legislation.*Review and update of postponed tax returns and payments.8Review and update of rebate provisions.*Review and update of retirement and numerous other individual provisions in recent legislation.*Planning for extended return and payment due date. |
| 4/29/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0289: Financial Accounting in a COVID-19 World (Webinar) (21WX-0289)*"Real-life" examples and practice issues facing CPAs in these extraordinary times *Accounting for PPP loan forgiveness. *GAAP impact on economic crisis financial reporting. *Lease accounting rules. *AICPA, FASB, and SEC pronouncements related to COVID-19. *Planning and financial statement preparation in times of crisis. |
| 4/22/2021 | 1 - 3 p.m. | Online | 2 CPE (0 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) | |
| 21CF-MBAX: MNCPA Management & Business Advisers Conference (MBAC21) (Virtual Only) (21CF-MBAX) |
| 6/21/2021 | 8 a.m. - 4:30 p.m. | Online | 21 CPE (see agenda) | 4.5 Ethics |
| 21CF-EBPX: MNCPA Audits of Employee Benefit Plans Conference (Virtual Only) (21CF-EBPX) |
| 5/17/2021 | 8 a.m. - 12 p.m. | Online | 8 CPE (see agenda) | |
| 21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only) (21CF-EPFX) |
| 6/14/2021 | 8 a.m. - 4:30 p.m. | Online | 16 CPE (see agenda) | |
| 21CF-SCHX: MNCPA Audits of School Districts Conference (Virtual Only) (21CF-SCHX)*Legislative Update
*Legal Compliance Update
*Behavioral Ethics
*Technical Update
*Minnesota Department of Education Update
*Auditing Standards Refresher
*Fraud |
| 6/2/2021 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | 1 Ethics |
| New 21WI-0035: Single Audit Fundamentals Part 3: Compliance Requirements and Internal Control over Compliance (Webinar) (21WI-0035)*Introduction to and using the annual OMB Compliance Supplement (Supplement) *Identifying compliance requirements subject to audit using the Supplement *Determining direct and material compliance requirements *Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards at 2 CFR 200 (UG or Uniform Guidance) requirements for testing internal controls *Understanding and testing the compliance requirements *Documentation requirements |
| 4/23/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WS-0009: Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (21WS-0009)*Commencement of a bankruptcy proceeding
*Protections provided to debtors under the Bankruptcy Code
*Key procedural aspects of bankruptcy
*The automatic stay
*Differences between Chapters 7, 11, and 13 bankruptcy cases
*The bankruptcy discharge
*Proofs of claim
*Plans of reorganization
*Litigation that can arise during bankruptcy
*Creditor committees
*Bankruptcy trustees
*Avoidable preferences and fraudulent transfers
*Special rights afforded to landlords and secured creditors |
| 4/19/2021 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WX-0293: 2020 Stimulus Bill: Tax Provisions You Need to Know NOW (Webinar) (21WX-0293)*PPP2 - The next round of the Paycheck Protection Program and how it integrates with PPP1
*PPP1 and PPP2 related deductions
*Stimulus payments for individuals, including dependents
*Expanded and refundable child care credit
*Credits for child care providers
*Employer credit for child care payments
*Employee retention credit for domestic workers
*Child and family care for essential workers
*Extended unemployment period and additional payment
*Extensions of prior legislation: mortgage loan forgiveness, interest deduction, energy provisions, depreciation of special assets |
| 4/22/2021 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WI-0033: Single Audit Fundamentals Part 1: What is a Single Audit? (Webinar) (21WI-0033)*Background and overview of the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards at 2 CFR 200 (UG or Uniform Guidance) *Scope of the single audit *Auditee and auditor responsibilities *Federal agency responsibilities *Single audit overview *Description and characteristics of federal awards *Pass-through awards and subrecipients *Overview and use of the AICPA GAS-SA Guide |
| 4/22/2021 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| New 21WS-0010: Surgent's Basics of the Valuation of a Closely Held Business (Webinar) (21WS-0010)*When a valuation in a closely held business would be needed
*Governing bodies, training, and certifications in the profession
*Standards and premises of value
*The basic approaches and methodologies used to value a business: income, market, and asset approaches
*Rules of thumb/industry valuation multiples: usefulness and limitations
*Discounts for lack of control and marketability
*The COVID-19 pandemic's impact on business valuation
*Common mistakes found in the application of business valuation approaches
*How the accountant can help during and after the valuation process
|
| 4/28/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WI-0036: Single Audit Fundamentals Part 4: Overview of Sampling and Single Audit Reporting Requirements (Webinar) (21WI-0036)*Sampling concepts in a single audit *Evaluating results of testing *Single audit reporting requirements under Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards at 2 CFR 200 (UG or Uniform Guidance) *Single audit quality and best practices *Resources to facilitate a single audit |
| 4/23/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 20WI-0034: Single Audit Fundamentals Part 2: Major Program Determination (Webinar) (20WI-0034)*Considerations prior to major program determination *Applying the risk-based approach for determining major programs under the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards at 2 CFR 200 (UG or Uniform Guidance) *Communications with cognizant or oversight agency for audit |
| 4/22/2021 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 21WS-0036: Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (21WS-0036)*AICPA’s Enhancing Audit Quality initiative *Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed *Understanding internal controls and making the decision whether or not to test them *Best practices in documentation |
| 4/29/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0029: Surgent's Impact of COVID-19 on Entities' Revenue Recognition Under ASC 606 (Webinar) (21WS-0029)*Common changes to revenue recognition practices due to the COVID-19 pandemic *Major assumptions that may need to be updated when recognizing revenue in the COVID-19 environment *Accounting implications of these changes related to revenue recognition under ASC 606 |
| 4/20/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WS-0027: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-0027)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 4/19/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-0034: Surgent's Ethical Considerations for the CPA (Webinar) (21WS-0034)* Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers *Review CPA Independence violations by current legal case examples |
| 4/27/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 21WS-0032: Surgent's Annual Accounting and Auditing Update (Webinar) (21WS-0032)*Private company standard setting activities *Recently issued FASB Accounting Standards Updates *Leases -- Topic 842 *Impairment -- Topic 326 *Lessons learned from the adoption of Topic 606 *Other items on the FASB's Technical Agenda *Recently issued SASs and other AICPA and PCAOB activity *SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS *Peer review and other audit quality issues *Other important AandA practice matters |
| 4/23/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0031: Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (21WS-0031)*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services *SSARS No. 22, Compilation of Pro Forma Financial Information *SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 *Proposed changes to the SSARS *Sample comprehensive engagement work programs for preparation, compilation and review engagements *Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations *Other communication requirements, such as sample engagement letters and management representation letters |
| 4/22/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0026: Surgent's Fraud Basics: Protecting the Company Till (Webinar) (21WS-0026)*Fraud's cost: ACFE's Report to the Nations; Ancillary costs *Current economy: Microeconomics; Analyses *COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment *Power of morale: Shrink the fraud triangle; Motivation *Why good folks go bad: What studies indicate; Five interesting findings; Red flags *The Dark Web |
| 4/15/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0035: Surgent's Fraud Basics: Protecting the Company Till (Webinar) (21WS-0035)*Fraud's cost: ACFE's Report to the Nations; Ancillary costs *Current economy: Microeconomics; Analyses *COSO's Internal Control Framework: Principle #1 - Integrity/Ethics; Principle #8 - Fraud Risk Assessment *Power of morale: Shrink the fraud triangle; Motivation *Why good folks go bad: What studies indicate; Five interesting findings; Red flags *The Dark Web |
| 4/29/2021 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0028: Surgent's Mastering Accounting for Income Taxes (Webinar) (21WS-0028)*The sources of deferred tax assets and liabilities *Calculating the deferred tax asset or liability *Reporting income-tax expense and balance sheet items *Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities *Disclosure requirements *Recent and proposed changes to the accounting and disclosure requirements for income taxes |
| 4/20/2021 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WS-0030: Surgent's Examining the New Lease Accounting Standard: More Than Meets the Eye (Webinar) (21WS-0030)*ASU No. 2016-02, Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101 *Detailed review of accounting by lessees and lessors *Sale and leaseback transactions *Transition guidance *Other operational issues *Recently issued updates to the lease accounting guidance *Feedback from the public company adoption of Topic 842 |
| 4/21/2021 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21WS-0037: Surgent's Assessing the Risk of Fraud In a Financial Statement Audit (21WS-0037)*Fraud landscape in the United States *Fraud risk procedures as updated by recently issued standards *Most likely fraud types found in small to midsize entities *Internal controls to prevent and detect fraud *What to do when fraud or suspected fraud is identified *Case studies based on recent frauds *Cyber fraud schemes and how to prevent/detect them *Analytics that can be used as fraud risk procedures *Assessing the risk of grant fraud in a Single Audit |
| 4/30/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WS-0033: Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Webinar) (21WS-0033)*ASC Topic 606, Revenue from Contracts with Customers *The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance *Presentation and disclosure requirements and examples *Industry specific implementation issues and guidance *Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward *Other operational issues related to implementation |
| 4/26/2021 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 0 non-tech) | |
| New 21SR-0001: K2's Microsoft Teams (Virtual) (21SR-0001)*How to get started and navigate critical decisions affecting your deployment
*How to use the chat, voice and video call services
*How to share documents securely with others
*How to extend the platform to external organizations for improved communication and collaboration
*How to integrate Teams with other applications
*How to optimize the configuration of your Teams environment for efficiency and security |
| 5/10/2021 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21SR-0004: K2's Implementing Internal Controls in QuickBooks Environments (Virtual) (21SR-0004)*Importance of maintaining a strong system of internal controls in a small-business environment
*Four common types of internal controls
*How to assess the relative condition of the internal control structure of a small business
*Opportunities to enhance internal controls in QuickBooks-based environments using features found in the application
*Supplemental internal control procedures for situations where effective controls can't be established through QuickBooks |
| 5/11/2021 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 21SR-0006: K2's Next Generation Excel Reporting (Virtual) (21SR-0006)*How to use Power Query to link data into Excel data models
*How to manage data models to facilitate better and more efficient reporting
*Tools to enhance data comprehension and analytics
*Data models, Power Query, data analysis expressions, Power Pivot, key performance indicators, slicers, timelines and other useful reporting tools
*Formatting best practices to give your reports a polished and professional appearance |
| 6/9/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 21SR-0003: K2's Working Remotely: The New Normal (Virtual) (21SR-0003)*Remote access tools and best practices
*Methods for accessing computers, applications and data
*Communication and collaboration options
*Security considerations, tools and services
*Tools to manage and monitor workflows in remote work environments |
| 5/11/2021 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21SR-0008: K2's Case Studies in Fraud and Technology Controls (Virtual) (21SR-0008)*Information technology general controls
*Information technology application controls
*Fraud cases and the control failures that contributed to them
*Internal controls to reduce the risk of fraud |
| 6/10/2021 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21SR-0007: K2's Technology Update (Virtual) (21SR-0007)*Windows 10 features and when to upgrade
*Mobile technologies and tips for optimizing your mobile strategy
*Latest data security issues and options to mitigate security risks
*Microsoft Office features and when to upgrade
*Hardware trends, including desktops, laptops, servers, tablets, storage and printing
*Cloud implementation strategies for accounting, tax, document management, workflow, data storage and synchronization applications
*Virtualization and how it could change the technology infrastructure of your workplace |
| 6/10/2021 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21SR-0005: K2's Advanced Excel (Virtual) (21SR-0005)*Collaborating with other users and securing your workbooks
*Using advanced table features to analyze and report data
*Integrating and manipulating data from external sources, such as Access or SQL servers
*Creating and auditing complex formulas -- SUMPRODUCT, VLOOKUP, HLOOKUP, INDEX and more
*Advanced data analysis tools, including Power Query, PivotTables, slicers and more
*Techniques to analyze and communicate information with charts and other visuals |
| 5/12/2021 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| New 21SR-0002: K2's Mastering Advanced Excel Functions (Virtual) (21SR-0002)*Newer tools, including XLOOKUP, SUMIFS, SWITCH and STOCKHISTORY
*Advanced financial functions, including IPMT and PPMT
*How to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE
*How to make sophisticated calculations easier with Dynamic Array formulas
*How to harness the power of the AGGREGATE function
*How to create more accurate forecasts with Excel’s FORECAST.ETS function |
| 5/10/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 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-0009: K2's Securing Your Data: Practical Tools for Protecting Information (Virtual) (21SR-0009)*Current security tools to protect sensitive data and systems
*Practical, five-step approach to secure your PC
*Data security methods -- encryption, virus protection, secure communications, electronic signatures, secure authentication and more
*What you should be asking of your staff to ensure server-based information is protected |
| 6/11/2021 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 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) | |
| New 21SR-0010: K2's Small-Business Accounting Shootout (Virtual) (21SR-0010)*Solutions from companies such as Intuit, Sage, Xero and Wave
*Third-party add-in options related to automated data entry, sales tax processing, reporting and business intelligence
*Considerations to help you weigh the costs and benefits of various small-business accounting solutions |
| 6/11/2021 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 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-3306: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-3306)*Emotional Intelligence*Communication*Teamwork |
| 11/16/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 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-3573: Understanding Workflow and Automation Essentials (Webinar) (21WA-3573)*Process documentation*Software options*Practical tools you can use today and may even own now*Tips on optimizing workflow*Demonstration of workflow concepts |
| 12/9/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3484: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-3484)*Employee Retention*Employee Engagement*Leadership |
| 12/2/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3776: K2's Excel Best Practices (Webinar) (21WA-3776)*Computer Software & Applications*Excel |
| 12/27/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (0 tech, 8 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-1081: Communicating with Diverse Styles (Webinar) (21WA-1081)*Communications |
| 5/27/2021 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-1323: K2's Advanced Excel Data Magic: Managing, Analyzing and Reporting (Webinar) (21WA-1323)*Excel*Accounting |
| 6/14/2021 | 11:30 a.m. - 7:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3361: Improving Productivity with Office 365 Cloud Applications (Webinar) (21WA-3361)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 11/20/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 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-0712: Managing Risk and the CFO's Role (Webinar) (21WA-0712)*Four major risk management standards*Specific legal requirements to perform risk assessments*Eight key risk management components*Management's responsibilities in both large and small organizations*The importance of assessing low probability/high impact events |
| 5/4/2021 | 7 - 8:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3084: The Relationship Driven Leader Because People Do Business With People They Like (Webinar) (21WA-3084)*Leadership |
| 10/29/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-0818: Advanced Topics in Power BI (Webinar) (21WA-0818)*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 |
| 5/11/2021 | 9 - 10:55 a.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-1295: Coaching Leaders in Performance Management (Webinar) (21WA-1295)*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 |
| 6/11/2021 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 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-3450: Business Ethics: Cases from the Real World (Webinar) (21WA-3450)*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? |
| 11/30/2021 | 7 - 10:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-0513: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-0513)*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 |
| 4/22/2021 | 1 - 2:20 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3670: Accounting's Perfect Storm Update (Webinar) (21WA-3670)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 12/17/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (3.6 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-3227: Improving Productivity with Office 365 Cloud Applications (Webinar) (21WA-3227)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 11/10/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-0914: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-0914)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 5/17/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 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-1022: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-1022)*Communication*Relationship Management |
| 5/24/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0718: The Very Real Risk of Ransomware (Webinar) (21WA-0718)*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 |
| 5/4/2021 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0832: S Corporation Essentials: Stock and Loan Basis and More (Webinar) (21WA-0832)*Define the tax consequences and various liabilities for both partnerships and LLCs*Discuss the impact of the new Section 199A deduction on partnerships*Apply planning opportunities and potential pitfalls |
| 5/11/2021 | 9:30 a.m. - 5:25 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-1387: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-1387)*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 |
| 6/18/2021 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1215: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-1215)*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 |
| 6/5/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 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-1222: Improve Your Profit: Identify Cost Cutting Opportunities (Webinar) (21WA-1222)*Find inefficiencies in your business processes*Learn to analyze workflows to find cost reduction opportunities*Introduce better practices and benchmarking to assist in process changes*Streamline your finance department and then your organization*Productively involve yourself in operational improvements |
| 6/7/2021 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0721: Cash Management Essentials (Webinar) (21WA-0721)*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 |
| 5/5/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3006: Meeting Productivity: Strategies to Make Your Meetings More Effective and Efficient (Webinar) (21WA-3006)*leadership*management*meetings*productivity |
| 10/23/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 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-3149: How 10 Emotional Intelligence Habits Can Foster Trust in the Workplace (Webinar) (21WA-3149)*Emotional intelligence*Workplace culture*Employee trust |
| 11/5/2021 | 9 - 10 a.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-1454: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-1454)*Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling |
| 6/22/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 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-3343: Coaching Leaders in Performance Management (Webinar) (21WA-3343)*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 |
| 11/19/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 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-1257: Aligning Budgets to Strategy: The Key to Long Term Profitability (Webinar) (21WA-1257)*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 |
| 6/9/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3834: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-3834)*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 |
| 12/30/2021 | 10 a.m. - 1:40 p.m. | Online | 4.4 CPE (4.4 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-3464: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-3464)*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 |
| 12/1/2021 | 7 - 10:40 a.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-1047: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-1047)*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 |
| 5/25/2021 | 3 - 4 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-1103: Ethics in Action: Protect and Defend (Webinar) (21WA-1103)*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 |
| 5/28/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-0703: Depreciating and Expensing Business Assets (Webinar) (21WA-0703)*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 |
| 5/4/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1146: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-1146)*Employee Retention*Employee Engagement*Leadership |
| 6/2/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3429: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-3429)*Communication*Leadership*Character*Behavior |
| 11/29/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 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-1249: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-1249)*business development*sales*marketing*social media*digital media |
| 6/8/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 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-3152: K2's Tech Update: Today's Biggest Trends, Solutions and Opportunities (Webinar) (21WA-3152)*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 |
| 11/5/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 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-0585: Cost of Capital: What it is and How to Use it (Webinar) (21WA-0585)*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 |
| 4/27/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 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-0628: Get Rich Without Selling Your Soul (Webinar) (21WA-0628)*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 |
| 4/29/2021 | 1 - 4:40 p.m. | Online | 4 CPE (1 tech, 3 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-0835: The Perfect Storm: Data Governance and Data Privacy Regulations (Webinar) (21WA-0835)*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 |
| 5/11/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-2999: Integrating and Sharing Data (Webinar) (21WA-2999)*Data Sharing and Management*Databases and Relational Data*Power Query and Power BI*Zapier, IFTTT and More |
| 10/23/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3081: Recruit to Win (Webinar) (21WA-3081)*Talent Management*Recruitment |
| 10/29/2021 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 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-1243: K2's Excel PivotTables for Accountants (Webinar) (21WA-1243)*Accounting*Excel*Pivot Tables*Computer Software |
| 6/8/2021 | 12:30 - 8:15 p.m. | Online | 8 CPE (4 tech, 4 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-3173: Live, Virtual, and On-Demand Training in Your Organization: Frameworks for Success (Webinar) (21WA-3173)*training*development*employee development*teaching*learning*virtual training |
| 11/6/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3629: Company Culture Through Pandemic and Beyond: Four Pillars of a Flourishing Workplace (Webinar) (21WA-3629)*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 |
| 12/14/2021 | 9 - 10:20 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-3100: What Happens to Federal Grants & Contracts During a Lapse in Funding due to a Government Shut-Down (Webinar) (21WA-3100)*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 |
| 11/1/2021 | 9 - 9:55 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3087: Depreciating and Expensing Business Assets (Webinar) (21WA-3087)*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 |
| 11/1/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0629: K2's Emerging Technologies, Including Blockchain & Cryptocurrencies (Webinar) (21WA-0629)*Information Technology*Blockchain*Cryptocurrencies |
| 4/29/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 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-0677: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-0677)*Communication*Leadership*Character*Behavior |
| 5/3/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 non-tech) | |
| 21WA-0626: Easing the Stress of Settling an Estate (Webinar) (21WA-0626)*See Description |
| 4/29/2021 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 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-0884: Giving Feedback That Delivers Results (Webinar) (21WA-0884)*leadership*communication*performance |
| 5/14/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3251: Self-Promotion for Career Advancement: Communicating Your Strengths (Webinar) (21WA-3251)*Communication*Relationship Management |
| 11/11/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1030: Corporate Finance: Valuing a Business (Webinar) (21WA-1030)*Reasons for business valuations*The capital asset pricing model*The cost of equity*The weighted average cost of capital*Discounted Cash Flow analysis*Valuation methods discussed include:*Income*Asset*Market*The issues and the pros and cons of these methods |
| 5/25/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3379: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3379)*Taxes |
| 11/22/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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-1287: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-1287)*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 |
| 6/10/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 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-3205: Achieving Balance in Work and Life Part 1 (Webinar) (21WA-3205)*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 |
| 11/9/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0984: S Corporation Essentials: Stock & Loan Basis Reporting (Webinar) (21WA-0984)*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 |
| 5/21/2021 | 2 - 5:50 p.m. | Online | 4 CPE (4 tech, 0 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-0600: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-0600)*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 |
| 4/27/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 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-0727: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-0727)*Employee Retention*Employee Engagement*Leadership |
| 5/5/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0842: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-0842)*Employee Retention*Employee Engagement*Leadership |
| 5/12/2021 | 10 - 10:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3162: Clear, Confident, Compelling: Communication Strategies for the Empowered Leader (Webinar) (21WA-3162)*Confident Communication |
| 11/6/2021 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 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-1393: K2's Introduction to Excel Macros (Webinar) (21WA-1393)*Computer Software & Applications*Excel Macros |
| 6/18/2021 | 1:30 - 5:10 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-1217: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-1217)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 6/7/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3800: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-3800)*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 |
| 12/28/2021 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 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-1371: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-1371)*Employee Retention*Employee Engagement*Leadership |
| 6/17/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 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-3820: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-3820)*business development*sales*marketing*social media*digital media |
| 12/29/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 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-0778: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-0778)*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 |
| 5/7/2021 | 9 a.m. - 12:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 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-0930: 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-0930)*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 |
| 5/18/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3598: Giving Feedback That Delivers Results (Webinar) (21WA-3598)*leadership*communication*performance |
| 12/11/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1057: Dynamic Communication: Strategies for Achieving Buy-In (Webinar) (21WA-1057)*Leadership & Navigation*Relationship Management*Communication |
| 5/26/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0912: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-0912)*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 |
| 5/17/2021 | 1 - 4:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 non-tech) | |
| 21WA-1225: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-1225)*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 |
| 6/7/2021 | 8 - 9:55 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 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-3436: Introvert Power, Why Quiet Leaders are So Successful (Webinar) (21WA-3436)*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 |
| 11/29/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1153: No Thanks...I Took Another Offer (Webinar) (21WA-1153)*Talent Management*Recruitment |
| 6/2/2021 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1024: The Perfect Storm: Data Governance and Data Privacy Regulations (Webinar) (21WA-1024)*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 |
| 5/24/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 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-1124: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-1124)*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 |
| 6/1/2021 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3391: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-3391)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 11/22/2021 | 8 - 11:35 a.m. | Online | 3.8 CPE (0 tech, 3.8 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-3746: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-3746)*Leadership & Navigation*Consultation*Communication |
| 12/22/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 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-0674: Technoethics (Webinar) (21WA-0674)*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 |
| 5/1/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-1013: COVID-19: Practical Information for Employers - Disclosure of Medical Conditions (Webinar) (21WA-1013)*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 |
| 5/24/2021 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 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-3372: Driving Performance with Metrics (Webinar) (21WA-3372)*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 |
| 11/22/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3724: K2's A Scary Ride Through the Dark Web (Webinar) (21WA-3724)*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 |
| 12/21/2021 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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-3265: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-3265)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 11/12/2021 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-1151: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-1151)*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 |
| 6/2/2021 | 9:30 a.m. - 5:20 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3511: Driving Performance with Metrics (Webinar) (21WA-3511)*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 |
| 12/6/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 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-3127: Recruit to Win (Webinar) (21WA-3127)*Talent Management*Recruitment |
| 11/3/2021 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0481: K2's Tech Update: Today's Biggest Trends, Solutions and Opportunities (Webinar) (21WA-0481)*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 |
| 4/20/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1068: K2's Excel Charting and Visualizations (Webinar) (21WA-1068)*Computer Software & Applications*Excel Charting*Microsoft Office |
| 5/26/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 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-1202: Developing an Ethical Culture (Webinar) (21WA-1202)*Ethics |
| 6/5/2021 | 9 - 10:10 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | 1.4 Ethics |
| 21WA-3701: The Value of Conflict (Webinar) (21WA-3701)*Conflicts |
| 12/18/2021 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3070: Business Ethics: Cases from the Real World (Webinar) (21WA-3070)*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? |
| 10/29/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 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-0647: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-0647)*training development*employee development*online training education*virtual training |
| 4/30/2021 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-0836: Tips & Tricks for Working Remotely (Webinar) (21WA-0836)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 5/11/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 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-3371: A Case Study in Vendor Fraud (Webinar) (21WA-3371)*vendor fraud*invoice auditing*red flags |
| 11/22/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 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-0611: K2's Case Studies in Fraud and Technology Controls (Webinar) (21WA-0611)*Auditing*Fraud & Technology |
| 4/28/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3589: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-3589)*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 |
| 12/10/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3674: Essential Skills for Financial Leaders Conference (Webinar) (21WA-3674)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust*The surprising backgrounds of CFOs*Non-technical skills you need to be a CFO*How to improve your skills every day*How to gain better control over cash flow*Techniques to project sort terms cash flows*Techniques for projecting cash beyond the next quarter*Recent trends in financial management*Insights from the COVID crisis*Skills you'll need for tomorrow |
| 12/17/2021 | 9 a.m. - 1:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3089: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3089)*Taxes |
| 11/1/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-1159: Accounting's Perfect Storm Update (Webinar) (21WA-1159)*The current status of Accounting's Perfect Storm *Business issues involving these changes *10 thoughts for the road |
| 6/3/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (3.6 tech, 0 non-tech) | |
| 21WA-3583: Organizational Effectiveness and Communication (Webinar) (21WA-3583)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 12/10/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1280: Leaders Eat Last: 50 Minute Lesson (Webinar) (21WA-1280)*Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust |
| 6/10/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1046: Leading & Inspiring Teams (Webinar) (21WA-1046)*Leadership Recognition*Total Rewards*Employee Engagement |
| 5/25/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-2993: Communicating with Diverse Styles (Webinar) (21WA-2993)*Communications |
| 10/23/2021 | 1 - 3:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 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-2997: Giving Feedback That Delivers Results (Webinar) (21WA-2997)*leadership*communication*performance |
| 10/23/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3773: Exploring the Revised Procurement Standards (Webinar) (21WA-3773)*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 |
| 12/27/2021 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3779: Mad Men to #MeToo: Moving Beyond Sexual Harassment Training to Culture Change (Webinar) (21WA-3779)*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 |
| 12/27/2021 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-1279: K2's Cloud Computing (Webinar) (21WA-1279)*Cloud Computing*Information Technology |
| 6/10/2021 | 8 a.m. - 3:45 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-0668: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-0668)*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 |
| 5/1/2021 | 12 - 1:55 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-1209: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-1209)*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 |
| 6/5/2021 | 12 - 3:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 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-3381: K2's Emerging Technologies, Including Blockchain & Cryptocurrencies (Webinar) (21WA-3381)*Information Technology*Blockchain*Cryptocurrencies |
| 11/22/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0502: The CFOs Role in Strategic Cash Management (Webinar) (21WA-0502)*Know where and how to get money*Set cash management policy*Prevent cash management surprises |
| 4/21/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 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-3036: K2's Excel Charting and Visualizations (Webinar) (21WA-3036)*Computer Software & Applications*Excel Charting*Microsoft Office |
| 10/26/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0566: Estate Administration Process: The Tax Practitioners Guide (Webinar) (21WA-0566)*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 |
| 4/26/2021 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1314: K2's Paperless Office (Webinar) (21WA-1314)*Computer Software*Document Management*Information Technology |
| 6/12/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-0713: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-0713)*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 |
| 5/4/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3178: The Perfect Storm: Data Governance and Data Privacy Regulations (Webinar) (21WA-3178)*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 |
| 11/6/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 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-3469: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-3469)*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 |
| 12/1/2021 | 9 - 10:55 a.m. | Online | 2.2 CPE (0 tech, 2.2 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-1018: Giving Feedback That Delivers Results (Webinar) (21WA-1018)*leadership*communication*performance |
| 5/24/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0820: Anti-Bullying and Sensitivity (Webinar) (21WA-0820)*Communication |
| 5/11/2021 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 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-3003: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-3003)*Accounting*Excel*Computer Software |
| 10/23/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 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-0456: 8 Attributes of Every Winner (Webinar) (21WA-0456)*What sets winners apart?*Steps taken by those who became winners*Eight attributes of winning*The need for failure and the value of failure*Persistence is mandatory*How do the winners plan?*Honesty*The right team matters and how to lead the team effectively*Comfortable or uncomfortable? The culture matters*What winners analyze and how?*How winners have a different attitude?*Learning machines |
| 4/19/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1256: 5 More Business Books in 100 Minutes (Webinar) (21WA-1256)*"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 |
| 6/9/2021 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3650: Mastering the One Minute Relationship: How to Immediately Build Rapport and Trust So You Can Create More Business (Webinar) (21WA-3650)*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 |
| 12/15/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3189: General Data Protection Regulation (Webinar) (21WA-3189)*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) |
| 11/8/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 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-3079: Making Millennials Great: 5 Pillars for Building the Next Generation (Webinar) (21WA-3079)*Leadership*Motivation*Employee Engagement |
| 10/29/2021 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 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-0625: Driver-based Budgeting & Rolling Forecasts for Fast Analysis (Webinar) (21WA-0625)*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 |
| 4/29/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0719: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-0719)*Innovation*Collaboration*Creativity*Disruption |
| 5/4/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 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-1078: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-1078)*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 |
| 5/27/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3132: Business Ethics: Cases from the Real World (Webinar) (21WA-3132)*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? |
| 11/4/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 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-3348: Implementing Security and Privacy Policies (Webinar) (21WA-3348)*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 |
| 11/19/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 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-3024: Balancing Employee and Employer Rights (Webinar) (21WA-3024)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 10/26/2021 | 3 - 5:15 p.m. | Online | 2.6 CPE (0 tech, 2.6 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-0699: Balance Sheet Management: The Least Understood Risk (Webinar) (21WA-0699)*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 |
| 5/4/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1425: Coaching Leaders in Performance Management (Webinar) (21WA-1425)*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 |
| 6/21/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-0530: Effective Management Accounting (Webinar) (21WA-0530)*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 |
| 4/23/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0455: The Single Audit from Beginning to End Update (Webinar) (21WA-0455)*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 |
| 4/17/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3359: Financial Statement Fraud (Webinar) (21WA-3359)*Occupational Fraud*Financial Statement Fraud*Cooking the books |
| 11/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3679: K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (21WA-3679)*Information Technology*Security Techniques |
| 12/17/2021 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 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-3442: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-3442)*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 |
| 11/29/2021 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3727: K2's Testing and Auditing Excel Workbooks (Webinar) (21WA-3727)*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 |
| 12/21/2021 | 7 - 10:40 p.m. | Online | 4.4 CPE (4.4 tech, 0 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-3498: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-3498)*Employee Retention*Employee Engagement*Leadership |
| 12/3/2021 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3050: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 1 (Webinar) (21WA-3050)*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 |
| 10/27/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 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-3428: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3428)*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 |
| 11/29/2021 | 8 - 9:50 a.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-1152: Managing Risk and the CFO's Role (Webinar) (21WA-1152)*Four major risk management standards*Specific legal requirements to perform risk assessments*Eight key risk management components*Management's responsibilities in both large and small organizations*The importance of assessing low probability/high impact events |
| 6/2/2021 | 7 - 8:55 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-3666: K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (21WA-3666)*Auditing*Fraud Prevention*Internal Controls |
| 12/16/2021 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-0959: K2's Everything Google: How to Use Tools, Services and More (Webinar) (21WA-0959)*Google Search*G Suite for desktop productivity*Backup and file synchronization options*Google's Cloud-based solutions |
| 5/20/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3238: Develop Your Professional Presence & Personal Brand: Determine and Drive How Others See You (Webinar) (21WA-3238)*Presence |
| 11/11/2021 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 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-3517: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3517)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 12/6/2021 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1231: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-1231)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 6/7/2021 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0942: Outstanding Client Service: 10 Key Ways to Create Client Satisfaction and Get Referrals (Webinar) (21WA-0942)*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 |
| 5/19/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0961: K2's Improving Communications With Effective Visualizations (Webinar) (21WA-0961)*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 |
| 5/20/2021 | 7 - 8:55 p.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-3487: K2's Advanced Excel (Webinar) (21WA-3487)*Excel*Accounting*Computer Software & Applications |
| 12/2/2021 | 1:30 - 9:10 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-0515: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-0515)*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 |
| 4/22/2021 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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-0491: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-0491)*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 |
| 4/21/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1172: Power, Influence and Ethics (Webinar) (21WA-1172)*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 |
| 6/3/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-0536: K2'S Best Word, Outlook & Powerpoint Features (Webinar) (21WA-0536)*Computer Software & Applications*Technology for CPAs*Microsoft Office; Word, Outlook & Powerpoint |
| 4/23/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 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-0781: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-0781)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 5/7/2021 | 8 - 11:30 a.m. | Online | 3.6 CPE (0 tech, 3.6 non-tech) | |
| 21WA-0774: Ethics in the Real World: Living Values for Today (Webinar) (21WA-0774)*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 |
| 5/7/2021 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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-3590: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-3590)*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 |
| 12/10/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 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-3509: The Very Real Risk of Ransomware (Webinar) (21WA-3509)*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 |
| 12/3/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3398: Creating Virtual Training: Processes, Tools and Strategies (Webinar) (21WA-3398)*training development*employee development*online training education*virtual training |
| 11/23/2021 | 9 - 10:10 a.m. | Online | 1 CPE (1 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-3059: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3059)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 10/28/2021 | 7 - 8:55 a.m. | Online | 2 CPE (2 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-1330: Top 10 Audit Findings and What To Do (Webinar) (21WA-1330)*grants*grants management*grants audit*grants accounting*federal grants regulations |
| 6/14/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 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-3544: Building Inclusive and Culturally Competent Workplaces: A Guide for HR Professionals - Part 1: The Foundation (Webinar) (21WA-3544)*Communication*Leadership*Character*Behavior |
| 12/8/2021 | 9 a.m. - 12:05 p.m. | Online | 3.5 CPE (0 tech, 3.5 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-0685: K2's Advanced Excel Data Magic: Managing, Analyzing and Reporting (Webinar) (21WA-0685)*Excel*Accounting |
| 5/3/2021 | 11:30 a.m. - 7:10 p.m. | Online | 8 CPE (0 tech, 0 non-tech) | |
| 21WA-3591: Blockchain and Emerging Technologies (Webinar) (21WA-3591)*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 |
| 12/11/2021 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-3558: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-3558)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/9/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 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 (0 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, 0 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 (0 tech, 0 non-tech) | |
| 21WA-1226: Leading & Inspiring Teams (Webinar) (21WA-1226)*Leadership Recognition*Total Rewards*Employee Engagement |
| 6/7/2021 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 0 non-tech) | |
| 21WA-3181: Balancing Employee and Employer Rights (Webinar) (21WA-3181)*Customary Management Functions*Delegation of Authority*Implementing Changes in Terms of Employment*Fundamental Duties Owed to Employer*Key Concepts of Effective Employee Relations |
| 11/8/2021 | 9 - 11:15 a.m. | Online | 2.6 CPE (0 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, 0 non-tech) | |
| 21WA-3552: Negotiation Know How (Webinar) (21WA-3552)*Negotiation |
| 12/8/2021 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 0 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, 0 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, 0 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 (0 tech, 0 non-tech) | |
| 21WA-3362: K2's Introduction to Excel Macros (Webinar) (21WA-3362)*Computer Software & Applications*Excel Macros |
| 11/20/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 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 (0 tech, 0 non-tech) | |
| 21WA-3492: K2's Going Virtual: Technology to Support Remote Team Members (Webinar) (21WA-3492)*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 |
| 12/2/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-3052: Using Emotional Intelligence to Communicate Effectively (Webinar) (21WA-3052)*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 |
| 10/27/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| 21WA-0737: Power, Influence and Ethics (Webinar) (21WA-0737)*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 |
| 5/5/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 0 non-tech) | 2 Ethics |
| 21WA-1394: K2's Remote Access for Small Businesses (Webinar) (21WA-1394)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 6/18/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 0 non-tech) | |
| 21WA-1440: Advanced Topics in Power BI (Webinar) (21WA-1440)*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 |
| 6/22/2021 | 3 - 4:55 p.m. | Online | 2 CPE (0 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, 0 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, 0 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 (0 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, 0 non-tech) | |
| 21WA-3491: K2's Excel's Best New Features (Webinar) (21WA-3491)*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 |
| 12/2/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1023: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-1023)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 5/24/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 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-3183: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-3183)*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 |
| 11/8/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 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-1193: The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done and Be a Better Professional (Webinar) (21WA-1193)*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business |
| 6/4/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 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-3616: K2's PDF Tools for Productivity (Webinar) (21WA-3616)*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 |
| 12/13/2021 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-0610: K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (21WA-0610)*Accounting*Business Intelligence*Excel |
| 4/28/2021 | 7:30 a.m. - 3:10 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3092: K2's Excel PivotTables for Accountants (Webinar) (21WA-3092)*Accounting*Excel*Pivot Tables*Computer Software |
| 11/1/2021 | 8:30 a.m. - 4:15 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-1347: Treaties and Other International Agreements: Basic Overview (Webinar) (21WA-1347)*What is a Treaty?*Basis of Taxation*Permanent Establishment*Relationship between treaties and domestic law*Model Treaties*Competent Authority Agreements |
| 6/15/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3688: Building Our Immunity to People's Negativity: Maximizing Teamwork & Customer Relations (Webinar) (21WA-3688)*Emotional Intelligence*Management Skills*Teamwork*Customer Relations |
| 12/18/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0560: Setting up Programs for Innovation: A Six Step Process (Webinar) (21WA-0560)*Leadership & Navigation*Consultation*Communication |
| 4/24/2021 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 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-0734: Leaders Eat Last: The Characteristics of Great Leaders (Webinar) (21WA-0734)*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 |
| 5/5/2021 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1363: 6 Strategies to Promote Diversity & Inclusion In Your Workplace (Webinar) (21WA-1363)*Communication*Leadership*Character*Behavior |
| 6/17/2021 | 1 - 1:55 p.m. | Online | 1 CPE (0 tech, 1 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-3249: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-3249)*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 |
| 11/11/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 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-3282: K2's Excel's Best New Features (Webinar) (21WA-3282)*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 |
| 11/15/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-0789: Creating a Culture of Trust (Webinar) (21WA-0789)*Trust*Culture |
| 5/8/2021 | 11 a.m. - 12:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 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-3822: Advanced Cost Accounting: Assigning Overhead (Webinar) (21WA-3822)*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 |
| 12/30/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3634: K2's Personal Privacy (Webinar) (21WA-3634)*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 |
| 12/14/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 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-3290: Public Speaking for CPAs: How to Write, Present and Use Public Speaking to Advance Your Career (Webinar) (21WA-3290)*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 |
| 11/15/2021 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-1007: Unleash your Employees' Creative Superpowers with Lessons from the Fearless (Webinar) (21WA-1007)*Innovation*Collaboration*Creativity*Disruption |
| 5/22/2021 | 1 - 2 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-3686: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-3686)*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 |
| 12/18/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (0 tech, 2 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-0691: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-0691)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 5/3/2021 | 9 - 11:20 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 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-0795: The 4 C's to a Strategic Benefits Approach (Webinar) (21WA-0795)*Culture*Benefits*Communication |
| 5/8/2021 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3530: K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (21WA-3530)*Information Technology*Security Techniques |
| 12/7/2021 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3441: Leisure Suit to Hipster: Update Your Business Writing Style (Webinar) (21WA-3441)*Formatting*Eye Appeal*Concise Writing*Active vs. Passive Voice*Parallel Lists*Updated Grammar and Spelling |
| 11/29/2021 | 11 a.m. - 1:20 p.m. | Online | 2.5 CPE (0 tech, 2.5 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-0518: Ethics in Action: Protect and Defend (Webinar) (21WA-0518)*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 |
| 4/22/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-1171: Polished Public Speaking (Webinar) (21WA-1171)*Communications |
| 6/3/2021 | 1 - 3:05 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-3703: Understanding & Appreciating Our Differences: Optimizing Communication, Cooperation & Connection (Webinar) (21WA-3703)*Emotional Intelligence*Communication*Teamwork |
| 12/18/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 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-1326: Revising and Expanding Charitable Planning Techniques (Webinar) (21WA-1326)*Charitable giving using life insurance*Charitable remainder trusts (CRATS and CRUTS)*Charitable lead trusts*Present value analysis*Proper use of life insurance trusts |
| 6/14/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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-1451: Payroll Fraud Information and Discussion (Webinar) (21WA-1451)*Problems surrounding Payroll Fraud*Dishonest Employees*Demographics of Perpetrators*Prevalence of Payroll Fraud*Employee Theft Statistics*Victims: Types of Organizations*Ratio of Loss to Number of Employees*Methods Fraud is Committed*Withholding Tax and Commission Schemes |
| 6/22/2021 | 12 - 1:55 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 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-0779: K2's The Best Of The Best: Office Productivity Boosters (Webinar) (21WA-0779)*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 |
| 5/7/2021 | 11 a.m. - 12:55 p.m. | Online | 2.2 CPE (0 tech, 2.2 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-3318: Tech Update: A 2020 Vision (Webinar) (21WA-3318)*Hardware trends*Software innovations*Communication and collaboration tools*Unusual technologies you might have missed*Key products to consider for implementation |
| 11/17/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 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-3106: K2's Power Query: Ten Things You Need to Know (Webinar) (21WA-3106)*What is Power Query*Importing data from various sources, including text, Excel, web sites, and databases*How to clean-up imported data |
| 11/2/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 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-3799: K2's Excel Financial Reporting and Analysis (Webinar) (21WA-3799)*Accounting*Excel*Financial Analysis |
| 12/28/2021 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 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-0694: The Single Audit from Beginning to End Update (Webinar) (21WA-0694)*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 |
| 5/3/2021 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 21WA-3215: K2's Top PDF Features You Should Know (Webinar) (21WA-3215)*Information Technology*PDF Documents |
| 11/9/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 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-3454: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3454)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 11/30/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 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-0642: Business Ethics: Cases from the Real World (Webinar) (21WA-0642)*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? |
| 4/30/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 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-0810: Next Generation Excel Reporting (Webinar) (21WA-0810)*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 |
| 5/10/2021 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3366: Polished Public Speaking (Webinar) (21WA-3366)*Communications |
| 11/20/2021 | 9 - 11:05 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-1179: Business Ethics: Cases from the Real World (Webinar) (21WA-1179)*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? |
| 6/4/2021 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 21WA-3110: Tech Update: A 2020 Vision (Webinar) (21WA-3110)*Hardware trends*Software innovations*Communication and collaboration tools*Unusual technologies you might have missed*Key products to consider for implementation |
| 11/2/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1039: Give Your Employees C.R.A.P...the Success Formula for Building Employee Loyalty (Webinar) (21WA-1039)*Employee Retention*Employee Engagement*Leadership |
| 5/25/2021 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1184: Essential Skills for Financial Leaders Conference (Webinar) (21WA-1184)*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 |
| 6/4/2021 | 1 - 5:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-1051: Strategic Planning for Small and Medium Sized Businesses: Moving from Ideas to Action (Webinar) (21WA-1051)*The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples |
| 5/25/2021 | 8 a.m. - 12:05 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| 21WA-1020: Organizational Effectiveness and Communication (Webinar) (21WA-1020)*Redefining Leadership*Communication in Crisis*Self Leadership |
| 5/24/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-3829: Coaching Leaders in Addressing Misconduct (Webinar) (21WA-3829)*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 |
| 12/30/2021 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-0799: Communicating with Diverse Styles (Webinar) (21WA-0799)*Communications |
| 5/10/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| 21WA-0637: Tell Me A Story: Making Wisdom Stick! (Webinar) (21WA-0637)*The 3 elements of storytelling *3 real world examples *10 thoughts for the road |
| 4/29/2021 | 1 - 4:30 p.m. | Online | 3.6 CPE (0 tech, 3.6 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-1220: Finding Balance During Change & Uncertainty: Staying Positive when Things Get Tough (Webinar) (21WA-1220)*Change management*Leadership |
| 6/7/2021 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 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-1327: Tech Update: A 2020 Vision (Webinar) (21WA-1327)*Hardware trends*Software innovations*Communication and collaboration tools*Unusual technologies you might have missed*Key products to consider for implementation |
| 6/14/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 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-0960: K2's Excel's Best New Features (Webinar) (21WA-0960)*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 |
| 5/20/2021 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-0997: K2's Going Virtual: Technology to Support Remote Team Members (Webinar) (21WA-0997)*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 |
| 5/22/2021 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3819: Next Generation Excel Reporting (Webinar) (21WA-3819)*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 |
| 12/29/2021 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0671: K2's Remote Access for Small Businesses (Webinar) (21WA-0671)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 5/1/2021 | 1:30 - 5:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3007: Polished Public Speaking (Webinar) (21WA-3007)*Communications |
| 10/23/2021 | 9 - 11:05 a.m. | Online | 2.5 CPE (0 tech, 2.5 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-0630: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-0630)*Accounting*Excel*Computer Software |
| 4/29/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 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-1216: Blockchain and Cryptocurrency Fundamentals (Webinar) (21WA-1216)*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 |
| 6/7/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1036: Ethics in the Real World: Living Values for Today (Webinar) (21WA-1036)*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 |
| 5/25/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3639: Managing People: Conquering the Soft Side of Your Job (Webinar) (21WA-3639)*Why culture is everything*Lead by example*Inspire your people*Create a collaborative environment*Develop your team's skills*Interviewing tips*Providing effective feedback |
| 12/14/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-0480: K2's Remote Access for Small Businesses (Webinar) (21WA-0480)*Information Technology*Small Business Remote Access*Cloud Based Business Solutions |
| 4/20/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3502: Improving Productivity with Office 365 Cloud Applications (Webinar) (21WA-3502)*Understanding the Office 365 cloud interface*Cloud storage with SharePoint and OneDrive*Full review of apps and services to improve productivity |
| 12/3/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-0505: Tips & Tricks for Working Remotely (Webinar) (21WA-0505)*Virtual Work*Remote Work*Telecommuting*Flexible Work Options |
| 4/21/2021 | 11 - 11:55 a.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-0532: Give Your Employees C.R.A.P...and 7 Other Secrets to Employee Retention (Webinar) (21WA-0532)*Employee Retention*Employee Engagement*Leadership |
| 4/23/2021 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3489: K2's Budgeting and Forecasting Tools and Techniques (Webinar) (21WA-3489)*Computer Software & Applications*Accounting*Budgeting & Forecasting |
| 12/2/2021 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 21WA-0780: Negotiation Know How (Webinar) (21WA-0780)*Negotiation |
| 5/7/2021 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 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-3618: Maintaining a Harmonious Working Environment (Webinar) (21WA-3618)*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 |
| 12/13/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 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-1254: Understanding the Entities: Planning and Compliance (Webinar) (21WA-1254)*Client Planning: Estate, Financial, Asset Protection*Fiduciary Income Tax Compliance*Probate*Key Players in a Trust |
| 6/8/2021 | 3 - 4:55 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-3792: Inventory Accounting: GAAP, Software and Variance Recognition (Webinar) (21WA-3792)*GAAP/IFRS for inventory*Understanding Inventory software* Inventory master files* Bill of Materials (BOM)* Indented Bill of Materials* Routings*Variance recognition*Keeping costs current |
| 12/28/2021 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 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-0894: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-0894)*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 |
| 5/14/2021 | 8 - 11 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-3005: Mastering Advanced Excel Functions and Formulas (Webinar) (21WA-3005)*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 |
| 10/23/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1156: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-1156)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 6/2/2021 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 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-3320: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-3320)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 11/17/2021 | 11:30 a.m. - 1:10 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-1365: Anti-Bullying and Sensitivity (Webinar) (21WA-1365)*Communication |
| 6/17/2021 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-0996: K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (21WA-0996)*Accounting*Excel*Computer Software |
| 5/22/2021 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (4 tech, 4 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-1032: Creating a Culture of Trust (Webinar) (21WA-1032)*Trust*Culture |
| 5/25/2021 | 1 - 2:10 p.m. | Online | 1.5 CPE (0 tech, 1.5 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-3612: IRS Ethics and Best Practices for Tax Professionals (Webinar) (21WA-3612)*Taxes |
| 12/13/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 21WA-3682: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-3682)*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 |
| 12/17/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1053: The Lifecycle of an Employee: Successfully Onboarding New Hires & Handling Employee Separations with Respect & Dignity (Webinar) (21WA-1053)*New Hire Onboarding*Employee Separations*Employee Relations*Training& Development |
| 5/25/2021 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3326: Creating a Culture of C.R.A.P...How Culture Will Drive Results in the New Workplace (Webinar) (21WA-3326)*Employee Retention*Employee Engagement*Leadership |
| 11/18/2021 | 12 - 12:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3466: Financial Accounting for Related Party Transactions (Webinar) (21WA-3466)*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 |
| 12/1/2021 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (2 tech, 0 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-0567: FASB's New Lease Accounting Standard (Webinar) (21WA-0567)*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 |
| 4/26/2021 | 10 a.m. - 2 p.m. | Online | 4.2 CPE (4.2 tech, 0 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-3397: Cost of Capital: What it is and How to Use it (Webinar) (21WA-3397)*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 |
| 11/23/2021 | 7 - 8:50 a.m. | Online | 2 CPE (2 tech, 0 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-0939: Implementing Security and Privacy Policies (Webinar) (21WA-0939)*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 |
| 5/19/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 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-1012: Conducting Misconduct Investigations (Webinar) (21WA-1012)*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 |
| 5/24/2021 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 21WA-3159: 5 Marvelous Business Books in 100 Minutes (Webinar) (21WA-3159)*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 |
| 11/6/2021 | 11 a.m. - 1:05 p.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-0926: K2's Bringing Artificial Intelligence to Your Excel Workbooks (Webinar) (21WA-0926)*How to use Excel's Ideas feature*Working with Excel's new data types*How to use Dynamic Arrays |
| 5/18/2021 | 7 - 8:50 p.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-3108: 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-3108)*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 |
| 11/2/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1268: K2's Technology Update (Webinar) (21WA-1268)*Information Technology*Major Trends in Hardware, Software, and Services.*Virtualization |
| 6/9/2021 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-1199: Blockchain and Emerging Technologies (Webinar) (21WA-1199)*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 |
| 6/5/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-1006: Transforming Your CPA Firm (Webinar) (21WA-1006)*CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
| 5/22/2021 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 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-1444: Devious Ethics: Dealing with Snakes in Suits (Webinar) (21WA-1444)*Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company |
| 6/22/2021 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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-0604: Business Gifts When Selling a Business (Webinar) (21WA-0604)*"Gift" to Service Providers*Case Studies*Compensation vs. Gift to Employees |
| 4/28/2021 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 21WA-3833: Essential Skills for the Next 10 Years (Webinar) (21WA-3833)*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 |
| 12/30/2021 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-1353: K2's The Best Of The Best: Office Productivity Boosters (Webinar) (21WA-1353)*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 |
| 6/16/2021 | 10 - 11:55 a.m. | Online | 2.2 CPE (0 tech, 2.2 non-tech) | |
| 21WA-1299: Giving Feedback That Delivers Results (Webinar) (21WA-1299)*leadership*communication*performance |
| 6/11/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-3319: The Complete Indirect Rate Toolkit: For Nonprofits with Federal Grants under the Uniform Guidance (Webinar) (21WA-3319)*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 |
| 11/17/2021 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-0450: Staff Retention: Attract and Keep the Best People (Webinar) (21WA-0450)*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 |
| 4/16/2021 | 7 - 10 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| 21WA-0651: Ethics in the Real World: Living Values for Today (Webinar) (21WA-0651)*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 |
| 4/30/2021 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3147: Essential Skills for Financial Leaders Conference (Webinar) (21WA-3147)*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 |
| 11/5/2021 | 1 - 5:05 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| 21WA-3138: K2's Going Virtual: Technology to Support Remote Team Members (Webinar) (21WA-3138)*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 |
| 11/4/2021 | 7 - 8:50 p.m. | Online | 2 CPE (2 tech, 0 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-3655: The Good, the Bad and the Ugly: Fraud in Schools (Webinar) (21WA-3655)*School fraud*Fraud risk factors*Fraud triangle*Types and examples of school fraud |
| 12/15/2021 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 21WA-3582: Negotiating with Your Banker: Getting the Best Deal (Webinar) (21WA-3582)*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 |
| 12/10/2021 | 7 - 8:50 a.m. | Online | 2 CPE (0 tech, 2 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-1027: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2 (Webinar) (21WA-1027)*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 |
| 5/24/2021 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-3606: Technoethics (Webinar) (21WA-3606)*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 |
| 12/11/2021 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 21WA-3207: Common Yellow Book & Single Audit Deficiencies (Webinar) (21WA-3207)*Governmental Auditing |
| 11/9/2021 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 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-1344: 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-1344)*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 |
| 6/15/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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-1270: Navigating Difficult Conversations (Webinar) (21WA-1270)*Communication*Relationship Management*Leadership & Navigation |
| 6/9/2021 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 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-3801: Mastering Advanced Excel Functions and Formulas (Webinar) (21WA-3801)*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 |
| 12/28/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 21WA-1111: Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (21WA-1111)*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 |
| 5/28/2021 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 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-1015: Domicile Planning for your Client (Webinar) (21WA-1015)*Reasons for Domicile Planning*The Response of the Various States*Domicile Defined*Significance of Domicile*Types of Domicile*Domicile Planning Checklist |
| 5/24/2021 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 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-3247: Maintaining a Harmonious Working Environment (Webinar) (21WA-3247)*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 |
| 11/11/2021 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 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-0839: Uniform Guidance Update (Webinar) (21WA-0839)*Grants*Grants management*Grants accounting*Grants audit*Federal grant regulations |
| 5/11/2021 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 21WA-0627: Essential Skills for the Next 10 Years (Webinar) (21WA-0627)*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 |
| 4/29/2021 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 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-1253: The Power of Why: Searching for Answers; Generating Solutions (Webinar) (21WA-1253)*The basic benefits of why; *The 5-15 report *Curiosity and creativity |
| 6/8/2021 | 1 - 4:35 p.m. | Online | 3.8 CPE (0 tech, 3.8 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-1102: Driving Performance with Metrics (Webinar) (21WA-1102)*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 |
| 5/28/2021 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-0863: Data Analysis and Management (Webinar) (21WA-0863)*"Run the numbers" on non-financial data*Expand your toolbox outside of MS Excel*Use your analysis skills to transform your business |
| 5/13/2021 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 21WA-3818: Maintaining a Harmonious Working Environment (Webinar) (21WA-3818)*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 |
| 12/29/2021 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 21WA-0646: Coaching Leaders in Preparing for and Conducting Discharge Meetings (Webinar) (21WA-0646)*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 |
| 4/30/2021 | 1 - 2:10 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 21WA-1359: Social Media: It's a Credibility Strategy. Not a Business Strategy. (Webinar) (21WA-1359)*business development*sales*marketing*social media*digital media |
| 6/16/2021 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 21WA-0978: K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (21WA-0978)*Information Technology*Security Techniques |
| 5/21/2021 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 21WA-3140: Managing the Employee Life-cycle Part 1: Attract Me & Get Me Started (Webinar) (21WA-3140)*Talent Acquisition*Compensation*Employee Benefits*Onboarding |
| 11/4/2021 | 9 - 11:10 a.m. | Online | 2.5 CPE (0 tech, 2.5 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-3033: FASB's New Lease Accounting Standard (Webinar) (21WA-3033)*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 |
| 10/26/2021 | 10 a.m. - 2 p.m. | Online | 4.2 CPE (4.2 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-0830: Navigating Difficult Conversations (Webinar) (21WA-0830)*Communication*Relationship Management*Leadership & Navigation |
| 5/11/2021 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 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-1350: FASB's New Lease Accounting Standard (Webinar) (21WA-1350)*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 |
| 6/16/2021 | 2 - 6 p.m. | Online | 4.2 CPE (4.2 tech, 0 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-1430: K2's Going Virtual: Technology to Support Remote Team Members (Webinar) (21WA-1430)*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 |
| 6/21/2021 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 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) |